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![Delztheplug Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1077606722699755521.png) Delz [@Delztheplug](/creator/twitter/Delztheplug) on x XXX followers
Created: 2025-07-23 14:35:39 UTC

@zhusu to me, the 'long BTC dominance' thesis died the day the ETFs went live. BTC.D has been bleeding from ~57% to ~54% as capital aggressively rotates out. 

Isn't clinging to that thesis now just a recipe for underperformance against the broader market?


XX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1948029244417962283/c:line.svg)

**Related Topics**
[just a](/topic/just-a)
[bitcoin](/topic/bitcoin)
[coins layer 1](/topic/coins-layer-1)
[coins bitcoin ecosystem](/topic/coins-bitcoin-ecosystem)
[coins pow](/topic/coins-pow)

[Post Link](https://x.com/Delztheplug/status/1948029244417962283)

[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

Delztheplug Avatar Delz @Delztheplug on x XXX followers Created: 2025-07-23 14:35:39 UTC

@zhusu to me, the 'long BTC dominance' thesis died the day the ETFs went live. BTC.D has been bleeding from ~57% to ~54% as capital aggressively rotates out.

Isn't clinging to that thesis now just a recipe for underperformance against the broader market?

XX engagements

Engagements Line Chart

Related Topics just a bitcoin coins layer 1 coins bitcoin ecosystem coins pow

Post Link

post/tweet::1948029244417962283
/post/tweet::1948029244417962283