Zacik2025-12-04 10:49
Ethereum’s Long-Term Comeback: Why ETH May Outperform BTC in the Coming Quarters
Although BTC has been the stronger performer this year, several on-chain and institutional signals indicate a potential shift. Many market participants now believe that ETH could outperform BTC in the coming quarters.
1. ETF Flows Are Reshaping Institutional Allocation
Over the past six months, ETH ETFs have seen steady, long-horizon inflows.
Key features:
- Long-duration positioning
Stable accumulation trend
Major institutions include ETH in diversified risk portfolios
Meanwhile, BTC has seen partial outflows.
2. Ethereum’s Holder Structure Is Becoming “Healthier”
On-chain data shows:
- Rising share of long-term holders
Continued accumulation by large, low-cost entities
Improved liquidity structure and reduced volatility
ETH’s structural risk is decreasing.
3. The Core Narrative: Ethereum Is the “Global Compute Layer”
BTC is increasingly viewed as digital gold, While ETH functions as the world’s largest decentralized computing network.
Growth drivers include:
- Expanding Layer-2 ecosystems
AI + on-chain data intersections
Rising demand for high-performance data availability
ETH’s long-term value is tied to real application growth—not just scarcity.
Conclusion
ETH may still experience short-term volatility, but its fundamentals are strengthening rapidly. If capital rotation from BTC to ETH continues, ETH is well-positioned to outperform the broader market in the upcoming quarters.
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Zacik
2025-12-04 10:51
Ethereum’s Long-Term Comeback: Why ETH May Outperform BTC in the Coming Quarters
[{"type":"paragraph","children":[{"text":"Although BTC has been the stronger performer this year, several on-chain and institutional signals indicate a potential shift. Many market participants now believe that "},{"text":"ETH could outperform BTC in the coming quarters","bold":true},{"text":"."}]},{"type":"heading-two","children":[{"text":"1. ETF Flows Are Reshaping Institutional Allocation","bold":true}]},{"type":"paragraph","children":[{"text":"Over the past six months, ETH ETFs have seen steady, long-horizon inflows."}]},{"type":"paragraph","children":[{"text":"Key features:"}]},{"type":"bulleted-list","children":[{"text":"Long-duration positioning\nStable accumulation trend\nMajor institutions include ETH in diversified risk portfolios\nMeanwhile, BTC has seen partial outflows."}]},{"type":"heading-two","children":[{"text":"2. Ethereum’s Holder Structure Is Becoming “Healthier”","bold":true}]},{"type":"paragraph","children":[{"text":"On-chain data shows:"}]},{"type":"bulleted-list","children":[{"text":"Rising share of long-term holders\nContinued accumulation by large, low-cost entities\nImproved liquidity structure and reduced volatility\nETH’s structural risk is decreasing."}]},{"type":"heading-two","children":[{"text":"3. The Core Narrative: Ethereum Is the “Global Compute Layer”","bold":true}]},{"type":"paragraph","children":[{"text":"BTC is increasingly viewed as "},{"text":"digital gold","bold":true},{"text":",\n\nWhile ETH functions as "},{"text":"the world’s largest decentralized computing network","bold":true},{"text":"."}]},{"type":"paragraph","children":[{"text":"Growth drivers include:"}]},{"type":"bulleted-list","children":[{"text":"Expanding Layer-2 ecosystems\nAI + on-chain data intersections\nRising demand for high-performance data availability\nETH’s long-term value is tied to real application growth—not just scarcity."}]},{"type":"heading-two","children":[{"text":"Conclusion","bold":true}]},{"type":"paragraph","children":[{"text":"ETH may still experience short-term volatility, but its fundamentals are strengthening rapidly.\n\nIf capital rotation from BTC to ETH continues, ETH is well-positioned to outperform the broader market in the upcoming quarters."}]},{"type":"paragraph","children":[{"text":"\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n"}]}]
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