Analyst Predicts Ether Could ‘Go Nuclear’ Amid Three Ongoing Supply Vacuums

In a striking bullish forecast, analyst Crypto Gucci has claimed that (ETH) could “go nuclear” in this market cycle, largely due to three concurrent supply vacuums actively draining the tradable float. 

What are The Three Supply Vacuums?

• Digital Asset Treasuries (DATs): Institutional and corporate treasuries have begined accumulating ETH for long-term holdings. According to data, now hold about 5.9 million ETH (~4.9% of total supply)
• Spot ETH ETFs: U.S.-based platform-traded funds are absorbing ETH at a quick clip. So far, have taken in 6.84 million ETH (~5.6% of supply)   even though many of these funds lack staking rights for now.
• Staking / Locked ETH: Since ETH’s transition to (the Merge), over 35.7 million ETH has been staked (~30% of supply). Much of this is illiquid, hampered by long exit queues (currently ~40 days)

Because of these combined forces, Crypto Gucci estimates that around 40% of all ETH is effectively out of circulation and unavailable for typical trading. 

Why It Matters: Scarcity Meets Demand

The premise is that when demand meets shrinking supply, prices don’t just rise, they accelerate rapidly. Crypto Gucci says this supply setup is unprecedented; no previous cycle has featured all three vacuums active at once. 

With institutional flows growing and staking momentum rising, ETH’s liquid float, the amount available for trading or sale, is at its tightest point ever. Some bullish voices point to price targets in the range of $8,000 to $10,000 in this cycle, should the pattern hold. 

Risks, Caveats & Central Variables

Underlying risks, caveats, and key variables include:

• Liquidity Shocks: If ETH purchaviewrs falter or external pressures force large tradeers, a tight supply could amplify .
• Regulatory Shifts: Changes to ETF rules, staking regulation, or fiscal policy could upset the balance.
• Unstaking Delays: Since exit queues limit how rapidly staked ETH can return to the market, timing is critical.
• Overhyped Narrative: Some critics caution that the “supply vacuum” argument has been touted for a long time but hasn’t delivered sustained blow-off prices.

Yet for proponents, the alignment of these supply drains at once presents a rare setup: institutions hoarding via treasuries and ETFs, staking locking up tokens, and demand still growing. If the assumptions hold, ETH may be entering one of its most explosive bull phases yet.

When Scarcity Becomes a Catalyst

ETH’s current cycle is striking for how many ETH are being removed from circulation via treasuries, ETFs, and staking simultaneously. If bullish demand continues, the stage is set for more than just steady gains: it could spark a full-blown price surge. Whether that “nuclear” moment arrives depends on sustained , regulatory clarity, and smooth liquidity dynamics.