Ethereum's mainnet upgrade on May 7, can it drive Bitcoin to 100,000?

Recently, everyone has been discussing: Ethereum's mainnet is about to upgrade again, will it drive Bitcoin to take off directly? Head towards 100,000?

To be honest, 99% of people are thinking about this the wrong way. The ETH upgrade is beneficial for ETH, not BTC. Bitcoin reaching 100,000 relies on a 'game-changing' resonant market rather than an ETH code update.

1. The ETH upgrade can drive L2, but it may not necessarily drive BTC.

This upgrade is a structural optimization of Ethereum itself. What shard prelude and validator mechanism upgrades really mean is to make the Ethereum ecosystem more efficient, cheaper, and faster, which is a huge benefit for L2 and Rollup projects.

But to be frank, it has no direct relation to whether Bitcoin can reach 100,000.

2. For BTC to reach 100,000, it relies on these three major logics:

1. Loose macro environment + Federal Reserve's monetary easing.

Want BTC to rise to 100,000? It depends on whether the Federal Reserve is willing to ease. No matter how great the ETH upgrade is, it can't compare to a piece of 'interest rate cut expectation'.

2. Continuous ETF accumulation + influx of incremental funds.

BlackRock and Fidelity are buying every day, which is the core driving force for BTC to rise, not a new story told by ETH.

3. Collective market climax resonant market.

If the ETH upgrade happens to ignite the L2 concept, driving the entire crypto market's enthusiasm to soar, combined with BTC ETF continuing to absorb aggressively, then it may lead to a 'village-wide resonance'.

3. Good ETH performance ≠ BTC following suit.

ETH can rise on its own, but it is not the engine that leads the entire market. If anyone is going to lead the way to 100,000, it will always be Bitcoin. ETH can at most be a supporting role, and even the hot topics will depend on L2's influence.

The ETH upgrade is beneficial, but don't expect it to drive BTC to 100,000. If it really reaches that point, it will rely on capital resonance, policy easing, and institutional support, not just a technical update.

Want to really see BTC hit 100,000? Keep an eye on these three things:

Has the Federal Reserve cut interest rates?

Is there continuous net inflow into ETFs?

Is the market collectively getting excited?

These are the three axes that determine fate. The ETH upgrade is just fireworks, not a nuclear bomb. Don't be fooled by 'technical benefits'.

Recently preparing to lead fans to layout the next hundred-fold coin.

If you want to join, leave '111' below and let's go 🚀