major institutions and hedge funds turn bearish on Ethereum and long-term bullish on Bitcoin

[uchelee2all]

• We can observe the beginning of a paradigm shift away from the "fat protocols"- thesis to the "fat monies"- investment thesis. "fat protocols" is based on the assumption that decentralized ecosystems where applications are build on top of will capture the most value, whereas "fat monies" is based on the assumption that only digital store-of-value assets will emerge as winners from this emerging markets.