According to the source, US rate cuts have begun, creating a divergence where macro turns risk-on while crypto signals caution, so position sizing should wait for market confirmation rather than headlines, source: interview featuring @JustDeauIt shared on X, Sep 19, 2025. Key watch items highlighted are BTC performance versus global USD liquidity for timing beta exposure, exchange net flows turning positive as confirmation, and ETH leadership over BTC before rotating into higher-beta alts, source: interview featuring @JustDeauIt shared on X, Sep 19, 2025. GDP and bank lending softness are cited as context for why the Fed is cutting, while equities shifting to risk-on provides a supportive backdrop once crypto microstructure improves, keeping the stance bullish but careful, source: interview featuring @JustDeauIt shared on X, Sep 19, 2025. The discussion also covers a Bitcoin cycle update and names to monitor such as KGeN and Figure Markets as part of the broader market landscape, source: interview featuring @JustDeauIt shared on X, Sep 19, 2025.

According to @rovercrc, ETH still has significant upside versus BTC on the ETH/BTC pair, indicating a bullish sentiment read on Ethereum relative strength; source: @rovercrc on X, Sep 13, 2025. The post provides no chart, price levels, or timeframe, so traders should note this is a single-sentence view without supporting metrics; source: @rovercrc on X, Sep 13, 2025.

According to Michaël van de Poppe (@CryptoMichNL), the current trading cycle shows Bitcoin moving upwards followed by a consolidation phase, after which Ethereum begins to rally and then altcoins—particularly those in the DeFi and Ethereum ecosystem—outperform ETH. This pattern indicates a risk-on environment, with increased momentum and capital rotation favoring DeFi and Ethereum-based altcoins. Active traders should monitor DeFi token volume spikes and ETH/BTC ratio shifts as leading indicators for short-term opportunities (Source: @CryptoMichNL, Twitter, June 10, 2025).

According to @AltcoinGordon, Ethereum is currently outperforming Bitcoin in terms of price momentum and market interest, indicating a possible shift in digital asset dominance. Recent trading data shows ETH's trading volume and price growth outpacing BTC, which has led to increased speculation about Ethereum potentially overtaking Bitcoin as the top cryptocurrency by market cap (source: @AltcoinGordon, Twitter, May 10, 2025). This trend is driving traders to reconsider portfolio allocations, favoring ETH-based assets and DeFi tokens, while Bitcoin maximalists express skepticism. Traders should closely monitor ETH/BTC ratios and Ethereum ecosystem developments for short-term trading opportunities.