I see a strong case for a rotation from Bitcoin to Ethereum, supported by whale activity, derivatives flows, and declining ETH supply. EETH underperforms spot ETFs on price but stands out with a 6%+ yield, making it attractive for income-focused investors despite higher fees. Risks include crypto market volatility, historical cycle peaks, and persistent Bitcoin dominance, tempering my bullishness with caution.
Wall Street was mixed last week with the S&P 500, the Dow Jones and the Nasdaq losing 1.9%, adding 0.7% and retreating 3.7% last week. The small-cap index Russell 2000 advanced 1.7% last week as “Trump Trade” gained momentum.