المنشور

🚨 42M+ $ETH IS STAKED — BUT IS THAT PURELY BULLISH? More than 42M ETH, nearly 35% of supply, is now locked in staking. The common view is simple: less liquid ETH = less selling pressure. But EIP-8361 could change the picture. The proposal would gradually reduce validator issuance as staking participation rises, potentially reaching zero new issuance if staking hits 50% of supply. That creates an interesting dilemma: More staking → lower rewards → weaker staking incentives. And if ETH’s base staking yield falls significantly, liquid-staking and DeFi ecosystems could also feel the impact. For now, I think the chances of the proposal being implemented exactly as proposed are relatively low. But its existence raises an important question: **What will ETH’s long-term monetary policy look like? 👀** #AIInfraEarningsWatch #CPIToResetFedBets #AIInfraFundingDiverges