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.

🤔✍️