The crypto assets market has recently sparked considerable deep thinking among industry professionals. Some believe that Ethereum (ETH) may replicate Bitcoin's (BTC) historical trajectory, a viewpoint that deserves our careful analysis.

Looking back at March this year, when Bitcoin dropped from $100,000 to $70,000, institutional investors like MicroStrategy continued to increase their holdings, while retail investors sold off in fear. This phenomenon of chip transfer seems to be reoccurring in the Ethereum market.

Currently, many users who have staked Ethereum are queuing to unstake, preparing to sell. This group includes retail investors as well as some large holders. Compared to Bitcoin's 20% volatility, Ethereum's volatility could expand to around 30%.

It is worth noting that after the Bitcoin ETF funds completed their positions, they underwent a six-month adjustment period. In contrast, the adjustment period for Ethereum may be shorter. During this process, we may see the chips in the hands of early participants (OG) gradually transferring to institutional investors.

For investment strategies in Ethereum, one viewpoint is to start buying at -20% and go all in at -30%. At the same time, some Ethereum institutional investors, similar to MicroStrategy in the Bitcoin space, seem to be continuously increasing their holdings.

Overall, institutional investors' interest in Ethereum seems to be on the rise, which may lead to an accelerated Bitcoin-like trend for Ethereum. However, there are still many uncertainties regarding the future direction of the market, and investors need to carefully assess the risks.