المنشور

#ETHStakingFlowsSplit ETH is creating a supply story that ETF flows alone don't capture 👀 Around 43.3M ETH, roughly 35% of supply, is now staked. BitMine alone has about 5.07M ETH locked for yield. Meanwhile, ETH ETFs just swung from a $144M daily inflow to a ~$140M weekly outflow. What caught my attention is the tension: ETF demand can change quickly, while staking removes liquidity more structurally. For ETH, the next squeeze may be about available supply, not just new buyers.