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Ethereum Battles ETF Outflows and Bearish Sentiment

Ethereum price crashes 5% as ETF outflows, layoffs, and liquidations crush sentiment

  • Ethereum‘s ETH price corrected 5% on Tuesday, erasing 12 days of gains and causing $170 million in bullish position liquidations.
  • The Ethereum Foundation is laying off 20% of its staff amid a broader market downturn and six consecutive weeks of spot ETF outflows totaling $910 million.
  • Ethereum maintains a dominant 53% market share of the DeFi total value locked, positioning it to potentially capture a future recovery in DApp demand.

Ether’s price plunged 5% on Tuesday, abruptly wiping out gains from the previous 12 days and triggering $170 million in liquidations for bullish leveraged traders, data shows. This sharp correction coincided with the Ethereum Foundation announcing a 20% staff reduction due to a 40% budget cut, creating a fragile investment climate.

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Consequently, demand for bearish positions surged, briefly sending the ETH perpetual futures annualized funding rate into deeply negative territory of 3%, according to Laevitas. Ether has declined 20% over 30 days, slightly underperforming the broader cryptocurrency market’s 17% drop amid geopolitical and macroeconomic caution.

Meanwhile, the overall decentralized applications industry is slumping, with total value locked shrinking 23% in three months. However, the Ethereum network retains a commanding lead, holding a 53% market share of DeFi TVL at $38 billion, signaling institutional preference.

Adding to investor concerns, publicly listed company BitMine held $9.3 billion in unrealized losses on its ETH reserves, led by Chairman Tom Lee. More concerningly, US-listed spot Ether ETFs have posted net outflows for six consecutive weeks, reducing total net assets to $9.4 billion.

Still, Ethereum’s development continues independently, with an upcoming protocol upgrade aimed at reducing centralization and improving efficiency. The network’s dominance in institutional activity positions it well to capture any eventual comeback in decentralized application demand.

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