Samson Mow, a well-known Bitcoin entrepreneur and founder/CEO of Jan3, warned that recent profit in Ether Can be short -lived because some investors move profit back to Bitcoin.
According to his post, many ETH buyers already have bitcoin – often from ICOs or insider positions – and rotate that BTC in ETH to increase prices.
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He argued that as soon as Ether reaches a high enough level, the same holders can sell, so that a new set of buyers holds the bag.
“Nobody wants Eth in the long term,” he wrote, and he called the sales pressure near Grand Prix marks a “Zakhouders dilemma.”
ETH/BTC movements raise questions
Based on reports, the ETH/BTC ratio has risen to around 0.036 on TradingView, a rise in a low five and a half years of 0.018 in April.
That rise has come while Ether rose into price; The Token was $ 4,310 in late trade on Sunday and achieved a weekly profit of 21%.
Let me explain what happens with EHBTC.
Most ETH holders have many BTC (ICO/insiders) and they rotate that BTC in ETH to pump it on new stories (Ethereum Treasury Cos).
Once they have got it high enough, they dump their ETH, creating new generation …
– Samson Mow (@excellion) August 10, 2025
Those figures set about 10% from 2021 all time high from $ 4,880. For proponents of BitcoinThose shifts look like a rotation back to Altcoins that could reverse as soon as sellers make a profit.
Some market guards read the same facts differently. They see the recent ETH increase as a bullish sign and expect a more complex cycle: Ether can hit a fresh peak and generate a mini -altiation season.
After that, capital can flow back into Bitcoin until BTC reaches around $ 140,000, before turning again in Ether and other altcoins-one back and forth that has taken place in previous bull runs and makes a neat one-way trade unlikely.
Flows, use cases and signals in chains
Reports have announced that institutional interest and new strategies are also part of the story. Nick Ruck, director of LVRG Research, be on institutional demand and “Strategy Reserve plays” as drivers behind Ether’s climb to $ 4,300.
According to Schruk, a higher interest rate has helped to eliminate Defi platforms when increasing the total value. The deployment, yield tactics and the burning of costs change the delivery dynamics compared to previous cycles, and those factors make the rally of today other than the ICO era of rotations.
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Technical signals add another layer. Ether’s weekly candle closed at levels that have not been seen since November 2021, which gives momentum traders something to look at.
At the same time, Bitcoin Dominance has been slid by around 10% since the end of June, which shows that Capital has already shifted to Altcoins in recent weeks.
Those two trends can compete side by side of each other and a still present risk that taking a profit will cause a reversal.
Featured image of Unsplash, graph of TradingView