if coinbase converts 10% of their $127b eth custody to staking september 15, the supply shock absorbs every seller through december. ...

Core Insights - New Age Metals Inc. (NAM) has reported promising assay results for antimony and gold from its properties in Newfoundland and Labrador, indicating significant mineralization potential [1][3][4] - The company is currently conducting Phase 2 exploration work following a successful Phase 1 program, which confirmed the presence of high-grade antimony and gold mineralization [1][3][4] Phase 1 Highlights - A total of 286 grab samples were collected, with notable results including up to 15.2% Sb and 1.52 g/t Au, indicating a robust multi-metal system [2][3][4] - The antimony price surged to over $60,000 per tonne due to China's export restrictions, creating a supply shock for this critical metal [2][30][31] Mineralization Potential - The St Alban's area properties are highly prospective for Au–Sb mineralization, with a newly identified ~16 km trend extending from various occurrences [3][4][6] - Significant assay results include: - 15.2% Sb from Antimony Ridge - 1.52 g/t Au from the Citadel Property - 131 g/t Ag and 29.3% Pb from the Fort Property [4][5][6] Beaver Brook Area Properties - The Beaver Brook Area properties are geologically significant, hosting potential for both Sb and Au systems, consistent with the broader mineralizing environment [6][7] - New discoveries in the Beaver Brook Area include elevated gold values and significant mineralization potential [8][6] Market Dynamics - The antimony market is heavily influenced by geopolitical factors, with approximately 70% of production occurring in China [30][31] - Gold prices have reached historical highs, driven by increased demand from central banks and retail investors amid economic uncertainties [30][31] Strategic Positioning - NAM's properties cover approximately 20,000 hectares, strategically located along mineralized trends associated with past-producing mines [32][33] - The Province of Newfoundland and Labrador has been recognized as a top-10 mining jurisdiction, enhancing the attractiveness of NAM's exploration efforts [33]

Zoom in on Ethereum exchange data (YTD) and you’ll see something insane.This $ETH rally is happening while exchange reserves are drying up at record speed.Price keeps shooting higher, demand keeps growing.A SUPPLY SHOCK IS INEVITABLE. https://t.co/nlHdQxMoSO ...

Market Analysis - XMR attack was more symbolic than substantial [1] - The attacker controlled 35.7%, not the 51% required for a successful attack [1] Supply Dynamics - Exchanges froze 2.2 million coins [2] - Halving will reduce rewards by 50% [2] - A supply shock is anticipated [2]

all these guys buying usdc for 5% yield need to grow up. protocols don't care about that.what they care about is SUPPLY SHOCK, and you're not getting that unless arc locks $5-10b for gas abstraction, plus morpho, euler and exactly finance building compatibility before mainnet q1. ...

The massive $ETH supply shock is truly unavoidable.I hope you’ve been accumulating. https://t.co/YODbedvd85 ...

There’s almost no $ETH left on exchanges.Institutions are buying billions in the meantime.This supply shock could easily push the price to $10,000! https://t.co/h9MnViPadH ...

NFT Market Overview - 69 CryptoPunks remain on Over-The-Counter (OTC) desks [1] - Supply shock is anticipated [1] - CryptoPunk floor price increased by 480% in 4 months [1] Market Drivers - Beeple is offering Alien Punks as prizes [1] - Major museum exhibitions featuring CryptoPunks are expected [1] - Traditional Finance (TradFi) integration pipeline is robust [1]

Supply and Demand - Institutional Bitcoin accumulation is rapidly outpacing new supply [1] - Potential for a Bitcoin supply shock [1]

Market Analysis & Volatility - Implied volatility is extremely low while open interest is near multi-year highs, suggesting explosive volatility is expected [2][3][6] - A potential hidden risk zone for Bitcoin is around the $105,000 level, supported by onchain data [19][21][22] - Bitcoin options are skewing bullish, with significant value stacked in calls and puts around August 29th, September 26th (60-day window), and December 26th [23][24] Supply Shock & Demand - A supply shock is anticipated within 60 days, potentially leading to upside volatility [2][7] - Bitcoin treasury companies are poised to inject approximately $15 billion into the market in Q3, exceeding the first half of 2024's Bitcoin ETF net flows [12][14] - ETF investors and treasury companies are primarily long-term holders, not looking for quick profits [9][10][11] Technical Indicators - Low implied volatility often precedes significant market movements [4] - Bitcoin futures open interest nearing $80 billion indicates a potentially explosive move, either up or down [5] - UTXO cost basis histogram reveals a significant accumulation or realization wall around $105,000 [21]