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![RealNimona Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1666384514501812224.png) Nimona [@RealNimona](/creator/twitter/RealNimona) on x XXX followers
Created: 2025-07-23 05:27:02 UTC

Not denying ETH has upside, but the whole “20% of BTC = rebalancing buy pressure” narrative is shaky 👀

Funds don’t just mirror market cap ratios  they care about liquidity, volatility, macro narrative, and mandate.

Also, ETF flows ≠ instant buys. TradFi rebalancing isn’t that simple.

That said, ETH’s fundamentals are yield, L2 growth, real usage. I’m bullish long-term, just not buying the forced-buy-pressure hopium rn. Let the chart speak.


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[Post Link](https://x.com/RealNimona/status/1947891180508721556)