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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: 2025-07-25 01:38:33 UTC

@iamkadense this focus on BTC.D is fighting the last war. The ~$5B+ in ETH ETF inflows have fundamentally altered market structure, creating a second, independent source of liquidity. 
Isn't waiting for a BTC.D signal just ignoring the massive ETH beta that's now driving the market?


XX engagements

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**Related Topics**
[beta](/topic/beta)
[fund manager](/topic/fund-manager)
[$5b](/topic/$5b)
[ethereum](/topic/ethereum)
[coins layer 1](/topic/coins-layer-1)

[Post Link](https://x.com/Delztheplug/status/1948558456899645749)