The Daily Gwei - An Ethereum Podcast ETH infinite bid, Ethereum's next 10 years and more - The Daily Gwei Refuel #845 - Ethereum Updates
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Aug 13, 2025 Explore the booming ETH treasury companies and their impact on market dynamics. Discover impressive inflows into ETH ETFs, outpacing Bitcoin. Delve into regulatory changes with the SEC's Project Crypto and the bullish 10-year outlook for Ethereum. Learn about the rising value of decentralized assets and the push towards stablecoin chains. The conversation touches on essential profit-taking strategies while navigating the evolving landscape of decentralized finance and Ethereum's critical role in it.
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Treasuries Driving A Supply Crunch
- ETH treasury companies are buying massive amounts of ETH, creating persistent upward price pressure as they compete for supply.
- This concentrated institutional demand, combined with ETFs, explains recent ETH outperformance and tight supply dynamics.
Sell Only For Real-Life Needs
- Don't sell ETH simply because price rose; prefer selling only to fund concrete life goals like a house or car.
- Treat profit-taking as deliberate financial planning, not speculative timing to buy back lower.
ETF Inflows Exceed New Supply
- ETH ETFs have recorded record inflows that dwarf BTC ETF flows and are buying multiples of daily net issuance.
- When ETF demand exceeds issuance by tens of times, price appreciation becomes a logical outcome.