

Bitcoin To $200K? Ethereum Demand Shock: Will ETH Explode?
23 snips Jul 24, 2025
Matt Hougan, CIO of Bitwise, shares insights on the potential for Bitcoin to hit $200K amid a looming demand shock for Ethereum. He discusses the impact of recent SEC decisions on crypto ETFs and the increasing institutional interest in both Bitcoin and Ethereum. Edan Yago explores how Bitcoin OS is transforming crypto infrastructure, focusing on treasury moves and the rise of tokenized money markets. Their conversation highlights the merging of traditional finance with crypto and the evolving landscape of regulatory challenges that could shape the future of investments.
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Supply-Demand Shock Drives Prices
- Bitcoin and Ethereum are experiencing a supply-demand shock with demand outpacing supply by 5 to 10 times.
- This imbalance is creating strong upward price pressure, signaling potential significant price growth.
Ethereum ETF Demand Surge
- Ethereum ETF inflows have rapidly increased since mid-May, buying many times the new supply.
- This institutional demand surge simplifies valuation, overriding complex models.
Bitcoin ETF Outflows Reflect Rotation
- Bitcoin ETF outflows may represent profit taking and a rotation to higher-volatility treasury companies.
- Investors seek greater upside by shifting capital within Bitcoin-related products.