Real catalyst will be when people like Eric realize that ETH has no real competition. ETH is the tokenization platform everything else will run on. - BTC: will at some point move onto ETH to escape it's longterm security issues. - SOL: will longterm align with ETH, can't compete with ETH L1 re: security - everything else: longterm integrated into ETH ecosystem or fade into irrelevance Never fade Sister Hazel.
Eric Balchunas
Eric Balchunas29.7.2025
Ether ETFs' surge in price and flows has it stealing bitcoin's asset share. Btc ETFs have 82% of crypto aum pie- down from 90% just 2mo ago. Ether up to 13% share and gaining. Altho I'm still sticking with prediction that it won't get beyond 20%. Lot of competition on the way..
@curioswhispers "Doing 100k realtime tps"
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