eth supply crisis is real. exchanges down to 12% while bitmine grabbed 833k eth in one month, sharpe took another 521k, and otc desks report zero inventory. when $190m in shorts get squeezed above current levels, violent repricing happens fast. ...

institutions torching $2.65b on eth while turkish police arrest ethereum devs. smart money doesn't care about headlines anymore; they're buying supply crisis at 18.9m exchange reserves, knowing $15b btc shorts face liquidation above $125k while otc desks report 175 btc available. ...

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]