Capital rotates to Ethereum: Will Bitcoin’s safe-haven status hold as ETH heats up?
Main Idea
Ethereum is currently outperforming Bitcoin in terms of ROI, yield, and on-chain flows, potentially positioning it to reach $10,000 before Bitcoin hits $200,000, driven by structural factors like real yield and staking participation.
Key Points
1. Ethereum (ETH) has shown stronger performance with two significant monthly price increases this year, pulling early-2025 investors back into profit, while Bitcoin (BTC) has been rising more slowly.
2. Ethereum's real yield is near 3%, supported by EIP-1559's burn mechanism, increasing staking participation to 29-30%, which tightens liquid supply.
3. Bitcoin's long-term holder (LTH) supply curve is flattening, indicating reduced movement, while Ethereum's staking inflows continue to grow.
4. ETH needs a 168% increase to reach $10,000, while BTC requires a 70% rise to hit $200,000; current trends suggest ETH could achieve this milestone by Q4 2025.
5. Smart money is rotating into ETH, as evidenced by significant allocations like Sharplink Gaming's 360k ETH investment, reinforcing ETH's momentum.
Description
Bitcoin to $200k or Ethereum to $10k? The market’s making a choice.
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