Ethereum Could Outperform Bitcoin Despite Recent Price Weakness: Standard Chartered
We believe in full transparency with our readers. Some of our content includes affiliate links, and we may earn a commission through these partnerships. However, this potential compensation never influences our analysis, opinions, or reviews. Our editorial content is created independently of our marketing partnerships, and our ratings are based solely on our established evaluation criteria. Read More
Ethereum is staging a quiet comeback, even as the price is falling. ETH is dropping under $1,900, well off its late-2024 highs, while Bitcoin continues to show cycle-wide underperformance that Standard Chartered says is now working directly in Ethereum’s favor.
Standard Chartered’s head of digital assets research, Geoffrey Kendrick, told clients this week that Strategy’s disclosure of a 32 BTC sale worth $2.5 million may mark a structural turning point for the ETH/BTC ratio.
On the day of the announcement, ETH posted one of its largest single-day outperformance moves versus BTC in recent years, an event that has occurred just 23 times since the start of 2024. Kendrick projects the ETH/BTC ratio to climb from 0.028 to 0.04 by year-end, implying over 40% relative outperformance for Ethereum.
His Ethereum price target is at $2,700 near-term, assuming flat BTC at under $70,000, $4,000 by year-end, and an eyebrow-raising $40,000 by 2030.
Discover: The Best Crypto to Diversify Your Portfolio
Can Ethereum Price Hit $4,000 This Year as the ETH/BTC Ratio Turns?
Ethereum is trading under $1,900, or 62% below its August peak of nearly $5,000. The ETH/BTC ratio sits at approximately 0.028, down sharply from its high of 0.042.
Kendrick’s thesis rests on a structural argument: Ethereum-holding treasury companies can stake ETH to generate yield, funding operations without forced coin sales. Bitcoin treasury firms have no equivalent cash-flow mechanism, and Strategy’s sale illustrated this friction in real time.
This, he argues, supports a higher modified net asset value for ETH-based treasuries and reduces selling pressure on the asset itself. It’s a point the market has been slow to price in, which may be exactly why the opportunity exists.
For bull, they want ETH/BTC to reclaim 0.04 by Q4, with ETH trading toward $4,000 as RWA tokenization volume accelerates upward. However, a broad risk-off event drags both ETH and BTC lower; leveraged long flushes similar to recent Bitcoin liquidation cascades could reset ETH below $1,600 and delay the ratio recovery well into 2026.
Standard Chartered isn’t alone in flagging ETH’s structural undervaluation; multiple analysts have compared the current ETH discount to Amazon’s post-dot-com trough before its decade-defining recovery.
Discover: The Best Token Presales
Bitcoin Hyper Targets Early Mover Upside as Ethereum Staking Narrative Heats Up
The staking yield argument driving Kendrick’s ETH thesis reflects a broader market shift: infrastructure that generates native yield is being revalued faster than passive-hold assets. Bitcoin, historically locked out of that dynamic, may be changing.
Traders rotating within the Bitcoin ecosystem are eyeing a project that brings programmable yield infrastructure directly to BTC.
Bitcoin Hyper is positioning itself as the first Bitcoin Layer 2 with full Solana Virtual Machine (SVM) integration, delivering sub-second finality and smart contract execution on Bitcoin’s security layer faster than Solana itself.
The presale has raised $32.7 million at a current token price of $0.013681, with a high 36% APY staking already live for early participants. Core infrastructure features include a Decentralized Canonical Bridge for BTC transfers, extremely low-latency L2 processing, and high-speed low-cost transaction execution that targets Bitcoin’s three core limitations: slow throughput, high fees, and zero native programmability.
Research Bitcoin Hyper here before the next pricing stage closes.
- Mark Zuckerberg Meta AI Predicts an Explosive End to 2026 for Bitcoin
- XRP Price Prediction: 9% Drop in 12 Hours, Can XRP Survive CLARITY Act Setback?
- XRP News: Deeper Liquidity Leaves Traders Waiting for Conviction
- Bitcoin’s Next Fed Test Is Today’s FOMC Meeting: Will $75K Hold?
- Bitcoin Price Stabilizes Near $75,900 After 4% US-Session Drop
2M+
250+
8
70
- Mark Zuckerberg Meta AI Predicts an Explosive End to 2026 for Bitcoin
- XRP Price Prediction: 9% Drop in 12 Hours, Can XRP Survive CLARITY Act Setback?
- XRP News: Deeper Liquidity Leaves Traders Waiting for Conviction
- Bitcoin’s Next Fed Test Is Today’s FOMC Meeting: Will $75K Hold?
- Bitcoin Price Stabilizes Near $75,900 After 4% US-Session Drop
More Articles
in numbers
