According to @Excellion, Ethereum treasury company investors may be overlooking the ETHBTC cross, signaling that corporate ETH reserves should be evaluated against BTC-relative performance for risk management. Source: @Excellion on X, Oct 19, 2025. The ETHBTC ratio directly measures ETH’s performance versus BTC, and a declining ratio indicates ETH underperformance, which raises the BTC-opportunity cost of holding ETH on balance sheets. Source: Binance Academy educational content on trading pairs and relative valuation; Investopedia educational content on ratio charts and relative strength. Traders and treasurers can mitigate this by monitoring ETHBTC trend and key levels and using BTC-hedged positions or futures/options overlays to neutralize BTC-relative exposure. Source: CME Group crypto futures risk management education; Binance Academy on support/resistance and trend analysis. Rotation strategies that rebalance between ETH and BTC based on ETHBTC momentum can improve allocation timing versus USD-only entries. Source: Investopedia educational content on relative strength and rotation; Binance Academy on portfolio rebalancing.

According to the source, Grayscale's latest research reports the US dollar’s stability is under pressure and highlights BTC and ETH as potential hedges against fiat devaluation (source: Grayscale Research). The report positions Bitcoin and Ethereum as macro hedge assets for managing currency debasement risk in portfolios, emphasizing their use-case as alternative stores of value rather than short-term trades (source: Grayscale Research).

According to The Kobeissi Letter, the average US new car sales price reached $48,700 in April 2025, only $1,200 below the all-time high of $49,900 set in November 2022 (source: @KobeissiLetter, June 16, 2025). This sustained increase in consumer prices reflects persistent inflationary pressures, which often lead investors to seek alternative hedges like Bitcoin (BTC) and Ethereum (ETH). The rising cost of big-ticket items such as cars may increase demand for decentralized assets, influencing short-term crypto market sentiment as traders monitor macroeconomic signals for potential volatility.