Introduction
Since the launch of Bitcoin spot ETFs in the U.S., $31 billion has flowed into these funds while ETH/BTC declined nearly 25%. Now, Ethereum levels the playing field with its own ETF. Former Citi crypto researcher Joseph Ayoub argues ETH is severely undervalued—making this the perfect time to "buy the news"!
Bitcoin Spot ETF: A Roadmap for Success
Joseph Ayoub, founder of Rug AI (an AI-crypto research firm), highlights Bitcoin's trajectory:
- BTC surged 30% on approval rumors
- Gained another 40% pre-launch (Jan 11)
- $31B inflows in 2 months drove 90%+ price appreciation
- Total 170% rally from bottom to peak
This marks institutional adoption's first credible sign, with 500+ institutional holders including hedge funds and asset managers.
How ETH Differs from BTC
Even capturing a fraction of Bitcoin ETF flows could propel ETH significantly higher.
Debunking ETH Skepticism
Ayoub counters common arguments against Ethereum:
Complexity Concerns
- ETH powers decentralized computation (vs. BTC's "digital gold")
- Institutional education gaps are temporary
Grayscale's ETHE Outflows
- Mirrors GBTC's post-ETF conversion outflows (not ETH-specific)
Institutional Preference
- ETH's yield-generating mechanism aligns with TradFi expectations
👉 Why top investors are bullish on Ethereum's long-term potential
Institutional Endorsements
Key figures publicly back ETH:
| Investor | Statement |
|----------|----------|
| Ken Griffin (Citadel) | "ETH could surpass BTC" |
| Larry Fink (BlackRock) | "Ethereum enables tokenization" |
| Jamie Dimon (JPMorgan) | "ETH has utility" (despite BTC criticism) |
4 Reasons ETH Could Outperform BTC
Scarcity
- Deflationary supply (vs. BTC's fixed issuance)
Yield
- Staking rewards attract income-focused investors
ESG Compliance
- 99.99% lower energy use vs. Bitcoin
Utility
- Smart contracts and dApps drive real-world value
ETF Issuers Will Fuel ETH Demand
BlackRock's IBIT generates **$48.9M annual revenue** from its $16.3B AUM. With similar incentives, issuers will aggressively market ETH ETFs.
Price Projections:
- ETH/BTC ratio may rebound to 0.06–0.08
- Pre-trading speculation could amplify gains
FAQ Section
Q: When will Ethereum spot ETFs begin trading?
A: Expected within weeks of SEC approval (exact date TBD by issuers).
Q: How much inflow could ETH ETFs attract?
A: Conservative estimates suggest 20-30% of Bitcoin ETF volumes ($6–9B).
Q: Is staking included in ETH ETFs?
A: No—U.S. proposals exclude staking due to regulatory concerns.
👉 Stay updated on Ethereum ETF developments here
Disclaimer: This content represents opinion only, not financial advice. Cryptocurrency investments carry substantial risk—capital loss is possible. Always conduct independent research (DYOR).