The flow of ETF funds may indicate the future scenario. Is ETH finally going to take over BTC? | Bee Network
Bản gốc | Odaily Planet Daily ( @OdailyTrung Quốc )
Tác giả: Azuma ( @azuma_eth )
On December 29, Eugene Ng Ah Sio, a highly influential trader in the mật mãcurrency community, released his outlook and expectations for the first quarter of 2025 on X, predicting that ETH will become the best performing mainstream token in the next quarter. Eugene first mentioned three reasons for being bullish on ETH: technical trends; Trump鈥檚 favor (especially WLF鈥檚 massive purchase of the Ethereum ecosystem); and the development of the Base ecosystem. He then wrote another article emphasizing that since Trump鈥檚 election, the inflow of funds into the Ethereum spot ETF has undergone a 180-degree turn. ETF fund movements: Is Ethereum more favored?Eugene is not exaggerating. SoSoValue data shows that since Trumps victory on November 6, the inflow of funds to the spot Ethereum ETF has increased significantly, and the growth trend during the same period has even exceeded that of the Bitcoin spot ETF. Entering late December, this trend has become more obvious. SoSoValue data shows that the Ethereum spot ETF had a net inflow of US$349 million last week (December 23 to December 27, Eastern Time); while the Bitcoin spot ETF had a net outflow of US$388 million during the same period – this obvious difference in capital movements may indicate better expectations for ETH in the future. As of the time of writing, the official ETF inflow/outflow data for this Monday has not yet been fully released, but according to Lookonchains on-chain monitoring, the ten US Bitcoin ETFs had a net outflow of 3,000 BTC (US$275.59 million) yesterday; the nine Ethereum ETFs had a net inflow of 16,359 ETH (US$54.33 million), and the trend seems to remain unchanged. Trump concept family bucket In addition to the ETFs liquidity data, another reason supporting ETHs expectations is the continued building of positions in the Trump family project WLFI. In the past period of time, WLFI has successively purchased multiple Ethereum ecological tokens such as AAVE, LINK, ENA, ONDO, etc., but the projects largest holding is still ETH. Although this is somewhat related to the fact that WIFI itself is deployed in the Ethereum ecosystem, the phrase The president is already in the car, what are you still hesitating about still has a strong FOMO effect. Looking back at historical data, will the script repeat itself? Coinglass data shows that ETH performed best in the first quarter of the new year after the historical US election and Bitcoin halving cycle, especially in the first quarter of 2017 and the first quarter of 2021, when ETH rose by 518% and 161% respectively, even exceeding BTCs returns in these two quarters (11.9% and 103.2%). If history repeats itself, ETH may see a significant rise in Q1 next year. Potential Beta Selection
If ETH can really rise as expected, some Ethereum ecosystem tokens may become Beta options with higher risk/return, such as: Trump concept coin portfolio: AAVE, LINK, ENA, ONDO; Grayscale Top 20 selections: LINK, UNI, AAVE, ENA, OP, LDO; ETF pledge is expected to have potential benefits: LDO, EIGEN, RPL, SSV; Ethereum ecosystem鈥檚 top AI concepts: VIRTUAL, GAME, AIXBT; Odaily Note: The above tokens are only a list of specific sectors and concepts and do not constitute investment advice. Đối trọng Although many well-known investors/traders including Eugene have clearly been bullish on ETH, there are also voices that are pessimistic about ETHs future performance. Markus Thielen, founder of 10x Research, painted a more pessimistic scenario, predicting that ETH will continue to underperform and fail to hit new all-time highs in a hawkish macro environment in 2025: We expect a more conservative outlook for ETH in 2025. Unlike previous years, the initial hawkish policy may be tested by a weakening liquidity tailwind. At this time when the market is volatile, the forecasts given by all parties are merely one-sided conclusions based on the conditions and indicators they are concerned about. No one can predict the future, so remember to DYOR before you take action. This article is sourced from the internet: The flow of ETF funds may indicate the future scenario. Is ETH finally going to take over BTC? Related: A brief analysis of the role of blockchain technology in global elections and governance | TrendX Research Institute A brief analysis of the role of blockchain technology in global elections and governance | TrendX Research Institute In recent years, cryptocurrency and its underlying technology blockchain have attracted widespread attention and discussion around the world. From financial transactions to political governance, the influence of cryptocurrency seems to be gradually expanding. Recently, Justin Sun, the founder of the TRON network, was elected Prime Minister of Liberland and promoted blockchain elections, and the victory of the pro-crypto industry team represented by Trump has pushed the connection between cryptocurrency and the global political landscape to a new height. Cryptocurrency is expanding its influence at a rapid pace. The rise of cryptocurrencies and their impact Since its inception, cryptocurrency has attracted a lot of attention with its characteristics of decentralization, anonymity and high… Phân tích ## bitcoinTiền mã hóa ## ethereumThị trường #Mã thông báo #© 版权声明Mảng 上一 hình ảnh Blockchain and Cryptocurrency 2025: Opening a new chapter in the future 下一 hình ảnh Top 10 Crypto-Friendly Countries and Crypto-Illegal Regions 相关文章 Super.exchange Guide: $Super Platform Coin (3:3) Optimal Strategy 6086cf14eb90bc67ca4fc62b 36.788 It’s getting strong, it seems that NFT is pushing up the price? 6086cf14eb90bc67ca4fc62b 24.664 2 A Brief History of the Crypto Future: Seven Trends to Reshape the Industry Narrative in 2026 6086cf14eb90bc67ca4fc62b 22.062 Exclusive Analysis | Unpacking the Platform Strategy Behind LBank’s $100 Million Benefit 6086cf14eb90bc67ca4fc62b 18.961 2 CZ Zhao Targeted by Gray Industry 6086cf14eb90bc67ca4fc62b 8.725 1 DePAI: The next trillion-dollar growth engine for Web3? 6086cf14eb90bc67ca4fc62b 17.148 2 2 bình luận Bạn phải đăng nhập để co thể để lại một lơi nhận xét! Đăng nhập ngay lập tức muran Khách mời hhh 8 tháng trước #BeelieverTYRDVMI Khách mời “If you’ve lost money fraudulently to any company, broker, or account manager and want to retrieve it, contact www.Bsbforensic.com They helped me recover my funds!” 12 tháng trước Bài viết mới nhất Did Jane Street “Manipulate” BTC? 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Chính sách bảo mật | Điều khoản dịch vụ Tải xuống ứng dụng Bee Network và bắt đầu hành trình web3 Cổng thông tin Web3 lớn nhất thế giới Đối tác CoinCarp Binance CoinMarketCap CoinGecko Coinlive Armors Giấy trắng Vai trò Câu hỏi thường gặp © 2021–2026. Tất cả quyền được bảo lưu. Chính sách bảo mật | Điều khoản dịch vụ Tìm kiếm Tìm kiếmTrong trang webOnChainXã hộiTin tức 热门推荐: Thợ săn airdrop Phân tích dữ liệu Người nổi tiếng về tiền điện tử Máy dò bẫy Tiếng Việt English 繁體中文 简体中文 日本語 العربية 한국어 Bahasa Indonesia हिन्दी اردو Русский Tiếng Việt
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