ETFS ARE BUYING ETH AND BTC FASTER THAN NEW COINS ARE BEING CREATED

Let’s look at the data.

Last 7 days:

Ethereum

- ETFs bought 67,532 ETH
- Network issued 18,577 ETH
- ETFs bought 363.5% of weekly issuance

Bitcoin

- ETFs bought 3,170 BTC
- Network issued 3,150 BTC
- ETFs bought 100.6% of new supply

So in both cases, ETF demand is matching or exceeding new supply.

Yet prices have not moved much.

When price does not react even after supply is absorbed, it usually means:

- Some holders are still selling
- Coins are moving from weak hands to stronger hands

This is not a demand problem.

Demand is already higher than new supply, but price is lagging.

Now look at the size of these flows:

- Ethereum ETFs bought roughly $208M worth of ETH
- Bitcoin ETFs bought around $286M worth of BTC

That’s a large amount of capital being absorbed without a major price reaction.

In past cycles, this phase did not last very long.

First flows showed up and then prices follower later.



#etherium