Bankless Ben Cowen: Ethereum Season Is Here | How Far Can ETH Go?
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Aug 4, 2025 
Ben Cowen, founder of Into the Cryptoverse, brings his data-driven insights to the forefront. He discusses Ethereum's recent surge in performance, signaling the start of 'Ethereum season.' Ben breaks down why ETH might reach new all-time highs, along with its implications for Bitcoin and altcoins. He explains the concept of market narratives following price movements and shares his roadmap for the upcoming months, emphasizing the dynamics of the crypto landscape as Ethereum takes the lead.
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ETH/BTC Ratio Bottoming Signal
- Ethereum's ETH/BTC ratio bottomed after hitting a key regression line, signaling a shift in momentum.
- This bottoming is a precursor for Ethereum aiming for new all-time highs in USD terms this cycle.
Ethereum Season Defined by Altcoin Decline
- Since April, altcoins have lost 44% against Ethereum, signaling a distinct "Ethereum season."
- This suggests capital flows are favoring Ethereum's relative strength over altcoins currently.
Portfolio Advice: Bitcoin and Ethereum
- Favor portfolio allocations weighted towards Bitcoin and Ethereum during the current cycle phase.
- This composition offers better risk-adjusted returns than diversifying heavily in altcoins now.