BTC vs ETH Supply Dynamics – December 2025 🔹
Quick Take:
BTC: ~95% mined, nearing 21M cap; exchange reserves at all-time lows → strong hodling behavior
ETH: ~30% staked/illiquid, Fusaka burns outpacing issuance; BitMine’s 3%+ hoard adds volatility
Both face tightening liquidity, but ETH’s usage-based scarcity can trigger sharper moves
Bull Case 🚀:
BTC: Stable floor, limited explosive upside without macro catalysts
ETH: Dynamic deflation + staking + institutional inflows → potential $5K+ by EOY if adoption surges
Bear Case ⚠️:
Macro risks → Fed pause/QT, exchange inflows >50K/day
BTC: retest ~$74K possible
ETH: whale dumps + staking exit delays → $2.6K risk
Bottom Line:
BTC = predictable store-of-value
ETH = adoption-driven supply mechanics → potentially 2x volatile
Accumulate above supports: BTC $90K, ETH $3K
Not financial advice – DYOR
#bitcoin #Ethereum #SupplyShock #crypto
