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David Alexander II
Partner @anagramxyz | prev MD @BinanceLabs, OG @ConsenSys | Research @MetricsDAO | Chaotic Neutral 🌑
The supply shock is real. $ETH liquidity on exchanges has dropped to its lowest level since June 2024 and since the Pectra upgrade in May, has declined by over 8% (~1,600,000 ETH valued at roughly $6.1B).
Meanwhile, ETH ETFs (5.8M ETH) and treasury strategies (2.3M ETH ) now collectively hold more than 6.5% of the entire supply.
Buckle up 😈
h/t @cryptoquant_com

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For the first time ever, weekly $ETH ETF inflows flipped $BTC, with $1.85B compared to just $72M.
ETH ETFs have now seen 16 consecutive days of positive inflows. Meanwhile, BTC ETFs have experienced net outflows for 3 of the last 5 days.
The tides have decidedly turned 😈


David Alexander II23.7. klo 23.34
While $BTC ETFs experienced their second consecutive day of net outflows (-$68M), $ETH ETFs had their third-best day ever with $533M in net inflows.
ETH ETFs have already added $830B this week compared with BTC's -$199M.
In July, ETH ETF inflows have been positive on all but one day, and since the Pectra upgrade on May 7, inflows have been positive 85% of the time.
The tides have decidedly turned.
h/t @glassnode

2,91K
Meanwhile, $ETH treasury strategies have grown to 2,300,000 ETH (~$8.1B) and have nearly doubled over the last two weeks, now accounting for 2% of the entire supply.
Collectively, the top 3 private treasury strategies @BitMNR (567K ETH), @SharpLinkGaming (361K ETH), and @TheEtherMachine (170K) alone hold over 1,000,000 ETH, with much more capital to be deployed.
Accelerate 😈

883
Validator exit queues continue to grow, surpassing 705,000 $ETH (~$2.8B) and are 32% higher than the previous peak in January 2024. Wait times are now approaching 13 days.
Interestingly, validator entry queues also remain elevated, with over 280,000 ETH (~$1B) waiting to enter and a current wait time of 5 days.

1,4K
While $BTC ETFs experienced their second consecutive day of net outflows (-$68M), $ETH ETFs had their third-best day ever with $533M in net inflows.
ETH ETFs have already added $830B this week compared with BTC's -$199M.
In July, ETH ETF inflows have been positive on all but one day, and since the Pectra upgrade on May 7, inflows have been positive 85% of the time.
The tides have decidedly turned.
h/t @glassnode

9,47K
A record-breaking $4.4B of institutional inflows into digital assets last week. This marks the 14th straight week of positive net inflows and pushes the total for July to $9.2B.
Perhaps more striking is that $ETH inflows ($2.1B) are now on par with $BTC's ($2.2B).
Another interesting angle to monitor is traction with $SOL products, which have grown to $132M on the month, but are still relatively under-indexed.
h/t @CoinSharesCo

492
Another day, another record smashed: $726M poured into $ETH ETFs, the highest daily inflow ever.
This is more than the entire monthly net inflows for April ($66M) and May ($564M), combined.
Meanwhile, daily trading volumes also hit a record $2.66B, shattering the $1.8B high set earlier this week.
ETH ETFs ($1.2B) are now in position to outperform $BTC ETF inflows on the week ($1.5B) for the first time ever.

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