#比特币再次跌破8.3万美元
Both faced the same CPI shock, yet ETH fell more than twice as much as BTC.
On October 15, BTC was around $81,000, down about 2.7% over 24 hours; ETH fell to around $2,350, down nearly 5.8%.
BTC’s ability to draw support from institutional capital remains untested, while ETH continues to show more pronounced relative weakness, and the recovery in ETF inflows has also lacked staying power.
BTC is still testing whether institutional buying can provide a floor, while ETH already faces a tougher question: how much independent demand does it actually have?
If macro pressure eases, BTC stabilizes, and ETH continues to weaken, ETH’s soft demand can no longer be attributed primarily to macro factors.
Macro pressure can weigh on both assets at once, but it cannot explain every relative difference. ETH must show stronger evidence of demand than simply rebounding in step with BTC.
Both faced the same CPI shock, yet ETH fell more than twice as much as BTC.
On October 15, BTC was around $81,000, down about 2.7% over 24 hours; ETH fell to around $2,350, down nearly 5.8%.
BTC’s ability to draw support from institutional capital remains untested, while ETH continues to show more pronounced relative weakness, and the recovery in ETF inflows has also lacked staying power.
BTC is still testing whether institutional buying can provide a floor, while ETH already faces a tougher question: how much independent demand does it actually have?
If macro pressure eases, BTC stabilizes, and ETH continues to weaken, ETH’s soft demand can no longer be attributed primarily to macro factors.
Macro pressure can weigh on both assets at once, but it cannot explain every relative difference. ETH must show stronger evidence of demand than simply rebounding in step with BTC.