JPMorgan: 4 “weapons” to help Ethereum break through before Bitcoin

Ethereum (ETH) is becoming the focal point as it continuously outperforms Bitcoin ($BTC ). According to analysis from JPMorgan, there are 4 key factors reinforcing ETH's position:

Staking on Ethereum spot ETF: If approved by the SEC, investors can enjoy direct staking interest without the need to operate a validator. This is a significant advantage compared to Bitcoin ETF which does not generate passive income.

Corporate accumulation $ETH : About 10 publicly listed companies currently hold 2.3% of the ETH supply, with many units also mining yields through liquid staking and DeFi.

Clear legal framework: The SEC confirms that liquid staking does not violate securities laws, removing a major barrier for institutional capital.

More flexible ETF: Being allowed to withdraw funds directly in crypto helps reduce costs, increase liquidity, and limit sell-off pressure.

Data shows that Ethereum ETF attracted a net of 5.4 billion USD in July, comparable to Bitcoin. However, in August, #ETFBTC began to bleed capital, while ETH still maintained its allure. Additionally, Peter Thiel and Founders Fund have poured hundreds of millions of USD into ETH through companies holding hundreds of thousands of ETH, reinforcing long-term confidence.

At the macro level, as the Fed is likely to lower interest rates at Jackson Hole, Ethereum could receive a strong boost. As the core infrastructure of DeFi, ETH is increasingly seen as the center of the “crypto summer” 2025.

👉 Many experts predict that ETH could reach 8,000 USD by 2026, if the flow of ETF capital and corporate treasury continues to explode. #anhbacong