Ethereum Faces a Repricing: Harvard Exits as Some Institutions Buy the Dip Ethereum is entering a stress-test phase as the market reprices ETH. The ETH/BTC ratio has continued to weaken, spot demand has fallen to a year-to-date low, and ETF flows remain noticeably weaker than Bitcoin’s. With Treasury yields elevated, ETH staking yields becoming less competitive, and Ethereum Foundation sales weighing on sentiment, concerns over further downside are rising. But institutions are not exiting in unison. @JaneStreetGroup, @WellsFargo, @BitMNR and others have been adding exposure or buying the dip. @GoldmanSachs, @SIGinsights and @Citadel have reduced spot exposure, shifting toward options hedging and staking-related products. @Harvard, meanwhile, fully exited its ETHA position amid operational funding pressure. The divergence suggests ETH remains under short-term pressure from capital flows and macro conditions. Still, long-term narratives around tokenization, AI agents and staking yield continue to give some institutions a reason to stay in the trade. #Ethereum #ETH #ETF #Tokenization #Staking

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