Bitcoin News Today: Ethereum to Outperform Bitcoin in 3-6 Months as Galaxy Sells $1B BTC, ETF Inflows 290% Higher

Galaxy Digital CEO Mike Novogratz recently asserted that Ethereum (ETH) is poised to outperform Bitcoin (BTC) within three to six months, a claim that coincided with a significant transfer of 10,000 BTC from the firm’s holdings to exchanges. During a July 24, 2025, CNBC interview, Novogratz highlighted ETH’s potential to “knock on the 4,000 ceiling a few times,” emphasizing the growing corporate demand for the asset and its unique advantages over Bitcoin [1]. The timing of Galaxy’s BTC sales—selling 10,000 BTC worth over $1 billion—sparked speculation about a strategic pivot toward Ethereum, though Novogratz remains bullish on Bitcoin, predicting it could reach $150,000 [2].

The CEO’s comments align with a broader trend of institutional interest in Ethereum. Companies such as BitMine Immersion Technologies and Sharplink Gaming have accumulated substantial ETH holdings, totaling 927,573 ETH, while Ether Machine, a firm planning a Nasdaq listing, has committed $1.5 billion to Ethereum [1]. Galaxy’s own research, published on July 15, 2025, underscores Ethereum’s superiority as a corporate treasury asset. The analysis, led by research analyst Christopher Rosa, argues that Ethereum’s staking and DeFi yield opportunities create additional value for treasury holders, unlike Bitcoin’s passive accumulation strategy. Furthermore, the study notes that major ETH treasuries avoid debt-based acquisitions, reducing financial risk compared to Bitcoin’s debt-funded buys [3].

Ethereum’s recent momentum is also reflected in ETF inflows. During July 2025, ETH ETFs saw over $2.4 billion in inflows within six days, dwarfing Bitcoin ETFs’ $827 million during the same period. BlackRock’s ETHA ETF, for instance, attracted $1.79 billion in inflows, managing over $10 billion in assets, a milestone achieved in record time [1]. This surge contrasts with earlier criticisms of Ethereum’s performance relative to Solana, signaling a shift in market sentiment.

While Novogratz’s prediction remains speculative, it is supported by broader market dynamics. The U.S. adoption of the GENIUS Act, which regulates stablecoin issuers, is expected to benefit Ethereum as a layer 1 blockchain, particularly in facilitating stablecoin growth. Additionally, Ethereum’s active participation in corporate treasuries and its technical advantages—such as staking—position it to attract further institutional capital [3]. Other analysts, including Arthur Hayes of BitMEX, have also raised ETH price targets, forecasting $10,000 by year-end, though this aligns with his higher Bitcoin projection of $250,000 [1].

Galaxy’s actions reflect a calculated strategy rather than a definitive shift away from Bitcoin. Despite selling 10,000 BTC, the firm still holds 13,504 BTC, with Novogratz expressing confidence in Bitcoin’s long-term trajectory. The BTC sales, which temporarily depressed its price to $115,000 from $119,000, appear aimed at capitalizing on Ethereum’s growing traction without abandoning Bitcoin altogether [2]. Galaxy’s dual focus on both assets highlights the evolving landscape of cryptocurrency treasuries, where strategic diversification may offer hedge against volatility.

The market’s response to Galaxy’s moves remains mixed. While some view the BTC sales as a signal of Ethereum’s emerging dominance, others caution that the outcome will depend on macroeconomic factors and regulatory developments. Novogratz’s timeline of three to six months for ETH to outperform BTC introduces a sense of urgency, but the crypto market’s inherent volatility means such forecasts carry significant uncertainty.

Source: [1] [Ethereum to outperform Bitcoin? Galaxy CEO Mike Novogratz says sooner than you think] [https://coinmarketcap.com/community/articles/6883b22d8fc05d4d2ae5da48/]; [2] [Galaxy’s BTC Sales and Market Impact] [https://twitter.com/AutismCapital/status/19486131****0810617]; [3] [Ethereum as a Corporate Treasury Asset] [https://coinmarketcap.com/community/articles/6883b22d8fc05d4d2ae5da48/].