Ben Cowen: Ethereum Season Is Here | How Far Can ETH Go?

Bullish:

• $ETH - Ethereum is expected to reach new all-time highs, offering better risk-adjusted returns than altcoins with both upside potential and downside protection. The ETH/BTC ratio is believed to be converging towards fair value.

  • “I mean, I so I my base case now is that it's on its journey to all time highs. I feel satisfied, right, with it having gone home.”

    Ben·1:14

  • “At the current time, Ethereum's giving better risk adjusted returns than altcoins. Because by being an Ethereum, it's basically giving you the upside that an Altcoin might get, but it's also protecting you from the downside risk.”

    Ben·0:27

  • “I think my view on the Ethereum Bitcoin valuation is it's kind of, like, converging to, like, whatever, you know, the fair value is.”

    Ben·21:11
• $BTC - Bitcoin is expected to experience selling pressure in the 0.9 to 1 range, followed by a cool-off period. The analysis suggests a long-term bullish outlook with potential for continued growth in 2027-2028.

  • “I think there's gonna be a lot of selling pressure up in the point nine to one wristband. And I think you're gonna get a big cool off period or point eight to one. I don't think you're gonna get big cool off period in 2026 and then maybe then continue the party, you know, say like 2027, 2028, something like that.”

    Ben·24:44

Bearish:

• $ALTCOINS - Altcoins are expected to experience a downturn against Bitcoin by late October, potentially reaching their range lows on Bitcoin pairs. This contrasts with a more positive outlook for ETH.

  • “I think there needs to be an event between now and late October that sends Altcoins to their range lows on their Bitcoin pairs even though I think it'll be a higher low for ETH on its Bitcoin.”

    Ben·46:24