According to @Pentosh1, he is avoiding Ethereum and Solana ecosystem tokens because when billions flowed into ETH, the beta trade underperformed, so he prefers owning the majors to front-run those flows (source: @Pentosh1 on X, Aug 28, 2025). This implies a rotation away from higher-beta ecosystem coins toward direct exposure in ETH and SOL to align with anticipated buy-side momentum and capital inflows (source: @Pentosh1 on X, Aug 28, 2025).

According to @muneeb, Stacks (STX) is positioned as the 'bitcoin beta trade,' highlighting its strong correlation with Bitcoin price movements and its potential to deliver amplified returns during Bitcoin rallies. For traders, this means that STX can serve as a leveraged play on Bitcoin's performance, offering higher volatility and potentially greater rewards. Market participants should monitor STX price action alongside Bitcoin, as any major BTC trend shift could have a significant and magnified impact on STX valuations. This correlation is particularly relevant for those looking to diversify their crypto portfolios while maintaining exposure to Bitcoin's market momentum (Source: @muneeb on Twitter, May 7, 2025).