The bearish bias is not limited to futures. Spot Ether ETFs listed in the U.S. have seen cumulative outflows of $401 million this month, more than reversing the $354 million inflow recorded in April, according to SoSoValue data.

Sentiment around Ether has also deteriorated. The Ethereum Foundation has faced high-profile departures, including prominent contributors Carl Beekhuizen and Julian Ma.

“High profile departures from the Ethereum Foundation are also a sign that the original vision is no longer capturing these followers,” Thielen said.

This trend extends to prominent thought leaders and long-time holders. David Hoffman, co-founder of Bankless, recently announced he sold his ETH holdings after concluding that the long-standing thesis of “ETH is money” has largely played out.

Some analysts believe the market is increasingly questioning how much of Ethereum’s dominance in DeFi, tokenization, and other sectors is flowing back to its native token ETH.

“Ethereum’s problem is not that the chain has stopped mattering. It is that the market is questioning how Ethereum’s infrastructure strength translates back to ETH,” Web3 research and consultancy firm House of Chimera said on X.

The firm added that Ethereum still leads other smart contract blockchains in raw ecosystem development activity, with millions of meaningful GitHub events, but noted that prices and sentiment can weaken faster than developer commitment.

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ETFs (Markus Winkler/Pixabay, modified by CoinDesk)

IBIT recorded its second-biggest single-day net outflow since launch on Wednesday, missing a January record by less than half a million dollars, as the Iran-driven sell-off pulled institutional money out of bitcoin.

What to know:

  • BlackRock’s iShares Bitcoin Trust saw $527.84 million in net outflows on Wednesday, its second-largest single-day withdrawal since launching in January and just shy of its record.
  • The 11 U.S. spot bitcoin ETFs together lost $733.43 million that day, extending a multi-session streak of outflows that has pulled more than $2…

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