
Episode #73
Ethereum will outperform BTC in 2026 ( what does the data say?)
<p>Is the Ethereum "Ratio Trap" about to snap? While retail sentiment is currently at "Extreme Fear," the underlying on-chain data tells a story of a massive supply squeeze that could define 2026. In this episode, we break down why institutional "smart money" is rotating into ETH even as the masses remain paralyzed.Key Data Points Covered:The Exchange Drain: Centralized exchange supply has hit a historic low of 8.8%, a level not seen since 2015. With Bitcoin still sitting at 14.8%, the liquid float for ETH is disappearing at a much higher velocity.The 36 Million ETH Lockup: Over 36 million ETH (nearly 30% of the...

