According to @CoinMarketCap, BlackRock has filed with the U.S. SEC for a new staked Ethereum ETF that combines ETH price exposure with staking rewards, separate from its existing iShares Ethereum Trust ETF (source: CoinMarketCap; SEC filing). For traders, a staked ETF structure adds staking yield to total returns versus non-staked ETH spot ETFs, shifting performance drivers to include both ETH/USD price and staking reward accrual as outlined in the filing (source: SEC filing; CoinMarketCap). Key watch items are the SEC review milestones and prospectus details on staking counterparties, reward treatment, and allocation limits to evaluate tracking and basis versus current ETH spot ETFs (source: SEC filing; CoinMarketCap).

According to @glassnode, Ethereum’s Total Fees Paid per Day on the 90-day SMA have fallen below 300 ETH per day since early November, marking the lowest level since July 2017, which signals subdued on-chain demand relative to recent years. source: Glassnode glassno.de/4piYWqq Under EIP-1559, the base fee portion of transaction fees is burned, so lower total fees mechanically translate into a lower ETH burn rate. source: Ethereum.org ethereum.org/en/developers/docs/gas A lower burn rate reduces deflationary pressure on ETH supply and increases the likelihood of net positive issuance when burn falls below staking issuance, a key input for traders tracking ETH supply dynamics. source: Ethereum.org ethereum.org/en/roadmap/merge Validator fee income from priority tips contracts when network fees decline, which can compress staking rewards derived from tips and MEV, an important consideration for yield-focused ETH strategies. source: Ethereum.org ethereum.org/en/roadmap/merge

According to Binance, WBETH and BNSOL now offer higher APR on the exchange, directly increasing staking yield inputs for ETH and SOL liquid staking strategies on Binance (source: Binance official announcement). According to Binance, the exchange also reminded users about recent collateral updates on the platform that determine how assets can be used in margin, loan, and portfolio collateral features on Binance (source: Binance official announcement).

According to @hamster_kombat, Bitcoin ETF outflows are nearing 3 billion dollars. Source: @hamster_kombat. According to @hamster_kombat, BlackRock has registered an Ethereum staking ETF in Delaware, which traders can track for potential ETH demand effects if confirmed by filings. Source: @hamster_kombat. According to @hamster_kombat, Musk’s xAI is in advanced talks to raise 15 billion dollars. Source: @hamster_kombat. Based on these reported developments, traders can monitor BTC spot and futures basis, ETH staking proxies and LST yields, and AI-linked crypto tokens for momentum in the near term. Source: independent analysis based on @hamster_kombat.

According to the source, FalconX has launched ETH staking rate derivatives for institutional clients, opening access to trade Ethereum’s native staking yield as a benchmark exposure; source: the source. The contracts are designed to hedge or gain exposure to validator reward volatility tied to Ethereum’s on-chain staking APR, which varies with active validator count and network usage; source: Ethereum Foundation staking documentation. In rate markets, new derivatives often influence related instruments via dealer hedging, implying potential effects on ETH futures basis and perpetual funding as positions are offset with CME ETH futures and spot liquidity; sources: Bank for International Settlements analysis on derivatives spillovers, CME Group materials on ETH futures usage by institutions. The product also complements DeFi yield venues that price ETH staking APY and term structures, enabling relative-value trades between staking APR, perp funding, and term basis; sources: Pendle Finance documentation on tokenized yield markets, Binance perpetual funding rate methodology.

According to @MilkRoadDaily, Ethereum’s Merge replaced proof-of-work with proof-of-stake, cutting network energy use by 99.95%, enabling scaling-focused upgrades, and converting ETH into a yield-bearing staking asset that still defines the network’s trajectory nearly two years on. source: @MilkRoadDaily For traders, the PoS yield and ongoing scaling roadmap are the key fundamentals to monitor for ETH positioning and liquidity flows. source: @MilkRoadDaily