ETH/BTC Sensationally Drops to April 2021 Levels

As a seasoned crypto investor with over a decade of experience in this dynamic market, I have witnessed firsthand the rollercoaster ride that is digital currency investing. The recent ETH/BTC price drop to 40-month lows has left me somewhat concerned, but not entirely surprised.


ETH/BTC, a metric of Ethereum (ETH) price in Bitcoins (BTC), plummeted to levels unseen since April 2021. CryptoQuant experts demonstrate how Ethereum (ETH) lost its supremacy in terms of network activity, tokenomics and more.

ETH/BTC price tumbles to 40-month lows, CryptoQuant says

The ratio between ETH and BTC, an essential measure for the worldwide blockchain community, dropped to 0.0425 recently – this is the lowest point since April 2021. This significant observation was posted by CryptoQuant, a well-known on-chain analytics group, in their latest tweet thread.

Since the Merge in September 2022, Ethereum has dropped approximately 44% in comparison to Bitcoin. Currently, the ETH/BTC ratio stands at 0.0425, marking a return to levels last seen in April 2021.— CryptoQuant.com (@cryptoquant_com) September 6, 2024

Since The Merge transition occurred in September 2022, Ethereum (ETH) has seen a decrease of approximately 44% compared to the largest cryptocurrency in value.

According to CryptoQuant experts, the less-than-stellar showing of ETH can be attributed to a blend of factors. The Ethereum Spot ETF, which was introduced in July 2024, didn’t replicate Bitcoin’s success mainly because of insufficient liquidity and market instability.

The Ethereum network has experienced a significant drop in transaction activity, along with a notable decline in fees earned. This trend became more pronounced due to the surge of L2 solutions and the activation of the Dencun update.

Is Ethereum (ETH) in trouble?

Additionally, it’s worth noting that certain blockchain performance indicators for Bitcoin (BTC) surpass those of Ethereum (ETH) due to the widespread use of Inscriptions, Runes, Layer 2 solutions, and other similar features.

The CryptoQuant team, however, suggests that the worst is yet to come for the second crypto:

In simpler terms, the value of Ethereum relative to Bitcoin may decrease even more since Ethereum is currently overvalued compared to its fair market price. Our calculations suggest that Ethereum would need to drop to approximately 2% of Bitcoin’s value (0.02 BTC) for it to be considered undervalued, which represents a 50% decline from its current level.

After Ethereum (ETH) no longer held the title of a deflationary currency, its monetary structure appears less appealing to potential investors, according to the report.

In my perspective, as a crypto investor, I’ve noticed that the influence of the L2 (Layer 2) advocates, as pointed out by Justin Bons of Cyber Capital, seems to be pushing Ethereum towards obscurity at present.

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2024-09-06 19:08