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Ethereum's Price Dip: A 2022 Bear Market Echo?

Ethereum's Price Dip: A 2022 Bear Market Echo?

Ethereum

Ethereum's Price Dip: A 2022 Bear Market Echo?

Ethereum (ETH) is experiencing a significant sell-off, reminiscent of the 2022 bear market. Understanding the current dynamics is crucial for navigating this period of uncertainty. Let's delve into the key factors impacting ETH's price.

  • Aggressive Loss Realization: ETH is currently showing a pattern of heavy selling similar to the 2022 downturn. A key indicator will be whether a strong demand zone emerges.
  • Whale Activity: Significant sell-side liquidity from Ethereum whales is concentrated between $1,400 and $1,600. Galaxy Digital, for example, recently sold 62,181 ETH (approximately $99.46 million) at an average price of $1,599.

The sustained sell pressure raises questions about market exhaustion. The Net Realized Profit/Loss (PnL) remains negative, suggesting ongoing losses for many ETH holders. This is similar to the trend observed during the 2022 bear market (see chart below).

Ethereum PnL

Source: Glassnode

A shift to positive PnL (green), indicating profit-taking, would signal market exhaustion and the potential for recovery. Until then, the price is expected to remain range-bound or continue its downward trajectory.

Key Price Thresholds and Indicators

At the current price (around $1,583), approximately 300 million ETH are currently underwater, with a realized price of $1,982. A bullish reversal needs a price increase of over 20% to move past this realized loss level and prevent mass capitulation.

However, rising exchange reserves – approximately 40 million ETH deposited since April 2nd – indicate persistent sell pressure. This influx of ETH onto exchanges reinforces the negative sentiment in the market.

ETH Reserves

Source: CryptoQuant

Without a significant increase in buying pressure to absorb this additional supply, further price drops remain a strong possibility.

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