Standard Chartered Predicts Ethereum Could Outperform Bitcoin After Strategy’s BTC Sale

A recent Bitcoin sale by Strategy has sparked fresh debate about the future performance of Ethereum compared to Bitcoin. According to analysts at Standard Chartered, the transaction could mark an important turning point for the crypto market, with Ethereum potentially entering a period of stronger relative performance.

Strategy disclosed that it sold 32 Bitcoin during the final week of May. Although the amount represented only a tiny portion of the company’s overall Bitcoin holdings, the market response attracted significant attention from investors and analysts.

ETH-BTC Ratio Expected to Strengthen

Standard Chartered expects the ETH-BTC ratio to rise from around 0.028 to 0.040 by the end of 2026. Analysts noted that Ethereum showed notable resilience during Bitcoin’s recent decline, signaling growing investor confidence in the network’s long-term prospects.

The bank continues to maintain its Ethereum price targets of $4,000 by the end of 2026 and $40,000 by 2030, supported by expanding activity in stablecoins, tokenized assets and decentralized finance.

Staking Gives Ethereum Treasury Firms an Advantage

Unlike Bitcoin treasury companies, Ethereum focused treasury firms can earn additional returns through staking. With staking yields around 3%, these firms can generate income without selling their ETH holdings. Analysts believe this advantage could strengthen their financial position and improve long term growth potential compared with Bitcoin-focused treasury strategies.