Founders Fund’s exit from ETHZilla highlights volatility, balance sheet strain and the challenges facing public Ether treasury strategies. Founders Fund fully exited ETHZilla after previously holding a 7.5% stake. SEC filings show that Peter Thiel-linked entities had reduced their ownership to zero by the end of 2025, signaling a decisive retreat from an Ether-focused public treasury strategy. ETHZilla’s pivot from biotech to an Ether treasury strategy was aggressive. After raising $425 million and later seeking $350 million through convertible bonds, the company accumulated over 100,000 ETH, positioning itself as a leveraged equity proxy for Ether exposure. Debt-driven models can force crypto sales at unfavorable times. ETHZilla’s sale of 24,291 ETH in December 2025 to meet debt obligations highlighted a structural weakness. Leverage combined with crypto volatility can trigger asset liquidation during downturns. Read more
Ether reserves held on exchanges fell to a new multi-year low as ETH price struggles to trade above $2,000. Will the supply crunch benefit bulls or bears? The balance of Ether (ETH) held on exchanges has slid to a multiyear low, with more than 31 million ETH leaving centralized exchanges in February, marking the largest monthly withdrawal since November. While the ETH price remained near $2,000, derivatives data shows a split between small buyers and larger sellers, raising the question of how the price may respond if demand becomes uniform across both retail and whale wallets. Crypto analyst Arab Chain said that more than 31.6 million ETH left major exchanges in February, the highest monthly outflow since November. Binance led with roughly 14.45 million ETH withdrawn, nearly half of the total. OKX followed with about 3.83 million ETH, and Kraken recorded close to 1.04 million ETH. Read more
Ether needed to hold a key support recently established at $1,800, coinciding with the lower trend line of a classic chart pattern that warns of a drop below $1,500. Ether’s (ETH) rally stalled late Monday just above $2,000 due to stiff overhead resistance, as the technical setup suggested that downward momentum would increase if the ETH/USD pair breaks below $1,800. Key takeaways: ETH price must hold above $1,800 to avoid another leg down. Read more
Ethereum’s dominant total value locked and widespread adoption by traditional finance institutions confirm its role as the base of global onchain finance. Will Ether price follow? Key takeaways: Institutional adoption of the Ethereum network accelerates despite Ether disappointing price action. Ethereum and its layer-2s hold 65% of TVL market share. Vitalik Buterin is shifting focus toward base layer scalability and ZK-EVM to ensure long-term onchain efficiency and security. Read more
Ether looked bullish, with onchain data showing that the ETH price may have hit a macro bottom as a key support level holds. Ether (ETH) price is up 18% since plunging below the $1,800 mark on Feb. 6, reclaiming the $2,000 support level. Surging price volatility and a low MVRV Z-score value are also signaling a local bottom forming. Key takeaways: Ether realized volatility on Binance has risen to its highest level since March 2025, hinting at a potential recovery. Read more
Telegram’s crypto wallet introduces self-custodial vaults, letting users earn yields on Bitcoin, Ether and USDt directly inside the messaging app. Telegram’s built-in crypto wallet has introduced a feature that allows users to earn returns on major cryptocurrencies inside the messaging app. The update introduces vaults in TON Wallet, a self-custodial wallet integrated within Wallet in Telegram, enabling users to hold, send and earn on Bitcoin (BTC), Ether (ETH) and Tether’s USDt (USDT) without leaving the chat interface, according to a Thursday announcement shared with Cointelegraph. “At Wallet in Telegram, our mission is to transform digital assets from complex concepts into practical tools for everyday life,” said Andrew Rogozov, CEO of The Open Platform and Wallet in Telegram. Read more
FG Nexus sold another $14 million in Ether from its corporate treasury, bringing its losses to over $80 million as Ether-focused balance sheets come under mounting market pressure. FG Nexus, a publicly listed Ethereum treasury and infrastructure company, liquidated another chunk of its Ether treasury on Tuesday, offloading 7,550 ETH worth about $14 million. The latest sale adds to a series of disposals that have locked in more than $80 million in losses on a position built near Ether (ETH) 2025 highs. Onchain data from Arkham shows that the company accumulated 50,770 ETH worth about $196 million between August and September 2025 at an average price of $3,860 per coin. Read more
Ether faces a bearish trend as onchain fees and network deposits hit multiyear lows. Until derivatives metrics stabilize, ETH price remains at risk. Key takeaways: ETH futures liquidations reached $224 million after a 9% price drop, while the network’s onchain activity fell to a 12-month low. ETH’s high correlation with Bitcoin and massive outflows from exchange-traded funds suggest further downside risk for Ether price. Read more
The mounting unrealized losses of Bitmine shareholders and Ether’s 60% decline are signaling a critical inflection point that may define Ether’s medium-term momentum, analysts said. Corporate Ether treasuries are coming under increasing pressure as the crypto downturn deepens, with analysts warning the market is approaching a make-or-break phase for Ether’s investment case. Bitmine Immersion Technologies, one of the biggest corporate holders of Ether (ETH), is sitting on a large unrealized loss as ETH trades well below the company’s average acquisition price, according to third-party tracker Bitminetracker. Some estimates put Bitmine’s paper losses in the $8.8 billion range after Ether’s slide over recent months. ETH’s price has fallen 60% during the past six months, dropping well below Bitmine’s average cost basis of $3,843 per token, Bitminetracker data shows. Read more
Ethereum onchain data and a bear pennant on the daily chart suggest that bears may target the $1,100 level. Would a dip to that zone represent a generational buy opportunity? Ether (ETH) price printed a bear pennant on the daily chart, a technical chart formation associated with strong downward momentum. This weakening technical setup and declining network activity may signal the continuation of ETH’s bear trend and possibly send the altcoin’s price to $1,100. A bear pennant pattern is a bearish setup that forms after the price consolidates inside an up-sloping triangle following a sharp price drop. The pennant will resolve once the price breaks below the lower trend line of the pennant at $1,950. If this happens, the ETH/USD pair could drop by as much as the previous downtrend’s height. This places the measured target for ETH price at $1,100, down 43% from the current price. Read more
Ether adoption grows as major endowments shift capital, BlackRock launches a staking ETF and Ethereum's real-world asset dominance highlights TradFi investor interest. Key takeaways: Institutional sentiment is shifting toward ETH as elite funds reallocate capital from Bitcoin to Ether ETFs. BlackRock’s ETH ETF pairs secure staking with a low 0.25% fee, creating a major win for mainstream crypto access. Read more
The management company behind the university’s $56.9 billion endowment opened a new position in BlackRock's spot Ether ETF, while reducing its Bitcoin ETF stake by 21%. The Harvard Management Company, which manages the eponymous university’s endowment, has reduced its stake in BlackRock’s spot Bitcoin exchange-traded fund and opened a new position in the asset management company’s Ether ETF. In a Friday filing with the US Securities and Exchange Commission, Harvard’s endowment reported that it had reduced its position in the BlackRock iShares Bitcoin (BTC) Trust ETF to $265.8 million as of Dec. 31 from $442.9 million in Q3 2025. The investments marked the company offloading more than 1 million shares of the ETF, to 5.4 million in Q4 from 6.8 million in Q3. In addition to the 21% reduction in its Bitcoin position, the Harvard Management Company reported a new investment with exposure to Ether (ETH). According to the SEC filing, the endowment purchased more than 3.8 million shares of BlackRock’s iShares Ethereu...
US spot Bitcoin ETFs recorded four straight weeks of net outflows, with about $360 million withdrawn in the latest week. US President Donald Trump’s media conglomerate, Trump Media & Technology Group, has filed paperwork with the United States Securities and Exchange Commission (SEC) for two new exchange-traded funds (ETFs) linked to major cryptocurrencies. According to a Friday announcement by its Truth Social Funds arm, the company plans to launch the Truth Social Bitcoin (BTC) and Ether (ETH) ETF alongside the Truth Social Cronos (CRO) Yield Maximizer ETF. The filing has not yet taken effect and remains subject to SEC review. “We plan to provide an investment platform for investors covering multiple aspects of digital and crypto investing with both capital appreciation and income opportunities,” Steve Neamtz, president of Yorkville America Equities, which will act as investment adviser for both funds, said. Read more
Ether holds $2,000, but may remain under pressure as traders watch corporate earnings, US government debt and growing global tensions. Key takeaways: Institutional demand for Ether is cooling as investors shift toward the safety of short-term US government bonds. High interest rates and rising ETH supply make the current staking yield less attractive for long-term holders. Read more
Traders say Ether’s declining open interest and futures funding rates could set the groundwork for a significant short squeeze on bearish leveraged positions and a rally to $2,500. Ether (ETH) traded back above $2,000 on Friday, and its gains extended after the US Consumer Price Index (CPI) print came in cooler than expected. The recovery put ETH/USD on track for its first bullish weekly candle close since mid-January, fueling speculation for a rally toward $2,500. Key takeaways: Read more
While ETH’s price action remains weak, rising institutional investor inflows and surging network activity suggest that Ether is building a base for a possible rally to $2,400. Key takeaways: Ether exchange-traded funds saw $71 million in inflows, signaling strong institutional appetite. Weekly decentralized exchange volume doubled to $20 billion, narrowing the revenue gap with Solana. Read more
Fundstrat's Tom Lee argues Ether is close to the bottom and says investors should be thinking about opportunities instead of selling. Fundstrat head of research Tom Lee said he expects Ether to rebound quickly following recent declines, arguing the asset has experienced eight such recoveries since 2018. “A lot of people are frustrated, but keep in mind that Ethereum, since 2018, has fallen more than 50% eight times,” Lee said at a conference in Hong Kong on Wednesday. Last year, Ethereum fell 64% from January to March, he added. Read more