ETH will be the best-performing mainstream token in the next quarter.

Since Trump's victory on November 6, the influx of funds into spot Ethereum ETFs has significantly increased, with growth trends during the same period even surpassing those of Bitcoin spot ETFs.

Entering late December, this trend has become even more evident.

Data shows that during the trading week (Eastern Time December 23 to December 27), the net inflow of spot Ethereum ETFs was $349 million; during the same period, Bitcoin spot ETFs had a net outflow of $388 million — this clear difference in fund movement may indicate a better outlook for ETH in the future.

Yesterday, ten U.S. Bitcoin ETFs had a net outflow of 3,000 BTC ($275.59 million); nine Ethereum ETFs had a net inflow of 16,359 ETH ($54.33 million), and the trend seems to remain unchanged.

Trump concept all-in-one

In addition to the liquidity data of ETFs, another reason supporting ETH's expectations is the ongoing accumulation of the Trump family project WLFI.

Recently, WLFI has successively purchased multiple Ethereum ecosystem tokens such as AAVE, LINK, ENA, ONDO, but the largest holding of the project remains ETH.

Although this is somewhat related to WIFI being deployed in the Ethereum ecosystem, saying 'the president is on board, what are you hesitating for' still has a strong FOMO effect.

Looking back at historical data, will the script repeat?

In the first quarter of the year following U.S. elections and Bitcoin halving cycles, ETH has performed best, especially in the first quarters of 2017 and 2021, where ETH rose by 518% and 161% respectively, even surpassing BTC's returns in those two quarters (11.9%, 103.2%).

If history repeats itself, ETH may experience significant growth in Q1 next year.

Potential altcoin choices

If ETH can rise as hoped, some Ethereum ecosystem tokens may become higher risk/reward Beta options, such as:

Trump concept coin portfolio: AAVE, LINK, ENA, ONDO;

Grayscale Top 20 picks: LINK, UNI, AAVE, ENA, OP, LDO;

Potential benefits from ETF staking expectations: LDO, EIGEN, RPL, SSV;

Top AI concepts in the Ethereum ecosystem: VIRTUAL, GAME, AIXBT;

During this period of significant market fluctuations, the predictions given are merely 'one-sided conclusions' based on the conditions and indicators of interest; no one can predict the future, so remember to DYOR before making moves.

Stay cautious, strictly control positions, and manage risks well.