74 million zETH disappeared from the countdown between the November 5 update and the next one. @zerufinance reported 864M remaining, then 790M. That's a noticeable change before the auction has even started. The part I'm paying attention to is what happens when the countdown stops. Ethereum activity is helping decide how much supply remains, but it won't tell us how much buyers are willing to pay. I'll be watching the bids more closely than the burn number. That's where we start to see whether the interest goes beyond joining the race.