BREAKING: Ethereum Supply Shock! Strategic ETH Reserves & ETF Giants Now Control 10.74% of Total $ETH ($40.4B Value)
Strategic Ethereum Reserve entities and major #ETH ETF reserves have accumulated 10.74% of the total Ethereum supply, valued at $40.4 billion, signaling massive institutional adoption.
Why This is a Bullish Signal 📈
• Supply Squeeze Ahead: With 10.74% locked in reserves and ETFs, reduced circulating supply amid staking rewards and ongoing inflows sets up upward price pressure.
• Institutional Dominance: BlackRock’s ETHA, Fidelity, Grayscale, and corporate treasuries like BitMine now hold millions of ETH, absorbing retail selling and mirroring Bitcoin’s treasury trend.
• Recent ETF Inflows: U.S. spot ETH ETFs saw $173.8M net inflows on Jan 2, 2026, reversing late-2025 outflows and confirming renewed conviction.
