According to @cas_abbe, Ethereum flows indicate DeFi is reducing risk as leverage loops unwind, shifting on-chain exposure toward institutional channels (source: @cas_abbe). Traders are closely watching stETH-ETH peg stability, as depeg risks can affect collateral quality and liquidity across DeFi (source: @cas_abbe). Institutions are increasing exposure, with ETFs taking in billions even as stakers withdraw, pointing to a rotation in who holds ETH rather than market weakness (source: @cas_abbe). For positioning, traders can track ETF net inflows, staking withdrawals, and the pace of DeFi de-leveraging as key flow metrics (source: @cas_abbe).

According to @cas_abbe, Ethereum’s unstaking queue is at a record high while ETH ETFs are seeing record inflows, indicating DeFi users are de-risking as institutions buy ETH (source: @cas_abbe). According to @cas_abbe, this flow divergence suggests supply is rotating from on-chain staking to ETF vehicles, so traders should track net staking withdrawals versus ETF share creations to gauge the balance of flows (source: @cas_abbe). According to @cas_abbe, traders can also watch exchange ETH balances and staking-derivative pricing to assess whether ETF demand is offsetting DeFi outflows (source: @cas_abbe).

According to @Excellion, he posted The Unstakening intensifies on X on Aug 16, 2025, sharing a link without additional context. source: https://twitter.com/Excellion/status/1956812093606469784 The post does not specify any blockchain, token symbol, or metric, so it does not provide a standalone trading signal by itself. source: https://twitter.com/Excellion/status/1956812093606469784

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 @Excellion, Samson Mow warned that it is the last chance to sell ETH above 0.03 BTC on the ETH/BTC pair, source: Samson Mow (@Excellion) on X, Aug 15, 2025. He added that exiting staked ETH could take roughly two weeks to leave the validator exit queue plus another nine days for the withdrawal sweep, implying about 23 days before funds are liquid, source: Samson Mow (@Excellion) on X, Aug 15, 2025. This timing suggests near-term execution and basis risk for traders aiming to rotate from staked ETH to BTC on the ETH/BTC pair, source: Samson Mow (@Excellion) on X, Aug 15, 2025.