The hardcore nature of Bitcoin, it doesn't drop even in a battle, I feel it can keep rising until 2030... 10 months of chaotic fluctuations each year, and 2 months of increase.
Ethereum has a very good fundamental, with stablecoins and door-opening DeFi, but the problem is there are too many layer twos, which causes dilution. Institutions don't need to buy Ethereum to go on-chain. The application layer does not provide direct stimulus to the price of Ethereum.