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02

Ratio at lows

The ETH/BTC ratio slid to about 0.0283, a multi-year low, with ETH down roughly 32% year-to-date against a smaller Bitcoin decline.

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03

Flows aren't the whole market

An ETF is one demand pipe. It does not capture selling from existing holders, unlocks or leverage unwinds across the wider ether market.

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04

Supply is committed

About 35.8M ETH, near 30% of supply, is staked across ~1.1M validators earning roughly 3% — yet that has not lifted relative price.

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The takeaway

Positive flows during a falling ETH/BTC ratio show flow data is a clue, not a forecast. Watch whether the ratio stops making new lows.

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