📊 Thomas (Tom) Lee (not drummer) FundstratDirect.com says Ethereum DATs already hold 7% of ETH supply, and could reach 15% this cycle. He explains why DATs drive prices at the desk from KBW2026.

@fundstrat @kbwofficial Supply getting locked while ETF week stays green.

@fundstrat @kbwofficial Because nobody else wants to hold it.

@fundstrat @kbwofficial treasury club keeps expanding the roster

@fundstrat @kbwofficial Dude. the ETH valuation is going to go nuts after the DATs gain ground in the next cycle, possibly reaching 15%. Just insane.

@fundstrat @kbwofficial that's a bull case for ethereum

@fundstrat @kbwofficial Yea, tho worth mentioning the huge reliance on equity premiums to fund eth accumulation.

@fundstrat @kbwofficial 7% already, yeah that's a lot of supply locked up

@fundstrat @kbwofficial Never trust a man who wears oversized glasses and tilts his head to the left when he talks

@fundstrat @kbwofficial Huge institutional demand

@fundstrat @kbwofficial Dados de IA na Ethereum já representam 7% da oferta, sinalizando que a integração com inteligência artificial está acelerando a adoção institucional e consolidando o ativo como infraestrutura crítica para o futuro da rede.

@fundstrat @kbwofficial That’s not a good thing

@fundstrat @kbwofficial 7% and climbing let's go fen kk

@fundstrat @kbwofficial Fundstrat has DATs at 7% of ETH supply with a path to 15%. That's a lot of locked demand if those numbers are right.

@fundstrat @kbwofficial se 7% já mexeu com o preço, imagina quando bater 15% e o staking começar a travar oferta de verdade

@fundstrat @kbwofficial still an app

@fundstrat @kbwofficial bro eth doesn't have fixed supply

@fundstrat @kbwofficial Maybe its just me but I find these hardcoded subs so annoying and distracting..