According to glassnode, retail-driven on-chain activity in the Asia-Pacific (APAC) region has been increasing significantly faster than in the US and EU. Since the cycle low in December 2022, APAC's year-over-year Bitcoin supply growth is at +6.4%, compared to declines of -5.7% in the US and -0.7% in the EU. This indicates a robust retail investment interest in APAC, which could impact trading volumes and liquidity in the region.

According to @drakefjustin, Ethereum's supply is currently growing at 0.5% per year, with a 1% per year issuance offset by a 0.5% burn rate. For Ethereum to become 'ultra sound', either the issuance needs to decrease or the burn rate needs to increase. This analysis highlights the importance of adjusting these parameters for traders focusing on Ethereum's long-term value proposition.