Ethereum’s recent 64.87% gain over 90 days has intensified speculation that it could overtake Bitcoin in market value by 2026—a scenario often referred to as a “flippening.” The asset now trades at $4,203.25 with a market cap of $507.37 billion and a 12.84% share of the crypto market [1]. Analysts attribute this surge to sustained trader interest and infrastructure upgrades, though not to confirmed institutional investment shifts [1]. The Bitget research team has projected a potential price target of $6,323.86 by 2026, assuming a 5% annual growth rate [2]. However, this forecast remains speculative and lacks support from current macroeconomic conditions [2].
Bitcoin continues to dominate as a store of value, with its 21 million supply cap and institutional recognition reinforcing its role as a reserve asset. Analysts such as Raoul Pal argue that Bitcoin’s scarcity and macroeconomic alignment position it as a long-term hedge, particularly in corporate and treasury environments [1]. In contrast, Ethereum’s evolving utility—through decentralized finance (DeFi), non-fungible tokens (NFTs), and staking—has made it a foundational layer for Web3 innovation [1]. Over 30% of circulating ETH is now staked, contributing to structural supply scarcity and boosting institutional interest via ETF products [1].
Despite Ethereum’s momentum, its institutional adoption still lags behind Bitcoin. No major corporate treasury allocations have been confirmed for Ethereum, unlike the extensive Bitcoin purchases by entities such as MicroStrategy [1]. Meanwhile, U.S. Treasury yields dropped to 3.8% in July 2025, raising concerns about a potential economic downturn. Equity markets, however, have largely priced in a “soft landing” scenario, creating mixed signals for Ethereum’s future performance [6]. The uncertain link between Treasury market behavior and Ethereum price movements further complicates forecasting [9].
Ethereum’s rising influence in DeFi, NFTs, and developer activity suggests it has the potential to challenge Bitcoin’s market leadership. Still, these developments alone do not provide a strong foundation for price predictions [8]. Analysts caution that the crypto market is influenced by unique investor behaviors and conditions, making traditional economic indicators less reliable as predictive tools [2][6][7][8][9].
Sources:
[1] Ethereum News Today: Ethereum Surges 64.87 in 90 Days …
https://www.ainvest.com/news/ethereum-news-today-ethereum-surges-64-87-90-days-uncertain-treasury-links-2508/
[2] Precio de Ethena – ENA
https://www.bitget.com/es/price/ethena
[6] Precio de Ethena – ENA
[7] Prezzo Litecoin in EUR, grafici LTC in tempo reale, cap. di …
https://www.bitget.com/it/price/litecoin
[8] Prezzo Litecoin in EUR, grafici LTC in tempo reale, cap. di …
[9] Ethereum News Today: Ethereum Surges 64.87 in 90 Days …
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