Market Analysis on August 27, 2025

Overall Market

BTC vs ETH: The Logic Behind Divergent Trends

Bitcoin (BTC):

Status: Oscillating consolidation, institutional interest waning (BlackRock ceasing purchases is a significant signal).

Driving Logic: Macro monetary policy narrative. Its price core depends on market expectations of the Fed's interest rate cuts and global liquidity easing. Current macroeconomic uncertainty leads to its stagnation.

Core crypto market asset, absolute leader, may surpass fiat currency system in the future.

Ethereum (ETH):

Status: Strong solo performance, continuous significant ETF inflows, crypto-native companies ("treasuries") aggressively increasing holdings.

Driving Logic: Intrinsic value and application narrative. Its price core depends on expectations of the Ethereum network's future cash flow generation capabilities (such as the development of RWA, stablecoins, DeFi, etc.).

Technology-driven asset, huge long-term value, dominates the on-chain financial ecosystem, more favored by venture capital and crypto-native capital.

Conclusion: Currently holding ETH will outperform 95% of the market or more. ETH breaking $5k is increasingly likely. Wait for the rate cut to arrive. No one can guess the specific amount of the cut, wait patiently.

After the rate cut, market liquidity will increase, and altcoins will explode and rise. Hot money will invest in risky investments and pump altcoins. Based on the current situation, you can only wait.