ETH

SpontaneousDream

The fundamentals are shit. ETH holders can yap all day about TVL, transactions, apps, whatever....NONE of that matters for ETH price. What actually matters are **buybacks** (ETH has none) and **burn** (ETH burn is negligible), aka, **what is the direct value accrual to ETH?** This is why even though TVL, apps, transactions, usage, etc. are all wayy up, ETH price has still performed very average against USD and poorly against BTC.

BoringPrinciple2542

[Avax beats ETH in pretty much every aspect regarding TPS & fees.](https://chainspect.app/compare/ethereum-vs-avalanche). Theoretical TPS can potentially be much more divergent due to the idea of horizontal scaling. Most sources that I see put ETH in the low hundreds vs AVAX around 4,500. Not sure what you’ve seen for fees but I don’t think I’ve ever seen more than maybe a couple cents on any AVAX transaction whereas I’ve personally seen over $200 before on ETH. In terms of interoperability, that’s outside of my sandbox but I’ve not heard any complaints about weak interoperability since the pre-AWM era. You have any resources to dig into that further? Regarding costs, yes the fees were substantial prior to the Avalanche9000 upgrade but my point is that the upgrade is very much a clear example of the foundation prioritizing attracting customers over current price. I don’t think you could really ask for more than around $20/month per subnet validator I mean from a corporate/institutional standpoint that’s less than the software licensing for a single employee. Whether their strategy is successful in the long-run remains to be seen but it’s a valid business concept that is clearly enunciated and consistent with the actions taken by the management team. For me, it’s mostly an easy token to automate trading in due to the price staying within some pretty consistent ranges but I do think it’s fair to say that much of the criticisms revolve around surface level price and comparisons to chains that are pursuing very different paths.

Node-Runner

32 ETH ain't really a beginners amount. Solana specs seems high but the costs are more feasible imo. 1GB internet connection is becoming a standard, 128gb ram is high but standard pc comes with 32 already. Plus the value capture on Solana is way higher comparing to Ethereum.

SpontaneousDream

So what if it's currently negative? LOL bud, it's negative by a measly -0.23% annualized. This is my point. Ethereum needs WAY more burn for it to have any meaningful impact on price. [https://ultrasound.money/?timeFrame=since\_burn](https://ultrasound.money/?timeFrame=since_burn) Total supply has grown by over 4 million ETH since the burn started. This is not possible with Bitcoin because Bitcoin has a hard cap on total supply. Thanks for playing.

Calm_Situation_1131

Zero comments in this thread about the big scaling upgrades finally happening after years of laying careful groundwork. Today, ETH is about 30 tps. The next few upgrades can ~10x this each year, ending at ~3k tps in 2027. The Glamsterdam upgrade in H1 2026 will allow for parallel execution and increased execution time. Hegota in H2 2026 will allow for statelessness. At this point, zk proving will be tested over 2027 which will be the endgame of scaling at 10k+ tps on the L1. This doesnt include L2 tps which will steadily push 100k tps throughout 2026 and 2027. This is beyond Visa scale at 65k tps. ETH is in a great position considering the scaling upgrades, further adoption as the leader in stablecoins and RWAs, and the death of the various alts and ETH killers returning fragmented TVL back to the liquidity on Ethereum. We are seeing the last point already with polymarket moving away from polygon to an L2, synthetix moving back to L1, etc. Then look at the alt L1s that are ghost chains such as DOT, AVA, ADA, TEZOS, and so on.

redblddrp

a lot of people split small amounts to play with both ETH for a safer base SOL for higher risk growth for moving or swapping SOL easily Rubic is handy lets you swap across chains without piling on fees

Due-Two2629

I think ETH is a sleeper play. It had a ferocious comeback when everyone thought it was dead, so I think it could do it again.

crypto_ad_97

The honest take on ADA's problem isn't the technology, but adoption. Caradano focused on research and slow development, while other projects were quicker to attract developers and users. The $3 peak in 2021 was driven more by hype and excitement than by actual usage, and afterward, there wasn't enough demand to support higher prices. ADA isn't dead, but it's no longer a leader. With institutional investors entering the market, the advantage now lies with liquid and active chains like BTC and ETH (and even SOL). Any future rise for ADA will likely be driven by the overall market, not by any unique achievement.

biba8163

> If ETH ever gets valued on fundamentals it will 10x from here crypto and fundamentals lol | Network | Daily Fee Revenue | Marketcap. | P/S |:-----------:|:------------:|:------------:|:------------:| | ETH | ~$250K | $360 Billion | ~3,800X **Price-to-Sales (P/S), a Fundamental Valuation Metric** - QQQ heavily weighted towards tech companies currently has P/S ratio (marketcap/revenue) of approximately 6.16 and is considered overvalued because it's much higher than it's historical average. - NVDIA has a P/S of 23 because it's priced as a hyper growth tech stock whose revenue has gone from ~$10 Billion in 2020 to $130 Billion today and continues to grow. - PLTR has a has a P/S of 130X is considered MASSIVELY OVERVLAUED

BeneficialTomato7562

I mean you kind of answered your own question. Bracco’s solid for straight betting since BTC/ETH in and out is painless and having a casino doesn’t hurt. I’ve seen people pair something like that with Polymarket or Kalshi for niche stuff and hedging

ouchifell

No idea for 202 but in the long run, ETH has to go up if the financial system is being tokenized on ETH right? Right?!? Right?!?! 😅

Altruistic-Raise-579

my honest view is that ETH in 2026 is very likely still the dominant smart contract settlement layer, but not in the way people originally imagined. It will probably feel less like a flashy asset that outperforms BTC and more like core infrastructure that quietly absorbs value through usage.

CapableFix9201

You see BTC breaking a million before ETH breaks 40,000? I see both assets being decommissioned long before that time due to their purpose/use not being worth the proclaimed value.

AInception

The economy widely benefits when there are lower taxes, especially when those 'taxes' are being spent across the world to appease middlemen and shareholders. I thought Americans would get that by now, or at least the people in here. A small business' margins might only be 3-4%, like anyone competing with Amazon's bulk costs or selling groceries. Less competition means less convenience and higher prices people have to pay. Fee friction is largely why crypto hasn't taken off. Both times it was about to, BTC fees hit $100+ and ETH fees hit $100+, and people ran away calling it a scam. If fees were 0% in each case we'd have a thriving crypto economy by now, benefitting regular people and merchants alike. If people truly don't care about it, and don't care Visa/MC/etc. push religious values across the world via censorship, and it's really that messy to store 1 more card in your phone, then people will continue to use Visa and Google to pay regardless. So, who cares? The only losers in this are the American credit shareholders, and only if the free market decides so.

AInception

The economy widely benefits when there are lower taxes, especially when those 'taxes' are being spent across the world to appease middlemen and shareholders. I thought Americans would get that by now, or at least the people in here. A small business' margins might only be 3-4%, like anyone competing with Amazon's bulk costs or selling groceries. Merchants are people, too, and adding a 3-4% cost to a large percentage of all sales and purchases is far from convenient. Fee friction is largely why crypto hasn't taken off. Both times it was really about to, BTC fees hit $100+ and ETH fees hit $100+, and people ran away calling it a scam. If people truly don't care about it, and it's really that messy to store 1 more card in your phone, then people will continue to use Visa and Google to pay regardless. The only losers in this are American credit shareholders. What a weird thing to care about.

Letsmovethemarket

ETH will follow BTC lead.

ThrowRA-hamburger

honestly wild how ETH just cant catch a break this cycle. feels like every narrative that was supposed to pump it just..

Icy_Adhesiveness7635

I don’t see ETH replacing BTC, but I also don’t see it disappearing. * BTC = store of value / macro hedge. * ETH = infrastructure. Different roles. By 2026, I think ETH survives and stays relevant because of: * – L2 scaling (rollups doing the heavy lifting) * – real usage (DeFi, stablecoins, RWAs) * – fees moving off mainnet instead of killing it The risk isn’t BTC, it’s fragmentation: too many L2s, UX complexity, and regulation. So my gut feeling: ETH won’t “moon and flip BTC”, but it won’t be replaced either. It stays core infra — just less hype, more utility.

whataboutbenson

I know most here don’t go for TA but this how I see the charts. ETHBTC looks bad. BTCUSD looks worse. I think a rough year is ahead, but I fundamentally believe in ETH and will be looking to get back in towards the end of the year.

BUYUKOZKAYA

My $/ETH prediction is between 10k - 15k ..

GBeastETH

What country do you live in? In the US you would pay income tax on the funds, but no capital gains tax. Particularly since USDT is pegged to $1 gains are essentially impossible. But even if you were paid in ETH, if you sell it as soon as you have it, you have no gains or losses.

DoritoZNJ

All of them, mainly ETH

piggleii

What was Tom Lee's end-of-year prediction for ETH again?

escapegoat2000

Depend on if there is a sudden influx of people who aren't know nothing get rich quick idiots. If ETH ever gets valued on fundamentals it will 10x from here

foreigngatekeeper

Sol and xrp are trash :) ETH is not

RedKe

Brought down by a pack of rabid ETH killers

CapableFix9201

I think in the long run ETH is far more likely to 10x than BTC is (Not saying it will). BTC may not be at its top.. but at its current pricing we all can admit its very unlikely to even 3x without complete devastation throughout the global economy accompanied with hyperinflation. Its a point we all don't want to see. These coins have had their run up.. Its over.. GG. Wait for the next trend.

Particular_Peach_508

BTC/ETH/ICP/LINK Maybe XRP & XLM.

VariatCA

The 7-day streak of Bitcoin ETF outflows has finally been broken today. It was almost snapped yesterday with a meager -$19M of outflows, and followed up with +$355 Million of inflows today. This is coupled with a positive day of +$68M in inflows for ETH ETF's as well. Seeing some confidence return to ETF buyers en-masse would signal a vote of confidence returning to the markets, as well as tame the feeding frenzy from shorts if they start anticipating hundreds of millions of daily inflows worth of buying pressure again.

Sea-Environment-5938

Counting green months is useful for sentiment, but it's also worth noting that ETH has historically delivered outsized returns in fewer, concentrated months. Fewer green months doesn't automatically mean a weak year.

Sephiroth300788

I would of never bought Alts, other then ETH, if I would of known what I know today. 90% of Alts can't show any real world utility.

Sephiroth300788

As soon as Alt Season happens, I'm selling everything and switching to BTC and some ETH only. I painfully watched how btc crawled up from 16k to today. As btc hit 45k, I nearly exchanged my Alts to btc at a unsustainable loss. Alts have died for me since staking mostly got cancelled and real world utility rarely can be found. In 2021 to 2023I was big fan staking, game-fi and nft's. Too bad everything got regulated into oblivion. I can't even buy crypto on binance, because I can't find all the madening paperwork for kyc. How times change 😞

FigmaWallSt

I'm surprised that ETH isn’t mentioned more often. I made decent profits, but people are saying for years that this year is ETH's year and it will reach 10k, while it didn’t even got to 5k

Novel-Bad2984

I think this is too hard on him. I do believe long term it may have better prospects but it won’t be mooning. It would be like BTC, ETH, SOL and AVAX for infrastructure chain. Over the long term it might surpass SOL for institutions needing high configurability and those who are paying higher gas on ETH might consider it.

soultorndrummer

Lol exactly. We're not even through the year yet and people are already treating this like the final score. Give it time, ETH has plenty of opportunity to disappoint us further

WrathofTitus

Yeah, I got into that coin two weeks after TGE. Turned $1K into $45K. Sold most of it but staked some on the ETH side. After that major hack, they never recovered.

Rare_Rich6713

I will always advice to go fully into BTC and only keep around 10% in alts. I’m holding XMN and SUI but my major is in BTC and ETH.

BoringPrinciple2542

Price action is only tangentially related to tech. UberEats/Grubhub/Doordash for food deliveries, Uber/Lyft in transportation, or Bird/Lime/Bolt for scooters & e-bikes are a few recent examples of this type of competition that got a lot of attention. Each was (maybe still are) burning through investor funding and operating at a loss with the goal of achieving market dominance with a plan to increase fees once they controlled the market. This is what I think AVAX is doing. They make changes like Etna & Octane which appeal to users of the tech over investors with the goal of becoming a market leader. Pushing price would likely lead to reduced competitiveness when similar blockchains with more brand recognition are available. So price needs to be thought of in the classic sense of supply & demand. AVAX has extremely bad social media attention which likely helps suppress the price while actual gains in marketcap are hidden by the increasing supply in circulation. On Jan 1st 2022 the circulating supply was 245mil & price per token was $69.99 ($17.1B) Today the circulating supply is 429.6mil and price is currently $12.55 ($5.4B) So if we adjusted the price at that time with the circulating supply today it would be about $39.92. That’s 3x from here but we are also comparing two very interesting periods… in early 2022, the NFT craze was making ETH practically useless ($250 gas fee to create a StrongBlock node lol) and so people who had made bank in BTC/ETH were rolling assets into AVAX/MATIC/etc looking to continue the gravy train. Compare to today where most of the crypto market is down and it’s just a very different picture. Much of this is simply due to inflation plus comparing an unrealistically high peak to a fairly shitty period. AVAX trading in the $20-30 range today is essentially equal to that $70 point four years ago while achieving it under much worse market conditions. This trend is likely to continue for awhile until either the recurring burn outpaces inflation, we hit the 720mil cap, or sudden changes in sentiment create an increase in demand for AVAX. In the meantime though there is a lot of opportunity to be had in using the relatively flat price action to trade based on say 1-2% fluctuations without too much concern about losing out on upside growth.

Cautious-Lecture-858

The year I decided to invest in crypto for the first time, and I chose ETH! I’m a genius.

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Post is by: TowelNo234 and the url/text [ ](https://goo.gl/GP6ppk)is: /r/CryptoMarkets/comments/1pzw77n/the_santa_rally_this_seasonal_phenomenon_can/ There's a lot of talk about the "Santa Rally" right now this little end-of-year boost that stocks often get. I thought it'd be worth discussing here, since it can have an indirect impact on crypto like $BTC or $ETH. Basically, the Santa Rally covers the last 5 trading days of December + the first 2 of January. Historically (since 1950), it's the most bullish 7-day stretch for the S&P 500: up \~77% of the time, with an average gain of \~1.26%. It's the period with the highest win rate in the entire calendar. Why is it interesting this year? The last two years didn't really have a Santa Rally, and historically, it's never missed 3 years in a row. With cooling CPI and expectations of Fed cuts, the macro conditions look pretty favorable for some year-end momentum. The good sides : If the rally happens in stocks, it often creates a "risk-on" effect that spills over to cryptowe saw it in 2023 and 2024 with BTC runs after Christmas. Low volume (holidays) can amplify upward moves if sentiment is positive. The risks : It's just historical stats, not a guarantee. If the market starts weak end-December (say Dec 27-28), the rally could skip entirely. And crypto is more volatile: a mild stock rally might give a crypto pump, but a sell-off could hurt even more.Anyway, it's a fun seasonal thing to watch, especially if we're looking for a little boost before 2026. What do you think? Are you expecting a crypto Santa Rally this year (like BTC/ETH up after Christmas)? Or staying cautious because it's just seasonality? Share your thoughts and what you're watching in the comments! *I am a bot, and this action was performed automatically. Please [contact the moderators of this subreddit](/message/compose/?to=/r/CryptoMarkets) if you have any questions or concerns.*

Visual-Sky3667

That's good. Bitcoin is a long term hold for me. If you want quicker profits, take advantage of riskier meme coins with high volatility. If you want more stability, put some cash into some Bitcoin ETfs. Also, if you haven't already, you should consider investing in an Alt coin like ETH, to help diversify. Good luck!

re-patch

Nahh not really unfortunately. LINK‘s adoption/partnerships/technology is amazing, but the token hasn’t even come close to its former ATH and I’m not sure it ever will again… so yes, technically amazing, but constantly underperforming:/ For ETH basically everyone expected it to be around 5-10k by now and it’s been dragging along for years as well now, so not sure if I’d agree on these two

CryptoBasicBrent

I'd consider Chainlink and ETH a success no?

Fladian7

Well let’s see, other points would be your “Core Risk” and “2018 inflation bug”. Sapling fixed the 2018 vulnerability in Sprout. You can actively track how much ZEC there are in the shielded supply in all 3 pools. Sprout, Sapling, & Orchard and contrast it to the available ZEC in the transparent pool. That sounds pretty auditable to me. Well of course, those are the miners that went and listed their ZEC once it was also available on exchanges to do so. Not to mention exchanges require liquidity of said coin to sell it. Do I need to explain how supply and demand works to you? 1.3 million on the first day is a drop in the bucket compared to all of these pump & dump memes spun off ETH, & SOL. You know as well as I do there are people with such money that scalp and snipe any new listing they see for a quick flip apart from these token creators. Those people will exist no matter what coin you’re talking about. Does it make the technology any less valuable because of malicious actors? No. If that was the case Bitcoin wouldn’t be widely accepted as it is. Bitcoin has been good to me as an early investor, so theres no ill-will against something that made me a lot of money. After being in the crypto-space for years, public transparent ledgers are not attractive for my financial safety. If at any point I transact with someone thats a malicious actor they now have full transaction history of my balance. At least a bank hides my bank statements and transaction history from the public eye and only shares with the government. Now you could argue that I can just constantly create new addresses to send from. But even that’s not going to be feasible for the average user to onboard for OPSEC. And when the time comes that 1 Sat itself is extremely valuable that makes it even less attractive to lose dust shifting addresses just to remain pseudonymous.

redditSwingking

ETH

Chuu

Kind of makes sense to me. In my mind ETH has always been the early "True Believer" coin. In that it was the pioneer of many features necessary to take crypto beyond just a proxy for cash, and had the early adoption advantage and ton of community buyin. As crypto enters the new intuitional era, that early spirit is on life support. Makes a lot of sense ETH suffers with it.

Alatarlhun

ETH doesn't require users or wallets to deploy smart contracts.

Cautious-Lecture-858

The only metric that represents the true value of the Ethereum network is ETH.

etan1

RPL. Was a great idea to enable Ethereum staking with less than 32 ETH, but Tokenomics were so bad that losses in RPL eclipsed any gains in ETH. They are trying to improve Tokenomics now, but not sure how long it will take to break even…

DryMyBottom

ETH

AD1AD

With a powerful enough virtual machine, you stop having to do hard fork upgrades for every new feature. That's reasonable ossification. BCH is getting loops and functions next year, making it not just computationally equivalent to ETH, but also more byte efficient. That means Zero Knowledge privacy techniques can be efficiently implemented just using BitcoinCash script, and so can post-quantum signature schemes. No ZK upgrade, or quantum upgrade. Just a powerful scripting environment.

Alatarlhun

>This is what happens when your token does not have any direct meaningful value accrual, buyback, etc. ETH directly burns the base fees in every block and why it has less inflation than bitcoin.

SpontaneousDream

Because usage =/= price. Ethereum has been wildly successful, imo. Tons of usage, TVL, apps, users, etc. ETH, the token, has not performed nearly as well. This is what happens when your token does not have any direct meaningful value accrual, buyback, etc.

SpontaneousDream

Even better when you short against the BTC ratio. Practically free money. LINK/BTC and ETH/BTC are the obvious ones. Supply BTC on Aave, borrow LINK or ETH, dump immediately for more BTC, then repeat.

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Post is by: Mission-Stomach-3751 and the url/text [ ](https://goo.gl/GP6ppk)is: /r/CryptoMarkets/comments/1pzot71/blackrock_moves_214m_in_btc_eth_to_coinbase_as/ BlackRock just moved a large batch of BTC and ETH while ETF outflows continue. According to Arkham, 2,201 BTC and 7,557 ETH were sent to Coinbase Prime, worth over $214M at the time. This happened as Bitcoin ETFs saw -$275.9M in net outflows on Dec 26, with IBIT responsible for most of it. Ethereum ETFs also recorded net exits. Looking at the bigger picture, crypto ETPs have now seen around $3.2B in outflows since the October correction. This doesn’t automatically mean BlackRock is dumping, but historically, large transfers during sustained outflows tend to signal risk management and caution, not accumulation. What do you think, routine custody movement or preparation for further pressure? *I am a bot, and this action was performed automatically. Please [contact the moderators of this subreddit](/message/compose/?to=/r/CryptoMarkets) if you have any questions or concerns.*

RoutinePrice446

Oh Jesus I hadn't even noticed... >ETH/BTC looks like it's ready to explode Yikes. That's a rough take in 2025.

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Post is by: Purple_Business_3600 and the url/text [ ](https://goo.gl/GP6ppk)is: /r/CryptoMarkets/comments/1pznaah/whats_your_go_to_book_for_crypto_betting/ I mostly stick to crypto for betting now but it still feels like every option has some annoying tradeoff, slow withdrawals, random limits or stuff that only works smoothly until you actually try to cash out. I’ve been bouncing around trying to see what’s tolerable long term and ended up using a couple different places just to compare mostly just cycling through whatever felt usable week to week. One of them was bracco mostly because BTC and ETH were easy to move in and out but I’m not locked into anything yet. I want to know what other people are using and what’s actually held up over time. *I am a bot, and this action was performed automatically. Please [contact the moderators of this subreddit](/message/compose/?to=/r/CryptoMarkets) if you have any questions or concerns.*

calebsw13

Compare this to buying ETH right now. ETH does 2x maybe? Solfart hitting the Azbit/Biconomy target could do 20x easy. It’s a risk-reward play.

dividedSt8s

Because this person is an altcoin degenerate most likely, they’re just desperate for ETH to go up, but ETH:BTC is on a downtrend and has been for a long time.

mngos_wmelon1019

Crypto is dead homie, throwing money at anything other than maybe BTC or ETH is wild.

ETHTradr

Mainly BTC ETH Hyperliquid tons of other coins tbh I have hodling in my portfolio def look into adding solana binance coin and arbitrum as some good solid picks. Of course if you have any questions feel free to DM but this is solely my own personal crypto hodlings NO EXPERT OPINIONS NOR FACTS! Always DYOR! DO YOUR OWN RESEARCH!!!

obolli

Closed everything, was up > 1.5 Million during the dip, some of their TP were hit but not enough, too greedy (2870 for eth), SOL and BTC hit, ETH did not, profit on SOL and BTC, but ETH Loss keeps him 80k in the red overall for this play

miloglznava

Not adding BTC and/or ETH to your "investment" is wild

BuIINeIson

I recall the good old days when I used to mine ETH and experiment with various alt coins, approximately a decade ago. I made the mistake of falling for a few alt coin pump and dump schemes, but fortunately, I never risked more than I could afford to lose. It was always surprising to see how many individuals were deceived by those pump and dump tactics into going all-in on such a large scale. And let's not forget about the hacking incidents. Quite unfortunate.

FreeBoss2824

Unfortunately this is Changelly's standard operating procedure. Multiple cases in 2025 show users with $4.3M and $5.4M frozen for months under AML review, even after providing all requested documentation. Users report transactions of 10 BTC, 1,000 ETH remaining blocked for months with only copy paste responses saying we are investigating, please be patient. The harsh reality is Changelly uses AML as indefinite holding. The only successful recoveries happened when victims hired specialized services like TrackIntel or StealthGate to apply technical and legal pressure. These services proved the addresses passed AML checks and forced escalation. Your options are limited. Continue documenting everything, consider hiring a recovery service that specializes in Changelly cases, or get a crypto specialized lawyer to send formal demands with deadlines. Public pressure on Twitter sometimes helps but isn't guaranteed. They hold funds indefinitely hoping users give up. With 5.7 BTC at stake, professional help might be worth the cost. Most DIY efforts result in endless waiting. Document everything for potential legal action and consider this an expensive lesson about using instant swap services for large amounts.

roadydick

Came for this - and, if you had BTC, ETH, SOL, XRP, BNB, AVAX, BAT, or ADA in your already your private wallet you already should have some

androidianeer

I treat BTC as simpler, conservative code, and ETH as a bigger surface area with more moving parts. Best Wallet let me separate them into different accounts so I don’t mix goals. Long term, I’d read each roadmap, watch diversity, and assume surprises. I try not to overcommit either way.

SavingsDimensions74

Yes I am. Be greedy when others are fearful. Stocks and metals have had a nice run. Those returns will diminish and rotate to places where the R/R is worth it. I’m in the market and crypto. I doubt the stock market will go up that much more and I doubt alts (the main players at least) are going too much lower. Crypto is a risk-on asset and extremely volatile but money needs to go somewhere when returns elsewhere aren’t doing their job. That’s where BTC, ETH and the top ten alts will make ATHs. Right now we’re at a beautiful accumulation phase where people are selling. When the numbers go north, they will go really north, quickly, and likely followed by a significant down trend. That’s my analysis anyhow.

aiwanchuk

Timing ETH feels like releasing a song, the mood can flip fast. Best Wallet helps me track fees and do small, spaced buys when I’m unsure. I keep it within my monthly budget and sleep fine, skip perfect entries entirely.

Left_Slice_3082

If your time horizon is five to ten years and BTC and ETH are already your core holdings, then the rest of the portfolio should not be used to chase market moves. I would prioritize infrastructure focused projects such as Ethereum scaling, oracles, cross chain systems, or decentralized storage, because these are used long term rather than driven by hype. The key things to watch are whether development continues during bear markets and whether the token has a real function in the network, so the portfolio can grow alongside the industry over time.

Leynnox

Alt season has nothing to do with tech or whatever. Safe assets go parabolic, liquidity then goes to BTC, BTC goes parabolic, then liquidity goes to ETH, then altcoins, then some random memecoins. It's all about greed and cycles, tech and utility don't mean sh*t, it's just good for bag holders

biba8163

> MUH RWA ~2 years ago ETH Bagholders were celebrating **Blackrock tokenization** of Money Market Funds for Institutions saying, "Imagine the transactions, this will a rocket for ETH." - ETH price has dropped ~15% since then - ETH fee revenue has dropped -83% since then - *There have been a total of ~10,000 transactions with a little over ~$1K in fees over a ~2 year period.* The bagholder who responded with this comment has deleted it and will probably never touch ETH again. > And it’s right on ETH. **Can you imagine the number of transactions about to go down?** https://np.reddit.com/r/CryptoCurrency/comments/1bkm1u1/blackrock_unveils_crypto_fund_first_with_5/kvzup2u/ > Hocus Pocus, CCIP, CCID, VRF, CRE, SWIFT, Magic Oracles will serve you Truths from Golden Data Containers The ChainLink Town Criers didn't fail to shill ChainLink in response to the above comment: - LINK is down -33% since then > BNY Mellon are providing the custody. They use ChainLink CCIP on the backend. > No point in shilling chainlink to these plebs, they don’t understand how this works

iTyrone__

Bitcoin goes up , XRP goes up so does ETH.. the top 3.

hyrola_au

Irrelevant of the maths, whether you used a AI to write this for you, I am purely writing as if this post is legitimate. I did the exact same but with only 20k AUD in alt coins, a chunk of money I was happy to lose (but ideally didn't want to). My brother in law has been through multiple alt coin seasons, he's had BTC, ETH and then a range of alt coins. His initial investment was 100K some time back now, and before the crash in October? this year he had 600K (500k profit - not counting taxes and money to withdrawal). He does charting every day, he's done courses and has a group of people who invest and collaborate who do the same. He was loving seeing the profit, till now. Hes gone from 600k portfolio to less than 300k as he moved all his BTC and ETH to alt coins such as SOL, SUI, SONIC etc. I too have about 20k in the above and down over 50% currently, for me its a live and learn. I wish I had that 20k now that we just had Christmas etc. but also I am just going to leave it there now and wait. Brother in law still has a slight hope of an alt coin season but I can see it in his eyes and hear it in his voice, his hope is not like it used to. Now to the real question which option. I would rule out option B. You are taking more loss transferring, and right now its just too volatile to pick any alt coin to rally. So you have the get out option A, use the tax losses to your advantage but still come out down. Otherwise if you can live and survive, not have to sell a car, or assets might have to sit on what you have, just remember you havent lost anything yet till you actually withdrawel. You still have the amount of coins you had when you put in 88k or whatever it was. Either way, yes you got caught up in the hype train, 4 year cycle was coming to an end, top analysts were all banking on massive rallies... but at the end of the day, this is all funny money, dictated purely by the whales out there. We are living in their world, they want to pump in a few hundred million, watch the little people like us trip over themselves, then pull out. This is not a game you play to bank on winning, only hope.

GILL-47

Crypto is getting exposed now. Don't hope for any season of any kind. It's a dumpster even ETH and BTC at this stage. There is a reason stock is up, gold, silver is up because people beleive these are the real proper assets not some ponzhi scheme like crypto.

biba8163

> I see that it’s the leading revenue generation coin by a wide margin. Be careful of NOOB bagholders shilling and misinforming you. DYOR and verify for yourself. | Time Frame | TRON | ETH | |:-----------|------------:|:------------:| | 7 Days | $44.7 Million| $1.9 Million | 30 Days | $201 Million| $11 Million | 90 Days | $642 Million| $76.6 Million | YTD | $3.5 Billion| $529 Million https://tokenterminal.com/explorer/projects/tron/metrics/fees?interval=ytd https://tokenterminal.com/explorer/projects/ethereum/metrics/fees?interval=ytd Even the the YTD numbers are misleading. Both networks have had upgrades resulting in declining fees but ETH's drop in Fee revenue has been MASSIVE from $26-40 Million per week in the first couple of weeks of the year to $2-3 Million or less today as traffic has migrated to L2s and upgrades have slashed fee revenue to very little. See my other comments, ETH fee revenue is down -98% since the 2021 peak. I am not advocating to invest in TRON in any way, just pointing out the facts. Bagholders of all sorts of Alts think they have fundamentals and point to fee revenue, technology, partnerships, etc. But the fact is that all Alts are completely double speculative assets that rely completely on BTC price movements (BTC itself is speculative) **ETH is a double speculative asset** ETH is a double speculative asset that historically has a 0.96 correlation coefficient to BTC. *ETH only appreciates when BTC goes on parabolic bullruns.* Otherwise like the rest of crypto, it does nothing relying entirely on BTC for any appreciation of value and then *loses 70% to 90% of its value when BTC goes into a bear market.* - Summer 2017, ETH hits ATH of $400 after BTC hits local top of $3,000 - January 2018, ETH hits ATH of $1,400 after BTC hits cycle top of $20K - May 2021, ETH hits ATH after BTC tops out in April 2021 - Nov 2021. ETH hits ATH in December after BTC tops out in November 2021 - August 2025. ETH briefly touches past 2021 ATH after BTC breaks $120K

biba8163

> In order for these stable coins to be sent and received they need a way to do it. Ethereum is the way to do it. I mean this is a fact. ETH Maxis really shilled you into believing this? The **stablecoin marketcap has gone up 200% and ETH has gone down -40%** in that time frame. | | Nov. 2021 | Oct. 2025 |:-----------|:------------:|:------------:|:------------:| | Stablecoins | $0.11 Trillion | $0.32 Trillion | ETH | $4,800 | ~$2,900 I've tried to explain that to ETH Maxis MANY times that Ethereum/Tron/Solana/ETH L2s are just competing RAILS for Stablecoins and that they will be forced to remain CHEAP to keep Stablecoin dominance but playing bag holder bingo they never grasped this concept... > in order to compete with other chains, Ethereum will have to scale and that has seen the rise of L2/sidechains which results in loss transaction fees and MEV tips essentially stealing value from ETH. **This essentially turns Ethereum, Solana, BSC, Tron, L2/Sidechains, etc into competing networks for DeFi casinos and rails for StablecCoin transfers where they have to remain cheap** or utility and users will move to competing chains. **(September 2024)** https://np.reddit.com/r/ethfinance/comments/1f9ef5k/daily_general_discussion_september_5_2024/llmkgtm/ ...and what has happened? ETH fees have dropped like 90% and TRON was also forced to make upgrades to slash fees by -60%.

biba8163

ETH fee revenue has been dropping massively because of L2s and upgrades. *ETH Fee Revenue* | Month | Fees | |:-----------:|:------------:| | May 2021 | $1.03 Billion | | November 2025 | $15.94 Million | | Δ | -98.45% |

biba8163

> Ethereum is one that’s way undervalued. If your coin is not generating revenue it’s trash. Look at Eth revenue and tell me it’s trash. I am telling you, you lack common sense. | Network | Daily Fee Revenue | Marketcap. | P/S |:-----------:|:------------:|:------------:|:------------:| | ETH | ~$250K | $360 Billion | ~3,800X **Price-to-Sales (P/S), a Fundamental Valuation Metric** - QQQ heavily weighted towards tech companies currently has P/S ratio (marketcap/revenue) of approximately 6.16 and is considered overvalued because it's much higher than it's historical average. - NVDIA has a P/S of 23 because it's priced as a hyper growth tech stock whose revenue has gone from ~$10 Billion in 2020 to $130 Billion today and continues to grow. - PLTR has a has a P/S of 130X is considered MASSIVELY OVERVLAUED

BlueM92

I hold 85% BTC and 15% ETH, so still heavily weighted towards BTC

MaximumStudent1839

Is this a copy and paste from that deleted thread? Wrote the response back there here: [https://www.reddit.com/r/CryptoCurrency/comments/1pxzwfv/comment/nwf2c3l/?context=3](https://www.reddit.com/r/CryptoCurrency/comments/1pxzwfv/comment/nwf2c3l/?context=3) Instead of getting a reply, OP just capitulated and deleted the thread. > It is functioning as a cypherpunk hedge against bitcoin  It is grasping for every straw that I see. First, they talk shit about crypto getting co-opted by ETFs/DATs. Then Grayscale files one for ZEC, and the twins launch Cyph DAT for ZEC. Then you hear all the blah blah from these advocates on how BTC will crash because Saylor's Strategy mNAV will go below 1 or how ETH will crash because Tom Lee's Bitmine mNAV will go below 1. Then I look at Cyph mNAV already below 1 - can't fathom ppl throwing stones in a glass house. If anyone irl asks me why crypto feels manipulative and deceitful, I will gladly tell them story about ZEC.

coinfeeds-bot

tldr; BitMine, led by Tom Lee, plans to launch its Made-in-America Validator Network (MAVAN) in 2026 to monetize its $12 billion Ethereum treasury through staking. The company projects MAVAN could generate $1 million per day in ETH staking rewards, but this depends on factors like staking scale, validator performance, ETH prices, and yields. Currently, BitMine holds 4.1 million ETH, with a portion already staked. While the $1 million figure is plausible under ideal conditions, it remains a projection rather than guaranteed revenue. *This summary is auto generated by a bot and not meant to replace reading the original article. As always, DYOR.

jspartanlee

Nah, Alt-season is right around the corner. $15k ETH and $10 XRP is the bare minimum this cycle.

TheLaw_1711

This is a checklist of hopium, not a thesis. Ending QT doesn’t mean QE, and rate cuts usually happen because the economy is breaking — not because it’s time for alts to moon. A “crypto-friendly Fed chair” is fantasy until it actually happens, and even then the Fed isn’t cutting rates so random L2s can pump. Regulatory clarity helps BTC and maybe ETH — it doesn’t magically create demand for 90%-down, endlessly diluted alts with zero utility. Being at cycle lows isn’t bullish when most of those projects are structurally dead. If liquidity improves or DXY weakens, BTC eats first — we’ve already watched that play out this cycle. The market changed: ETFs, options, sports betting, and memecoins replaced alts as the casino. Retail isn’t coming back to baghold infrastructure tokens. There will be random pumps. A broad alt supercycle in 2026? That’s pure cope. I hope you all the best, but its best to be real than hold onto false hope.

Geep1778

From what I gather of crypto the only 2-3 coins I’d personally sink money into and feel ok leaving it there a few days w o checking up on it are BTC, ETH, or Monero. The rest are pure speculation and have no real connection to reality and the other Financial markets. Stick to those 3 if you consolidate. But some people ride to the wheels fall off or their investments bounce back. At least w the stock market you know real big money people are behind each stock or corporation and if a stock tanks it’s because of a real life situation that causes the downfall. Great companies bounce back because theirs real value there backed by the 1%s cash! Follow the money and you’ll always see a bigger picture. But With Crypto it’s all hype and the only reason markets move is when bitcoin holders sell a coin to purchase other coins of lesser value. With so few holders of most of these coins, regardless of which coin it is, makes it easier for a few to manipulate the many or the market itself. If they move together on any given trade they can easily pump into some shit coin and inflate the value instantly. As soon as the market moves up all the little people start piling in which further pushes up the price. Our 2 villains decide when to rug pull and work in tandem to max profit and virtually sucker people into buying something they think will keep rising. Meanwhile our villians leave everyone else holding the bag while they cash out into the next cycle on another coin or back into the ones they feel are safe. Thats a simple example, but with whst seems like Unlimited shit coins out there, imagine being able to issue your own coins with no oversight! Sam Bankman Fried ring a bell. You cant trust these coins until theres a reality based reason for their value imo. Otherwise you’re just trying to get lucky

MaoAsadaStan

I always wonder how high ETH can go when supply is unlimited 

Survivaleast

Reset your holdings. BTC and ETH. Everything else is just noise. Consolidate your holdings and go live your life.

Dazzling_Marzipan474

What I would do. And actually did like 2 years ago or so was sell all my alts and just buy Bitcoin. By the time even if an alt does well you have 3 or 4 others that are doing so bad it is almost impossible to win. I had tons of alts do well ETH did a 3x, ADA a 3x , CONE did like an 8x, MOONS did like a 3x I think, a few others I can't remember. But with ICP, ATOM and DOT destroying a lot of my other gains. I would've been WAY better just keeping it simple and buying BTC

Spoofik

Once again, I am convinced that BTC + ETH is all we need. In the worst case scenario, even if the price falls, it will only be temporary, and sooner or later we will be able to get money back and make a profit, which cannot be guaranteed with shitcoins.

Zealousideal_Rain_79

We are all at a loss with altcoins because most of us expected an altcoin season in 2025. After this cycle, I think I might become a Bitcoin maxi. I DCA’d for four years into four top-50 altcoins and achieved almost 40% gains in November 2024 and January 2025. I didn’t sell because I was expecting an altcoin season in Q4 2025, similar to what we saw in Q4 2017 and Q4 2021. I didn’t anticipate how much the Trump tariffs and broader macroeconomic conditions would impact retail investors, pushing many of them out of the market and making an altcoin season unrealistic. My honest advice is to sell part of your losing positions and buy BTC and ETH when prices drop. I would suggest not selling Polkadot right now; instead, wait until March 2026. DOT is expected to cap its supply, and it will launch the Join-Accumulate Machine (JAM) project, which is designed to succeed the relay chain. Combined with its current ETF, this should generate some profits.

Zealousideal_Rain_79

We are all at a loss with altcoins because most of us expected an altcoin season in 2025. After this cycle, I think I might become a Bitcoin maxi. I DCA’d for four years into four top-50 altcoins and achieved almost 40% gains in November 2024 and January 2025. I didn’t sell because I was expecting an altcoin season in Q4 2025, similar to what we saw in Q4 2017 and Q4 2021. I didn’t anticipate how much the Trump tariffs and broader macroeconomic conditions would impact retail investors, pushing many of them out of the market and making an altcoin season unrealistic. My honest advice is to sell part of your losing positions and buy BTC and ETH when prices drop. I would suggest not selling Polkadot right now; instead, wait until March 2026. DOT is expected to cap its supply, and it will launch the Join-Accumulate Machine (JAM) project, which is designed to succeed the relay chain. Combined with its current ETF, this should generate some profits.

BlueM92

The amount of things happening on ETH I believe it still has future potential. It's already showing itself as the backbone of stable coins.

DegreeStunning7644

Да одни нули только  можно  купить от BTC сейчас , слишком дорогой btc, а покупать щиткоин ETH смысла нет , eth -никогда не подняться до стоимости btc у него премайнинг монет только на 72 миллиона. 

MariachiArchery

Speculating for sure, I hold VET and POL. I thought they had potential for sure. I took a risk. *However*, against my BTC and ETH bags, they were less than 1% of my crypto portfolio. Against my IRL portfolio, *way* less. Literal moonshots. Unfortunately for OP, this looks to be everything. $28,000 into IOTA is wild with an $88k net worth. What I've learned from this sub over the years (since like 2017), is that unless we are talking about ETH or BTC, we are talking about literal penny stocks. Remember Waltonchain? Shit, this sub shilled fucking Bitconnect and Luna/Terra Labs. Yeah, when I see this sub get all bricked up about a project, it's a pretty good bet the only thing it's got going is hype.

Low_Arm9230

Those are all shit coins with no real utility. Currently I only see BTC, ETH and XRP as having any meaningful value. I think the become a millionaire dream that crypto introduced in early days has kind of pushed aside the fact that many people lose millions in crypto everyday because they want to get rich. Unfortunately I do not see your portfolio ever making a break even from that point, but I might be wrong.Since you’ve already invested, if you can afford wait for the next bull cycle you might be able to shed some loss, break even or even make some profit. But 68% is a large hole to dig out from.

SeriousGains

Tom Lee says ETH to 30k in 2026

based_pinata

These were the people calling bitcoin old tech and the mostly BTC/ETH holders dinosaurs.

Lunardo98

One of the most painful things to realise in Crypto is how much of it is pure gambling, it doesn‘t matter how good a project looks and how much real world implementation it has. I bought into VeChain and Fantom (FTM) back in 2021, put in around 4-5k that I saved with my apprenticeship money. Had a profit of 1k at some point, until it all went to shit with the Ukraine war. BTC and ETH recovered, Vechain and Fantom however? Even with Fantom converting to Sonic, my holdings are now worth 200 bucks. Had I put that money into ETF‘s or just plain old Bitcoin, I would still be looking at a green wallet value. A super painful lesson that goes to show that you can‘t just print money except if you‘re evil or one of the fewer people with stupid luck. Stick to the basics and work on improving your income/skills.

sparcusa50

Why no BTC, ETH, or Solana? I would hold as the anticipated passage of the market structure bill in the US should provide a lift for all tokens

nllfld

Not one bad investment decision. Eight bad speculation decisions. Option A, then BTC / ETH. Then diamond hand and leave crypto when you're at 88k again.