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It’s a total bloodbath in the Ethereum universe. While ETH sinks into the red, its ETFs aren’t faring much better either. In short, investors are abandoning ship, and the flows are evaporating. More than thirteen days of uninterrupted bleeding, hundreds of millions flowing elsewhere, while BTC puffs out its chest. The next chapter? It’s in the strange behavior of these ETFs that it unfolds. The Ethereum ETFs, benefitting from several inflows of 2.6 billion dollars in December 2024 , are currently on a dry spell. For 13 consecutive days, they have not seen a single net influx of capital. We’re talking about a hemorrhage of 370 million dollars going up in smoke. Worse still, it’s the two market giants, iShares and Grayscale, that are bleeding the most: 146 and 106 million in net outflows, respectively. Meanwhile, staking is rising, staked ETH reaches 33.8 million. Ironic? Not so much. Ethereum ETFs currently do not allow access to the famous staking rewards. Without yield, ETH loses its appeal. “A staking yield is a significant part of the performance in this sector,” recognized Robert Mitchnick of BlackRock . As the SEC is considering proposals to allow staking in ETFs, interest is collapsing. Fidelity even recorded zero dollars in inflows for its ETH ETF on March 22. A first that stings. Key takeaways: But then, are these outflows merely temporary? Or is Ethereum truly becoming the forgotten altcoin of the market? While ETH moans in its corner, BTC is celebrating. The numbers are telling: 274 million dollars flowed into BTC ETFs in a single day, on March 17. And it’s not over: six consecutive days of positive net inflows, 83 million on March 21 according to Kapoor Kshitiz. Meanwhile, Ethereum continues to sink, with 18.6 million dollars flowing out on the same day, according to @rovercrc. The trend is clear: crypto investors are regaining confidence in Bitcoin, not in Ethereum. Why? Because Bitcoin reassures. It is perceived as more stable, better understood, easier to regulate. While Ethereum gets bogged down in debates over the efficiency of its blockchain and staking mechanisms, BTC moves forward like a bulldozer. The BTC ETFs have become the massive capital conquest weapon. Over $35 billion in inflows since their launch. The ETH ones, on the other hand, struggle to gain momentum. Does this mark a turning point? Do investors no longer have faith in the Ethereum project? Or are they waiting for a real signal to return? Alongside the brutal numbers, a timid optimism seems to cling to the corners of charts. The technical indicators on Ethereum display a glimmer of hope: a breakout to the upside was observed around $1,955, with a return to $1,985, and bullish signals on the RSI and MACD. But let’s be clear: this small jump does not compensate for the hemorrhage of confidence. Even with $2.45 billion accumulated since July 2024, ETH ETFs remain in the shadow of the BTC giant. Investors seem to be hanging on the next jolt of the crypto market. Traders, meanwhile, scrutinize support at $1,960 and resistance at $1,990 as seers would scrutinize coffee grounds. The near future will depend on the answers to these questions: While the technical signals are encouraging, the underlying situation remains the same: capital is still shunning Ethereum. 2025, the year when the Ethereum ETF could surpass Bitcoin , is it just wishful thinking? Moral of the story: it’s not 7 weeks of continuous net inflows since Christmas that will settle this issue.

the faster you realize the actual value of any token is ZERO, the easier it is for you to manage emotions. why ZERO you ask? my question back at you would be, where is the value coming from? if there is no value attribution to a token, then there is no value beyond what a person

In a major development, Meltem Demirors, Chief Strategy Officer of CoinShares, stated that Ethereum’s pivot to Proof of Stake (PoS) in 2022 was costly. In 2022, the Ethereum conversion to PoS dramatically reduced energy consumption by over 99%. Notably, ETH’s consistent market volatility raises issues about its long-term impact on the network’s value and stability. According to Meltem Demirors, PoS weakened the Ethereum core network by enabling the rapid expansion of Layer-2 scaling solutions. According to her, these L2s now process a significant share of transactions. She believes the network lost a $1 trillion growth opportunity by abandoning Proof of Work (PoW). This has ultimately diluted the Ethereum Layer-1 ecosystem instead of strengthening it. For her, had ETH stayed on PoW, it could have created a solid energy-computation infrastructure that would make it rival Bitcoin side-by-side. She pointed out that it could have also allowed for strategic innovation in GPU computing, similar to Bitcoin mining advanced hardware development. Similarly, Ethereum’s economic viability is drawing mixed market reactions. When developers introduced PoS, Ethereum came off as ultra-sound money. This positioning is due to mechanisms like EIP-1559, which burns a portion of transaction fees. ETH achieved near-zero net issuance for a time, reinforcing its deflationary narrative. However, data from Ultrasound Money now shows that Ethereum is in its longest inflationary period since The Merge. The network currently issues 943,000 ETH annually while burning just 27,000 ETH. At an annual inflation rate of 0.76%, Ethereum’s earlier deflationary claims are being challenged. CryptoQuant analysts caution that Ethereum may never become deflationary again without significantly higher network activity. Notably, this has weakened its long-term store-of-value argument. As we mentioned in our earlier news brief, Justin Drake posited that through the much-anticipated Pectra Upgrade, Ethereum would have to decrease its issuance or increase its token burn to restore its status as ultrasound money. It is worth mentioning that Ethereum’s broader vision has also come under scrutiny. Peter Szilágyi, a key Ethereum developer, recently stated that ETH was never designed to be money. Instead, it was meant to power a decentralized ecosystem. This contradicts narratives that positioned ETH as a superior alternative to Bitcoin in terms of scarcity and value retention. Critics argue that a lack of clear positioning could affect Ethereum’s long-term appeal. Despite these concerns, some industry leaders see benefits in PoS. Vince Yang, CEO of zkLink, pointed out that Ethereum’s scaling activity is at an all-time high, with transaction speeds doubling in recent months due to lower gas fees. One avenue to enhance Ethereum’s functionality is the Pectra upgrade. As we covered in our latest report, the Ethereum Pectra upgrade went live on the Sepolia testnet but encountered errors exacerbated by an attacker’s activities. However, Ethereum developers have introduced the ‘Hoodi’ testnet to further refine Pectra’s innovations. All the arguments have weighed down ETH’s price outlook thus far. As of this writing, ETH is trading at $1,967.42, down over 1.4% in the past 24 hours.

Meme coins, one of the latest verticals in the cryptocurrency market, do not have the staying power to stand the test of time. This is the opinion of Cathie Wood, the founder, CEO, and chief investment officer of ARK Investment Management, a company with billions in assets under management (AUM). In a recent interview with Bloomberg Television, Wood sounded the alarms to warn meme coin investors about the possible debacle of these tokens, part of a trend that pumped thousands of these assets to the market, with many plunging to zero in hours. Wood stated that blockchain and artificial intelligence were creating these tokens that would be “worthless” in the end. She noted that none of her private funds were investing in meme coins, that are not considered securities by the Securities and Exchange Commission (SEC) and are, until now, unregulated. “If I have one message for those listening who are buying meme coins: buyer beware,” Wood declared, adding that: There’s nothing like losing money for people to learn, and they’ll learn that the SEC and regulators are not taking responsibility for these meme coins. The current meme coin market cap reaches $53 billion, having only 5 projects in the top 100, with Dogecoin, one of the first meme coins, leading the charge. Nonetheless, Trump, the official meme coin of the President of the United States, a recent project, has managed to find a foothold among these, even with a somewhat disappointing price action. This is the kind of token that will still exist in the future, according to Wood, becoming digital collectibles in the end. Nonetheless, Wood remarked on her bullishness in bitcoin and other digital assets, stating that use cases leveraging them are multiplying and might become more relevant in the future. Read more: Ark Invest’s Cathie Wood Calls Bitcoin a ‘New Bretton Woods’ Amid Global Currency Uncertainty 免责声明：本文章仅代表作者个人观点，不代表本平台的立场和观点。本文章仅供信息分享，不构成对任何人的任何投资建议。用户与作者之间的任何争议，与本平台无关。如网页中刊载的文章或图片涉及侵权，请提供相关的权利证明和身份证明发送邮件到support@aicoin.com，本平台相关工作人员将会进行核查。

tech ain't a moat! Seriously, I keep seeing these projects strutting their stuff, bragging about how their tech is going to revolutionize everything, the "next big thing since sliced bread." reality check: NO ONE CARES And I mean that in the nicest way possible. The sooner project teams realize that whatever "cool shit" they’re building isn’t automatically a user magnet, the better off they'll be. Sure, your tech might solve some complex technical problems, but is it a big enough pain point for users? If your solution isn't a massive leap forward, something that genuinely blows ppls minds, they won't care. And frankly, neither would I. caveat: ONLY APPLIES IF RELIANCE IS ON USERS not all projects are created equal. some are purely technical plays, B2B focused. for them, engaging with end-users is irrelevant so they don't care. for projects that do need users, users are your path to a moat that can fend off competition. they’re what allows you to continue developing your tech for years to come. so aligning your plans and incentives with your community is critical. not so hot take: SO MANY TOKENOMIC FUCK UPS it happens all the time; projects teasing airdrops and running campaigns to attract users end up attracting the wrong kind of crowd. starknet, scroll, zksync, blast all learned this the hard way. zetachain and linea tried farming engagement over and over, only to see interest wane. ppl aren’t stupid; they know when they’re being played. airdrop farmers might stick around but even they will disappear post-tge. did you know that blast, starknet, zksync, scroll all rank below pulsechain on defillama? 🤦‍♂️ If you want to build and grow a real community, you need to align the users who already support you and those who are on the fence. Mass airdrop campaigns simply don’t cut it anymore, as we’ve seen with engagement numbers falling from the sky post-tge. hot take: THE TOKEN IS YOUR MAIN PRODUCT a project’s token is the embodiment for alignment and should be considered the project’s primary product in the beginning. it’s the path to nurturing a community and building a sustainable moat. and you don’t just give something valuable away to anyone. only users who are truly aligned with the project should be repeatedly motivated to remain engaged and have a reason to hodl. projects often confuse alignment with tvl, which can turn some users off. it’s like that date who only calls you when they want you to pay; eventually, you’ll end up feeling used. it's good to take a psychological pov on plans and activities designed to repeatedly motivate users. crypto can be a rough ride afterall. if you’re not consistently aligning your actions with your community’s needs, expect a ghost town post-tge and a token that's moving fast to zero. anyway, weekend rant over.