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![whispertickers Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1937935302200373248.png) WhisperTick [@whispertickers](/creator/twitter/whispertickers) on x XXX followers
Created: 2025-07-27 14:12:03 UTC

Is new supply an afterthought? Since January, $BTC demand from institutions has outpaced fresh issuance X to X. ETF inflows topping $20bn in 2025, while miners handed over just 300k new coins. Halving didn’t exactly slow them down.

$ETH not far behind. Post-ETF launch in May, nearly 2.8m Ether scooped up, with under 600k minted. Ratio? XXX to one. Markets maturing, but supply’s not playing catch-up.

• $BTC YTD market cap: $1.8tn, up 50%.
• $ETH: $550bn, up 40%.
• Volatility cooling, but the powder keg’s in the numbers.

Risk lingers: SEC eyes on staking, green concerns for miners. Yet corporate treasuries aren’t blinking. Supply’s getting stubborn, demand’s just getting started.

Fair value now?


XX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1949472858440089903/c:line.svg)

**Related Topics**
[playing](/topic/playing)
[$eth](/topic/$eth)
[halving](/topic/halving)
[coins](/topic/coins)
[$20bn](/topic/$20bn)
[fund manager](/topic/fund-manager)
[$btc](/topic/$btc)
[bitcoin](/topic/bitcoin)

[Post Link](https://x.com/whispertickers/status/1949472858440089903)