Phase 2: Ethereum Rally
Historically, ETH’s outperformance window was short-lived:
👉Institutions only bought BTC (macro asset narrative)
👉Retail quickly rotated from ETH → Large Cap alts
⚡️But 2025 is different. ETH has new structural drivers:
-Ethereum Spot ETFs pulling in billions
-ETH in treasuries alongside BTC
💸 Staking yield = quasi-bond appeal (growth + yield)
-Layer-2 + RWA adoption fueling real utility
This cycle, Phase 2 may:
👉Stretch 4–6 months (not 2–3)
👉Overlap with Large Cap pumps
Play out in two legs:
1️⃣ ETF inflows + ETH/BTC breakout
2️⃣ L2 + staking narrative lifting ETH even as alts run
👉 We’re in Phase 2, but ETH’s dominance could last longer than ever before. This isn’t the old playbook.$ETH
