Recently, I’ve come across some interesting insights from industry analysts. They generally believe that Bitcoin could break its all-time high this year. Is this judgment based on macro liquidity and institutional deployment logic, or does it make sense?

But even more interesting is that the same group of analysts think Ethereum might have greater growth potential. What is the core logic behind this? On one hand, Bitcoin, as digital gold, is already at a relatively high price level, and its growth potential depends on the overall market size; on the other hand, Ethereum’s application ecosystem is still continuously iterating, especially with increased activity and innovation in DeFi, NFTs, and other fields.

Looking at recent on-chain data, the number of active addresses and transaction volume on the Ethereum network are indeed recovering, which has given market participants some positive expectations. Of course, whether to add to spot positions ultimately depends on your risk tolerance and capital planning. Market volatility is normal; the key is not short-term judgment, but long-term asset allocation strategy.