Ether Traders Hedge as War, Macro Risks Pressure Price

Ether dips amid risk-off shift, but retains TVL dominance as institutional preference persists.

  • Ether’s price fell 6% from $2,200 on Wednesday, caught in a risk-off shift due to Middle East conflict and US legal rulings.
  • Derivatives markets show a pessimistic outlook, with futures below the neutral 5% premium and options skew rising to 7% as traders hedge.
  • Despite a 50% drop in weekly DEX volumes and DApp revenues, institutional preference keeps Ethereum‘s ecosystem dominant with nearly 65% of total market TVL.

Ether (ETH) price dropped by 6% following a brief rally to $2,200 on Wednesday, tracking a downturn in US equities as the war in Iran entered its sixth day. Investors lowered their economic growth outlook as the conflict escalated, moving to a risk-off posture that stifled crypto momentum.

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Traders’ sentiment was further pressured as the Trump administration faced a legal setback on its import tariffs. Consequently, Ether remains caught in this macroeconomic crossfire, which has stifled momentum despite a 22% recovery from late February.

The ETH 30-day futures annualized premium sits well below the 5% neutral threshold, signaling a lack of demand for bullish leverage. However, the ETH options skew reached 7% on Thursday, indicating persistent skepticism among professional traders seeking protection.

Weekly DEX volumes on the Ethereum network recently hit $12.6 billion, falling sharply from $20.2 billion one month prior. Decentralized application revenues similarly dropped to $14.1 million over seven days, marking a 47% decline.

Despite weak onchain metrics, ETH is well-positioned to capture an eventual pickup in DApp activity due to its dominance in total value locked (TVL). The Ethereum ecosystem accounts for nearly 65% of the total blockchain market TVL, according to data.

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The current weakness in Ether derivatives does not necessarily signal an imminent price crash. Market sentiment can shift quickly toward sustained bullish momentum if ETH reclaims the $2,400 level, though it remains tied to broader risk-off sentiment.

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