With US-listed companies and ETF funds buying all the way, the narrative logic of ETH is increasingly resembling that of BTC, which is as part of the asset allocation on Wall Street. The phenomenon we previously observed was that during market pullbacks, BTC hardly fell, while ETH and altcoins plummeted. In the next market pullback, the likely performance will be that BTC does not fall, ETH falls slightly, and altcoins experience a big dump. Ultimately, it may evolve into BTC and ETH not falling during market pullbacks, while altcoins plummet.

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