Will the $26B Staked in ETH 2.0 Trigger a Massive Sell-Off After the Merge?

·

The long-awaited Ethereum "Merge" is finally happening, transitioning the network from Proof-of-Work (PoW) to Proof-of-Stake (PoS). With over 13 million ETH ($26 billion) currently staked in ETH 2.0, concerns are rising about potential market volatility post-Merge. But will this actually lead to a massive ETH sell-off? Let's break down the facts.


Key Takeaways on ETH Unlocking Post-Merge

  1. Staked ETH Won’t Be Immediately Available
    The Merge itself doesn’t enable withdrawals—that functionality is scheduled for a subsequent upgrade (likely 6–12 months later). Validators must exit the active set gradually, with current estimates suggesting a full exit could take 424 days.
  2. Slow Release Mechanism
    Even after withdrawals are enabled:

    • An exit queue will throttle the release pace.
    • Realistically, it may take months to over a year for all staked ETH to become liquid.
  3. Liquid Staking Already Exists
    Platforms like Lido (bETH) and Rocket Pool (rETH) allow users to trade staked ETH derivatives, meaning liquidity seekers aren’t waiting for the Merge to act.

Why a Sell-Off Is Unlikely

1. Validators Are Long-Term Holders

Most ETH stakers are committed investors running validator nodes. Selling immediately would contradict their bullish ETH thesis and require deactivating their infrastructure.

2. Market Dynamics Are Priced In

👉 Liquid staking derivatives already reflect staked ETH’s implied liquidity. Arbitrage opportunities keep these tokens closely pegged to ETH’s market price.

3. Controlled Unlock Pace

The enforced slow exit queue prevents a sudden supply shock. As Korpi notes:

"The release will be slow—think months, not days. Most stakers aren’t sellers anyway."

ETH Staking Breakdown

MetricValue
Total Staked ETH13M+ (~$26B)
Liquid Staking Share~35% (e.g., bETH)
Validator Exit Rate~395K validators (424-day full exit)

FAQs: ETH Post-Merge Unlocking

Q: When can staked ETH be withdrawn after the Merge?

A: Withdrawals are expected to activate 6–12 months post-Merge via a separate upgrade.

Q: How fast will staked ETH hit the market?

A: The exit queue limits releases to a gradual trickle, likely spanning months.

Q: Are liquid staking tokens (e.g., bETH) safe to hold post-Merge?

A: Yes—they’re backed 1:1 by staked ETH and will remain redeemable once withdrawals go live.


Final Verdict: No Apocalyptic Dump

The Merge isn’t a liquidity floodgate. Between slow unlocks, existing liquid staking options, and validators’ long-term mindset, ETH’s post-Merge trajectory looks more like a controlled ascent than a fire sale. As Korpi puts it:

"ETH will melt faces post-Merge."

For those eyeing ETH’s next move, the real opportunity lies in 👉 staking strategies that capitalize on PoS rewards—not panic-selling hypothetical unlocks.