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Friends, meet Opportunity.
For years, the consensus trade was simple: long BTC, short ETH, a play that worked thanks to TradFi finally getting comfortable with Bitcoin, ETF approvals, and the treasury narrative flywheel.
If you made that trade, 👏, you’re a boss.
But now what?
Time to revisit the data:
- ETH/BTC monthly RSI: oversold
- Stablecoin supply: all-time high on Ethereum
- Ethereum GDP: climbing back
- Spot ETF inflows: positive for a month straight
- Staking ETF: around the corner
- Institutional demand: rising interest in Ethereum & ETH
- Tokenization: picking up across dollars, stocks, and more
- L2 ecosystems: booming
- L1 scalability: advancing
- EVM interoperability: targeted by end of year
Some say the ETH trade is over. I say it’s just getting started.
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