Ethereum drops 10.2% week-over-week as analysts cite inflation and higher Treasury yields as headwinds for ETH.
Ethereum fell 10.2% this week, extending losses in both spot and derivatives markets. The ETH/BTC ratio declined to 0.0275, reflecting broader underperformance against Bitcoin amid shifting macroeconomic conditions.
Analysts noted that rising Treasury yields and renewed inflation concerns have weakened demand for ETH, which is seen as less resilient than BTC in the current environment. Prior weeks showed similar trends, with ETH lagging as institutional focus shifted toward macroeconomic risks.
The firm suggested that betting on a BTC rebound may require clearer signals of institutional re-entry, which could be delayed until markets adjust to the new yield and inflation backdrop.