Frax (@Frax): ETH TO OUTPERFORM BTC? @StanChart Geoffrey Kendrick says Strategy’s first BTC sale since 2022 may be the start of a new regime, with $ETH set to outpe…
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ETH TO OUTPERFORM BTC? @StanChart Geoffrey Kendrick says Strategy’s first BTC sale since 2022 may be the start of a new regime, with $ETH set to outperform $BTC by ~40% as BTC treasury firms may need to sell to fund obligations, while ETH treasuries can stake for yield instead.