Bitcoin keeps falling and Ether even more so because liquidity is being sought and there is distress in the system. Strategy is a target for put options. x.com 

Ethereum faces slightly higher near-term selling risk as net inflows raise Binance's sellable ETH supply. Some 55,471 ETH entered and 47,596 left, net 7,875, though both flows have slowed. If inflows persist this week with ETF outflows and high US Treasury yields, pressure could grow around the Fed decision. Rising cumulative ETH 2.0 transactions bode well for network use, not direct demand or relief today. Losing $2,280-2,300 adds downside risk; recovery needs flow and price confirmation. x.com 

Ether's near-term recovery is lagging Bitcoin as spot Ether ETFs lost $149 million over Monday and Tuesday while Bitcoin funds gained $286 million. Ether remains below its weekend high and 365-day average; the multi-model signal is still Long on both, with three of four models agreeing on Ether versus four of four on Bitcoin. x.com 

Ether's price is falling while open interest rises, meaning leverage is building into the dump, a setup that tends to end badly for longs. x.com 

Ethereum faces further downside as smart money sells into strength during distribution. A move toward $2,070 comes first; a break there puts $1,800 in view, with a possible local bottom near $1,600-$1,700 where liquidity sits. Until that sweep, bounces are for selling; a real reversal comes only afterward. x.com 

Bitcoin and Ethereum may be staging their usual comeback in total silence. Both are pushing to break months-long trendlines after a volume spike that, so far, marked the bottom, yet no one on social media is talking about them even as risk assets make new 52-week highs. Crypto joined the past months' decline but missed this week's rally, making it one of the best risk/rewards around as it eventually catches up. The last breakout failed badly, so a second attempt has to hold. x.com 

Ethereum's strong ecosystem is not translating into enough ETH value capture to support significant appreciation unless that changes. The Ethereum Foundation selling ETH again is frustrating; buybacks and stronger incentives for L2s to accumulate and buy back ETH could improve the token's economics. Fundstrat, which owns roughly 5% of the supply, has a huge opportunity to push for better value capture. x.com  x.com 

Ethereum's ETF outflows look especially troubling relative to other major crypto assets. Weekly ETH ETF outflows of $320 million exceeded Bitcoin's $228 million and Solana's $25 million combined, per Ted Pillows. x.com 

Ethereum's growing stablecoin base contrasts with ether trading at roughly half its November 2021 price. The network holds $146 billion in stablecoins, up from $83 billion on November 10, 2021. x.com 

Ethereum can't do well over time unless it regains the strength and market share it lost to Solana, especially with inflationary tokenomics. Crypto is maturing, and Bitcoin will no longer lift the rest of the market the way it used to, contrary to @Nam_1r's view that a big bitcoin rally would surely pull ETH to a new high. x.com