2026-01-17 18:40:53

The reshaping of ETH's supply structure is more significant than most realize. Consider this: since August 2021, every new ETH entering circulation has been absorbed by major market participants over the past 4.5 years. That's not gradual—that's structural deflation pressure building.

When inflation gets soaked up that efficiently, it changes the game. The token's scarcity narrative strengthens. Those positioned correctly understand ETH isn't repricing sideways from here. The supply mechanics alone suggest meaningful upside ahead.

ETH0,73%

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BetterLuckyThanSmart

· 9h ago

Large investors are accumulating, while retail investors are still hesitating about whether to buy... This is the reality.

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StablecoinArbitrageur

· 9h ago

ngl, the absorption rate math checks out but you're glossing over the liquidity pool dynamics here. major holders ≠ actual deflation pressure if they're just staking for yield. have you actually traced the CEX vs DEX flow data or are we just vibing on scarcity narratives again

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NonFungibleDegen

· 9h ago

ngl this supply absorption thesis hits different when you realize all the new eth just disappears into whale wallets... we're basically watching deflation in real time and most people are still checking floor prices lmao. bullish copium or actual alpha? fr can't tell anymore

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GasOptimizer

· 9h ago

Really? If that's the case, I should have bought the dip long ago.

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ShamedApeSeller