#Twitter updates


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Ethereum supply shock well and truly at all time highs. Looks like the market overpriced it in May but is probably underpricing it July / August.
Users on the Bitcoin network is now growing at its fastest rate ever. 1.2m users were added in the last 30 days. Does not include off-chain users on exchanges which typically sees up to 3x this number.
Aug 12 Here’s a chart documenting the rise of BTC held by shareholding. In this case I mean shareholding that is “generally available” to public, i.e. Grayscale and publicly tradeable companies and ETFs 0.9% of the supply is inside corporate treasuries while 3.7% is inside ETFs.  Zoomed in view of major holdings in public company treasuries. This list is not exhaustive, but captures the largest players. 


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