2025-12-30 08:30:34

Q4 Delivery Day Unfolds a Dramatic Reversal: ETH Surges in the Next Quarter, While BTC Remains Steady

We initially thought this delivery would be a routine fluctuation until we saw a clear divergence between $BTC and $ETH contracts worth $11.7 billion during the delivery period. That’s when I realized things are more complicated. ETH’s next-quarter contracts hit the maximum gains, while BTC just hovered within a range as if sleeping. This stark contrast of "Strong ETH, Weak BTC" is indeed eye-catching.

In previous years, the pattern was BTC leading the rally, with ETH following suit. This time, the trend has completely changed. The entire network is asking: Are funds planning to switch tracks? Or is this just a short-term emotional fluctuation?

Looking back at the 2025 market, BTC remains incredibly stable—institutional funds keep flowing in, firmly maintaining its leading position. But ETH’s days haven’t been as smooth; its gains have been consistently suppressed. Now, after this delivery and the resulting divergence, people are eager to understand: Is ETH gearing up for a comeback and a surge, or is this just a fleeting hype?

As the year approaches its end, the aftershocks of the quarterly delivery have yet to fully settle. The next question becomes very practical: Can ETH sustain this upward momentum? Will BTC break out of its sideways pattern? Will 2026 start with continued divergence or return to the "BTC leading the rally" rhythm? This delivery might provide some clues.

What do you think—are you optimistic about ETH continuing to surge, or waiting for BTC to move first?

#数字资产市场动态 $ETH

ETH1,75%

BTC0,75%

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DaoGovernanceOfficer

· 4h ago

ngl, the data on quarterly deliveries suggests this eth pump is just noise masking deeper structural issues with validator distribution... but sure, let's pretend capital rotation is real this time around 🙄

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RugPullSurvivor

· 4h ago

117 billion contracts battle, Ethereum is really about to burst this time, while Bitcoin is still in a daze. The contrast is quite interesting. BTC remains stable, but can it really win if this continues? It feels like ETH is about to turn things around. Institutions are rallying around Bitcoin, while retail investors are selling off ETH. Who will be laughing last in this game? It's hard to say. After this divergence post-delivery, either ETH will skyrocket or it will just be a false alarm—no middle ground. Next year’s start still looks like Bitcoin leading the way; it all depends on whether ETH can hold this week. Otherwise, it’s just the same old story.

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BlockchainTherapist

· 4h ago

ETH this wave is really interesting, but I still think it depends on how institutions move Wait, how is the 11.7 billion allocated? The data seems a bit unclear Bitcoin is sleeping, which actually makes me feel at ease. For ETH's rebound, I need to see if it can break the resistance level before deciding Doing this right before the New Year, is it to catch up or to unload? The question mark is written all over the face Right now, chasing ETH is quick profit, but I choose to wait for BTC to give a signal... too many people are guessing

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SilentObserver

· 4h ago

This wave of ETH fluctuations is real, but I still don't dare to go all in. I feel like BTC is the true safe haven. --- Bitcoin can't wake up, how painful must that be... Are institutions all trading Ethereum now? --- Wait, is a reversal possible with a market size of 11.7 billion? I think it still depends on how long it can hold up. --- Basically, it's a capital game. Whether ETH can sustain this wave is really hard to say. --- Is this the last frenzy before the end of the year? I bet BTC will still have a strong move in the end. --- This time, Ethereum isn't just catching up, it's purely driven by follow-the-leader trading. --- The problem is, if Bitcoin moves, this small increase in Ethereum will disappear instantly. --- I'm still optimistic about Bitcoin; institutional money won't deceive. --- It feels like short-term sentiment. For a real reversal, stronger data is needed. --- ETH's recent gains are indeed eye-catching, but after such a long sideways movement, a rebound was expected.

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