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![KyleReidhead Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1305859724802482178.png) Kyle Reidhead | Milk Road [@KyleReidhead](/creator/twitter/KyleReidhead) on x 14.4K followers
Created: 2025-07-14 19:58:11 UTC

The demand for $ETH right now is insane

@SharpLinkGaming alone has bought more than 75k $ETH ($225m USD) in the last X days 🤯

In the last XX days, XX ETH treasury companies have bought more than XXXXXXX $ETH ($1.65 BILLION USD)

And these numbers are accelerating!

This means the numbers should get bigger from here, not smaller

Think about it...

there are new $ETH treasury companies launching every week (sounds like the biggest is yet to come)

and each company is looking to buy more $ETH than they did the previous week

So if the last XX days is $XXXX Billion, then will the next month be $2B and then $3B after that?

At some point the demand will slow down, but it seems too early for that to start today. Especially if Stablecoins continue to grow and more favourable regulatory gets put into place (its crypto week in the US this week)

In the last XX days, these treasury companies have bought .5% of the entire $ETH supply and moved it into Ethereum DeFi smart contracts (via staking or lending)

Remember, unlike the ETFs, these companies don't sell. They only buy (at least for now).

This is going to create a supply shock for $ETH over the coming months, there's really no way around it.

Fade $ETH and the treasury companies at your own caution 👀

![](https://pbs.twimg.com/media/Gv16eYOWUAA5sS_.jpg)

XXXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1944848923853549820/c:line.svg)

**Related Topics**
[united states dollar](/topic/united-states-dollar)
[$225m](/topic/$225m)
[$eth](/topic/$eth)
[ethereum](/topic/ethereum)
[coins layer 1](/topic/coins-layer-1)

[Post Link](https://x.com/KyleReidhead/status/1944848923853549820)

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KyleReidhead Avatar Kyle Reidhead | Milk Road @KyleReidhead on x 14.4K followers Created: 2025-07-14 19:58:11 UTC

The demand for $ETH right now is insane

@SharpLinkGaming alone has bought more than 75k $ETH ($225m USD) in the last X days 🤯

In the last XX days, XX ETH treasury companies have bought more than XXXXXXX $ETH ($1.65 BILLION USD)

And these numbers are accelerating!

This means the numbers should get bigger from here, not smaller

Think about it...

there are new $ETH treasury companies launching every week (sounds like the biggest is yet to come)

and each company is looking to buy more $ETH than they did the previous week

So if the last XX days is $XXXX Billion, then will the next month be $2B and then $3B after that?

At some point the demand will slow down, but it seems too early for that to start today. Especially if Stablecoins continue to grow and more favourable regulatory gets put into place (its crypto week in the US this week)

In the last XX days, these treasury companies have bought .5% of the entire $ETH supply and moved it into Ethereum DeFi smart contracts (via staking or lending)

Remember, unlike the ETFs, these companies don't sell. They only buy (at least for now).

This is going to create a supply shock for $ETH over the coming months, there's really no way around it.

Fade $ETH and the treasury companies at your own caution 👀

XXXXXX engagements

Engagements Line Chart

Related Topics united states dollar $225m $eth ethereum coins layer 1

Post Link

post/tweet::1944848923853549820
/post/tweet::1944848923853549820