Mayur Pujara
@mayurpujara
$BTC/$ETH market cap ratio = 4.25 $BTC/$ETH ETF flow ratio = 15.96 $ETH ETF needs to get 8 billion USD worth of ETF flow to catch up with $BTC in terms of ETF flow based on market cap Why is this bound to happen? Investor with long term horizon do not take directional calls on individual investments. 80% of investments are made based on market capitalisation. Market capitalisation based investments must invest more in $ETH in the future to make up the difference between ETF flows of the two assets $ETH will lead the next leg of bull run, recent ETF flow suggests catch up trade has begun
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