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Ethereum’s Catch-Up Trade Against Bitcoin

ETF flows, staking, and a 45% discount to fair value are fueling a tactical mean reversion

Ecoinometrics

Aug 25

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Ethereum has spent the past two years trailing behind Bitcoin. While Bitcoin doubled its previous cycle peak, Ethereum struggled just to match its old highs.

But that’s finally changing. Since May, ETH has gained steady momentum and just set a new all-time high. What’s different this time is that the rally is being driven by a wave of inflows into Ethereum ETFs, a demand engine it never had before.

With Ethereum breaking out and ETFs gaining traction, many investors are asking if it’s time to rotate from BTC into ETH. The question now is whether this outperformance is just a catch-up move or the start of something bigger. In this report, we look at the data and outline how investors should think about Ethereum’s new position in the market.

Ecoinometrics delivers professional-grade crypto and macro analysis to help institutional investors and serious traders make data-driven decisions.

Our team conducts rigorous quantitative research, developing proprietary metrics and institutional-quality visualizations that cut through the noise to reveal key market dynamics.

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