According to @KookCapitalLLC, ETH faces replaceability risk from payment-focused chains (including initiatives by Plasma and Stripe) and growing retail activity on Solana for stablecoin usage, implying relative headwinds versus BTC (source: @KookCapitalLLC on X, Aug 11, 2025). The author contrasts BTC’s non-replaceable monetary position with ETH’s platform risk and recommends a rotation trade: sell ETH into a move toward $7,000–$10,000 and accumulate BTC (source: @KookCapitalLLC on X, Aug 11, 2025). For traders, the actionable takeaway is a relative-value pivot from ETH to BTC if ETH reaches the cited zone, framed as a momentum-fade in ETH versus a build in BTC exposure (source: @KookCapitalLLC on X, Aug 11, 2025).