According to @cas_abbe, ETH/BTC looks constructive as corporate treasuries are buying ETH, ETF inflows have turned positive again, and a BlackRock staking ETF is about to go live. According to @cas_abbe, these catalysts favor a tactical overweight ETH versus BTC and the expectation that ETH will outperform BTC in the coming months. According to @cas_abbe, traders should monitor ETH/BTC relative strength and ETF net flows to validate the trade thesis.