The historic duel between Bitcoin and Ethereum may be on the brink of a major turning point. With institutional adoption of ETH on the rise and its use cases expanding, analysts foresee a looming "flippening." However, could macroeconomic factors and BTC dominance still hinder Ethereum's ascent ?
According to Lubin, companies are increasingly building Ethereum treasury reserves, replicating the model adopted by MicroStrategy with Bitcoin. This movement could accelerate Ethereum’s emergence as a central reserve asset for both public and private institutions.
Additionally, macroeconomic conditions appear particularly favorable. We’re seeing the end of a three-year recession and the beginning of a new bull cycle for equity markets. This appetite for risk could also benefit digital assets, boosting Ethereum’s valuation.
To exceed Bitcoin’s market capitalization, Ethereum would need to reach approximately $20,000. Some analysts, like Sean Ferrell of Fundstrat, even anticipate a return to the ETH/BTC ratio of 0.14. This would value ETH around $16,000 based on current Bitcoin prices.
Lubin dismisses concerns about “Ethereum killers,” asserting that no competing ecosystem can rival Ethereum’s scale, developer talent, and maturity. With its 10th anniversary and expansion in both DeFi and enterprise applications, the co-founder sees the coming year as crucial – one where the long-awaited “flippening” might finally become reality.
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