Ethereum News Today: Ethereum to Outperform Bitcoin in 3-6 Months as ETH Price Surges 50% and Ratio Rises 36%: Galaxy CEO

Mike Novogratz, CEO of Galaxy Digital, has reiterated his forecast that Ethereum (ETH) could outperform Bitcoin (BTC) in the next three to six months, citing growing institutional demand and structural advantages. In a CNBC interview, Novogratz highlighted increased corporate adoption of Ethereum, including strategic shifts by companies like BitMine and Ether Machine, which have collectively amassed over 1.3 million ETH holdings. Galaxy Digital itself has sold 10,000 Bitcoin, signaling a portfolio reallocation toward Ethereum [1]. The analyst emphasized Ethereum’s shrinking circulating supply and its role as a foundational layer for decentralized finance (DeFi) and tokenized assets, which he views as key differentiators from Bitcoin’s store-of-value positioning [3].

Novogratz specifically pointed to a $4,000 price threshold for ETH as a critical milestone, suggesting it could trigger a broader price discovery phase for the asset [1]. This aligns with recent market trends, where Ether ETFs have outperformed Bitcoin-based products for six consecutive days [2]. The CEO’s optimism is grounded in Ethereum’s limited supply dynamics and surging institutional interest, with capital inflows creating a supply-demand imbalance that favors ETH over BTC [3]. He also noted a 36% surge in the ETH/BTC ratio and a 50% price increase for Ethereum within a month, underscoring the asset’s institutional momentum [1].

The analyst’s projections are tempered by macroeconomic and regulatory uncertainties. While Bitcoin’s long-term potential remains intact in his view, Novogratz acknowledged risks such as U.S. Federal Reserve policy shifts or political developments involving President Donald Trump, which could disrupt BTC’s trajectory. However, he expects both cryptocurrencies to benefit from renewed institutional engagement in the near term [4]. For Ethereum, crossing $4,000 would not only validate its technical strength but also signal broader market confidence in its utility beyond speculative trading [5].

Ethereum’s current price of $3,756 as of July 25, 2025, reflects a 4% daily gain, but its ability to breach the $4,000 level will depend on liquidity, macroeconomic stability, and sustained institutional inflows. Novogratz’s analysis highlights a divergent trajectory for Bitcoin and Ethereum: one as a digital gold standard and the other as a programmable infrastructure layer for Web3 applications [6]. The coming months will be pivotal in determining whether Ethereum’s fundamentals align with its price action, with institutional adoption likely to play a decisive role in the next phase of the crypto market [1].

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Source: [1] [Ethereum May Outperform Bitcoin Soon, Mike Novogratz Predicts] [https://coingape.com/ethereum-may-outperform-bitcoin-soon-mike-novogratz-predicts/]

[2] [Ether ETFs Outpace Bitcoin for Six Straight Days as ETH...] [https://www.binance.com/en/square/post/07-25-2025-ethereum-news-ether-etfs-outpace-bitcoin-for-six-straight-days-as-eth-demand-surges-27420861273257]

[3] [Ethereum Could Outpace Bitcoin in Coming Months, Says...] [https://coindoo.com/ethereum-could-outpace-bitcoin-in-coming-months-says-galaxy-ceo/]

[4] [Ethereum Expected to Surpass $4000: Galaxy CEO] [https://www.bitget.com/news/detail/12560604880566]

[5] [Ethereum Could Outpace Bitcoin If $4000 Threshold...] [https://www.ainvest.com/news/ethereum-news-today-ethereum-outpace-bitcoin-4000-threshold-broken-institutional-adoption-surge-2507/]

[6] [Best Altcoins to Watch as Mike Novogratz Predicts...] [https://bravenewcoin.com/sponsored/presale/ethereum-could-outperform-bitcoin-in-the-next-3-6-months-as-per-novogratz-best-altcoins-to-watch]