Ethereum is attempting to reclaim the $2,100 level as the broader cryptocurrency market experiences a modest wave of relief after weeks of volatility and sideways trading. While price action remains fragile, recent on-chain data suggests that large investors may be beginning to position themselves as the market searches for direction. Related Reading: XRP Reserves On Binance Drop To Lowest Level Since April 2025 – A $3.7B Drain According to blockchain analytics platform Arkham, a single wallet accumulated approximately $61.9 million worth of ETH in a series of transactions executed overnight. The purchase quickly attracted attention among market participants, as large-scale acquisitions of this size often signal confidence from well-capitalized investors. Such moves are closely monitored because whale activity can influence short-term liquidity dynamics and market sentiment. When large buyers enter the market with aggressive orders, it can indicate that certain participants view current price levels as attractive relative to recent market conditions. However, interpreting whale purchases requires caution. A single transaction does not necessarily represent a long-term investment thesis, as large traders may also use such positions for hedging strategies, arbitrage, or short-term market positioning. Mystery Whale Already Sits on $1M Profit Arkham’s data also shows that the wallet behind the $61.9 million Ethereum purchase has already generated an unrealized profit of more than $1 million. The rapid gain reflects Ethereum’s short-term rebound as the market attempts to stabilize and recover key technical levels. At this stage, the identity of the buyer remains unknown. The wallet could belong to a private high-net-worth individual, a trading desk, or an institutional entity accumulating exposure through a single address. Large investors frequently distribute funds across multiple wallets or operate through intermediaries, making it difficult to determine whether such transactions represent individual traders or larger organizations. Nevertheless, transactions of this size tend to attract attention because they often occur near important market turning points. Large buyers typically deploy capital when they believe risk-reward conditions have become favorable relative to recent price action. Ethereum currently trades near a critical technical area that could act as a pivot for the next phase of the market cycle. The $2,100 region represents a key psychological and structural level that traders are watching closely. If Ethereum manages to reclaim and hold above this zone, it could open the path for a broader recovery toward higher resistance levels. Failure to do so, however, may keep the market trapped in a prolonged consolidation phase. Related Reading: From $150B To $31B: The Brutal Deleveraging Of The Memecoin Attention Economy Ethereum Tests Key Resistance Near $2,100 The chart shows Ethereum attempting to reclaim the $2,100 level after a prolonged corrective phase that began in late 2025. Following a strong rally earlier in the cycle that pushed ETH above the $4,000 region, the asset entered a sustained downtrend characterized by lower highs and persistent selling pressure across several months. Technically, Ethereum remains below its major moving averages, which continue to slope downward and signal that the broader trend has not yet fully reversed. The short-term moving average is currently positioned just above the price and is acting as immediate resistance, while the medium-term and long-term trend indicators remain significantly higher, reflecting the structural weakness that developed during the correction. Related Reading: The $2,050 Pivot: Ethereum Scarcity Index Turns Positive As Binance Supply Tightens The most aggressive move occurred in early February 2026, when Ethereum experienced a sharp sell-off that briefly pushed the price below the $2,000 level. The decline was accompanied by a strong spike in trading volume, suggesting liquidation activity and forced selling across the market. Since that event, price action has begun to stabilize. Ethereum is now forming a consolidation structure between approximately $1,900 and $2,150 as buyers attempt to regain control of the short-term trend. Reclaiming and holding above the $2,100–$2,150 zone could open the door for a broader recovery, while failure to break this resistance may keep Ethereum trapped in a sideways consolidation phase. Featured image from ChatGPT, chart from TradingView.com
Ethereum is attempting to reclaim the $2,100 level as the broader cryptocurrency market experiences a wave of short-term relief following weeks of volatility and downward pressure. While price action remains fragile, buyers have recently pushed ETH higher as traders reassess market conditions and liquidity flows across digital assets. Related Reading: XRP Reserves On Binance Drop To Lowest Level Since April 2025 – A $3.7B Drain Amid this recovery attempt, new on-chain data from blockchain analytics platform Arkham has drawn significant attention. According to the data, a large wallet identified as “0x8E3” has accumulated approximately $150 million worth of Ethereum over the past three days. Large-scale acquisitions of this magnitude often attract scrutiny because whale activity can influence both market liquidity and investor sentiment. When a single entity deploys substantial capital into an asset during a consolidation phase, it can signal growing confidence that prices may be approaching an attractive entry zone. However, interpreting such moves requires caution. The wallet could belong to a private high-net-worth trader, a proprietary trading firm, or an institutional participant building exposure through a single address. Still, the timing of the accumulation is notable. With Ethereum attempting to reclaim a key technical level, sustained buying activity from large players could help reinforce market confidence if broader demand begins to follow. Whale Expands Ethereum Position To Over $152M On-chain data from Arkham indicates that the large Ethereum buyer identified as wallet 0x8E3 has continued to accumulate aggressively over the past several days. According to the latest transaction records, the whale recently purchased an additional $21.59 million worth of ETH, further expanding an already sizable position. With this most recent acquisition, the wallet’s total Ethereum purchases over the last three days now stand at approximately $152.81 million. The rapid accumulation has attracted significant attention among market participants, as transactions of this scale are often associated with high-conviction positioning by large investors. Such activity is closely monitored because sustained buying from a single entity can influence both liquidity dynamics and short-term sentiment. When a large wallet repeatedly absorbs supply during a period of consolidation, it may indicate that the buyer views current market conditions as favorable for building exposure. At the same time, the identity behind wallet 0x8E3 remains unknown. The address could belong to a private high-net-worth individual, a proprietary trading firm, or an institutional investor allocating capital through on-chain transactions. Regardless of the entity involved, continued accumulation of this magnitude highlights growing interest in Ethereum at current price levels as the market attempts to stabilize near key technical thresholds. Related Reading: From $150B To $31B: The Brutal Deleveraging Of The Memecoin Attention Economy Ethereum Attempts Recovery After Sharp Correction The chart shows Ethereum trading near the $2,100 level after experiencing a significant corrective phase that unfolded through late 2025 and early 2026. Earlier in the cycle, ETH rallied above the $4,800 region before losing momentum and entering a prolonged downtrend characterized by a sequence of lower highs and increasing selling pressure. The most dramatic move occurred at the beginning of 2026, when Ethereum experienced a sharp sell-off that pushed the price from above $3,000 toward the $1,800 area in a relatively short period of time. This decline was accompanied by a noticeable spike in trading volume, indicating heavy market participation and likely liquidation events across leveraged positions. Related Reading: The $2,050 Pivot: Ethereum Scarcity Index Turns Positive As Binance Supply Tightens Since that drop, Ethereum has begun to stabilize and form a short-term consolidation structure. Price action is currently oscillating around the $2,000–$2,150 region as buyers attempt to regain control of the short-term trend. However, the broader technical structure remains fragile. Ethereum continues to trade below its key moving averages, which are sloping downward and acting as dynamic resistance levels. This configuration typically signals that the market has not yet fully transitioned out of its corrective phase. For bulls, the $2,100–$2,200 zone now represents a critical pivot level. A sustained breakout above this region could open the door for a broader recovery, while rejection may lead to renewed consolidation. Featured image from ChatGPT, chart from TradingView.com
The institutional access to Ethereum continues to expand as traditional finance deepens its involvement in digital asset markets. A new development drawing attention is the launch of BlackRock’s ETHB, which introduces another potential channel for capital to flow into the ETH ecosystem. This product provides investors with regulated exposure to ETH through familiar market infrastructure. BlackRock has opened a new potential inflow channel for Ethereum with the launch of its staked ETH Trust, ETHB, which has begun trading. Analyst Milk Road has revealed on X that this ETHB is not just another ETH ETF, but one that actually pays investors while holding it. The development follows the rapid growth of BlackRock’s earlier crypto funds. The firm’s IBIT Bitcoin ETF has grown to roughly $55 billion in assets, while its first ETH ETF product, iShares Ethereum Trust (ETHA), reached about $6.5 billion in assets shortly after launch. Both funds are ranked among the fastest-growing ETF launches in history, and ETHB is attempting to achieve what neither product couldn’t by combining ETH price exposure with staking rewards, which is the closest thing crypto has to a dividend. How The New Product Provides Exposure To Ethereum Staking For many investors, direct staking can be complicated, and participating typically requires 32 ETH, a technical setup, and acceptance of certain lock-up risks. ETHB aims to simplify that process by packaging staking within a regulated investment product that can be purchased through a standard brokerage account. The fund also introduces a relatively low management fee set at 0.12% on the first $2.5 billion in assets. Related Reading: Ethereum Staking Reaches Historic Levels, Price Hovers Near $2K Milk Road explains that if this move is successful, ETH could increasingly be treated as a yield-generating digital asset within a 401(k). Retirement accounts and pension funds can now gain access to staking rewards without directly interacting with wallets. For many, ETH is a technology bet and a narrative that takes a real hit, but it is now an income-generating digital asset. Thus, the first wave of spot ETH ETFs launched without staking functionality was rejected by the regulators. Now, they’ve accepted it because the US Securities and Exchange Commission (SEC) effectively says that staking rewards are not securities, at least when wrapped inside a BlockRock product. Related Reading: Ethereum Breakout Alert: Corrective Channel Flip Sparks Impulsive Wave With BlackRock already managing tens of billions of dollars in BTC and ETH, ETHB presents a third channel for investor flow. Milk Road believes that if the product follows the same trajectory, it could become a significant new driver of institutional demand for ETH. Ethereum Sees Another Wave Of Aggressive Long Position Accumulation An analyst known as CW highlighted that Ethereum has continued to experience strong net buying pressure in long positions, following a surge that first appeared the previous day. The buying pattern closely mirrors the wave that occurred earlier, where large-scale purchases were executed within a short timeframe. Currently, the market appears to be taking a brief pause after the surge in long positions. Featured image from Freepik, chart from Tradingview.com
The document comes at a point of transition for the organization, following shifts in the blockchain's technical roadmap and the resignation of a co-executive director.
The new ETHB fund launched with over $100 million in assets and traded more than $15 million on day one, offering investors exposure to ethereum plus staking rewards.
Ethereum’s co-founder wants developers to stop forcing blockchain into every problem and start treating it as a reliable, shared memory for the digital world.
The goal is to make it easier for users to earn returns on crypto without having to choose or manage strategies themselves.
Ethereum is trading slightly above the $2,000 level as the market continues to navigate a period of uncertainty marked by sideways price action and cautious investor sentiment. After weeks of volatility across the broader cryptocurrency sector, ETH has entered a consolidation phase, with buyers and sellers struggling to establish a clear directional trend. Related Reading: TRON Joins Agentic AI Foundation As AI Systems Move Toward Real-World Deployment While price action appears relatively stable on the surface, new on-chain analysis suggests that underlying liquidity conditions may be shifting. According to a report from CryptoQuant analyst Arab Chain, Ethereum’s Scarcity Index on Binance currently sits around 0.67 while ETH trades near $2,050. The Scarcity Index measures the balance between available supply and demand pressure on a given exchange. A positive reading indicates that the amount of Ethereum available for trading on the platform has fallen below its historical average, reflecting tightening liquidity conditions. A value of 0.67 places the indicator firmly in positive territory, signaling a moderate degree of supply scarcity on Binance compared to previous market conditions. In practical terms, this suggests that part of Ethereum’s circulating supply may be moving off exchanges or remaining inactive in long-term holdings. Although the reading does not yet indicate extreme scarcity, it reveals that the supply balance is gradually shifting toward tighter market conditions as the market consolidates. Ethereum Scarcity Index Suggests Gradual Supply Tightening The report further explains that positive readings in the Scarcity Index reflect structural changes in the balance between available supply and market demand on exchanges. When the index moves into positive territory, it indicates that the amount of Ethereum available for trading on the platform is lower than its historical average, or that net flows are gradually moving out of the exchange. Both dynamics reduce available liquidity in the order book. Under these conditions, markets tend to become more sensitive to incoming demand. When supply on exchanges declines, large buy orders have a greater impact on price because fewer tokens remain readily available to absorb new demand. However, the current reading of 0.67 suggests that the market is experiencing moderate scarcity rather than extreme supply tightening. Compared with previous periods where the indicator reached much higher levels, the present value indicates that liquidity remains relatively stable even as supply conditions begin to shift. This places Ethereum in a transitional phase. The balance between supply and demand appears slightly tilted in favor of buyers, but not to the extent that it would immediately trigger sharp price movements. In practical terms, the data may indicate that some investors are withdrawing Ethereum from exchanges or holding assets off-platform, behavior typically associated with longer-term holding strategies rather than active trading. Related Reading: XRP Trading Interest Fades: Exchange Transactions Fall To Historic Lows Ethereum Stabilizes Near $2,000 After Sharp Selloff Ethereum is currently trading around the $2,000 level after experiencing a sharp correction that unfolded earlier this year. The daily chart shows ETH attempting to stabilize following a rapid decline that pushed the asset from above $3,200 down toward the $1,800 region in February. That move triggered a brief capitulation phase, marked by a large spike in trading volume and a long lower wick that signaled aggressive buying interest near the lows. Since then, price action has transitioned into a consolidation phase between roughly $1,900 and $2,100. This range suggests that the market is attempting to establish a short-term equilibrium after the strong selling pressure that dominated the previous weeks. Related Reading: Altcoins Approach Historic Stress Levels as 38% of Tokens Near All-Time Lows Despite the recent stabilization, the broader trend remains under pressure. Ethereum continues to trade below its key moving averages, including the 50-day and 100-day trends, which are both sloping downward and currently act as dynamic resistance zones above the market. The long-term 200-day moving average remains significantly higher near the $3,300 area, highlighting the magnitude of the earlier breakdown. For bullish momentum to regain strength, ETH would likely need to reclaim the $2,200–$2,400 region, where previous support levels turned into resistance. Until then, the chart suggests Ethereum may remain locked in a consolidation phase while the market searches for clearer directional momentum. Featured image from ChatGPT, chart from TradingView.com
Ethereum continues to struggle to surmount the resistance that has mounted at $3,000, with bears maintaining a firm grip on the price. Nevertheless, bullish sentiment surrounding the Ethereum price has not been completely eroded. This suggests that investors still expect the price to recover from the current decline. Crypto analyst Master Ananda shares a more bullish view for the cryptocurrency, predicting that 5-figures remain in the future. Ethereum Price To Push Above $10,0000 In the analysis, Master Ananda explains that the Ethereum story is far from over. The crypto analyst pointed out the appearance of Trend-Based Fibonacci extension numbers on the Ethereum price chart. These suggest that the Ethereum price is getting ready for another major rally. Related Reading: Bitcoin At The Bottom? The 23-Month Cycle That Has Never Failed Following this trend, the analyst believes that the digital asset’s price will hit 5-figures. However, despite $10,000 looking more elusive with each passing day, Master Ananda says it doesn’t look like the all-time high target for Ethereum. Instead, $10,000 is only a “mid-portion” target, meaning that he expects the price to rise higher. In contrast to the expected $10,000 target that Ethereum has been predicted to hit, the crypto analyst sees the price rising as high as $20,000 at this time. Such a recovery would mean an over 900% increase in price for Ethereum, and likely trigger an altcoin season, as has been the case in the past. Looking at the chart, there are some major resistance levels where the bears could put up a fight. The first is around $4,900, where the current all-time high sits. Then, moving further along comes the $10,690 resistance. This is a natural resistance as $10,000 is expected to be a major psychological level. Related Reading: Cardano Red Month Is Far From Over: Analyst Predicts Crash To This Target On the tail-end of this massive rally is the budding resistance that could send the Ethereum price crashing back downward at $20,000. This is expected to be the peak before the cryptocurrency moves into another bear market again. As for the timeframe for when this could happen, the crypto analyst explains that investors will not have to wait long for this to happen. “We don’t have to wait four years for this event to take place. It is all starting now… Ethereum is headed for a target of $20,000,” the post reads. Featured image from Dall.E, chart from TradingView.com
In a post on X, the blockchain's co-founder said the Ethereum Foundation is testing a new method for running validators that could make staking infrastructure significantly easier for institutions holding large amounts of ether.
BitMine Immersion Technologies (BMNR), the largest corporate holder of Ethereum (ETH) worldwide, announced on Monday that it had made a significant new purchase of nearly 61,000 ETH. BitMine Holds 3.7% Of Total Ethereum Supply BitMine’s latest transaction, comprising 60,976 Ethereum tokens, marks the company’s largest weekly acquisition in terms of tokens so far in 2026. Following this acquisition, BitMine’s total ETH holdings have risen to 4.5 million tokens. Notably, BitMine now holds around 3.76% of the total Ethereum supply, positioning itself over 75% of the way toward its ambitious target dubbed the “Alchemy of 5%” within just eight months. Related Reading: Why A U.S. Court Says Binance Is Not (Yet) Liable for Terrorist Crypto Flows In addition to its cryptocurrency holdings, BitMine disclosed that it has 3,040,483 ETH staked, which is valued at approximately $6 billion based on an ETH price of $1,965 at the time of the company’s disclosure. The firm’s total assets, including cash and other cryptocurrencies, have reached $10.3 billion, comprising 4.535 million ETH tokens, $1.2 billion in cash holdings, and various other crypto assets. As Ethereum prices stabilize above the crucial $2,000 support level, CEO Tom Lee highlighted the resilience of ETH amidst rising geopolitical tensions and increasing oil prices. Final Stages Of ‘Mini-Crypto Winter’ Lee commented on the current market conditions, expressing confidence that crypto prices are entering the final stages of what he referred to as a “mini-crypto winter.” Ethereum prices showed resilience this week, in the face of rising war concerns and surging oil prices. We continue to believe that crypto prices are in the late/final stages of the ‘mini-crypto winter. Lee also noted that ETH price movements are tracking trends observed in the S&P 500 during the falls of 2011 and 1987. According to analyses from BitMine’s advisor, Tom DeMark of DeMark Analytics, these historical connections show correlations of up to 89% and 93% with the S&P 500’s behavior during those periods. The analyst also predicts that Ethereum prices are likely to reach their lowest point between 8 and 14 March, potentially dipping just below the recent low of $1,740. This could equate to a decline of around 14% from current trading prices. Related Reading: Expert Trader Shows ‘Simple Math’ To Calculate The Bitcoin Price Bottom Lee also added that BitMine’s strategy involves slightly increasing the pace of its ETH accumulation, enhancing its recent buying activity from an average of 45,000 to 50,000 ETH per week to the latest purchase of 60,976 ETH. On Monday, Ethereum experienced a 4% gain, allowing the token to reclaim the $2,000 mark after a brief dip below that key level over the weekend. Concurrently, BitMine’s stock, BMNR, also showed positive movement, trading at $20.70 per share at the time of writing, marking a significant 10% rally for the company. Featured image from OpenArt, chart from TradingView.com
Bitcoin’s rally back to the mid-$73,000 region did not last long as the leading cryptocurrency’s price action reversed as the week came to a close and fell back around $67,000 after momentarily regaining momentum last week, pulling Ethereum down with it till the ETH price also lost the $2,000 price level. However, the pullback of these leading cryptocurrencies is the product of a few forces colliding at once: a war nobody fully priced in and institutions quietly heading for the exits. Here is what happened. Spot Bitcoin ETFs: From Boosting Rally To Draining Liquidity One of the clearest reasons for Bitcoin’s reversal is that the same ETF complex that helped lift the price early in the week suddenly turned into a source of pressure. SoSoValue data show that US-based Spot Bitcoin ETFs posted strong inflows at the start of the week, including about $458.19 million on March 2, $225.15 million on March 3, and $461.77 million on March 4. Related Reading: Bitcoin Pattern Memory Predicts The Bottom, And It’s Below $40,000 That stretch helped Bitcoin climb as high as roughly $74,051 intraday on March 4, but the tone changed quickly after that. By March 5, spot Bitcoin ETFs had flipped to a net outflow of about $227.83 million, and on March 6, the outflow worsened to roughly $348.83 million, showing that institutional demand softened just as Bitcoin was testing resistance near the mid-$70,000s. Spot Bitcoin ETFs. Source: SoSoValue Unsurprisingly, Ethereum also saw its own exchange-traded funds flows deteriorate in tandem with Bitcoin. SoSoValue’s data show US Spot Ethereum ETFs started the week on firmer footing, with $38.69 million in net inflows on March 2, led by BlackRock’s ETHA at about $26.51 million. However, by the second half of the week, that demand had faded massively. Spot Ethereum ETFs recorded about $90.94 million in net outflows on March 5 and another $82.85 million in net outflows on March 6, with Fidelity’s FETH alone accounting for roughly $67.57 million of the March 6 withdrawal. Spot Ethereum ETFs. Source: SoSoValue Profit-Taking And Global Risk Aversion The final piece is the macro backdrop. The bounce to $73,000 to $74,000 invited short-term traders to lock in gains, especially after Bitcoin ran into a clear resistance band and failed to push through decisively. On-chain data shows that more than 27,000 BTC in profit were sent to exchanges by short-term holders within 24 hours. Related Reading: XRP Price At $100 Is ‘Inevitable’, Analyst Explains Why This Is However, investors are not dealing with only crypto-related concerns. Financial markets are still pricing in the conflicts in the Middle East. Iran responded to US-Israel attacks by not only firing retaliatory strikes but also effectively closing the Strait of Hormuz, a passage for roughly one-fifth of the world’s oil supply. That closure is what truly rattled markets. Once Bitcoin lost altitude, Ethereum followed with even more force. At the time of writing, Bitcoin is trading at $67,500. Ethereum, on the other hand, is trading at $1,975. Featured image created with Dall.E, chart from Tradingview.com
The company now holds more than 4.5 million ETH, worth over $9 billion, though it is sitting on a loss of nearly $8 billion.
Ethereum is showing early signs of a rising wedge formation, a pattern often associated with potential reversals. With key support under pressure, a breakdown from this structure could push the price lower, putting the $1,500 level firmly in focus as the next major target. A Rejection At Key High-Timeframe Support Luca, in a recent update, highlighted that Ethereum’s price has been rejected at the lost high-timeframe support range he referenced in previous PAT updates. This level also aligns with the 2D Bull Market Support Band at $2,180, making it a critical zone for assessing market direction. The rejection suggests that buyers are struggling to reclaim key support, keeping the market under pressure. Related Reading: Ethereum Price Support Intact, but Market Signals Waning Bullish Momentum Examining the mid-term picture, Luca noted that since early February, Ethereum has been forming a rising wedge pattern. Rising wedges are often considered cautionary signals because they can precede corrective moves, indicating that the current upward attempts may lack the strength needed to sustain a rally. Until there is clear evidence of a durable breakout above both the lost high-timeframe support range and the 2D Bull Market Support Band, Luca advises that traders should remain hedged and avoid overly aggressive positions. This strategy helps limit exposure while waiting for a more definitive market trend to emerge. For the time being, Luca plans to remain hedged to mitigate mid-term downside risk. The most probable scenario, according to his analysis, is continued consolidation within the lost high-timeframe range. If bearish pressure persists, Ethereum may continue the high-timeframe downtrend observed over the past few weeks. The next key high-timeframe support to monitor aligns with the early April 2025 lows near $1,500. Ethereum Shows Potential For End-Of-Week Trades Ethereum could present some interesting end-of-week trading opportunities. Lennaert Snyder revealed that price action around key levels may offer both short-term and mid-term setups for active traders. Related Reading: The $2,000 Fault Line: Why Ethereum’s Record Volatility Signals An Imminent Explosion According to the analyst, Ethereum is currently holding at the $2,036 low, which indicates a correlation with the Smart Money Theory (SMT) and Bitcoin. This alignment suggests that price movements in ETH may follow broader market trends seen in BTC, providing potential clues for trading decisions. Snyder plans to enter shorts if Ethereum sweeps and rejects the buy-side liquidity above $2,099, using a bearish MSB as his trigger. Conversely, if price breaks above $2,099, he’ll target longs toward $2,163, relying on SMT with BTC and previously captured sell-side liquidity. He also cautioned traders to be mindful of today’s Non-Farm Payroll (NFP) release, which can create volatility across crypto markets. Sudden market reactions could impact ETH’s price action, making careful risk management essential around the news event. Featured image from Pexels, chart from Tradingview.com
Ethereum’s co-founder Vitalik Buterin has called for “bolder and more open‑minded” experimentation at Ethereum’s application layer while keeping the core principles untouched. Related Reading: Bitcoin Price Shakes Iran Fear as ETF Inflows Drive Short Squeeze Into The Vital $70K Level A Bolder Path For Ethereum In a long post on the social network X on March 5, Vitalik Buterin is doubling down on rethinking the future of Ethereum. After his warning that Ethereum should not lose itself into a memecoin-chasing and yield-farming casino, he is now asking that builders have a “more bold and open mindset to many things” referring this time especially to the “application layer and how we see ourselves in the world”. An Open Mindset Before getting into his deep dive, Buterin clarifies that this open mindset shouldn’t leave people insecure about the network’s security protocols. Ethereum’s co-founder ties back to his previous concerns regarding Ethereum’s role beyond DeFi, reminding users once again what the project ethos is about: technological and financial tools to give people more freedom. We should not compromise on core properties: censorship resistance, open source, privacy, security (CROPS). We should not have “open mindedness” of the type that leaves people with no confidence of what security properties the L1 will have one year from now “Issues of Tecnological Direction” Buterin first tackles what he calls the “technological direction” of the project. He believes that, regarding the layer of applications and Ethereum’s interface to the world, “should be willing to radically rethink various concepts and step outside our comfort zone”. Related Reading: Culper Shorts Ethereum, Says Buterin Selling Signals More Pain Ahead The first aspect to revisit should be the application stack, “because the entire stack so far has not been built around privacy”, he claims. Ethereum’s base layer is finally becoming a robust, efficient settlement engine, but the layers on top, such as L2s, wallets, DeFi, oracles and even future AI agents, are often re‑centralizing the very risks Ethereum was built to remove. Buterin calls to build radically new AI‑native, privacy‑first apps, but do it in a way that cannot override the chain’s cryptographic guarantees. “It Also Includes Culture” Then, he moves to another critique on the short-term casino culture that seems to be taking over Ethereum. Referencing the Milady NFT’s, he calls the attention out to a very specific crypto vibe: the hyper‑online, irony‑poisoned, degenerate, meme‑driven speculation. For Buterin, Milady represents an environment where attention, aesthetics and in‑group memes matter more than building tools that help people under capital controls, censorship, or real economic stress. By invoking Milady, he’s asking: are we going to keep optimizing Ethereum for this kind of self‑referential, nihilistic fun, or are we finally going to ship “sanctuary tech” that someone in a crisis would actually rely on?. He says: Yes, it’s a silly meme. Yes, I find the political takes of some milady partisans cringe and sometimes outright bootlickerish (though other milady partisans are quite the opposite). But the core underlying subtext, the message behind the message, is: rip off the suit and tie. If you have your suit and tie on, be willing to grab the nearest wine glass and spill it all over your suit and tie, so you have no choice but to rip it off and reclaim your body’s full flexibility and freedom. “How Ethereum Can Grow Back Stronger” At the end of his reflection, Vitalik Buterin makes it very clear. Recognizing the “solid position” the project now has, and all the “amazing” things Ethereum has achieved, the goal for it should no longer be searching for “the next step to make it one step better”, but to ask “what are the most valuable things to build, knowing what we know now?”. Ethereum can only grow back stronger, Buterin says, if builders treat its base layer as untouchable public infrastructure and push all the wild experimentation into AI‑native, privacy‑first apps and L2s that still inherit its full trustless guarantees. ETH's price trends to the downside on the daily chart. Source: ETHUSD on Tradingview Cover image from ChatGPT, ETHUSD chart from Tradingview
Culper Research disclosed a short position in ether and ETH-linked securities on Thursday, arguing that Ethereum’s post-upgrade economics have deteriorated enough to put sustained downside pressure on the token. The firm pointed directly at Ethereum’s December 2025 Fusaka upgrade, and at Vitalik Buterin’s recent sales, as evidence that “ETH is going lower.” “NEW: We are short Ether ETH, and ETH-linked securities, incl. BMNR,” Culper wrote on X. “We think ETH tokenomics are impaired following the December 2025 Fusaka upgrade. Vitalik knows it and is selling, while ETH’s most ardent bull, Tom Lee, is throwing good money after bad.” Why Culper Is Shorting Ethereum Culper’s core claim is that Fusaka’s L1 scaling changes altered Ethereum’s demand-fee dynamic more dramatically than expected. The firm pointed to a gas limit increase “45 to 60M” that it said was intended to scale Ethereum’s base layer, alongside estimates that “Vitalik and PTG” believed fees would drop 10% to 30%. Culper contends the realized outcome was far more severe: “In reality, gas fees fell ~90%,” it wrote, adding that Ethereum’s leadership and validators “miscalculated L1 demand elasticity by 3-9x based on outdated math (pre-EIP-1559 and pre-L2s).” Related Reading: Ethereum Price Corrects Gains, Drifts Toward Key Support Zone That fee compression matters, Culper argues, because it ripples into validator economics and staking incentives. “Further, the gas-limit increase killed $ETH validators, who are now seeing 40-50% lower tips per gas,” Culper wrote, claiming that lower yields reduce demand for staking and “high-value activity,” undermining the institutional adoption narrative. “The flywheel is now running in reverse.” The thread frames Tom Lee and BMNR as a prominent counterweight in the ETH bull camp, then attempts to dismantle his post-upgrade read-through. Culper said Lee has defended ether by claiming: “ETH is not in a death spiral because utility is going up.” According to Culper, Lee cited spikes in active addresses and transaction counts after Fusaka as evidence of “strengthening fundamentals” and institutional adoption. Culper’s rebuttal is blunt and largely definitional: “By Lee’s own logic, if ETH activity does NOT reflect increased utility and strengthening fundamentals, then $ETH would be in a death spiral,” it wrote. “Our research says this is exactly what’s happening.” Related Reading: Scaling Ethereum For Mainstream: Robinhood’s Head Of Crypto Lays Out The Vision To explain the activity surge, Culper said its analysis of on-chain data from January 2025 through February 2026 suggests much of the growth was not organic usage, but a wave of low-value address poisoning and wallet dusting enabled by cheaper blockspace. “Post-Fusaka: 95% of growth in new wallets is explained by newly-created ‘dusting’ wallets,” Culper wrote, adding that poisoning attacks have “more than 3x’ed,” that poisoning explains “>50% of $ETH transaction growth,” and that it now constitutes “22.5% of all ETH transactions.” Culper said it validated the phenomenon firsthand, claiming it set up two new wallets, transferred between them, and was targeted by poisoning attacks “within 5 minutes,” while asserting that poisoning losses are “already pacing >8x higher than pre-Fusaka.” Vitalik Is Selling The firm also tried to tie its tokenomics thesis to Buterin’s recent sales activity, portraying it as informed selling rather than routine treasury management. “This is why, we think, Vitalik is selling ETH hand over fist. On January 30, Vitalik pre-announced he’d sell 16,384 ETH to fund the Foundation’s ‘austerity period.’ Since then, he’s sold over 19,300 ETH and counting,” Culper wrote. “He knows what Tom Lee doesn’t: ETH tokenomics are broken.” Culper closed by broadening the bear case into a competition story, claiming ether is losing share to Solana and to Ethereum’s own L2s, and likening ETH’s current position to incumbents that led early eras before being displaced. At press time, ETH traded at $2,080. Featured image created with DALL.E, chart from TradingView.com
The short seller firm said that Ethereum's native token is "impaired," leaving treasury firm BitMine holding the bag while co-founder Vitalik buterin is selling.
As demand for digital assets continues to accelerate, scaling solutions have become one of the most important challenges facing Ethereum. In a recent discussion, Robinhood’s Head of Crypto outlined the company’s ambitious strategy to tackle this problem by building its own ETH Layer-2 network to serve mainstream users. Rather than merely participating in the broader ecosystem, Robinhood aims to solve core usability barriers that have hindered mass adoption. Why Ethereum Needs To Scale For Mass Adoption Robinhood’s head of crypto explains why they’re building an Ethereum layer-2. According to a video that was reported on X by Etherealize, Robinhood stated that many companies are launching their own layer-1 blockchain to gain full control over their ecosystems. Meanwhile, Robinhood is excited about the idea of building a stack, but creating the security of a real, proper, decentralized chain is extremely difficult, and only ETH can offer that for free. Related Reading: Ethereum Boost: Vitalik Buterin Sets Aside $45M In ETH For Privacy And Open Tech In contrast, many newer layer-1 chains may appear as decentralized alternatives, but they often lack meaningful validator distribution or long-term security guarantees. Without deep decentralization, some of these chains risk becoming little more than a fancy database, slower than the actual database, and there’s no meaningful value in that. Robinhood explains that ETH can offer security by default, and the second major factor that the company considered in choosing to build a layer-2 on top of ETH was liquidity, which is on every EVM-compatible chain, and was also an important decision factor for the company. However, if the long-term goal is to bring traditional assets such as stocks on-chain, it will require liquidity, and this won’t be possible if it’s in a closed loop or closed chain that no individual can assess. For the company, these two elements were the main focus, which is why they decided to build on ETH. ETH’s Role In The Sanctuary-Tech Movement Ethereum Daily revealed on X that Vitalik Buterin emphasized that ETH should not be reduced to a speculative finance tool or technology fad. Instead, it should be part of a foundational layer within a broader sanctuary-technology infrastructure ecosystem designed to provide an open-source, censorship-resistant way for individuals to store value, coordinate, and communicate safely without relying on centralized gatekeepers. Related Reading: Ethereum Price Support Intact, but Market Signals Waning Bullish Momentum The idea goes beyond simple transactions. This includes building persistent digital spaces, programmable money, multigeniture wallets for collective asset security, and government contracts that allow communities to make decisions transparently and autonomously. When these components are integrated across all layers from user wallets to hardware, they form resilient digital islands capable of operating independently of any single authority. By limiting concentrated control and distributing power through code, ETH can help create systems that enable users to retain custody, privacy, and security in a chaotic geopolitical environment. Featured image from Peakpx, chart from Tradingview.com
Davide Crapis, the foundation's AI lead, sees the network acting as a coordination and verification layer in an increasingly AI-mediated world.
Also: OKX and AI agents, Future AI users of blockchain and Bitcoin’s latest governance clash.
Another focus of his post is so-called “toxic MEV,” where traders exploit visibility into pending transactions to front-run or “sandwich” users’ trades.
Record outflows indicate that institutional appetite for digital assets has collapsed.
Ethereum is showing signs of a major breakout after flipping a corrective price channel. This shift suggests the start of an impulsive wave, signaling potential strong upside momentum. Traders should watch for confirmation above key levels as the path for the next leg up begins to take shape. Wave 3 In Motion: Preparing For A Strong Upside Move Charting an expected path for Ethereum on the 4-hour timeframe, Elliott Waves Academy has revealed a significant opportunity to ride a new bullish wave. The price appears to be preparing for a powerful upward surge following a successful breach of its corrective price channel. Related Reading: From Breakdown To Bottoming? Ethereum Tests Key High-Timeframe Support The technical structure indicates that Ethereum is likely forming Wave 3 of (3), with current projections showing the asset reaching a minimum 161.8% extension. However, the internal momentum suggests the potential for the move to extend further, signaling that a major impulsive rally is now officially underway. From a strategic standpoint, any temporary bearish corrections would be viewed as high-probability opportunities for long re-entries. These minor pullbacks serve to reset local indicators while the primary trend remains firmly higher. Traders are currently eyeing the $2,624.14 level as a primary target, with the possibility of a move toward the 261.8% extension if the positive momentum remains sustained. To validate and maintain this bullish scenario, it is critical to see a confirmed breakout and sustained trading above the previous price channel. Staying above this structural boundary will reinforce the upward outlook and provide the necessary support for the next leg of the rally. Ethereum Sweeps Range High: Buyers Step In According to Lennaert Snyder, Ethereum recently reached its all-time high and liquidity, setting the stage for a notable bounce after testing the extremes of its current range. This move reflects a strong recovery following aggressive price action and shows that buyers are actively defending key levels. Related Reading: Here’s Why Ethereum Slipped Below $2,000 – Details For traders looking at local setups, caution is advised. Given the recent massive displacement, it’s best to wait for clearer directional signals before entering positions, ensuring trades align with confirmed momentum rather than chasing volatility. That said, the liquidity captured during this sweep opens up opportunities for hedge strategies. For example, a short position on the opposite side could help mitigate risk while waiting for the market to stabilize. Specific levels, such as the 50% wick fill around $2,110, may present interesting shorting opportunities after a bearish MSB forms. Additionally, similar to Bitcoin, Ethereum left a significant Fair Value Gap (FVG) during the aggressive leg higher, with the 50% level of this gap near ~$1,970. Should the price retest this FVG, it could provide a favorable setup for long entries following a reversal, highlighting potential areas for strategic accumulation. Featured image from Pixabay, chart from Tradingview.com
Ethereum has perhaps taken the largest hit of all the large-cap altcoins in February, with its value dropping by more than 36% over the past month. The second-largest cryptocurrency deepened its woes over the past week, struggling to keep its price above the $2,000 level. On Friday, February 27th, the price of Ethereum fell by more than 5%, falling to just above the $1,900 mark. Interestingly, a recent on-chain evaluation shows the potential reason behind the altcoin’s latest struggles below $2,000. ETH Taker Volume Sees Steady Rise On Friday In a February 27th post on the social media platform, crypto pundit Maartunn revealed the source of the recent bearish pressure witnessed by the Ethereum price. The relevant on-chain indicator here is the Taker Sell Volume, which saw steady spikes across all exchanges throughout Friday. Related Reading: XRP Emerging As Safe Haven? CEO Points To Steady Inflows As BTC, ETH Struggle For context, the Taker Sell Volume metric measures the total volume of sell orders filled by takers (market participants who match existing orders created by market makers) in Ethereum perpetual swaps. Hence, a rise in the indicator can be interpreted as a bearish signal, implying that the market is being flooded with sell orders. As observed in the chart above, the Ethereum Taker Sell Volume rose as high as 105 million ETH on Friday. Now, this puts some context to the fall in the ETH price seen on the day, as the spike in this metric is a sign of heavy selling pressure in the market earlier. The price of ETH, which started the day above the $2,000 mark, soon dropped to around $1,920 as the weekend approached. Ethereum Price Overview As of this writing, the price of ETH stands at around $1,925, reflecting an over 5% decline in the past 24 hours. However, the past week’s action was relatively mild, with the second-largest cryptocurrency losing nearly 2% of its value in the past seven days. The selling pressure witnessed by the Ethereum price over the past day is not new, as it has been the case over the past few weeks. This trend can be seen in the recent performance of ETH exchange-traded funds (ETFs). According to recent market data, the US-based Ethereum ETFs have seen roughly 563,600 ETH (worth nearly $1.13 billion) withdrawn by investors over the past five weeks. This significant ETF outflow highlights the shift in investor sentiment and demand since the last week of January. Market sentiment and demand need to shift optimistically for the ETH price to witness a bullish reversal soon. Related Reading: The $2,000 Fault Line: Why Ethereum’s Record Volatility Signals An Imminent Explosion Featured image from iStock, chart from TradingView
Ethereum is attempting to stabilize around the $2,000 level as the broader crypto market shows tentative signs of relief. After weeks of persistent pressure, price action has paused its decline, but sentiment remains fragile. The recent rebound has helped ease immediate downside momentum, yet the technical structure still reflects a market recovering from significant damage rather than entering a confirmed uptrend. Related Reading: Engine Stalled: How The $8 Billion ‘October Shock’ Left Bitcoin’s Spot Market In A Liquidity Trap According to a CryptoQuant analyst, Ethereum endured a severe liquidation-driven sell-off in recent weeks, falling sharply from local highs near $3,300 to lows around the $1,850 region. The intensity of this move becomes particularly evident when analyzing the Net Taker Volume (30-day moving average), a metric that measures aggressive market order activity. In February, this indicator plunged to its most negative level since last November, highlighting the dominance of aggressive sellers during the decline. Such extreme negative readings typically reflect panic-driven execution rather than orderly repositioning. When taker volume skews heavily to the sell side, it often signals forced exits, stop-outs, and cascading liquidations across derivatives markets. While Ethereum’s attempt to hold $2,000 suggests that immediate selling pressure may be easing, the underlying data confirms that the market recently absorbed one of its most intense bouts of downside aggression in months. Net Taker Volume Signals Capitulation — But Not Confirmation The dominance of towering red bars in Ethereum’s Net Taker Volume underscores how aggressively sellers controlled the order books during the recent decline. When taker sell orders consistently exceed taker buy orders by such a magnitude, it reflects urgency. This is not passive distribution; it is market participants hitting bids aggressively, often under stress. The combination of panic-driven exits, systematic short positioning, and forced long liquidations likely amplified the move from $3,300 to sub-$1,900 levels. Notably, the only meaningful cluster of green bars — representing aggressive buying — emerged in mid-January, coinciding with Ethereum’s local peak near $3,400. That brief resurgence in demand failed to sustain itself, after which sell-side momentum reasserted control. Structurally, this pattern suggests that upside liquidity was exhausted before a broader deleveraging cycle unfolded. Extreme negative Net Taker Volume readings are often associated with capitulation phases. Historically, such flushes can mark exhaustion points, as aggressive sellers eventually deplete themselves. However, capitulation alone does not confirm reversal. For a structural shift to materialize, the imbalance must normalize. A contraction in red bars followed by sustained green dominance would signal renewed conviction from aggressive buyers. Related Reading: The $2,000 Fault Line: Why Ethereum’s Record Volatility Signals An Imminent Explosion Ethereum Struggles To Reclaim $2,000 As Downtrend Persists Ethereum remains structurally weak despite brief stabilization attempts near the $2,000 level. The chart shows a clear breakdown from the $3,400–$3,600 region earlier this year, followed by a sequence of lower highs and lower lows — a textbook downtrend formation. The recent bounce has not altered this structure. Price is currently trading below the 50-day, 100-day, and 200-day moving averages, all of which are sloping downward. This alignment confirms bearish momentum across short-, medium-, and long-term horizons. Notably, the 50-day average has accelerated lower, reflecting sustained selling pressure rather than a temporary liquidity vacuum. Related Reading: Digital Gold Is Dead: The Institutional Architecture Binding Bitcoin To The Nasdaq In The 2026 Downturn The sharp decline toward the $1,850 zone was accompanied by a significant spike in volume, suggesting forced liquidations and aggressive distribution. Since then, volume has moderated during consolidation, indicating that while panic may have eased, conviction among buyers remains limited. Technically, $2,000 functions as a psychological pivot rather than confirmed support. A sustained move above the 50-day average would be required to signal improving momentum. Conversely, failure to hold the current range could reopen downside risk toward deeper liquidity pockets. Featured image from ChatGPT, chart from TradingView.com
A shift in Ethereum’s derivatives flow on Binance is starting to hint at a possible change in market structure, even as ETH itself remains in a corrective phase. According to CryptoQuant contributor Darkfost, the Taker Buy Sell Ratio is no longer flashing the same persistent sell-side aggression that dominated as the asset pushed toward a new all-time high. Darkfost argues that the indicator offers a useful read on who is pressing harder in the futures market. “This indicator is effective for assessing directional dominance between market buy and sell orders executed on futures contracts. A ratio above 1 indicates buyer dominance, while a ratio below 1 suggests that selling aggressiveness is prevailing within transactional flows.” Ethereum Shows Fresh Bullish Shift That distinction mattered during Ethereum’s run toward record levels. In that period, Darkfost said, selling pressure in the futures market intensified at the same time, keeping the ratio consistently below its equilibrium level of 1. On Binance, the monthly Taker Buy Sell Ratio fell to 0.95, while the weekly average dropped even further to 0.92, pointing to a market where aggressive sellers were controlling the flow. Related Reading: Ethereum DeFi Warning: Vitalik Flags Oracles As A Hidden Time Bomb The backdrop is significant because derivatives now sit at the center of crypto price formation. Darkfost noted that the derivatives market accounts for nearly $65 billion in volume and plays a leading role in price discovery, making order-flow analysis increasingly important for reading the market beneath headline price action. In that context, a ratio stuck below 1 was more than a minor technical detail; it suggested that upside conditions were being undermined by persistent futures-led selling pressure. What makes the current setup more interesting is that the flow data has begun to improve before any obvious reversal in Ethereum’s spot chart. “On Binance, the weekly ratio has been hovering around the neutral threshold for the past two weeks. This shift is particularly notable as it diverges from ETH price action, which remains in a corrective phase. Daily spikes above 1.12 have even been recorded, reflecting episodes of aggressive market buying.” Related Reading: The $2,000 Fault Line: Why Ethereum’s Record Volatility Signals An Imminent Explosion That divergence is the core of the thesis. While ETH has yet to fully reflect it in price, the behavior of takers in the futures market is no longer uniformly defensive. The monthly average has also started to recover, climbing back to around 0.99. That still falls just short of clear buyer dominance, but it marks a meaningful improvement from the earlier stretch of sub-1 readings. Darkfost stops well short of calling a confirmed reversal. “Although this configuration still requires confirmation, it constitutes a constructive signal. A sustained move above 1 would mark a transition toward buyer dominance, potentially supporting a more favorable market dynamic for ETH in the short to medium term.” For now, the signal is less about declaring the correction over than about identifying a change in pressure. If the ratio can hold near neutral and then push decisively above 1, it would suggest that the market driving price discovery is beginning to lean back toward buyers. At press time, ETH traded at $2,028. Featured image created with DALL.E, chart from TradingView.com
Ethereum has managed to reclaim the $2,000 level following a market bounce observed on Wednesday, providing temporary relief after weeks of persistent selling pressure. While the recovery remains tentative, holding above this psychological threshold may help stabilize short-term sentiment, particularly if broader crypto market conditions continue to improve. However, the sustainability of this rebound will depend largely on liquidity conditions and follow-through demand. Related Reading: Digital Gold Is Dead: The Institutional Architecture Binding Bitcoin To The Nasdaq In The 2026 Downturn Recent CryptoQuant data adds an important structural dimension to this move. Ethereum’s 30-day Realized Volatility indicator on Binance has surged sharply, now approaching 0.97 — its highest reading since March 2025. This metric measures the magnitude of price fluctuations over time, and such an elevated level indicates that daily price ranges have expanded considerably. Higher realized volatility typically reflects a market undergoing repricing rather than steady trend formation. Wider price swings can attract short-term trading activity but also increase risk, particularly in leveraged environments. Historically, volatility spikes often accompany transitional phases where markets search for equilibrium. Volatility Signals Potential Inflection Point Elevated volatility during price stabilization often suggests that both buyers and sellers are aggressively defending key levels rather than a clear trend already being established. From a structural standpoint, volatility spikes frequently occur when markets exit consolidation phases. Increased price dispersion indicates that capital is reallocating, derivatives positioning is adjusting, and liquidity is being tested across spot and futures venues. If this process continues alongside sustained demand, it can precede a decisive directional move as uncertainty resolves. Related Reading: How Vitalik Buterin’s 11,422 ETH Liquidation Is Testing Ethereum’s Bear Market Absorption – Details However, volatility alone does not guarantee trend continuation. In some instances, prolonged high volatility without a breakout simply reflects indecision, producing extended sideways ranges while participants wait for stronger macro or liquidity signals. At present, Ethereum appears to be near such an inflection zone. Historical patterns suggest that similar volatility regimes have occasionally preceded upward expansions, yet confirmation would require sustained price acceptance above key resistance and evidence of renewed capital inflows rather than purely speculative repositioning. Ethereum Tests Critical Support After Prolonged Downtrend Ethereum remains under pressure despite a recent bounce toward the $2,000 area, with the chart showing a clear medium-term downtrend following the rejection near the $4,800 peak. Successive lower highs since late 2025 confirm a persistent bearish structure, while the price continues trading below the 50-, 100-, and 200-day moving averages. This alignment typically reflects sustained selling dominance rather than a transitional consolidation phase. The recent rebound above $2,000 appears technically modest so far. Volume expanded during the selloff earlier in the year, suggesting strong distribution, while the latest recovery lacks comparable conviction. Unless follow-through demand emerges, this type of bounce often functions as short-term relief rather than a trend reversal. Related Reading: Why XRP’s 0.16 Leverage Floor Ends The Era Of The Flash Crash – And the Hope for a Quick Recovery From a structural perspective, the $1,800–$2,000 zone is becoming a critical support cluster. Repeated tests of this area indicate buyers are defending it, yet each rebound has weakened in amplitude. Persistent pressure near support increases the probability of a breakdown if macro liquidity conditions remain tight. Conversely, reclaiming the descending moving averages — particularly the 100-day and 200-day — would be necessary to shift sentiment. Until then, Ethereum appears locked in a corrective phase where rallies are vulnerable, and downside risks remain structurally present. Featured image from ChatGPT, chart from TradingView.com
The Ethereum Foundation is taking a decisive step to strengthen decentralized finance (DeFi) on ETH and launching a new initiative. This move signals a renewed strategic focus on scaling DeFi adoption, improving protocol security, and fostering sustainable growth across lending, trading, and on-chain financial services. Why Boosting Developer Support And Ecosystem Funding In a key development, the Ethereum Foundation is launching a renewed and more ambitious protocol to strengthen DeFi within the ETH ecosystem. Ethereum Daily has revealed on X that the initiative is being framed as a Defipunk approach, which is centered on building financial infrastructure that is truly permissionless, private, secure, and fully open-source. The goal is to enable anyone, anywhere, to save, borrow, hedge risk, or make payments without relying on big companies like banks or large corporations. Related Reading: Why Ethereum’s Endgame Requires Rebuilding The Base Layer Rather than focusing solely on incremental upgrades to existing applications, like improved stablecoins, the Foundation’s vision reportedly targets deeper structural innovation. The key areas include developing more secure price oracles, enhancing privacy loans to reduce unfair liquidations, and integrating artificial intelligence (AI) to strengthen system security. With a newly formed DeFi team leading the effort, the foundation is inviting developers who share its vision to help build a financial system that will give users full control and expand accessibility, not just speculators. How Inflow And Outflow Trends Reveal Strategic Positioning Even as ETH price action has been brutally down from $4,900 to below $2,000, Ethereum spot ETF flows are quietly signaling a shift behind the surface. The head of research at Lisk, analyst Leon Waidmann, stated that the ETF flow dynamics have shown that after a period of heavy outflow around mid-2025, the intensity of selling pressure has been gradually fading. Related Reading: Ethereum Caught Between Weak Bounce And High-Timeframe Risk – What’s Next? Meanwhile, the massive inflow waves that were seen in late 2024 and early 2025 have subsided, and the peak panic selling that followed has largely dissipated. The recent ETF flow bars are significantly smaller in both directions compared to the prior volatile period, and sellers are running out of steam. Waidmann noted that this shift is significant because, despite one of the sharpest ETH drawdowns in recent memory, the institutional exodus appears to be exhausting. While the weak hand that wanted out has largely exited, this means there’s no bottom. However, there’s still a slight outflow bias in recent weeks, indicating that there’s no confirmed accumulation signal yet. Waidmann emphasized that the intensity of the selling pressure is clearly fading, which is the first step that must happen before any trend reversal. In his view, participants should pay attention to when the selling dries up before sentiment recovers, because that’s usually where the next move will start to build. Featured image from iStock, chart from Tradingview.com
Beneath the technical language of the 'Strawmap' is a far simpler story: Ethereum is trying to decide what kind of infrastructure it wants to be by the end of the decade.
This move comes shortly after the Ethereum Foundation established a dedicated post-quantum research team to study the issue.