ETH/BTC is up +36.6% from lows—capital is quietly rotating.
Meanwhile, ETH treasuries are hitting public markets, echoing MSTR’s 2020 breakout.
With ETF demand and stablecoin flows climbing, ETH’s bull case is strengthening.
We break down 3+ high-conviction ways to ride the move.
Disclaimer: The author(s) hold BTC at the time of writing (disclaimer).
Key Report Insights:
ETH/BTC breakout: +36.6% from lows as flows rotate risk
Stablecoin surge: $2T TAM + GENIUS Act approval in motion
ETF inflows spike: +$1.37B MoM—ETH is back on Wall Street
CRCL pops +387%: IPO confirms stablecoin demand reflex
SBET reset: Now trades at 1.5x ETH-adjusted NAV
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