Samson Mow is a Bitcoin investor and CEO of JAN3. He warned recent gains could be wiped out. Ether Bitcoin’s rise could be brief as investors return profits to the currency.
According to his post, many ETH buyers already hold Bitcoin — often from ICOs or insider positions — and are rotating that BTC into ETH to drive prices up.
Related Reading
He said that once Ether reached a certain level, the same holders could sell it, leaving new buyers to pick up the tab.
“No one wants ETH in the long run,” He called this pressure of selling near high price points a “Bagholder’s Dilemma.”
ETH/BTC Moves Raise Questions
ETH/BTC is now at 0.036, a jump of about five-and-ahalf years from 0.018.
Ether’s price has risen dramatically. The token reached $4,310 late on Sunday in trading and recorded a 21% weekly increase.
What’s going on with ETHBTC?
The majority of ETH owners have a large amount BTC. (ICOs/insiders). They are rotating this BTC to ETH in order to use it for new narratives. (Ethereum Treasury Co’s).
Once they’ve gotten it high enough, they’ll dump their ETH, creating new generational…
— Samson Mow (@Excellion) August 10, 2025
Ether is now about 10% below its all-time peak of $4 880 in 2021. The proponents are urging people to adopt BitcoinThe shifts in price look to be an altcoin rotation that may reverse itself once sellers start taking profits.
Some market analysts interpret the facts in different ways. Some market watchers interpret the recent ETH rise as a bullish signal and are expecting a more complicated cycle. Ether may hit a new peak, sparking a mini-altseason.
After that, capital may flow back into Bitcoin until BTC reaches about $140,000, before rotating again into Ether and other altcoins — a back-and-forth that has played out in past bull runs and makes a neat, one-way trade unlikely.
There are three types of signals: On-Chain Indicators, Use Cases and Flows
Institutional interest and the development of new strategies have also been reported. Nick Ruck at LVRG Research emphasized institutional demand. “strategy reserve plays” Ether has risen to $4300 as a result of several factors.
Ruk says that higher interest rates have helped DeFi platforms increase the total locked value. The supply dynamic is different today compared to earlier cycles due to staking, yield strategies and the burning of fees.
Read Related Articles
The technical signals are another level. Ether’s weekly candle has closed at levels last seen in November 2021. This gives momentum traders some things to look out for.
Bitcoin’s dominance, on the other hand, has fallen by 10% in just a few months, indicating that investors have already moved their capital to alternative coins.
Those two trends can coexist — strong ETH momentum plus a still-present risk that profit-taking will trigger a reversal.
Image from Unsplash and chart from TradingView
“This article is not financial advice.”
“Always do your own research before making any type of investment.”
“ItsDailyCrypto is not responsible for any activities you perform outside ItsDailyCrypto.”
Source: www.newsbtc.com
