According to @cas_abbe, the past month’s largest ETH withdrawals came from Lido at 285,000 ETH, EthFi at 134,000 ETH, and Coinbase at 113,000 ETH, reflecting significant outflows from leading staking providers (source: @cas_abbe on X). According to @cas_abbe, these moves indicate large providers and whales, not retail panic, are driving the unstaking flows measured in billions of dollars (source: @cas_abbe on X). According to @cas_abbe, the data underscores concentrated liquidity shifts within ETH staking venues that traders should monitor for flow-driven market dynamics (source: @cas_abbe on X).

According to @Excellion, it is the last chance to sell ETH above 0.03 BTC, citing an estimated two-week validator exit queue and an additional nine days of withdrawal sweep delay that could push back sale execution, source: @Excellion (X). Ethereum.org states validator exits are throttled by a churn limit tied to the number of active validators, meaning exit times vary with network conditions rather than being a fixed two weeks, source: Ethereum.org. Ethereum.org also notes that after an exit, funds are processed in periodic withdrawal sweeps on the consensus layer before appearing on the execution layer, so the sweep cadence determines when exited ETH becomes transferable, source: Ethereum.org. Based on these mechanics, large-scale exits would release ETH to the market on a schedule governed by exit throughput and sweep timing rather than instantly, enabling traders to anticipate when liquidity may arrive, source: Ethereum.org. Traders monitoring the ETH/BTC pair near 0.03 can track real-time validator exit queue and withdrawal metrics to gauge unlock flow timing, source: beaconcha.in.

According to @Excellion, as of August 14, 2025, 768,400 ETH are in Ethereum’s validator exit queue, roughly 3.5 billion dollars, signaling a notable unstaking pipeline, source: @Excellion on X Aug 15, 2025. According to @Excellion, this setup could pressure the ETHBTC pair, with a potential reversion to 0.03 or lower, which indicates relative downside risk for ETH versus BTC, source: @Excellion on X Aug 15, 2025. According to the source, the flippening will not occur, aligning the thesis toward BTC outperformance, source: @Excellion on X Aug 15, 2025. According to Ethereum’s staking withdrawal design, validators that enter the exit queue become eligible to withdraw after processing, which can increase circulating supply once released, source: Ethereum.org staking withdrawals documentation.