Exchange reserves for $ETH just dropped below 12.7%, creating a massive 4 percentage point supply gap against $BTC sitting at 16.5%.

Most traders treat supply crunches as an automatic green light to go heavy on leverage, only to get wiped out on violent downside wicks when order book depth vanishes.

While $BTC exchange balances have remained relatively stable, Ethereum is rapidly draining off exchanges into long-term lockups. On paper this looks purely bullish, but thinning exchange inventory is actually a double-edged sword that elevates downside volatility.

When liquid reserves dry up this aggressively, any sudden market sell pressure hits an empty order book. Instead of a smooth uptrend, you get nasty slippage, amplified fakeouts, and brutal liquidation cascades in both directions.

Are you positioning for a supply squeeze here, or does the lack of liquidity make you cautious?

#Ethereum #Bitcoin #OnChainData