The year 2025 is witnessing a clear separation between Altcoin and Bitcoin. Despite the Altcoin Season Index falling, Ethereum (ETH) is quietly building its internal strength to prepare for a breakout in 2026.
š¹ BTC Dominance broke the 60% mark, but the Altcoin Season Index also fell to 37. In that context, the $ETH /$BTC exchange rate increased by 2.08% in early December, showing that money is quietly pivoting to ETH.
šø On chain data show the real scarcity of ETH compared to BTC:
Only 8.84% of the total ETH supply is on exchange compared to 14.8% for BTC.
More than 1.2 million ETH have been withdrawn from exchange since the beginning of Q4.
$ETH Stake (TVS) remains stable above 36 million, despite market volatility.
š¹ After two major upgrade, Pectra and Fusaka, weekly transaction on the network increased from 1.55 million to 1.66 million, confirming the strong network adoption.
With a record low floating supply and increased network activity, ETH is springing up for an outperformance against BTC in 2026.
Do you think the scarcity of supply is enough to help ETH win over BTC in the next cycle?
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