Staking yields on Ethereum do not compensate for the asset's poor price performance relative to Bitcoin.
Too little corroboration in the last 3 days to call a trend (3 articles). Watching for it to gain traction.
Mainstream financial press is carrying this — attention has broadened beyond specialist outlets.
"Chalom has opposed an Ethereum proposal that could eventually eliminate issuance-based staking rewards, warning that the change may weaken ETH's appeal to institutions and raise capital costs across decentralized finance."
"Ethereum is comparatively weaker below $1,880–$1,890, with $1,790 acting as the key structural support. Ethereum continued to outperform on the back of record staking participation and growing institutional accumulation."
"He argued the staking yield thesis breaks down mathematically because Ethereum has underperformed Bitcoin by 15% annually on average since staking launched in 2020. "If I give you a 3% staking yield but the total return is minus 15% on price, your net return is minus 13% a year," Cole said."