The Ethereum Rebalance Mechanics 📉 Goldman Sachs slashed its spot Ethereum ETF ($ETHA) exposure by a staggering 70%, reducing it to $114M. From a portfolio construction perspective, this indicates a defensive scaling down. When institutions expect macro headwinds or regulatory transitions, they scale back to their highest-conviction asset (BTC) to shield capital. 🛡️📊 #GoldmanCryptoPivot #Ethereum #ETH $ETH