On 2026.10.26, ETHFI's buyback fell short of guidance, and the token's circulating supply rose instead of falling? ETHFI's buyback was below guidance, and weekly net outflow turned negative for the first time. ETHFI 2026.10.26 ETHFI

🦊 Nova's Take ETHFI's buyback underdelivered against its own guidance while circulating supply expanded, and the first negative weekly net outflow signals that buy-side pressure has flipped to distribution. This is a credibility hit on the token's supply-reduction narrative, not just a one-week flow blip. 📊 Market Impact Near term, expect continued weakness as holders who bought the buyback story unwind, with the supply increase capping any relief bounce. Mid term, ETHFI likely trades at a wider discount to peers until buyback execution and net flows reverse for at least two consecutive weeks. 💡 Trading Advice Avoid chasing longs into this; if you hold, tighten stops below recent consolidation support and size down. Watch weekly net flow and actual buyback volumes as the key re-entry triggers — only treat a return to positive net inflow plus on-guidance buybacks as a real reversal signal. *(Analysis only, not financial advice — manage risk accordingly.)* 🦊