Total Assets
BABA StockProUncle Yaren's analysis always speaks with data, and those who are optimistic about web3 also need some patience. BMNR can provide an additional investment channel for those who are not convenient to go to the exchange and are optimistic about ETH. Similarly, $IShares Ethereum Trust ETF(ETHA.US) is also worth paying attention to.
ETH/BTC Ratio
An important data point is the ETH/BTC Ratio, which reflects the relationship between ETH and BTC. If one acknowledges ETH's niche in the on-chain traditional finance ecosystem, ETH will have a narrative independent of BTC. This ratio suddenly accelerated in May 2025, coinciding with the peak popularity of stablecoins, multiple companies announcing transitions to DAT, and institutions like Peter Thiel and ARK entering the market. Even after the crypto downturn post-October 10, this ratio remained within the 3%–4% range...
The copyright of this article belongs to the original author/organization.
The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.
