Odaily星球日报讯 Matrixport 发布今日图表称，自 1 月下旬以来，以太坊现货 ETF 已累计流入 5 亿美元资金，但 ETH 价格并未明显反弹。这表明，虽然此前 11 月的特朗普大选行情带来的涨幅已基本回吐，但市场上的卖压依旧强劲。 不过，长期价值投资者的兴趣似乎在升温，甚至“世界金融自由”组织的成员也表达了对 ETH 的关注。 展望后市，3 月的以太坊网络升级或成潜在催化剂，但市场反应较为冷淡，与过去几次升级时的热烈氛围不同。目前，市场普遍认为此次升级难以带动大行情。在缺乏明确利好的情况下，ETH 价格或将持续承压，而以太坊的市场占比已降至 10%。

Odaily星球日报讯 Matrixport 发布今日图表称，自 1 月下旬以来，以太坊现货 ETF 已累计流入 5 亿美元资金，但 ETH 价格并未明显反弹。这表明，虽然此前 11 月的特朗普大选行情带来的涨幅已基本回吐，但市场上的卖压依旧强劲。不过，长期价值投资者的兴趣似乎在升温，甚至“世界金融自由”组织的成员也表达了对 ETH 的关注。展望后市，3 月的以太坊网络升级或成潜在催化剂，但市场反应较为冷淡，与过去几次升级时的热烈氛围不同。目前，市场普遍认为此次升级难以带动大行情。在缺乏明确利好的情况下，ETH 价格或将持续承压，而以太坊的市场占比已降至 10%。

Matrixport：市场普遍认为3月份以太坊升级难以带动大行情

Odaily reports that according to Matrixport's chart released today, Ethereum spot ETFs have seen inflows of $500 million since late January, but the ETH price has not rebounded significantly. This indicates that although the gains from the previous Trump election rally in November have largely been given back, selling pressure in the market remains strong. However, the interest of long-term value investors appears to be heating up, with even members of the "World Financial Freedom" organization expressing their focus on ETH. Looking ahead, the Ethereum network upgrade in March could be a potential catalyst, but the market reaction has been relatively muted, in contrast to the enthusiastic atmosphere seen in previous upgrades. Currently, the market generally believes that this upgrade is unlikely to drive a major rally. In the absence of clear positive news, the ETH price may continue to be under pressure, and Ethereum's market share has already dropped to 10%.

Odaily reports that according to Matrixport's chart released today, Ethereum spot ETFs have seen inflows of $500 million since late January, but the ETH price has not rebounded significantly. This indicates that although the gains from the previous Trump election rally in November have largely been given back, selling pressure in the market remains strong. However, the interest of long-term value investors appears to be heating up, with even members of the "World Financial Freedom" organization expressing their focus on ETH. Looking ahead, the Ethereum network upgrade in March could be a potential catalyst, but the market reaction has been relatively cold, in contrast to the enthusiastic atmosphere during previous upgrades. Currently, the market generally believes that this upgrade is unlikely to drive a major rally. In the absence of clear positive news, the ETH price may continue to be under pressure, and Ethereum's market share has already fallen to 10%.

Matrixport: The market generally believes that the Ethereum upgrade in March will not drive a big market

PANews reported on February 10 that according to The Kobeissi Letter, Ethereum (ETH) short positions have surged 500% since November 2024, up 40% in the past week, reaching a new all-time high, indicating an extremely bearish sentiment towards ETH among Wall Street institutions. On February 2, ETH plunged 37% in 60 hours, causing the total crypto market cap to evaporate over $1 trillion, but inflows remain strong, with ETH inflows reaching $2 billion since December 2024, with a weekly high of $854 million. Although Bitcoin has repeatedly hit new highs, ETH is still about 45% lower than its 2021 all-time high, forming a huge gap. After the Trump administration took office, the SEC's regulatory risk on ETH's securities attributes has decreased, and even Eric Trump has openly <shill> ETH, but the market sentiment remains gloomy. The current market discussion on the reasons for the massive <short> of ETH by institutions may involve market manipulation, institutional hedging strategies, or bearish expectations on the development prospects of ETH. As the extreme accumulation of short positions, the market is beginning to focus on whether ETH may experience a <Short Squeeze> that could trigger a strong rebound.

Wall Street's short position on Ethereum surges 500%, which may cause market shocks

Odaily reports that according to a chart report released by the cryptocurrency market research firm Santiment, the market capitalization of Ethereum has fallen 36% from its local high point 7 weeks ago, leading to a sharp decline in the number of ETH in profit. Based on daily closing data, the current profitability ratio of ETH has reached a 4-month low, and the number of profitable tokens has also dropped to a 3-month low. As the second-largest cryptocurrency by market capitalization, Ethereum has underperformed other major cryptocurrencies, and the market sentiment has fallen significantly into negative territory. Although the market is currently filled with FUD and retail investors continue to sell, once the cryptocurrency market stabilizes, Ethereum may see an unexpected rebound.

Santiment: Ethereum has fallen 36% from its local highs. If the market stabilizes, it may see an unexpected rebound

The DeFi Investor
Compiled by TechFlow
ETH's performance in this market cycle has been quite sluggish.
Returning to 2022, when BTC was at its lowest point in the bear market, many predicted that ETH would easily break through $10,000 in this cycle.
However, many are now beginning to doubt whether ETH will be able to set a new all-time high this year.
Given the current depressed market sentiment, this doubt is understandable, as even ETC's performance has surpassed that of ETH.
Of course, I...