Ethereum is facing a significant supply shortage, with 40% of its total supply currently locked and unavailable for trading. This includes 35.7 million ETH staked, 6.84 million ETH held by US ETFs, and 5.9 million ETH in Digital Asset Treasuries. The constrained supply, coupled with increasing institutional interest, is expected to drive up ETH prices. The involvement of nation-states like Bhutan in the Ethereum ecosystem could further influence market dynamics. Despite these developments, some analysts remain skeptical about whether Ethereum's growth will directly boost ETH's value, as Bitcoin continues to be viewed as a primary store of value.