Altcoins and Ethereum

(April's best performer $ETH)

$QUBIC +64%

$TAO +60%

$ZANO +54%

$SUI +48%

$KAS +47%

$RENDER +28%

$ALGO +27%

$ONDO +22%

It used to be like this:

Bitcoin → Ethereum → Large-cap and Small-cap stocks

Now it is:

Bitcoin → Large-cap and Small-cap stocks

Ethereum's performance no longer leads the trend of altcoins as it used to.

But why?

The main reason is that Bitcoin investments are primarily institutional and no longer flowing out.

Investors like us, who delve deep into the cryptocurrency space, are seeking alternatives with potential and are turning to mid-cap and large-cap stocks to balance returns and low risk, or to balance high returns and high risk.

When the market is volatile like recently, crypto enthusiasts know that the best performance for $ETH in a week is 10% to 15%, while potentially oversold altcoins can easily rebound to previous highs.

Thus, we saw $SUI and $TAO move by 2 times, while $KAS, $RENDER, and $ONDO moved by more than 60%.

Will this always remain the same?

The short answer is: no.

Despite our deep understanding of Ethereum, retail investors will always choose it because it is popular and serves as an alternative to Bitcoin.

It will experience significant volatility, but this largely depends on retail sentiment.

If they realize the narrative we are building in the crypto space before 2025, that “ETH is no longer ETH,” I don’t think we will see its explosive movements.

If retail investors are just chasing “popularity,” ETH still has a good chance.

What do you think?

Should retail investors choose ETH or invest directly in large-cap and mid-cap stocks?