ETH exchange reserves just hit all-time low at 14.5m while staking ratio hit all-time high at 32.7% with a 49-day validator queue. ETH/BTC at 2016 lows. glamsterdam devnets already benchmarking 1.96 Ggas/s with parallel execution live, targeting 200m gas per block (3.3x current capacity) for Q3 2026. UBS and nethermind completed compliance PoC on sepolia for tokenized securities settlement that scales directly with L1 throughput. the market priced in foundation chaos and priced in zero probability of the upgrade shipping on time. that's a binary bet and the supply is not positioned for delivery
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