👀 Only 12% of ETH Left on CEXs – What This Means
PLUS: The TVL for Base is at an ATH of $12.6 billion
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In today's newsletter:
💡 Only 12% of ETH Left on CEXs – What This Means
📣 Metaplanet buys $112 million worth of bitcoin
📈 The TVL for Base is at an ATH of $12.6 billion
Let’s dive in!
💡 Insight
Only 12% of ETH Left on CEXs – What This Means
Just a few years ago, over 30% of Ethereum’s supply was sitting on centralized exchanges.
Today? Only ~12% remains.
That’s a 60% drop in liquid ETH on exchanges—and it’s accelerating.
🚨 Why This Is Bullish
This isn’t just another stat. It’s a canary in the coal mine for a supply shock.
Here’s why:
ETH leaving exchanges = long-term holders.
Coins withdrawn from CEXs are typically going into cold wallets, DeFi, L2s, or staking.Less ETH on the market = less to buy.
That makes it easier for buying pressure (from ETFs, institutions, or retail) to push prices higher.New demand is coming online.
Ethereum ETFs are going live soon in the US. Smart money is already front-running the inflows.
Add it all up, and we’re looking at a structural shortage of ETH just as the next bull cycle kicks off.
📣 Update
Metaplanet buys $112 million worth of bitcoin
Metaplanet announced Monday that it purchased 1,009 BTC, worth around $112 million.
Its total holdings reached 20,000 BTC, making the company the sixth largest public corporate holder of bitcoin.
📈 Signal
The TVL for Base is at an ATH of $12.6 billion
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Alt time is now, but once the cycles for the dominance start going up you be better holding/buying btc