Ethereum's network usage and fees have significantly declined, with February 2025 marking the worst month since July 2020, raising concerns about ETH's investment potential. Despite Ethereum's large stablecoin footprint, the Base blockchain has surpassed Ethereum in monthly stablecoin transfer volume, questioning ETH's dominance. Capital outflows from crypto investment products were substantial in late February, yet ETHA's year-to-date AUM growth remains positive, indicating mixed investor sentiment.
Joe Terranova, Senior Managing Director for Virtus Investment Partners, and Bryn Talkington, Managing Partner of Requisite Capital Management, joins CNBC's "Halftime Report" to detail their latest portfolio moves.
On-chain data for Ethereum was mixed in November. DAAs grew on the mainnet but declined in the broader ETH ecosystem due largely to usage declines on Base. Solana officially passed Ethereum in full-month fees, but Ethereum remains the giant in the DeFi space, with a 57% share of broader TVL. As ETH continues to act inflationary following Dencun, there is an opportunity cost in holding the asset through an ETF that can't actively stake on-chain.
In this edition of ETF Prime, Kirsten Chang, senior industry analyst at VettaFi, talked milestones in ETFs this year with host Nate Geraci. The podcast also included a discussion with James St. Aubin, CIO at Ocean Park Asset Management.
Ethereum has continued to surge on Monday, following an impressive move over the past week, driven by various macro factors (rate cuts in particular). Amid expectations that interest rates could drop further and faster than previously expected, open interest for Ethereum futures has picked up.
Ether ETFs have gained popularity in the US market after their recent launch, with BlackRock's ETHA being one of the most popular. I delve deeper into ETHA and explain why it's not my favourite investment vehicle. I conclude my analysis with a 'Hold' rating for ETHA.
The price of ether fell in the wake of the launch of the spot ether ETFs on Tuesday, July 23. Ether (ETH) declined 7.82% in its first three days of spot ether ETF trading.