This round I bet $ETH that $BTC will outperform. If BTC rises by one doubling, ETH could rise 1.5 to 2x.
If RWA really explodes, ETH’s upside might be even more explosive—possibly exceeding 2x. But if, at the same time, RWA surges and the market is also crazily bidding for BTC as digital gold, then both sides rising together could bring ETH’s relative advantage versus BTC back to 1.5–2x.
Also, the last bull market in ETH really hurt most people. There are fewer people left on board and the available “chips” are light, so for the house to push it up, it’s easier and less costly. BTC is still the core asset, but judging from the odds this time, ETH has more room to run. (That’s why I increased my ETH position.)
If RWA really explodes, ETH’s upside might be even more explosive—possibly exceeding 2x. But if, at the same time, RWA surges and the market is also crazily bidding for BTC as digital gold, then both sides rising together could bring ETH’s relative advantage versus BTC back to 1.5–2x.
Also, the last bull market in ETH really hurt most people. There are fewer people left on board and the available “chips” are light, so for the house to push it up, it’s easier and less costly. BTC is still the core asset, but judging from the odds this time, ETH has more room to run. (That’s why I increased my ETH position.)
