.@fundstrat thinks crypto winter may already be ending, and Wall Street could be caught underexposed.
His setup: cash on the sidelines + ETH outperforming + regulatory catalysts + investors rotating back from AI.
If institutions start performance chasing, he expects a “huge institutional bid” into year-end.
FT @BitcoinJesusETH
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⏱ TIME POINTS ⏱
00:00 - Intro
01:12 - Historic Crypto Short Squeeze
02:52 - Pullback or New Bull Market?
04:40 - Ethereum & the “Uncanny Valley of Wealth”
09:07 - The Tokenization Supercycle
13:09 - Wall Street Is Building on Ethereum
16:15 - Why AI Agents Need Crypto Rails
19:28 - Sponsor: Saber Money
20:08 - Why BitMine Keeps Buying ETH
25:40 - Ethereum’s Evolving Ecosystem
28:22 - Ethereum: The Root of Global Finance?
32:28 - ETH vs. Bitcoin: Why ETH Could Win
37:09 - Wrap-Up
John Gillen: The market doesn't move on things that are priced in, but on things that AREN'T.
"The market right now is very much betting against the CLARITY Act passing."
"If it does pass, that could be another major bullish catalyst because the market is positioned for it to fail."
$500B of market cap was just added in days. And the price is holding.
CLARITY could be the next catalyst.
FT @BitcoinJesusETH@LGDoucet@Securitize.
Follow for more: @milkroaddaily
Ethereum just did something it hasn’t done in roughly a decade.
ETH/BTC has broken out of its long-term downtrend.
Add tokenization, stablecoins, and AI-driven finance to the equation, and ETH may finally have the fundamental catalysts it needs to start outperforming Bitcoin
FT @BitcoinJesusETH@LgDoucet
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⏱ TIME POINTS
00:00 – Intro
01:32 – What Triggered the Crypto Rally?
06:57 – Milk Road PRO
08:03 – Is the Bitcoin Bottom In?
13:50 – Buy Now or Wait?
21:00 – Why Pivot From AI to Crypto?
24:37 – Sponsor: Saber Money
25:17 – What If Liquidity Doesn’t Come?
28:08 – Is ETH Ready to Outperform BTC?
31:07 – Robinhood & Coinbase Chains
35:40 – Is the 4-Year Cycle Broken?
40:25 – Where Does Bitcoin Go Next?
Ethereum is outperforming...
With $ETH up 30% on the 7D and 59% on the 60D...
Yet its total market cap is still quite low (only 1/17th the size of $NVDA, for comparison)
Will the current shift in the macro liquidity conditions light a fire under it?
And is the fact that Coinbase and Robinhood are both building on it indicative that it will win the battle to be the global base layer of on-chain finance?
@BitcoinJesusETH and @LgDoucet discuss below: