ETH

randallmauel

Im buying small amounts of AVAX and Sol. Ive got all the ETH Im planning on buying. Maybe a little more BTC

GreenStretch

Ugh, practically out of *crypto*, sold everything but 25% of my ETH. Still have the BTC, though.

Tall-Assignment-6227

Altcoins didn’t historically rally because of “new retail buyers.” They rallied because of capital rotation. BTC runs first, then ETH, then profits flow outward as risk appetite increases. Retail arrives late — always has. Saying there’s “no fresh capital” ignores reality. Capital is entering crypto — it’s just concentrated at the top right now. Liquidity doesn’t disappear; it parks, waits, then rotates. That’s how every cycle works. The ownership argument is also a mismatch. Alt seasons were never driven by enforceable rights or equity-like cash flows. They were driven by reflexivity, narrative momentum, and volatility seeking. If ownership were required, memecoins would never have outperformed — yet they do, every cycle. ETH being a “utility token” isn’t a weakness. Base layers aren’t equities. Oil doesn’t give voting rights either — yet it underpins entire economies. L2s don’t weaken ETH; they feed it by scaling demand. This reads less like a structural critique and more like someone who’s tired of waiting and decided the game must be broken because it hasn’t paid out yet. Cycles don’t end because people stop believing. They end because liquidity exhausts — and we’re nowhere near that.

Spare-Dingo-531

> When it says buy ETH, are you buying the blockchain Ethereum or their coin Ether? Blockchains are essentially spreadsheets that keep track of "who owns which coins" in their wallets. The thing that makes blockchains special is no single group can modify the contents of that spreadsheet. This is because modifying that spreadsheet is made inherently costly, through either Proof of Work and Proof of Stake. Because modifying the spreadsheet is costly, miners and validators that make blocks of transactions cannot make many fake nodes and double spend coins. The transaction block creators are compensated for the computational work or stake they have to provide. That compensation comes in the form of new Bitcoin or new Ethereum. This compensation is why coins like bitcoin and ethereum have to exist in the first place. For more see: https://michaelnielsen.org/ddi/how-the-bitcoin-protocol-actually-works/ https://medium.com/coinmonks/polkadot-vs-cosmos-vs-ethereum-2-0-for-real-idiots-3b6f0e0cfb2f

ZhenyaV

good comparison, but ETH might hike gas fees or reduce inflation or start taxing L2. So there are more ways for it to increase rev and lower P/S. So it can't be compared to tech companies 1:1.

Cptn_BenjaminWillard

BTC is absolutely the king right now, and maybe for many years. I'm fan of ETH too, but for different uses and reasons, and even a fan of XMR for privacy. But all three can co-exist, in my mind.

epic_trader

Bitcoin is a blockchain Ethereum is a blockchain TRON is a blockchain BTC is the native currency of Bitcoin. You send BTC on the Bitcoin network, and you pay for transaction fees with BTC. ETH is the native currency of Ethereum. You can send ETH on the Ethereum network and you pay for transaction fees with ETH. TRX is the native currency of TRON. You can send TRX on the TRON network and you pay for transaction fees with TRX. Ethereum and TRON support smart contracts, these are applications which can facilitate a bunch of different functionalities. USDD or USDC or USDT are stablecurrencies. These are tokens that are controlled by smart contracts on TRON and Ethereum. Uniswap is a decentralized exchange where you can exchange tokens, it's controlled by a smart contract on Ethereum. You can't buy "Ethereum", you can buy ETH which is also known as Ether. Same with TRON. You can't buy TRON, you can buy TRX also known as Tronix. A blockchain is a database with contains "blocks" of transactions. Every single transaction on the network is public and recorded on the ledger. BTC transactions on the Bitcoin network, ETH or USDC transactions on the Ethereum network. Here's the latest Ethereum block: https://etherscan.io/block/24063970

Ikki_The_Phoenix

Your TRON/Ethereum confusion: TRX is the native token of the TRON blockchain. USDD is a stablecoin that runs ON the TRON blockchain. You're not "investing in the blockchain" you're buying tokens that exist on it.When you buy ETH, you're buying Ether - the token. "Ethereum" is the blockchain network, "Ether" (ETH) is the currency. People conflate the terms. You're buying the token, not "the blockchain itself" - that doesn't even make sense as a concept. "Are these transactions recorded on their blockchains?" Yes. When you buy BTC, the transaction is recorded on Bitcoin's blockchain. When you buy ETH, it's on Ethereum's blockchain. Each blockchain is its own isolated ledger. "Do they communicate with each other?" No. Bitcoin and Ethereum blockchains don't natively "talk" to each other. They're separate networks. Bridges exist to move assets between chains, but those are third-party solutions with their own risks. You're asking basic questions about blockchain architecture while considering "investing" in TRON and Ethereum. That's backwards. You're trying to gamble before you understand what you're gambling on. Here's what you should actually do: Don't buy anything yet. You don't understand the basics, which means you'll lose money. Learn the difference between: Layer 1 blockchains (Bitcoin, Ethereum, TRON) - the base networks Native tokens (BTC, ETH, TRX) - currencies that power those networks Tokens built ON blockchains (USDD, USDT, random shitcoins) - assets that exist on top of L1s Understand this brutal fact: 95% of crypto projects are designed to extract money from people who ask questions like yours. You're the target customer for exit liquidity. Specific to your question about TRON: TRON (TRX) is mostly known for: Hosting Tether (USDT) - the largest stablecoin Cheap transaction fees Being heavily centralized (Justin Sun controls most of it) USDD is TRON's algorithmic stablecoin (similar to failed Terra/UST that collapsed) Buying TRX is NOT "investing in the blockchain infrastructure." You're buying a token that may or may not increase in value based on speculation, usage, and whether Justin Sun decides to do something stupid. The gritty advice: If you're this early in understanding, you have two options: Option 1: Learn first, invest later Spend 3-6 months understanding how blockchains work Learn tokenomics, market cycles, technical analysis Paper trade (fake money) until you understand what you're doing THEN consider putting real money in Option 2: Accept you're gambling and act accordingly Put 90% in Bitcoin (the only crypto with 15-year track record) Put 5-10% in learning mistakes with small amounts Don't touch anything with "innovative features" or "better than Ethereum" claims Expect to lose the 5-10% What you should NOT do: Buy USDD (algorithmic stablecoin with collapse risk) Buy TRX thinking you're "investing in blockchain infrastructure" Buy random alts because articles mention them Invest significant money before understanding basics

Buddy_Palguy

When did ETH become allergic to $3k?

PhilBombPhanatic

He only has ETH and BTC, as far as I know. He dabbles much more than I... he may have others.

hyukjun1

Buying both isn’t a bad idea. Could stake the ETH as well with something like RocketPool

CereBRO12121

I don’t like the one solution thinking for myself. I hold gold, stocks and BTC and also a little bit of ETH. BTC is becoming more stable each cycle. The number will go up for another decade or two before it likely becomes very stable. But from a pure gaining point, many stocks will succeed it, as it was the case over the last 5-7 years.

akinkorpe

It *feels* weird because people think in terms of “market = one thing,” but this cycle has been extremely uneven. A few things happening at once: * Liquidity is very concentrated. BTC, ETH, and a handful of narratives soak up capital, while long-tail alts get ignored. * A lot of alts are still carrying massive dilution (unlocked supply, emissions, VCs exiting), so price can drop even in a “bull” environment. * This isn’t a broad retail-driven bull yet — it’s selective and rotation-based. So yeah, it can be a bull market at the index level while many individual tokens are effectively in a quiet bear market. Curious which alts you’re looking at — the reasons can differ a lot token by token.

TheThirdCannon

My next trim on ETH is at $10k. Should see that in a few years. Been swinging BTC. Just enough to make a difference if the store of value plays out but not enough to hurt us if it goes to zero. BTC is not as secure as I thought it was. Always take a look at real world projects with actual teams developing it.

mathaiser

“Alt Season”. “Topple ETH”. Such clickbait.

YogurtclosetTall2558

Target mix: 70 BTC, 20 ETH, 10 venture. Venture = real-utility infra like Ocean Protocol, Akash, Render, Bittensor. Keep it tiny. DCA weekly. Rebalance quarterly or when any bucket drifts ±20 percent from target. Profit skims on big runs: sell 10–25 percent at 2x, again at 3x, rotate to core or cash. Never rebalance into illiquid junk. Taxes and fees decide whether to act now or wait.

YogurtclosetTall2558

Case for yes: throughput, consumer apps, active devs across Jupiter, Phantom, Drift. Keep core in BTC and ETH; add a measured SOL sleeve and review yearly. If you want utility overlap, follow Ocean Protocol for data, Akash for GPUs, Render for GPU work.

rotetiger

Go look at the chart. Holding a bag is usually said, when the price is low. But XMR has shown relative strength to almost all other coins (including BTC or ETH).

AutoModerator

Post is by: Gullible-Tale9114 and the url/text [ ](https://goo.gl/GP6ppk)is: /r/CryptoMarkets/comments/1pschhs/brazils_crypto_market_jumped_43_in_2025_with/ Brazil is quietly becoming a major crypto market, and one solid window into that is Mercado Bitcoin’s latest report. On their platform, transaction volume grew 43% year over year and the average person is now investing over $1,000 (about 5,700 reais). Thats a pretty significant number for an emerging market. What's really interesting is how the market is evolving. Its not just speculation anymore. About 18% of investors are diversifying across multiple crypto assets instead of going all-in on one coin. Bitcoin is still the most traded followed by USDT, ETH and Solana. But stablecoin transactions tripled compared to last year as people looked for lower volatility options during uncertain times. The demographic shift is notable too. Investors under 24 years old increased by 56% which shows crypto is catching on with younger generations. But growth happened across all age groups including high net worth individuals and institutions. Geographically its spreading beyond just São Paulo and Rio into other regions. Low-risk crypto products saw massive 108% growth. These digital fixed income offerings (on Mercado Bitcoin) distributed about $325 million to investors in 2025. Seems like Brazilians are getting more sophisticated and looking for yield opportunities beyond just buying and holding. Even traditional finance is taking notice. Itaú Asset Management now recommends allocating 1-3% of portfolios to Bitcoin as a hedge against currency volatility and geopolitical risks. Coming from one of Brazil's biggest asset managers thats a pretty big endorsement. Brazil's population is over 200 million and if adoption keeps growing at this pace it could become one of the top crypto markets globally. Worth watching how this develops, especially as products and regulation keep maturing. *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.*

setokaiba22

Because tbh the main attention is always going to be to things like BTC or ETH - those that have the biggest price and retail investment

Distinct-Thanks-6477

Of course you have to adapt as your portfolio does. Taking profits is never a bad thing. I am happy to have taken profits from ETH and AIOZ when they had their runs. I am still holding long-term as i see a lot of potential.

RamoneBolivarSanchez

Bitcoin drives the market kiddo. If anything Ether drives it harder than SOL if you look at BTC/ETH and then SOL/ETH. Just because your bag is VC crime garbage doesn’t mean everyone else’s is too.

002_timmy

I had a conversation the other day with someone and was saying how moons laid the foundation for me across so many different web3 concepts. Airdrops / farming - most obvious way with posting & commenting Centralized Governance - monthly voting on Reddit Decentralized exchanges - Moons were only available on Sushiswap when they hit mainnet, so that's where I traded them DeFi (specifically LPs) - Sold some earned moons for ETH, then created LP positions on Sushi DeFi yield farming - LP positions got boosted yield in additional moons & sushi tokens for a period of time Decentralized governance & DAOs - CCMOON DAO after Reddit sunset moons We've also added lending with Teller, although I ventured into that area before we started on Teller. I'm probably forgetting a few more, but moons are really a great way for beginners to crypto to learn & then put into "risk-free" practice what they learn.

RamoneBolivarSanchez

No, crypto is fine look at BTC and ETH. You’re just mad because your bag of MOG is down 99%, along with RETARDIO and all the other garbage you’ve probably peddled

DaddyDontTakeNoMess

Who knows. ETH didn’t get to ATH this cycle. Why are else expecting SOL to?

KIG45

This is simply not true, but as you say. By the way, a large part of my portfolio is in ETH, but I am convinced that until they fix their security flaws and become much more decentralized and fast, they will stay in one place until someone better simply overtakes them.

bartiz

Didn't BTC in this cycle did better than ETH, SOL and many others? Seems very risky to look for an alt coin that will do better than BTC.

Electrical-Penalty44

The value of all cryptos is based on speculation. Every. Single. One. If it wasn't only a few would have any value at all (meaning priced above $0) and ETH and LINK would be at the top.

KIG45

Secure technology? We have hacks on the ETH network every day and this is the main problem they need to solve if they want to succeed!

Leynnox

Why not, BTC > ETH // Solana > shitcoins > memecoins. Because yes, no matter what people are saying, Solana is in the top 3 cryptos, like it or not. Now for long term, while BTC seems obvious, it really depends, because if you're staking your SOL, that's something like 7% APY, which is not bad at all. BTW inb4 the "solana is all about memecoins huehue", check Shopify, Revolut, Google Cloud BigQuery and Visa, for real case utilities.

Lump-of-baryons

I have to admit I fell into the NFT space fo a bit there in 2021/2022, crypto twitter, etc. Glad I woke tf up, looking back that whole space was obscene. I’d been dabbling in crypto since like 2017, was advocating for it and nah turned me off completely to pretty much the whole thing (I do still buy and hold BTC and ETH tho).

Former_HF_Employee

Bro now you're even more confusing. Your first post shit on both BTC and ETH when asked which one. Now youre saying you're a BTC maxi... ?

biba8163

I am the Shitcoin Boogey Man... > You had a once in a lifetime opportunity of a 3-year head start to front run big dick institutional funds and maybe even sovereign funds but instead you chose to chase after shitcoins. As a result there are probably a ton of people who have been in crypto for years don't even have a whole Bitcoin or cannot afford one now but could easily have acquired one over the past three years. What's worse, as Bitcoin's value appreciates more and more, some of you don't even realize what is happening and are still chasing some shitcoins. At least acquire some Bitcoin for god's sake. There's no reason we can't all make it. https://np.reddit.com/r/CryptoCurrency/comments/kk8n2g/daily_discussion_december_26_2020_gmt0/gh3kmjt/ ...trying to wake you up from your shitcoin fever dream > A $32 ADA w/ $1T mkt cap isn't unrealistic in 10 years if we assume that Bitcoin will keep rising in that time and by then will itself most assuredly be sitting well over a trillion. https://np.reddit.com/r/cardano/comments/l4huaz/comment/gkr0c1c/ > Yeah I'm in the process of switching most of my BTC/ETH over to ADA as well. I'm of the mindset that the Cardano network is going to make Ethereum obsolete https://np.reddit.com/r/CryptoCurrency/comments/kx4t9t/comment/gj8t08b/ Of losses and opportunity costs Date | ADA/BTC Ratio ---|--- 12/21/2017 | ████████████████████ 0.000030 12/21/2018 | ███████ 0.000010 12/21/2019 | ███ 0.000005 12/21/2020 | ████ 0.000007 12/21/2021 | █████████████████ 0.000026 12/21/2022 | ██████████ 0.000015 12/21/2023 | ██████████ 0.000015 12/21/2024 | ██████ 0.000009 12/21/2025 | ███ 0.000004

Former_HF_Employee

Pretty sure the question was BTC vs ETH not please rammble about a bunch of random ideas. Youre also dead wrong on your adoption beliefs so theres that. You sound like like the guy arguing with me a year ago that institutions wont buy BTC... i think he deleted his account when i followed back up with him.

Fancy_Palpitation_38

Secret Network (SCRT) is one of the few blockchain projects focused on true privacy at the smart-contract level — it lets developers and users build and interact with dApps where inputs, outputs, and state are encrypted by default, unlocking real use cases that public chains can’t support.  This isn’t just about hiding transactions — it’s about protecting financial data, identities, and sensitive logic in DeFi, NFTs, gaming, and beyond. That means MEV resistance, front-running protection, and private DeFi interactions right on-chain.  Secret also enables privacy for tokens from other blockchains through Secret Bridges and the SNIP-20 standard, so assets from ETH, BNB, and more can become privacy-preserving in Secret’s ecosystem.  SCRT itself has real utility — it’s used for network fees, staking (security + rewards), and governance, meaning holders can help shape the future of the protocol.  In an age where data privacy is increasingly valued but rarely delivered on public blockchains, Secret Network represents a unique and growing niche in Web3 — and that’s why more people need to pay attention to SCRT now.

Fancy_Palpitation_38

I get the skepticism, and a lot of this critique is fair — especially around governance theater and the DAO/devco split. But I think the conclusion goes a step too far, and that’s why I still believe altseason happens next year. Altseasons have never been about “belief” or ideological purity. They’ve been about liquidity rotation. Every cycle, capital starts conservative (BTC), moves to ETH once risk appetite grows, and then inevitably spills into higher beta assets — not because they represent ownership, but because they offer asymmetric upside. Institutions don’t need to love altcoins to trade them. They don’t need governance to work or tokens to represent equity. They just need liquidity, volatility, narratives they can explain, and a market structure where BTC/ETH feel “done” for the cycle. That’s exactly when alts run. Retail isn’t “gone,” it’s dormant and capital-constrained. It always comes back late, chasing performance, not fundamentals. The buyer of altcoins has never been institutions seeking ownership — it’s been momentum traders, funds running relative value, and retail following price. Also, not all alts are governance theater anymore. A growing chunk are infra plays tied to usage (DA, oracles, L2s), revenue-sharing experiments (imperfect, but evolving), or pure beta vehicles for narratives (AI, RWAs, gaming, memecoins). None of those require clean ownership to outperform in a risk-on phase. You’re right that long-term, enforceable rights and cash flows matter. That’s the next evolution of crypto. But markets don’t wait for perfection — they front-run narratives and liquidity. Altseason doesn’t mean alts are “fixed.” It means risk appetite returns. And when BTC dominance rolls over and ETH momentum stalls, capital will look for the next place to express risk — flawed tokens and all. That’s why I don’t think altseason is dead. I think it’s just later, narrower, and more brutal than past cycles — and that points to next year, not never.

JackyGekko

I would not bet on Solana for the long-term honestly. During this cycle it reached new ATHs because of the memecoins frenzy, reaching the pico top with $TRUMP, but beside that it hasn't a real utility as a chain, unless it will focus on the payments market again. Plus, the chart vs BTC is quite clear to me, and it looks like ETH/BTC after the NFT boom. The main risk here is that $SOL could underperform $BTC, but also all the other crypto assets in the next cycle. If you look for a long-term investment, I suggest to wait for a drop vs $BTC to the lower bound of the range. https://preview.redd.it/dmsleuhlwj8g1.png?width=1503&format=png&auto=webp&s=bf4724a83aa856099db8fcad4569017722c52c60

jwz9904

ETH is 3k!

Excellent-Abroad-608

Perso, je répondrai avec la vidéo suivante [https://www.youtube.com/watch?v=KxOSrkE31XY](https://www.youtube.com/watch?v=KxOSrkE31XY) Comme d'autres l'ont dit, pour le très long terme, BTC, et un peu de ETH, et voilà :)

coinfeeds-bot

tldr; Crypto activity in Brazil surged 43% in 2025, with average investments exceeding $1,000, according to Mercado Bitcoin's report. The market shifted from speculation to structured investing, with diversification increasing as 18% of investors allocated funds across multiple assets. Bitcoin remained the most traded asset, followed by USDT, ETH, and SOL. Stablecoins gained traction, and digital fixed-income products saw a 108% rise in investment volume. Participation expanded across demographics and regions, with São Paulo and Rio de Janeiro leading transaction volumes. *This summary is auto generated by a bot and not meant to replace reading the original article. As always, DYOR.

HSuke

They're down only 50% from their average price the previous cycle. About 30 ETH floor price. https://www.coingecko.com/en/nft/cryptopunks

baIIern

ETH is different and it doesn't get you 15%

Aware-Picture-397

cryptopunks go for 1.5 ETH and apes for 5 ETH. down from over 100 ETH

MinimalGravitas

> That is the truth. Except that anyone can check and realize that it isn't true... The supply of ETH is growing at 0.79% per year and the reward for staking is about 2.85%. It would appear that like so many here you actually don't care about truth at all, which is pretty sad, and presumably not a great attitude for choosing investments.

Banker_dog

Same story we’ve heard since 2017. Only consistent coins apart from BTC and ETH to keep a top 10 spot

MaximumStudent1839

> As assets mature, valuation frameworks evolve.  OK. There may be one vertical I can concede on how the passage of time can change things. There is much more competition for providing block space nowadays than there was five years ago. Those who overindexed on ETH, getting somewhat of a monopoly on selling blockspace or settlement, might get frustrated and need a new framework. However, my general impression is that the asset and tokenomics are a lot more valuable. As someone who pays avid attention to these foundation/founder/validators in alt L1 politics, I realize there are a lot more insidious incentives favoring these insiders to rape the token dry than to benefit holders. Just look at Solana. It is still struggling to pass an inflation-reduction measure due to validator politics. Just look at the Cosmos hub. The Atom chart is beyond rekted, and there is still no sense of public urgency to kill off the inflation. Instead, they go on a big parade of "inviting more research on how to reduce inflation". It is the same schtick they did like 3 years ago.

MaximumStudent1839

> As assets mature, valuation frameworks evolve. I don't know how this point makes sense. We both agree that this asset reached this height by riding on demand, unrelated to the DCF framework. I don't understand why the passage of time makes it more relevant. These L1 assets have horrible revenue multiples with no precedent of ever fixing them. Serious DCF-only investors would never want to be marginal buyers of these assets, just as they think buying metals as a "hard-money" bet is stupid. If you are a dairy farmer, it is probably not worth your time to bother about what lactose-intolerant customers want. So I don't understand the logical angle of adopting this DCF valuation model. Neither adopting the model will convince new marginal buyers to come, nor will it explain all the buying interest to date. So I am lost on why it is relevant. In fact, BlackRock doesn't talk much about all these P/S or whatever ratios when they advertise it to their customers. So all these new marginal buyers don't even have this mental model. > ETH is not the same asset it was five years ago In what way? I see it has reduced inflation. I see it has raised the gas limit to reduce the cost of using the asset. I see that inflation is now being paid to stakers who are more aligned with the network than merc miners. I see new ETFs bringing more liquidity and flow into the asset. In fact, your mentioned problems of lack of control, equity, etc., were even more severe five years ago because miners, not ETH stakers, controlled the network. How can things getting better lead you to believe the asset is becoming worse? I am genuinely lost on how you are thinking. > *why someone else will pay more for it later* It is the same story with all these SoV assets. Why do ppl buy gold? It is all the same, as it is about cultural appreciation and consensus. > This is an explicitly *faith-based* valuation model. I’m not interested in evaluating assets through a religious or collector lens.  It may be that this asset class isn't for you. I mean, gold is multiple times the size of BTC, but I know tons of equity investors think investing in metals is just pure stupid. This entire space follows the superstitious practice of the four-year cycle, regardless of macro or other factors. And you do remember how the stock-flow model got invalidated during the last bear, but BTC maxis kept revising it and hung onto it? It is evidence of religious behavior, not rational. You have to accept that faith is just a massive component of this sector. > But ETH explicitly chose a different path (maybe incorrect one in the last years): programmability, coordination, economic activity.  Native programmability adds an optionality. How does adding such an optionality hurt the asset? Don't like it. Just ignore it. Would your view of BTC change if OPCAT passes and Starknet adds programmability to BTC as a layer 2? But I do get the frustration of being led onto multiple fools' errands to make "Web 3" work. Many probably brought ETH for "Web 3" and got disappointed. Now they view ETH as less valuable, and they are selling it. ETH performed weaker than BTC because it had this jack-of-all-trades problem. But even BTC had an identity problem, leading to forks like BCH. Time will tell whether ETH can overcome its identity crisis for the broader set. I mentioned here before at the start of this bull, this is an identity crisis for nearly all tech alts. > then we don't necessarily want it to appreciate?  They collect it as a financial coordination vehicle to improve the asset value. They aren't collecting it as a nonfungible piece of art.

Sagar_Sage

Invest in BTC , ETH , SOL , TAO , BNB , AAVE , SUI

EarningsPal

The problem with the ETH supply is that it can be changed with a vote. The POW was changed to POS, and the inflation rate was reduced. What else can just be changed if some people decide to change it? Can the supply change? Can something else change that ultimately bricks the chain or introduces an attack vector unforeseen?

L3tsseewhathappens

Can we ban bots? Like someone who posted this, hasn't seen the rise in crypto since then, one simple look at the chart would see the Coins like ETH hovered around $1k. I'm sure they meant to say 2021.

Longjumping-Board996

ETF's and Institutions ruined the whole market. The only so called safe thing is BTC. I don't even trust ETH even a bit.

vklirdjikgfkttjk

>eth has no cap Eth gives newly issued tokens back to the stakers so the value of your holdings don't go down, they go up. If the math of dividends is too complicated for you, you can just buy a staked eth token that has a capped supply like rETH >First of all, Bitcoin has a cap and is deflationary. Bitcoin right now is inflationary,about 0.8% per year iirc. If people don't hard fork BTC into increasing block rewards then either: 1. the network will become insecure and implode 2. Transaction fees will become astronomic Are you another bitcoin maxi that thinks mining rewards are there just for the lulz? Do I need to explain to you why you need a 0.5-1.5% inflation rate or risk the network becoming insecure? Both BTC and ETH need to pay for security. The difference is ETH pays the minimum amount needed, and it pays it back to token holders while BTC pays it to a third party.

Buddy_Palguy

ETH chart seems a bit more spastic than the BTC chart

Kitchen_Switch33

Yup! Happened to me the other day and it was around 900k. It went back down to 0 so I chalked it up to a glitch. I took a screenshot before I sent it to Metamask (from my Ledger) and it quadrupled to 3.8 mil. So I knew something was up. I keep checking my amount hahaha. Does your friend hold QNT? The reason I ask is because the only ETH tokens I had were ETH, QNT and barely any unicap.

biba8163

> adoption and network usage concentrates into just a few projects. Top 5 Blue Chip Shitcoin Dominance has gone up ~4% since I commented about this in November. The market is definitely feels like it is consolidating. ETH has probably shown some strength despite the market downturn because of the consolidation. **Consolidation into "Blue Chip" shitcoins** *Top 5 Alts % of Total Altcoin Marketcap (Total Alt Marketcap excludes BTC and Stablecoins)* | | Nov. 2021 | Nov. 2024 | Nov. 2025 | Dec. 2025 |:-----------|:------------:|:------------:|:------------:|:------------:| | Top 5 Alts | 58.09% | 70.95% | 74.6% | 78.07% | | Total Alt Marketcap| $1.52 Trillion | $0.84 Trillion | $1.14 Trillion | $0.9 Trillion https://np.reddit.com/r/CryptoCurrency/comments/1onfeg4/sooocurious_as_to_wtf_is_going_on/nmwf752

AttemptKitchen

Crypto boom started with hundreds of projects being 99% speculative, nothing else. Like you said, maybe ETH, SOL and some other will survive, the rest are already dying and will be absorbed.

luforyou

Thanks for the input and info on DEXs. A new perspective on ETH for sure that I’ll think about.

CreativePhrase9202

You made a sound decision, no rent for life and you can actually think about retirement. I know how you feel, but whether you are up or down will likely only depend on the timeframe you choose. Well done on your house! Took me years to become mortgage free and there's no way I'm gambling my house for anything. I'll hold my BTC, ETH, BCH and RAWW(!), but my house stays mine! Good luck!

SpinaDeNavia227

Who says anyones life savings? Lol. If im responsible enough to thoroughly do my research, ofc im responsible enough to on stake or trade what i can afford to lose. Everything is gambling, even doing it manually, with Uniswap, ETH or with Mevolaxy’s AI bots, theres a risk still. But im being wise to do it on a platform with higher probability of winning and earning with ease and convenience, with mevolaxy. Nobody's forcing nobody.

VariatCA

Most alts have not made any meaningful development or advancement in half a decade, have not attracted growth in network usage or demand (many have watched their average transaction dwindle to practically nothing), have not distinguished their use-case against their competitors, and have done nothing but inflate the total marketcap of available coins/tokens for years via inflation or unlocks. Projects that are accomplishing/solving nothing for years, while network usage shrinks and the amount of coins floating around in the market with which to interact with the chain constantly inflates, are going to watch the value of their coin/token get decimated. Most of the existing alts are akin to Mom & Pop stores getting put out of business by the "Walmarts" of the crypto-space like ETH/SOL as attention, adoption and network usage concentrates into just a few projects.

biba8163

**The Age of Shitcoins is Over** > If BTC hits $100K AND Trump gets elected AND Gary Gensler gets fired AND the FED does a few rate cuts AND the stock market does well AND my Alt gets an ETF, then my Alt will surely moon! - $100K BTC, $110K BTC, $120K BTC! - Pro-Crypto Scammer President! - Gary Gensler fired! - FED cuts rates 3 times! - Stock market up 15% YTD! - ETH gets an ETF! ETH still -35% from 2021 high - XRP gets an ETF! XRP still -50% from 2018 ATH - LINK gets an ETF! LINK still -35% from 2020 high - LTC gets an ETF! LTC still -80% from 2021 ATH - HBAR gets an ETF! HBAR still -80% from 2021 ATH **The Alt Marketcap is Shrinking** The total Alt marketcap: - down -40% from 2021 - never reached 2021 levels throughout the bullrun - went up 5.4X from 2017 to 2021. Now it can't even reach levels from 4 years ago. | | Dec. 2017 | Nov. 2021 | Dec. 2025 |:-----------|:------------:|:------------:|:------------:| | BTC | $0.32T | $1.23T | $1.76T | Total Alt | $0.282T | $1.52T | $0.90T | Stablecoin | $0.001T | $0.11T | $0.32T | Total Crypto| $0.603T | $2.86T | $2.98T

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Post is by: Raw_Rain and the url/text [ ](https://goo.gl/GP6ppk)is: /r/CryptoMarkets/comments/1prl99r/bitcoin_and_ethereum_navigating_the/ After a turbulent start to the year, BTC and ETH have shown signs of stabilization. Bitcoin is hovering around $45k, while Ethereum consolidates near $3.5k, reflecting broader market sentiment balancing optimism over adoption with lingering macro uncertainty. Key points to consider: • Macro Correlation: Crypto markets continue to react to interest rate shifts and traditional equity trends, highlighting the importance of monitoring macro conditions alongside on-chain metrics. • On-Chain Activity: Active addresses and transaction volume are rebounding, suggesting renewed user engagement even amid sideways price action. • DeFi & Layer 2 Growth: Ethereum L2 solutions and DeFi adoption are gaining traction, potentially driving ETH demand beyond speculative trading. • Regulatory Watch: Ongoing regulatory developments in the US, EU, and Asia remain a key factor for investor confidence and market liquidity. Discussion: • Are you leaning more on technical setups or fundamental adoption signals in 2026? • How are you managing risk with BTC/ETH in a market that’s showing mixed signals? • Any promising altcoins or Layer 2 projects you see as undervalued in the current macro environment? *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.*

tomsmac

ABSOLUTELY NOT ETH. Now with the much faster and much cheaper competitors you can expect ETH to be sub-$500 in the first half of 2026. Please are hanging onto it because it’s a “Brand Name”. PLEASE do extensive research and you’ll clearly see it.

Odd-Fun-1482

bro wants ETH to work so bad lol

biba8163

> my shitcoin has great fundamentals, why does it keep going down?!!! **Fundamental problem with crypto is that it has no fundamentals** - Cannot Generate Value for Shareholders - No Product to Sell - Token is the Product that you sell **Crypto Speculative Tokens are Marketed as High Growth Tech Companies** - Crypto is 100% speculative (Bitcoin itself is speculative) - Alts market themselves like Tech Companies which take time for adoption and growth - Unlike Tech companies Alts offer no innovative products and services that generate revenue - The only thing Alts sell is the Token itself **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 for perspective 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. Using that same metric, compare popular cryptos which collect fee revenue and distribute them to their staking token holders. | Network | Daily Fees | Marketcap. | P/S |:-----------:|:------------:|:------------:|:------------:| | QQQ | -- | --- | 6.16X | TRON | $6.9 Million | $26 Billion | 10.4X | LINK | $164K | $8.9 Billion | 149X | ETH | $330K | $360 Billion | 3,000X

Tall_Math_9370

Bull Markets are created in pessimism - no matter where I look - most of financial influencer, investor, entrepreneur, trader are telling right now the story of BTC 60k ETH 1.5k and SOL 70$ - that’s a indicator we gonna turn the tables soon. January is gonna be green

biba8163

**Fundamental problem with crypto is that it has no fundamentals** - Cannot Generate Value for Shareholders - No Product to Sell - Token is the Product that you sell **Crypto Speculative Tokens are Marketed as High Growth Tech Companies** - Crypto is 100% speculative (Bitcoin itself is speculative) - Alts market themselves like Tech Companies which take time for adoption and growth - Unlike Tech companies Alts offer no innovative products and services that generate revenue - The only thing Alts sell is the Token itself **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 for perspective 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. Using that same metric, compare popular cryptos which collect fee revenue and distribute them to their staking token holders. | Network | Daily Fees | Marketcap. | P/S |:-----------:|:------------:|:------------:|:------------:| | QQQ | -- | --- | 6.16X | TRON | $6.9 Million | $26 Billion | 10.4X | LINK | $164K | $8.9 Billion | 149X | ETH | $330K | $360 Billion | 3,000X

biba8163

> as the alt space dies off the truly strong projects that will last will rise above as beacons **Fundamental problem with crypto is that it has no fundamentals** - Cannot Generate Value for Shareholders - No Product to Sell - Token is the Product that you sell **Crypto Speculative Tokens are Marketed as High Growth Tech Companies** - Crypto is 100% speculative (Bitcoin itself is speculative) - Alts market themselves like Tech Companies which take time for adoption and growth - Unlike Tech companies Alts offer no innovative products and services that generate revenue - The only thing Alts sell is the Token itself **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 for perspective 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. Using that same metric, compare popular cryptos which collect fee revenue and distribute them to their staking token holders. | Network | Daily Fees | Marketcap. | P/S |:-----------:|:------------:|:------------:|:------------:| | QQQ | -- | --- | 6.16X | TRON | $6.9 Million | $26 Billion | 10.4X | LINK | $164K | $8.9 Billion | 149X | ETH | $330K | $360 Billion | 3,000X

Aobachi

Isn't ETH deflationary or did they get rid of that?

GaryPotter_

This is genuinely one of the dumbest, most overconfident posts I’ve read all year. It takes a handful of half true observations and then free falls into conclusions that completely ignore how markets actually work. Altcoins never rallied because people “owned” something. They rallied because of liquidity rotation, leverage, etc. Crypto Twitter is not the market. Institutions don’t need ownership rights to trade assets, they trade commodities, FX, every day. And the ETH take is straight-up clueless. ETH was never equity. Calling it fragile because it doesn’t pay cash flows is like calling oil fragile because it doesn’t issue dividends. Makes no sense

whisperedstate

Extremely common misconception. Ir is not infinite (the price would be litteraly zero), it is indefinite, but still capped like BTC. Let me explain. There is a protocol set emission of ETH per year in terms of PoS issuance for validaitng the network, and there is a small amount burned every transaction (a consequence of predictable gas markets). The net effect is that ETH has an issuance of ~0.5% per year, which is about where BTC will be at the next ha;fevning. The Ethereum network operates uner the philosophy of "minimum viable issuance" which is a policy to issue only what is required to pay for network security, and nothing more. But in both cases, BTC and ETH, there will be issuance in your lifetime. New coins will be minted and hit the circulating supply every year. And this is good, because without issuance the network will die (Bitcoins major flaw). So both BTC and ETH have capped supplies, its just ETH's supply is indefnite and fluctuates more because of the burn.

RatherCynical

The utility of ETH is mostly DeFi. DeFi is unattractive when rates are high. If rates stay high forever, ETH remains dead forever.

RatherCynical

ETH is not a very sound money when it behaves as a pure high-beta asset that needs low rates + QE to do anything at all.

6DeliciousInches

You mean it has no hard limit, slightly different thought. Where does new ETH come from? Is the ETH supply expanding or contracting? (You are commenting like you know the answers to these questions)

vklirdjikgfkttjk

So what? There have been many cycles where ETH has won? Keep stcking your head in the sand I guess?

vklirdjikgfkttjk

For good security on POW u want around 1% of mcap security budget. POS doesn't need as much since people don't have to pay for expensive machines and electricity, so ETH only needs to pay 0.2-0.5% but in 2040 BTC security budget would be 0.05% the security budget would be LESS than what it is today while the mcap has gone up 10x if price is 1mil. There would be 10x more incentive to buy up hardware and short the network than today. ELI5: BTC won't remain secure if the reward for attacking the network goes up by 2x every 4 years while the cost to do so remains the same. >This is such a complicated topic and dumbasses love to chime in on it as if they have any clue what they are talking about. 😂😂😂 The irony is too much for me

GroundbreakingPage41

Reminder that ETH is an alt for those in the back

RatherCynical

ETH has lost against BTC this cycle already. Cute theory though.

No_South_9912

Do you consider ETH, SOL, and XRP "altcoins"? All 3 beat BTC Friday

OrcOgi

Trump corrupted the well. Wallstreet corrupted the well. You feel weird cause retail has "won". People who are not rich now just were too late. Its the end of an era, thats what you feel. Greetingz, fellow 2017 gang. ×60 NEO ×30 ETH ×7 BTC never coming back. Diminishing returns make investing in btc useless.

KIR_Finance

Nice write up. I can tell you’ve been doing this a while and I agree with your assessment. A couple case studies: Jasmy - Real company. Real patents. Real technology. ERC20 token that to date (up until the creation of Janction) has had no utility. So now it gets utility but how do you tie the crypto coin to the business results of the company? It isn’t a stock. It doesn’t represent ownership. It has no tie to business results. This is where the community struggles with valuation of the asset. Polkadot - Has always had a marketing/marketshare/barrier to entry problem that it had tried via community governance to overcome and (at least from an outsiders view) has had a very hard time achieving meaningful change especially when large holders dominate governance. Ethereum - Even in the case of ETH you often see quotes from Vitalik disagreeing with the Ethereum foundation, which makes me question if the democracy is the best thing for ETH vs the governance of the philosopher king (Vitalik). Maybe the solution is either with coupling a company issued NFT or simply having the utility be the gas token which is not traded whereas the company NFT is. So think a derivative of ownership, really no different than a stock. Top 10 make the board. Top 100 have voting rights. That structure would likely make more sense by attracting investors to ownership. Company results would be more reflective in token values. Perhaps alts start deviating from BTC?

Vinnypaperhands

>ETH hasn’t ever changed monetary policy - the monetary policy is minimum viable issuance Excuse me what? Lol... Bro..... Eth was once mined..... That's how new coins were created. That no longer exists on the chain. You can no longer mine eth, you now stake your eth. The issuance mechanism literally completely changed. That quite literally is a monetary policy change. If we were to have any form of hard money , you think it's going to be an experimental crypto that has undergone numerous changes to its monetary policy? The world needs a stable form of money not some experimental one with smart contracts that is constantly changing. I have owned eth since 2017. I've never considered it hard money and none really should. >You cannot be sure that the hard cap will not be lifted, as logically it is needed to secure the network in the longterm True, it is possible but that would require everyone on the network to agree and that seems incredibly unlikely as that would be a large change. Bitcoin has gone through changes but very minor ones and I see that trend continuing. We need Bitcoin to be a solid rock foundation. >itcoin will need to make upgrades for quantum and security budget - both of these things require the community to reach consensus, and it’s fair to say the community being divided makes this that bit more difficult Yes many coins will need to make changes. How far away are we? How serious is the threat? Those are questions not many know. We are fearful of quantum but none of us really know what's going on. When it comes to things like quantum resistance, I don't think the community will be too divided if it's proven we need it. Figuring out what solution may be the hard spot. Eth will have to do this too but the main difference is the foundation will most likely decide what will happen lol. Of course there will be a battle with Bitcoin because there is no head or foundation. >Both these things undermine security as you cannot be certain that the logical thing will be done, which leaves the network vulnerable to attack and centralisation No they don't lol. These are issues we must face in the future but right now Bitcoin is the most secure Blockchain. Having to have quantum proof wallets or whatever added to BTC does not undermine its security at all lol. To say bitcoins max supply being able to be changed through large consensus is a security threat is also not true. That's simply how Bitcoin was designed. Anything can be changed through the community and consensus. That does not undermine bitcoins security as it was built like this for a reason and it was built to be very difficult to change.

vklirdjikgfkttjk

Because BTC will have do be inflationary forever to solve the halving problem, while ETH is deflationary / gives dividends forever.

trillionSdollarstech

CC (the token of Canton) and ETH deflate when the network is used (the fees are burned). So yes, you benefit from the growth of the network in terms of usage.

benzenol

Bitcoin for short-term exposure but ETH if you're looking for hardcore, HODL! action with intermittent smart-contract commands for an even higher curved ( Y ) axis on ur hidden paper wallet. *Though I can't advise using a time capsule buried in the backyard, coming from personal experience. This one time the neighbor's dog had a diarrhea attack all over my porch then I was left to fend off with the brown~ish watery remains and horrible stench. Couldn't even swim in the the pool, kannye_Imagine~~Yacht?!!!!!*

Extra_Ad8616

ETH and BTC looking real centralized

ZhenyaV

alas, i was hopping i can finish 2025 without learning wtf is lindiness... \> If 80% of an asset's growth history didn't depend on equity and cash flow, it tells me the underlying demand never really gave a fuck about cash flow and equity. I agree that *historically* ETH and crypto assets did not grow because of equity or cash flows. But that doesn’t mean those frameworks never become relevant. Early ETH price growth happened because it was a novel asset with a tiny market cap riding the broader “blockchains are new technology” wave. That phase is over. As assets mature, valuation frameworks evolve. Startups don’t market themselves the same way at Series A and at IPO. ETH is not the same asset it was five years ago, so whatever go us here, won't get us further. \> You buy a banana because you like to eat it. I understand the analogy, but I don’t think it applies here. A banana has direct, consumable utility. You buy it because you want to eat it, not because others believe in bananas. Its value comes from use and from how hard it is to produce. With ETH, buying is different. If I buy ETH as an investor, I need to understand *why someone else will pay more for it later*. Utility alone doesn’t answer that. Paying gas is not the same as eating a banana. If belief is the only driver, price appreciation becomes disconnected from usage entirely. \> Most of these network tokens either become Lindy enough as Pokémon cards or fade away. You lost me here. This is an explicitly *faith-based* valuation model. I’m not interested in evaluating assets through a religious or collector lens. Maybe that works for BTC, which positioned itself early as a digital commodity. But ETH explicitly chose a different path (maybe incorrect one in the last years): programmability, coordination, economic activity. Asking ETH holders to now adopt a Pokémon-card mindset feels like a category error. \> Crypto shouldn’t remain extremely liquid/high volume… you need a core religious group willing not to sell. This is precisely the problem. Price appreciation in this framework depends on coordinated belief and restraint, not on value creation. Belief systems don’t scale well without enforcement mechanisms. And for price to appreciate we need more of these religious believers who won't sell. More collectors. I think its pretty hard to grow any religion these days, btc being the most recent success and exception. And since if we are looking at alts as a collectable - then we don't necessarily want it to appreciate? A collector just wants to own the item, even if its -99%. Again - pretty bad talking points for the new converts. If ETH is to grow meaningfully from here, it needs a clearer framework for *why* marginal buyers will show up later. Belief may start markets, but it doesn’t sustain mature ones.

DryMyBottom

ETH has been very disappointing this year

Life_Ad2032

I’ve been very interested in sol but I’m not sure if would be a long term investment I’ve thought about ETH as well

Small_Appearance2014

$100–$200 is totally fine to start. Focus on learning and consistency, not big amounts. Stick to established coins like BTC or ETH, invest slowly, and only what you can afford to lose.

Small_Appearance2014

BTC is safer long term; ETH could outperform but with higher risk. A mix is often the balanced choice.

ec265

ETH hasn’t ever changed monetary policy - the monetary policy is minimum viable issuance It has changed issuance, but not only has this not been done since the move to PoS, it has only ever decreased it - larger issuance under PoW to bootstrap the network, to then implement PoS was always the plan BTC is no different to ETH in terms of how it is governed - both rely on social consensus You cannot be sure that the hard cap will not be lifted, as logically it is needed to secure the network in the longterm Burying heads in the sand is not a form of hardness - it is a weakness Bitcoin will need to make upgrades for quantum and security budget - both of these things require the community to reach consensus, and it’s fair to say the community being divided makes this that bit more difficult Both these things undermine security as you cannot be certain that the logical thing will be done, which leaves the network vulnerable to attack and centralisation

vantran53

This is easy to answer, just watch ETH/BTC pair like a hawk. You can easily see how ETH has mostly lost values against BTC, but it is gaining momentum lately, maybe due to Tom Lee’s relentless pumping. 😁

DreamingTooLong

The ETH/BTC trading pair went from 0.15 BTC to 0.03 BTC over the last 8 years. BTC has a fixed max supply. ETH has an infinity supply.

MaximumStudent1839

> do i understand you correctly: you’re against ownership, equity, and cash flows as the primary valuation framework. The market is propped up by supply and demand, not by what I am against or pro. If 80% of an asset's growth history didn't depend on equity and cash flow, and it keeps performing as the number 2, it tells me the underlying demand never really gave a fuck about cash flow and equity. You buy a banana because you like to eat it. Imagine you telling a banana lover they should stop buying bananas because bananas have zero cash flow. Do you see how silly that is? However, if your token derived its initial valuation from DCF, like Aave or Hype, then it makes sense to continue valuing them by DCF because that is where the market shows the core buying interest comes from. > so where should the value come from instead? Just like a banana, it is really subjective. The Fidelity guy called BTC a Labubu. It is not too far off. I think most of these network tokens either become Lindy enough as Pokémon cards or fade away like Labubus - obviously BTC is more akin to Pokémon than Labubus in terms of Lindyness. If you go into the BTC forum, it is about becoming a "whole Bitcoiner". That is apparent evidence that a collector's obsession drives the buyer's mindset. > who is the marginal buyer willing to pay a higher price later? Some assets will find ways to justify higher prices by treating them like collectibles. Generally speaking, this asset class is not meant to be liquid. It is more faith and collector-based. > How to value an asset based on its network effects, How do you value where the demand for a banana comes from? You have to watch how the market evolves in its preferences. It is a collection of subjective tastes aligning in interest. In large part, ETH's underperformance stems from old buyers selling/abandoning their network because their investments in NFTs, Web 3 companies, etc., didn't pan out, and they sell out to exit the space. BTC had a cleaner, more consistent narrative, building a more lindy holder base aligned with a common goal. Over time, ETH eventually buys out the old, grumpy holders and replaces them with new buyers with their own subjective views on ETH's role/value. That is how the market determines its value. > pushing eth back to pow would group it with passive stores of value like btc. In that case, the premium from economic activity and programmability diminishes. I used to mine a lot of coins. PoW has no such premium. It is a lie. Most die and never come back. It is really the social subjective layer and religiosity around the coin that improve its performance. But this space pushes plenty of garbage PoW propaganda. If PoW really had such premium, then ETHW wouldn't be in the gutter.

CMDR_Coulter

I agree, aside from Link and ETH. These are God coins

cjharris-tx

I would go half ETH and half SOL, because they both have smart coin features and undergo active development. Many people believe BTC is lagging in technology adoption. Regardless of whether or not you think smart coin attributes are important, at some point it will become relevant, so it's better to embrace the future than stick your head in the ground like an ostrich and ignore it. If you think of crypto like stocks, smaller companies always outperform larger ones. Although I am not in this camp, some people think SOL could surpass ETH in price because of speed. However, the flip side is the ETH network has better stability. End users will gravitate to the network where speed or stability is more critical, so neither one is superior in my eyes.

dimitry_sx

$TON $LINK and of course BTC-ETH-SOL

Odd-Parking-90210

ETH was pre-mined. How is that hard money?

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Post is by: Clear_Medium_5858 and the url/text [ ](https://goo.gl/GP6ppk)is: /r/CryptoMarkets/comments/1pr4cka/peter_brandt_says_clarity_act_wont_move_bitcoins/ Veteran trader Peter Brandt is throwing cold water on expectations that the US Clarity Act will pump Bitcoin prices. The next near-term milestone is a Senate committee markup in January (per White House crypto czar David Sacks), but Brandt’s saying it’s not gonna be “world-shaking” for BTC. His take is pretty straightforward. Yeah the regulation is needed and will be good for the industry overall, but having an asset get regulated isnt some earth-shattering event. Especially when alot of Bitcoin maxis never wanted regulation in the first place. He thinks it’ll clarify the regulatory structure which is positive but wont redefine Bitcoin’s value. John Glover from Ledn agrees and says the Clarity Act has already been priced into the market. Any benefits to price action would be more delayed over time as Bitcoin and ETH gain broader acceptance as investable assets. So dont expect fireworks on day one. The more interesting part is Brandt’s price prediction. He believes Bitcoin is currently in a bear market and could trade down to $60,000 in Q3 2026. Thats a 31% drop from current levels around $88,000. He says the charts are suggesting this move but his downside bias is “moderate” because of stuff like the Clarity Act providing some support. Senator Cynthia Lummis has been pushing hard to advance the bill and mentioned the crypto industry was getting concerned about progress since drafts kept changing during bipartisan discussions. The bill addresses digital asset market structure which is important long-term even if it doesnt create immediate price action. So basically temper your expectations if you’re expecting the Clarity Act to moon Bitcoin. *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.*