Markus Thielen (10x Research) drops his $BTC vs $ETH thesis:
$BTC targeting $90K by year-end. He's calling the bottom already in — macro tailwinds from $40T debt crisis + inflation hedging demand.
Why $BTC over $ETH right now?
- Wall Street adoption still early but directional
- Liquidity environment favors digital gold narrative
- $ETH needs structural fixes before next leg up
Wild card: OpenAI & Anthropic IPOs could either pump risk-on assets or trigger a liquidity crunch. Watch closely.
Key pain point: $BTC's explosive single-day rallies might be over. Institutional flows = slower, steadier grind.
Bottom line: If you're holding $ETH hoping for a quick flip, you might be early. $BTC looks like the safer macro play into Q4.
$BTC targeting $90K by year-end. He's calling the bottom already in — macro tailwinds from $40T debt crisis + inflation hedging demand.
Why $BTC over $ETH right now?
- Wall Street adoption still early but directional
- Liquidity environment favors digital gold narrative
- $ETH needs structural fixes before next leg up
Wild card: OpenAI & Anthropic IPOs could either pump risk-on assets or trigger a liquidity crunch. Watch closely.
Key pain point: $BTC's explosive single-day rallies might be over. Institutional flows = slower, steadier grind.
Bottom line: If you're holding $ETH hoping for a quick flip, you might be early. $BTC looks like the safer macro play into Q4.