Wintermute has run out of Ethereum for over-the-counter sales.

Grok confirms the statement, "No one has enough ETH to sell to treasury companies." @grok: "Yes, that's true. Ethereum treasury companies have purchased 2 million ETH since June according to Standard Chartered; this corresponds to ETF inflows and increases scarcity. Wintermute's over-the-counter sales are nearly depleted."