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.

According to @MilkRoadDaily, Joseph Lubin (@ethereumJoseph) said Ethereum’s monetary base size could eclipse Bitcoin’s within a year, as shared in an X post on Aug 10, 2025 (source: @MilkRoadDaily on X, Aug 10, 2025). The same post reports that SharpLinkGaming purchased more than 521,000 ETH valued at about 2.2 billion dollars and describes the firm as among the leading treasury entities accumulating ETH (source: @MilkRoadDaily on X, Aug 10, 2025). For traders, the post highlights two market-relevant datapoints — a large reported corporate treasury ETH purchase and a prominent flippening claim — which can influence ETH BTC relative positioning and short-term sentiment monitoring around the ETH/BTC pair and spot flows (source: @MilkRoadDaily on X, Aug 10, 2025).