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Ethereum Supply Ratio Drops to 0.037, Signaling Potential Bull Market

The drop in Ethereum's supply ratio to 0.037 may signal an upcoming bull market.

Following its recent all-time high of $4,956 on August 23, Ethereum (ETH) has been trading within a tight range of $4,200 to $4,500 on Binance, leading to uncertainty about its next movement. However, recent exchange data indicates a potential supply crunch for ETH.

Key Points

  • Ethereum's Exchange Supply Ratio (ESR) on Binance dropped sharply from 0.041 to 0.037.
  • During the same period, ETH's price remained stable, trading around $4,400.
  • The decline in supply ratio indicates accelerated withdrawals from exchanges, reflecting growing confidence among holders.
  • The Ethereum network has seen 36 million ETH staked, with daily transactions hitting a 12-month high.

In-Depth Analysis

According to CryptoQuant's analysis, the significant decline in Ethereum's supply ratio, alongside stable prices, suggests that more investors are opting to withdraw assets from exchanges in favor of self-custody. Analyst Arab Chain notes that such trends typically indicate reduced market liquidity, which can limit selling pressure and potentially lead to price increases.

Moreover, the ESR has fallen back to levels seen before June, signaling that the market has effectively “flushed out” previous profit-taking behaviors and is now in a phase of reaccumulating assets into long-term wallets. This process often builds momentum for future bull markets.


Market Impact

As Ethereum's on-chain activity continues to rise and holder confidence in self-custody increases, the demand for ETH is expected to remain strong. Notably, with healthy ETF inflows, investor sentiment towards Ethereum is becoming increasingly bullish. Analysts predict that if the ESR continues to decline while prices remain stable, it could signal the onset of a new bull market led by institutional investors.

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Conclusion

The ongoing decline in Ethereum's supply ratio, coupled with a steady price performance, may be laying the groundwork for a future bull market. As market confidence in Ethereum rises, investors should closely monitor this dynamic for potential investment opportunities.