#ETH Market Strategy – Institutions Favor ETH Over Altcoins?
According to [Coin World], on August 1 (UTC+8), Smart Money and key crypto KOLs reported a sharp divergence in the market. One well-known KOL shared their current hedging strategy: long ETH and short a basket of altcoins, with a position ratio close to 1:1.
🔹 Why long ETH?
ETH was the main catalyst for the market rally in late June
Institutions are following a major firm, using coin-stock financing to accumulate ETH
Within the stablecoin narrative, ETH serves as core infrastructure and a settlement layer
Drawing parallels with the p