QCP Capital said the BTC spot ETF continued its 15-day inflow spree, with trading desks seeing strong bullish follow-through with heavy buying of call options expiring in June, suggesting the options market will decisively break above the all-time high of 74k this month. ETH has been lagging on this move, but it is expected that when the ETH spot ETF starts trading, it will catch up to and possibly surpass BTC. There could also be a significant rotation from BTC ETFs to ETH ETFs, providing additional upside momentum for ETH.