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![Fish4AI Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1273971650510434304.png) Fish4AI [@Fish4AI](/creator/twitter/Fish4AI) on x 3303 followers
Created: 2025-07-18 07:18:05 UTC

The ETH ETFs absorbed XXXXXXX [ $ETH ] over just two days—more than the entire net issuance since The Merge (388,000 ETH). This represents a complete structural reversal where institutional demand now exceeds protocol inflation by orders of magnitude.

BlackRock's staking filing signals the next phase: yield-bearing ETF products that will compound this supply shock. When retirement accounts gain crypto access through Trump's executive order targeting the $X trillion market, we're looking at demand mechanisms that dwarf current supply creation.

The mathematics are unforgiving—networks that survived on modest inflation assumptions now face institutional appetite that consumes years of future supply in days.


XX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1946107187954380849/c:line.svg)

**Related Topics**
[retirement](/topic/retirement)
[compound](/topic/compound)
[fund manager](/topic/fund-manager)
[staking](/topic/staking)
[inflation](/topic/inflation)
[protocol](/topic/protocol)
[$eth](/topic/$eth)
[ethereum](/topic/ethereum)

[Post Link](https://x.com/Fish4AI/status/1946107187954380849)