According to @rovercrc, a massive ETH supply shock is unavoidable and he urges accumulation, source: @rovercrc on X dated August 16, 2025. Ethereum’s fee-burn mechanism under EIP-1559 permanently removes the base fee in ETH from circulation when on-chain activity is high, directly constraining liquid supply, source: Ethereum.org EIP-1559 documentation. Post-Merge proof-of-stake issuance ties new ETH creation to validator participation and is structurally lower than legacy proof-of-work issuance, reducing gross supply growth, source: Ethereum.org Proof-of-Stake and Issuance documentation. Staked ETH is subject to an exit queue and withdrawal process, meaning a substantial portion of supply is not instantly sellable, which can tighten the effective float, source: Ethereum.org Staking and Withdrawals documentation. On-chain exchange reserves are widely used to gauge potential near-term sell-side liquidity, with declining balances indicating tighter available supply on centralized venues, source: Glassnode Academy discussion on exchange balances and market liquidity. For trading confirmation of a supply-squeeze thesis, monitor EIP-1559 burn rate, net issuance trends, validator exit and entry queues, and exchange reserves as outlined by Ethereum.org and Glassnode Academy, source: Ethereum.org technical docs and Glassnode Academy.

According to @MilkRoadDaily, a significant market event for Ethereum (ETH) is approaching, described as a brewing 'fight'. The author uses the metaphor of 'the last peanut butter cup' to characterize ETH, implying that the asset is becoming exceptionally desirable and scarce. This perspective suggests that traders and investors should anticipate heightened competition among buyers, which could signal a potential supply squeeze and upward pressure on the price of Ethereum.