ETH: Is it Finally Time to Rotate?
Turning Cautiously Optimistic
There is a lot of pain in the ETHBTC chart. It peaked in December 2021 and, save for several brief rallies, has been on a downwards slope ever since. It peaked at just under 0.09 and currently trades around 0.038.
Fortunately, we have anchored most of our attention on BTC and SOL this cycle, as BTC has continued to lead the market in a generally top-heavy, idiosyncratic market regime. In the Core Strategy, we have been underweighting ETH for the better part of the last 12-15 months, with a brief increase in relative favorability around the approva...Unlock this article by joining our Community!
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