In the short term, I believe Ethereum may outperform Bitcoin (BTC), and I remain bullish on $BTC
The main reasons are as follows:
(1) Large inflows of ETF capital $ETH
Since August, Ethereum spot ETFs have accumulated net inflows of 2.161 billion USD $LSK
In the same period, BTC spot ETFs saw net inflows of 3.846 billion USD
BTC’s market cap is about 5 times that of Ethereum. Based on market-cap proportion, Ethereum’s capital inflow momentum is clearly stronger
(2) On-chain financial infrastructure narrative
Stablecoins, RWA, DeFi, and other large assets and settlement activities are still largely centered around Ethereum and its L2s
Buying Ethereum, for institutions, is also essentially betting on the future on-chain financial settlement layer
(3) The CLARITY Act
We previously discussed the CLARITY Act. Its main purpose is to give projects the chance to legally pre-sell and issue tokens under clear rules
Once this pathway is opened up, Ethereum and its L2s will most likely be the first places to absorb projects and capital
Ethereum is well-positioned to capture the upside from on-chain financing and asset issuance, further positioning itself to take on on-chain capital markets
Brother Cheng typically lays out mainstream coin contracts and popular altcoin contracts, focusing mainly on spot and short-term trading. He’s good at catching big opportunities and digging for 100x coins. If you want to recover losses and turn the tide, come to my chatroom—I’ll help you get back to shore #特朗普就CLARITY法案条款存疑 #比特币涨1.64%突破78000美元
The main reasons are as follows:
(1) Large inflows of ETF capital $ETH
Since August, Ethereum spot ETFs have accumulated net inflows of 2.161 billion USD $LSK
In the same period, BTC spot ETFs saw net inflows of 3.846 billion USD
BTC’s market cap is about 5 times that of Ethereum. Based on market-cap proportion, Ethereum’s capital inflow momentum is clearly stronger
(2) On-chain financial infrastructure narrative
Stablecoins, RWA, DeFi, and other large assets and settlement activities are still largely centered around Ethereum and its L2s
Buying Ethereum, for institutions, is also essentially betting on the future on-chain financial settlement layer
(3) The CLARITY Act
We previously discussed the CLARITY Act. Its main purpose is to give projects the chance to legally pre-sell and issue tokens under clear rules
Once this pathway is opened up, Ethereum and its L2s will most likely be the first places to absorb projects and capital
Ethereum is well-positioned to capture the upside from on-chain financing and asset issuance, further positioning itself to take on on-chain capital markets
Brother Cheng typically lays out mainstream coin contracts and popular altcoin contracts, focusing mainly on spot and short-term trading. He’s good at catching big opportunities and digging for 100x coins. If you want to recover losses and turn the tide, come to my chatroom—I’ll help you get back to shore #特朗普就CLARITY法案条款存疑 #比特币涨1.64%突破78000美元
