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The House View is your 10-minute hit on what moved markets – straight from the FalconX desk. Follow us on Spotify or Apple.
TLDR:
- ETH has dominated this cycle with 44% gains over 60 days versus Bitcoin's 10% - a dramatic reversal from being called “dead" months ago.
- Digital asset treasuries have driven billions in accumulation, with over $3B in inflows in the past 30 days alone.
- Record ETF inflows of $5.4B in July show both institutional and retail conviction, but the sustainability of this trend remains unclear.
In Episode 2 of The House View, Colin Farrell – Senior Manager, Institutional Coverage – sits down with Matt Sheffield – Head of Spot Trading – to break down ETH's remarkable resurgence and what's driving the outperformance.
Key Topics Covered:
1. The ETH Turnaround Story: Matt explains how ETH went from being written off to outperforming BTC 4:1 in just 60 days.
2. The Treasury Effect: The launch of ETH DAT and similar vehicles has created billions in systematic buying pressure, with over $3B in inflows in just the last 30 days - surpassing previous ETH ETF accumulation rates.
3. Institutional vs Retail Momentum: Record $5.4B in ETH ETF inflows during July demonstrates broad-based demand, while regulatory clarity from the Genius Act and Clarity Act provides institutional confidence.
4. The Beta Trade Question: Discussion of whether ETH's rise is lifting related names, though recent performance suggests this may be more selective than expected.
5. Sustainable Trend or Crypto Cycle? Matt cautions against Monday morning quarterbacking narratives, noting that fundamental theses often follow price action rather than lead it.
