February 12, 2026

Ethereum faces supply compression amid rising ETF and staking activity

Ethereum faces supply compression amid rising ETF and staking activity

Ethereum’s supply is experiencing a significant contraction due to increasing institutional interest and a substantial portion of the supply being locked in staking. This reduction in the “liquid float” of ETH results from major financial institutions incorporating Ethereum-based exchange-traded funds (ETFs) into their portfolios, boosting ETH accumulation. Additionally, over 30% of Ethereum’s supply is locked in staking as part of its proof-of-stake mechanism, which not only enhances network security but also contributes to the shrinking circulating supply amid growing global demand for the network.

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