Yes and no — they compete for allocatable “hedge” capital, especially as Bitcoin ETF AUM has surged toward gold ETF scale, but many allocators hold both (gold for real-yield hedging, BTC for asymmetric upside). Competition is allocation-level; coexistence rises when macro drivers (real yields, dollar) favor both. Persistence of inflows matters more than headline days.
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Investability in Intent/bridge protocols depends on regulatory compliance, audit history, and security incidents. Frameworks weigh expected yield against exploit probability, legal risk, and cross-chain liquidity robustness.
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ETH price shows moderate correlation with TVL, swap count, and staking levels. Regression models indicate staking has a lagged positive effect, while swap spikes precede price momentum shifts in DeFi cycles.
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