According to Matt Hougan, a significant trend is emerging with 'ETH treasury companies,' where corporations hold Ethereum (ETH) as a treasury asset. Hougan points out that the key indicator driving this trend is whether the company's stock trades at a premium to the value of the crypto assets it holds. Currently, this is the case for ETH treasury companies, suggesting that this trend is set to accelerate, presenting a notable dynamic for investors monitoring both equity and crypto markets.