ETH Is Scarcer Than BTC — Here's How to Front-Run the ETH Narrative in Q4
PLUS: ~ $170B in stablecoins is now tokenized on the Ethereum L1 and it's L2s
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📈 Signal
~ $170B in stablecoins is now tokenized on the Ethereum L1 and it's L2s
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ETH Is Scarcer Than BTC — Here's How to Front-Run the ETH Narrative in Q4
Ethereum isn’t just powering smart contracts anymore — it’s becoming money. And not just any money… scarce money.
Since Ethereum's Merge (almost 3 years ago):
About 2.5 million ETH was created
About 2.0 million ETH was burned (taken out of supply)
Net increase? Just +502,000 ETH — that’s only +0.14% per year
At the same time, Bitcoin’s supply grew by +1.32% per year
This means ETH is getting more scarce over time, especially as more ETH gets locked up in staking and DeFi.
Smart investors are already rotating into the Ethereum narrative — and if you want more upside than just holding ETH, you need to look at the altcoins that benefit from Ethereum’s growth.
🧩 The Game Plan
If Ethereum keeps winning, a few key types of projects will grow even faster:
Projects that help people stake or earn yield on ETH
Projects that build new financial tools on top of Ethereum
Projects that make ETH more liquid, secure, or useful
Here are 3 altcoins we’re watching (and buying) as high-upside plays on Ethereum for Q4 2025: