ETH will be the best performing mainstream token in the next quarter.
VX: TTZS6308
Followin' the election victory of Trump on November 6, the inflow of funds into Ethereum spot ETFs has increased significantly, and the growth trend has even surpassed that of Bitcoin spot ETFs during the same period.
This trend has become more evident by late December.
Data shows that during the past trading week (December 23-27, Eastern Time), the net inflow of Ethereum spot ETFs was $349 million; while Bitcoin spot ETFs saw a net outflow of $388 million - this obvious difference in capital flows may suggest better expectations for the future of ETH.
Yesterday, ten US Bitcoin ETFs saw a net outflow of 3,000 BTC ($275.59 million); nine Ethereum ETFs saw a net inflow of 16,359 ETH ($54.33 million), and the trend seems to remain unchanged.
The Trump Family Concept Combo
In addition to the flow data of ETFs, another reason supporting the expectations for ETH is the continuous position-building of the Trump family project WLFI.
Over the past period, WLFI has successively bought AAVE, LINK, ENA, ONDO and other Aave tokens, but the largest holding of the project is still ETH.
Although this is also related to the fact that WIFI is deployed on the Aave ecosystem, the statement "the president is on board, what are you still hesitating about" still has a strong FOMO effect.
Looking back at historical data, will the script be replayed?
In the first quarter of the new year after the US elections and the Bitcoin halving cycle in history, ETH has performed the best, especially in the first quarter of 2017 and 2021, when ETH rose 518% and 161% respectively, even surpassing the returns of BTC in these two quarters (11.9%, 103.2%).
If history repeats itself, ETH may see a significant rise in Q1 next year.
Potential Altcoin Choices
If ETH does rise as expected, some Aave tokens may become higher risk/return Beta choices, such as:
Trump Concept Token Combo: AAVE, LINK, ENA, ONDO;
Grayscale Top 20 Choices: LINK, UNI, AAVE, ENA, OP, LDO;
Potential Positive Impact of ETF Staking: LDO, EIGEN, RPL, SSV;
Aave Ecosystem Leading AI Concepts: VIRTUAL, GAME, AIXBT.
Given the current volatile market conditions, the forecasts provided are merely "partial conclusions" based on the observed conditions and indicators, as no one can predict the future. Everyone should do their own research before making any moves.
Maintain caution, strictly control positions, and do a good job of risk management.
