Postare

🚨 Don’t call it an $ETH scarcity trade yet. The numbers aren’t there. There’s a lot of excitement around the idea of tightening ETH supply — but we’re still way too early to treat it as a confirmed scarcity narrative. Here’s what matters: 📌 EIP-8363 — not EIP-8361 — is currently an open draft. Meanwhile, around 2.44M ETH is waiting to enter staking, while the exit queue is currently empty. And under the baseline proposal, regular staking yield could fall from roughly 2.6% → 1.2%. That’s a pretty meaningful change. So for now, I’m not rushing into the ETH/BTC long based on a scarcity thesis that hasn’t actually materialized. The better approach? 👉 Keep your ETH productive. Watch the proposal. Watch staking flows. Watch the supply dynamics. If the numbers actually start tightening, then the scarcity trade becomes much more interesting. Until then: Don’t trade the headline. Trade the data. 👀 $ETH $BTC #DailyOrbit