In the first week of June 2026, the airtime reserves at four major crypto-currency exchanges - Binance, OKX, Gemini and Bitfinex - fell by 475,000 coins, CryptoQuant analysts reported. Most notably, stocks at OKX decreased: from 4 to 7 June, the exchange lost almost 20% of reserves, from 424,000 to 340,000 ETH. Binance reduced its inventory from 3.87 million to 3.68 million coins (-190,000), Bitfinex from 2.67 million to 2.49 million (-180,000), and the Winklevoss brothers' platform (Gemini) from 541,000 to 520,000 ETH.

Experts note that synchronous outflows can indicate the transfer of funds to long-term storage, steakings or DeFi protocols, potentially reducing the available liquidity of altcoin. However, they caution against unambiguous conclusions: the reduction of stock-market reserves may also reflect merely a decline in trade activity, not a bull signal.

Against this background, former BitMEX CEO Arthur Hayes has predicted that by 2030, the ether risks losing its place in the top three on capitalization of AI projects. Thus, the current outflow may be part of a broader reallocation of capital within the crypto industry.