According to The Kobeissi Letter, when considering the US government as a public company, the total debt to total asset ratio far exceeds the typical investor preference of 0.3x to 0.6x. This suggests significant financial leverage, highlighting potential risks in fiscal sustainability and impacting investor sentiment towards government securities.

According to Farside Investors, Ethereum ETF flows on January 21, 2025, recorded a total net inflow of $74.4 million, with significant contributions from ETHA at $56.3 million and ETH at $12.5 million. Notably, ETHE experienced a net outflow of $4.4 million, which suggests a shift in investor preference within Ethereum-based ETFs. Traders should consider these trends when evaluating entry points into the Ethereum market.