CoinVoice has learned that Wang Feng, the founder of Blueport Interactive, tweeted that the recent outperformance of ETH and the sideways movement of BTC is more about narrative rhythm differences, and the window of opportunity may be short, making it difficult for investors to adjust their positions in time.

In the medium to long term, both share the same pool of macro funds, the same set of regulatory dividends, and the same market capitalization curve. ETH's alpha should be seen as a magnifier for BTC's beta, rather than a substitute.

"The ICO in 2017 and DeFi in 2020 both proved: the hotter ETH gets, the higher BTC's 'safe-haven premium' becomes. BTC is the anchor, ETH is the lever, and large funds will ultimately flow back into BTC to lock in profits after success." [Original link]