In this round, I will clearly increase the position size of $ETH . The core reason is actually very simple:
I believe that in this round, ETH’s performance will outperform BTC.
If BTC rises by 1x, personally I’m currently more inclined to expect ETH to produce 1.5–2x the returns of BTC.
If RWA truly starts to surge at large scale later on, this gap could widen even further—ETH’s upside leverage could be higher than 2x.
But if another scenario occurs—while RWA surges, the market also further recognizes BTC’s “digital gold” attributes, and both directions rise together—then ETH’s relative advantage over BTC may return to the 1.5–2x range again.
Also, looking at the positioning/ownership structure, in the last bull cycle ETH disappointed the vast majority of people. Relative to that, the situation is much “lighter,” which is more favorable for the insiders/market makers to push prices up.
BTC is still the core asset. It’s just that, based on the odds in this round, I think ETH has more room to run.
That’s also why I’m actively increasing the position size of $ETH .
I believe that in this round, ETH’s performance will outperform BTC.
If BTC rises by 1x, personally I’m currently more inclined to expect ETH to produce 1.5–2x the returns of BTC.
If RWA truly starts to surge at large scale later on, this gap could widen even further—ETH’s upside leverage could be higher than 2x.
But if another scenario occurs—while RWA surges, the market also further recognizes BTC’s “digital gold” attributes, and both directions rise together—then ETH’s relative advantage over BTC may return to the 1.5–2x range again.
Also, looking at the positioning/ownership structure, in the last bull cycle ETH disappointed the vast majority of people. Relative to that, the situation is much “lighter,” which is more favorable for the insiders/market makers to push prices up.
BTC is still the core asset. It’s just that, based on the odds in this round, I think ETH has more room to run.
That’s also why I’m actively increasing the position size of $ETH .
