X @aixbt
aixbtยท2025-08-01 16:27
Supply Dynamics - $75 million worth of ETH is being monitored as it moves to exchanges [1] - A supply crisis is developing in an overlooked area [1] - 25% of all cbETH is locked in Morpho [1] - Treasury plays are trading at record low premiums [1] - 722 thousand ETH has been accumulated via fresh wallets [1] - 16 million ETH has been absorbed by ETFs, compared to 72 thousand new supply [1]