Unchained Bits + Bips: Why ETH Is Soaring and How Long The Rally Can Continue - Ep. 886
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Aug 13, 2025 Sid Powell, CEO & Co-Founder of Maple Finance, shares his insights on the thriving Ethereum market. He discusses the driving forces behind ETH's surge, questioning if it’s due to the GENIUS Act, stablecoins, or significant capital flows. The conversation reveals the competitive landscape of stablecoin dominance and the potential impact of TradFi investments on the blockchain. Powell also weighs in on the macroeconomic factors at play, highlighting the relationship between traditional finance and decentralized markets.
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Flows, Not Narratives, Drive ETH
- Alex Kruger says ETH's rally is primarily driven by large flows rather than fundamentals like the GENIUS Act or stablecoins.
- He expects these high flows to continue for a few more months, supporting further upside.
Ethereum Is Stablecoin Infrastructure
- Ram Ahluwalia argues Ethereum is the clearest way to bet on stablecoins and tokenization of assets on-chain.
- He credits regulatory clarity and stablecoin activity as major reasons ETH benefits more than Bitcoin.
Buy When Funding Costs Are Low
- Ram recommends buying digital assets when funding costs and transaction activity are low as a contrarian approach.
- He warns to beware of rotations when demand and funding rates become elevated.