Ethereum (ETH) has struggled to recover after dropping below $2,600 on Feb. 24, facing strong resistance amid weak network activity, rising competition, and declining institutional demand. To regain bullish momentum, four critical factors must be addressed.1. Network Upgrades & Layer-2 InteroperabilityWhile the upcoming Pectra upgrade aims to enhance Ethereum’s efficiency, it lacks immediate solutions for high base-layer transaction fees and cross-chain liquidity issues.Key Concern: Layer-2 fragmentation hinders seamless transactions across networks like Arbitrum, Optimism, and Base.Competitive Pressure: Berachain and Hyperliquid have gained traction, with over $3B and $2.8B in TVL, respectively, threatening Ethereum’s dominance in DeFi and perpetual futures markets.What Needs to Happen?Faster and more scalable L2 solutions with unified liquidity to improve Ethereum’s usability.Seamless integration of DeFi projects across multiple networks.2. Increasing Institutional DemandEthereum spot ETFs have seen nine out of ten days of net outflows, totaling $406M in withdrawals.The lack of staking incentives for ETF investors makes ETH less attractive compared to 4.5% stablecoin yields in DeFi.The SEC’s potential approval of a Solana (SOL) ETF in 2025 could shift investor focus away from ETH.What Needs to Happen?Spot ETH ETFs must integrate native staking to attract institutional capital.Ethereum must demonstrate stronger real-world utility to stand out against competitors.3. Declining Supply & Fee Burn MechanismEthereum’s supply is increasing at a rate of 0.7% per year, due to reduced network activity and lower gas fees, weakening ETH’s deflationary model.The EIP-1559 burn mechanism has not been effective in reducing ETH’s circulating supply.The staking reward yield has dropped below 2.5%, making Ethereum less attractive to investors.What Needs to Happen?A surge in network usage to revive fee burns and reinforce Ethereum’s deflationary status.Higher staking yields to improve ETH’s appeal over stablecoin lending options.4. Restoring DeFi & On-Chain ActivityEthereum’s DeFi ecosystem has struggled to maintain TVL growth, with user activity shifting to alternative blockchains like Solana and Berachain.The memecoin boom on Solana highlighted Ethereum’s scalability limitations.Total DeFi TVL dropped by $45B, erasing gains since Trump’s election.What Needs to Happen?New use cases and innovative dApps must emerge to drive user adoption back to Ethereum.Improvements in gas efficiency are needed to make Ethereum competitive with faster L1s like Solana.Final Thoughts: Can Ethereum Regain $2,600?Ethereum’s recovery depends on:- Scalable network upgrades & seamless L2 interoperability- Institutional capital inflows through ETF staking incentives- Higher on-chain activity to reduce ETH supply & increase fees burned- Stronger demand for DeFi, gaming, and tokenization applicationsWithout addressing these structural issues, ETH could continue to underperform, losing market share to faster, lower-cost blockchain competitors, according to Cointelegraph.

Odaily Planet Daily News According to Lookonchain data, a large investor spent 30.8 million DAI to buy 15,292 ETH about 10 hours ago, with an average purchase price of $2,014, and a total investment of about $28.6 million. As the price of ETH fell, the investor has currently suffered a book loss of about $2.2 million.

Bitcoin has dropped to $78,500, a four-month low, while Ethereum hits its weakest level since November 2023. Some predict BTC could fall to $70,000, while others see rising M2 liquidity as a recovery signal. With macroeconomic headwinds and no clear bullish catalysts, is Bitcoin bottoming out or headed for further losses?

Key Takeaways:Ethereum (ETH) plunged nearly 10% on Monday, threatening large DeFi loans backed by ETH as collateral.A $130 million ETH-backed loan on Sky (formerly Maker) is at high risk of liquidation, despite the borrower adding 2,000 ETH and reducing debt to prevent forced sell-offs.$336 million in DeFi loans are within a 20% price range of liquidation, potentially intensifying downward pressure on ETH.DeFi Liquidations Loom as ETH Dips Below Critical LevelsEthereum’s sharp decline to $1,820 on Monday has rattled DeFi markets, with a major $74 million DAI loan backed by 65,680 ETH now at risk of liquidation.The borrower attempted to stabilize their position by depositing 2,000 ETH (~$4M) and later converting $1.6M USDT to DAI to reduce outstanding debt.Despite these efforts, the loan’s liquidation price stands at $1,836, keeping it dangerously close to forced liquidation as ETH hovers around $1,870.Wider DeFi Market at Risk of a Liquidation CascadeAccording to DefiLlama, additional ETH-backed loans face liquidation risks at key price levels:$13.6M in loans could be liquidated at $1,857 ETH.$117M in loans could be forced to sell at $1,780 ETH.A 20% ETH price drop could trigger $366M in total liquidations, adding severe downward pressure on ETH’s price.When DeFi liquidations occur, the protocol sells the collateralized ETH on the open market, which can intensify selling pressure and accelerate the decline, according to CoinDesk. 

Bitcoin has officially dropped below $77,000 for the first time since November 10th, sinking to $76,822 before rebounding a bit to around $79,000 at press time. That’s a 30% decline from its all-time high of $110,000, and the sell-off isn’t just hitting crypto—stocks are also in freefall. But according to Arthur Hayes, traders need to […] source: https://www.cryptopolitan.com/arthur-hayes-bitcoin-stock-investors-patient/

Odaily Planet Daily News According to Ember, an investor who previously held about 67,000 ETH and was on the verge of liquidation successfully hedged. The investor reduced his holdings of 2,882 ETH before the oracle price was updated, exchanged for 5.21 million DAI repayments, and reduced the liquidation price to $1,781. As the ETH price rebounded slightly and the next oracle price update was above its liquidation line, the investor temporarily resolved the crisis.

Odaily Planet Daily News According to the monitoring of on-chain data analyst ai_9684xtpa, a whale recharged 3,000 ETH to Binance, suspected of clearing positions. A whale who has made more than $32 million in profits through ETH since September 2023 recharged 3,000 ETH (about $5.51 million) to Binance 10 minutes ago, suspected of preparing to sell. The investor previously accumulated 93,839 ETH (about $213 million) at an average price of $2,278, and it has been 5 months since the last sell-off. Currently, there are only 545 ETH left in his wallet, indicating that he has almost completely cleared his ETH holdings.

The post Trump Set to Sign Executive Order Reversing Biden’s Crypto Banking Restrictions appeared first on Coinpedia Fintech News In a latest move, President Donald Trump is all set to sign an executive order targeting Biden administration policies that have made it hard for crypto companies to access banking services. The order is expected to target policies under “Operation Chokepoint 2.0,”... source: https://coinpedia.org/news/trump-set-to-sign-executive-order-reversing-bidens-crypto-banking-restrictions/

Bitcoin fell below $77,000 at one stage tonight, while the U.S. stock market experienced its worst day of the year. source: https://www.theblock.co/post/345583/bitcoin-slides-below-80000-ether-falls-to-16-month-low-near-1800-amid-broader-market-sell-off?utm_source=rss&utm_medium=rss

Odaily Planet Daily News Crypto analyst Anthony Pompliano (Pomp) put forward a bold theory: the Trump administration may be deliberately creating chaos in the stock market in order to force the Federal Reserve to cut interest rates to avoid the United States from refinancing about $7 trillion in debt. Pomp pointed out that the 10-year U.S. Treasury yield has dropped from 4.8% in January to 4.21% now, indicating that the strategy is "moving in the right direction." Trump once said on Fox News: "No one can get rich at high interest rates because people can't borrow money." The market expects the Fed to maintain the current interest rate at its March meeting, but the possibility of a rate cut in May is close to 50%. Under the game between Trump and Powell, the market continues to be under pressure, Bitcoin has fallen 27.4% from its historical high, and the global crypto market value has evaporated by more than $1.2 trillion. (Cointelegraph)

Global financial markets have been shaken. The U.S. stock market has seen a panic sell-off due to Trump's tariff policy, with the market value evaporating by $4 trillion and the shadow of recession looming. At the same time, the cryptocurrency market has not been spared, with mainstream currencies such as Bitcoin and Ethereum plummeting across the board.

Odaily Planet Daily News: Gate.io will launch BMT perpetual contract real-time trading (USDT settlement) at 20:00 (UTC+8) on March 11, supporting 1-50 times leverage.

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Golden Finance launches the 2626th issue of "Golden Morning 8" - a morning report on the cryptocurrency and blockchain industry, providing you with the latest and fastest news on the digital currency and blockchain industry.

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