Ben Cowen: Ethereum Season Is Here | How Far Can ETH Go?

Ben Cowen returns to the Bankless podcast to discuss Ethereum's market dynamics, particularly its "journey home" and subsequent potential rise to all-time highs. Cowen argues that Ethereum has bottomed against Bitcoin, paving the way for new dollar highs and a possible "Ethereum season," where altcoins bleed against ETH. He suggests a portfolio composition of Bitcoin and Ethereum and anticipates a possible pullback in the fall before ETH continues its upward trajectory, potentially reaching $6,300 if it hits 0.053 against Bitcoin. Cowen also touches on the influence of narratives, such as the emergence of ETH treasury companies, and the potential for a future altcoin season, while cautioning against the risks associated with altcoins compared to the relative safety of Bitcoin and Ethereum.