Is ETH going crazy? Institutions are frantically accumulating, and its market value is about to surpass BTC, entering the countdown!
While the market is still debating whether BTC is digital gold, on-chain data has already revealed the harsh truth: institutional demand for ETH is crushing the supply of unstaked assets! Even more explosive is the prediction from a big shot that ETH's market value will overwhelm BTC in the next 1-2 bull-bear cycles! This is not a fantasy, but a result of institutions voting with real money.
On-chain evidence: Institutional buying is crushing unstaked supply.
In the past 3 months, Coinbase's ETH custody has surged by 27%, Grayscale's ETH trust has continued to increase holdings, while unstaked supply accounts for only 0.3% of the circulation; institutional buying is like "a flood swallowing tributaries", and that little bit of unstaked supply is barely enough to fill the gaps! Even more incredible is that after the ETH merger, it has entered a deflationary cycle, with an annual destruction amount equivalent to an "automatic price increase machine"; shrinking supply + exploding demand leads to a direct price logic.
Technical aspect: ETH is the foundation of the Web3 empire, while BTC is left with faith.
The Cancun upgrade is about to take place, L2 networks are expanding rapidly, and the entire Web3 ecosystem, including DeFi lockup, NFT trading, and DAO governance, is "welded" on the ETH chain! Compared to BTC's "single-value storage", ETH is the foundation of the application empire. Institutions are betting not on short-term fluctuations, but on ETH's future dominance in Web3!
Bull-bear cycle prediction: 4-8 years, the endgame for ETH is approaching.
The crypto market experiences a bull-bear cycle every 4 years: 2013, 2017, 2021; 1-2 cycles mean 2029-2033. At that time, BTC is still relying on its digital gold label to survive, while ETH has already woven a must-buy network with technology + ecosystem + deflation: the deflation model eats away at supply, a prosperous ecosystem creates demand, and continuous technological upgrades empower this game. Institutions are betting on the "endgame".
Stop being moved by BTC's K-line! Institutions are ten times more sophisticated than us: they are not buying coins, but the dominance of Web3. Do you dare to bet on ETH overtaking? How many hidden cards are there off-chain?
The market has experienced a sharp drop, and I will prepare some coins suitable for bottom-fishing as a recovery plan. If you feel lost and helpless, follow me! Choice is greater than effort!
