ETH

I_Stabbed_Jon_Snow

No, we don’t agree. There is no reason for central banks or major companies to adopt XRP as a medium of exchange when they can simply fork ETH or make their own hyperledger and XRP clone without while skipping out on elevating Garlinghouse to quadrillionaire status. 

Suspicious-Can-7079

Xrp crazy price targets come from cult like propaganda that pretends it's going to be the world currency. They're using the Ethiopian calendar for their predictions because their date has already passed.. That's all you really need to know. Incoming AI slop on 1k xrp "Pure math first, then the narrative requirements. The math XRP has \~62B circulating supply and a max supply of 100B.  At $1,000/XRP: • Circulating market cap: \~$62 trillion • Fully diluted: \~$100 trillion For context, total global GDP is \~$110T. The entire US stock market is \~$50T. Bitcoin’s ATH market cap was around $2T. XRP at $1,000 would be the largest single asset in human history by a massive margin. What would actually need to happen 1. XRP becomes the dominant global payment rail. SWIFT processes \~$5T/day in cross-border flows. For XRP to justify that valuation, it would essentially need to capture a significant share of all global financial settlement — not just cross-border payments, but FX, trade finance, sovereign reserves. Even then, the question is whether XRP needs to be held to move value, or just used as a bridge (the velocity problem — high velocity = low holding requirement = lower price). 2. Massive supply reduction or burn mechanism. Unlike ETH (with EIP-1559) or BTC (21M hard cap), XRP was fixed at 100B at launch with no burn mechanism built in.  Without destroying supply, the per-token price ceiling is structurally lower than scarcer assets. 3. Ripple stops selling. Ripple controls \~42% of XRP through escrow reserves  and releases tokens on a schedule. That’s a persistent supply overhang. At $1,000, Ripple’s escrow would be worth \~$38 trillion — they’d be the richest entity ever created with enormous incentive to sell. 4. Regulatory and geopolitical tailwinds at a civilizational scale. XRP ETFs launched, SEC clarity arrived — that’s a catalyst for a $3–10 price, not $1,000. The jump from here to $1,000 is \~850x. Even the most bullish XRP scenario (replaces SWIFT, global adoption) struggles to justify more than low-to-mid three figures. Bottom line: $1,000 XRP requires a market cap that exceeds global GDP. It’s not a price target — it’s a thought experiment about whether a single crypto asset could become the reserve settlement layer of the entire world economy, with Ripple somehow not being a seller at those levels. Theoretically possible in a science fiction framing, practically implausible within any investable timeframe. If you’re bullish XRP, the realistic high-conviction range to debate is $10–50 (solid adoption, ETF flows, ODL scaling) vs. $100–200 (dominates global FX settlement, becomes quasi-reserve asset). $1,000 requires premises that would restructure the global financial system entirely."

whatwilly0ubuild

The unstaking delay is baked into Ethereum's consensus layer. If you run your own validator or use any native staking solution, the exit queue is unavoidable. It varies from a few days to potentially weeks depending on how many validators are trying to exit at the same time. The way around this is liquid staking. Instead of your ETH being locked until you exit the queue, you receive a token (stETH from Lido, rETH from Rocket Pool, cbETH from Coinbase, etc.) that represents your staked position. That token can be sold on DEXs or swapped instantly if you need liquidity. You're not actually "unstaking" when you sell, you're just selling the derivative to someone else who now holds the staking position. The tradeoffs between running your own validator versus liquid staking: Running your own validator (solo staking). You keep the full staking yield with no protocol fees. You maintain full custody of your keys. You contribute to network decentralization. The downside is you need technical knowledge to run the validator properly, and you're subject to slashing if your node misbehaves. Liquid staking. No technical setup required. Instant liquidity via the token markets. The tradeoff is a fee to the protocol (typically 5-10% of rewards) and smart contract risk. You're trusting the liquid staking protocol's security. For a 3-year hold with 32 ETH, solo staking makes sense if you're comfortable running infrastructure. If you want simplicity and liquidity, stETH or rETH solve the delay problem by giving you a tradeable token instead of a locked position.

Juni20201

You know nothing bout ETH😂

tudorian95

Had 10 million HEX during the AA days. Also 20 ETH and 2 BTC. Gambled it all on Stake in the span of 2-3 days. This was in June 2020. Hex was like under $20k at the time, but later in 2021 bullrun it was 50 cents a token at the top (so $5 million). Doubled down on Pulsechain, down 99%. Good times. Learned my lesson, only DCA bitcoin but changed jobs so often (cause I couldn't hold any, thinking that I'll make it any day/week/month/year now; ditched that thought, now it's slow and steady) and still pay old credit I opened to buy that initial crypto that it won't be easy, but with time anything possible. 31 yr old rn, so there's still time

allg33k

I feel like the likelyhood of ETH performing as well as some other alts in the next bull run is less likely due to it's market cap. Because of that I'm buying different coins at this low.

LivingShine83

How about ETH?

Local_Math_5512

Oracle networks like CHAINLINK and PYTH are likely to stick around too. I'm not personally invested, but that's because ETH, BTC, and SOL are already probably too much crypto exposure for me and my portfolio. I think the Oracle Networks have value, but I'm sticking to the top trilogy of crypto for now. Hyperliquid, Tron, and Zcash also have legs despite the recent Zcash 'Orchard Pool' vulnerability.

Important_Neck_2122

I purchased ETH for $1,200 in 2023. Also purchased BTC at the same time for about $24k

wazerpp

Bought a little under 5000 ETH in its presale. Sold them all day 1.

Itchy-Box-7378

I think people are not bullish enough on ETH We went to 4k trading overvalued monkeys on chain but now that we entering tokenization with 1000 of institutions, we going to 0$ ?!

AlternativeTiger4302

Biggest fumble in crypto was deciding between XRP, ADA and ETH back in July 2019 when I first got into crypto. I chose XRP and watched ETH and ADA go nuts. Would've had 1m+ in ADA. Biggest fumble in stocks was buying and selling TSLA in 2012 for a quick 10% gain. Would've had 100's of thousands.

No_Knee3385

Its tech, if you're unwilling to learn how it works, why even bother investing? Just buy ETH and BTC and chill then

xPaulsBalls

I was trading bitcoin when it was in the $100-500 range. Didn't have much money to my name as it was a teenager so when i made 5k I stopped and bought yeezys and nice clothes for high school. Did the same thing again when I was in grade 11 and bitcoin went to like 25k around Christmas time. I sold a full coin and said I would buy back in when it dropped but as a dumb kid I spent most of it and by the time the price was really good to buy back in (I think 5k range) I was going paycheck to paycheck to buy a coin again. During the start of covid, i was pushing friends to buy in with me. Then my mom freaked out that I had all my savings in bitcoin instead of my tfsa, so I did off about 80% to max out my contribution room to make her happy i was making the safe investment play. Had i not made all these mistakes with spending money as a kid, and trusting in the risk I was willing to take with bitcoin, i think they last time I estimated the value of all my buy-ins, i would have roughly over 6mil (Canadian). As it currently stands, my net worth as a 25 year old is not even 3% of that. GG, ready for the next cycle (buying in all September and October) and planning to make a 1 year hold before profiting one last time and leaving crypto for good. Side note in my story, I was also a huge hourly trader when ETH was bouncing from $7-9. I remember being so happy I made $500 in a day off of a swing of 50¢... Never ended up holding any into the bill cycle when NFTs popped off

lrgfries

The mistakes that stand out the most to me are that I had the opportunity to hold 1,000’s of BTC and ETH since 2010, and to buy shit like chainlink presale at 0.09

lrgfries

The mistakes that stand out the most to me are that I had the opportunity to hold 1,000’s of BTC and ETH since 2010, and to buy shit like chainlink presale at 0.09

BioRobotTch

SOL should not be concentrating on PQC, publicly deciding leaders (block producing nodes) up to 2 days in advance means a relatively cheap DDoS can take it out, that should be a priority to address. For ETH Vitalik is seriously considering the problem and is planning for it For BTC there will likely be forks and the best fork will win in the long term. It will be fine but maybe it will end up with a new name. Just HODL and wait till the issue resolves itself.

mmoney20

Could he even cash out on these positions - these shitcoins seem too illiquid for him to really realize that much in gains. what major platforms were they trading on that would taken BTC/ETH or USD for these shitcoins?

Good-Book-6912

I thought about buying ETH before it was even on exchanges. I could see there was something special about Vitalik. In a good way. Could have gotten ETH at like 1 or 2 dollars.

Confident_Hunter7506

Dude bridges are hacked regularly. Humanity protocol just got hit for $30m. Hacks and scams account for billions lost every year. Quantum is not the threat and the idea that ETH, SOL and BTC won’t be ready for quantum is straight fear mongering. But AI is already exploiting bad code and that’s quickly disappeared will get worse. I’ve only gotten into crypto since COVID and one thing I’ve consistently noticed is how rapidly the narratives change so that there’s always something to talk about. Remember NFT’s, all but dead

Deliverz

Still buying memecoins instead of straight BTC/ETH when BTC was around 6-8k and ETH under 100$

coolfarmer

ETH beat its ATH by $100. So technically, you're wrong.

Rickard403

322 ETH in 2017. Had i held till $4k that'd be over a Million.

Purple-Wall3847

In 2017 I was on a flight to San Francisco and the guy across the aisle is working on a blockchain presentation and telling the guy beside him that Ethereum was the next big thing, the next Bitcoin, new tech. I told myself this is when I would get into crypto, then I decided it was too difficult to buy it... 😭 ETH was about $50

Rip_Jorbenson

Got sim swap hacked back in 2016 (this is how they got around 2FA on my phone). Watched in real time as my coin base and bank account got gutted. Lost about 60 ETH, some btc, and about $1000 worth of monero and ltc. I was fresh outta college at the time and was broke. They called into my university tech support line (which ironically, I used to work for during college), got issued a password reset which got them access to my uni email - which they then used to gain access to my cellular account and Gmail. The $3000 had in my bank was refunded within a week. Had a caught the hack a minute earlier I probably coulda stopped it. This also came after a 2 year period of trying desperately to find the key to my old btc miner wallet, which at one point at hundreds of BTC on it. Bunch of us had been using the uni computers to mine. Realistically would sold in 2017 or 2018 and paid off my student loans or bought a house. Water under the bridge. Sure it sucked, but I don’t sweat it anymore. Not a type of sadness worth holding onto. Came blame a dumb kid for being dumb. Of my dozen or so early adopter /btc nerd friends, the vast majority of us blew our btc of pizza and steam games. none of us got rich.

tomfoolery77

I had over 4 BTC and 30 ETH stolen from my Exodus wallet. At the time, they emailed you a single link you could use to recreate the wallet. Email got hacked I guess. To this day, I still think it was an inside job.

Prnce_Chrmin

> Coins have short lives, and they rarely beat their first ATH established during previous cycle. So like ETH, SOL or BNB?

Anonymo123

My best friend bought BTC when it was $100. He dumped a few grand into it and when ETH came out , he sold BTC to buy ETH very cheap. Sold BTC when it was over $100k and ETH near the ATH... and retired. I was going through a divorce at the time and had no money to spend.. wish i had figured a way to get a few grand of BTC at $100 and HODL til $100k as well. still working..sigh.

MisterBaked

I started buying DOGE in 2016-17. Accumulated around 150k doge by 2021. That same year I got back into stocks and joined some trading groups. I sold all DOGE to buy stocks two days before the musk tweets started (stocks which eventually fell over 50%). Would've been over $100k. AUDIUS token. Got airdropped around 50k tokens on the first round. Sold half for ETH and staked the rest of AUDIO. Weeks later, the price jumped to $4.50 but I couldn't sell due to a 7-day unstaking period. Also would've been over $100k.

3-ide-Raven

I made generational wealth by putting everything I had into BTC in 2013. Then quitting my job and cashing out my 401k to build a hydro powered ETH mining operation in Montana in 2015. And I was wise to keep those assets largely untouched. But that doesn’t mean I didn’t miss a bunch of other ops. For example, I bought $100k worth of DOGE in 2015 which I sold for a 2x on Poloniex the following week. My calcs put that at over $100mm at peak. I also crushed it in the 2017 ICO boom. My altcoin port value in BTC peaked at 2,400. But illiquid order books and hopes/dreams of world changing chains prevented me from securing a lot of those gains into actual BTC. Either way I’m doing fine. Mainly because I’ve never used leverage. And I’ve never played in the shitcoin casinos. I have everything in institutional custody now and I borrow against my assets to make business and RE investments. And I’ll do that until I’m dead.

xianthus

BTC, BNB, ETH, and SOL. Any other alt coin thats mentioned is just people hoping you to buy their bag. Source: DOT bagholder

Hopeful_Meeting_7248

Outside of the biggest coins like BTC, ETH, SOL or BNB there's absolutely no point in holding any other older coin in hope that it'll blow during next bull market. Coins have short lives, and they rarely beat their first ATH established during previous cycle.

unknowngloomth

I put like $10k in a coin back in 2024. Some PoW coin I won't named the coin because I don't wanna be accused of shilling. Good tech and stuff. You know. BTC and ETH killer narrative bullshit. Long story short, the coin had a massive pump back in December 2024. I watched my 10k turning into $100k. Then it crashed all the way back to $10k and 99% below. I was neck deep in the tech cult. I doubled down and averaged down expecting the same massive pump back. I got stuck 1 year patiently waiting. So, the day came, my patient started to wear off. I was neck deep in that coin echochamber. I was full on hopium and copium mode. I woke the fuck up. I researched the coin in depth. It turned the pump was artificially engineered. The founders got insanely rich as the bagholders like myself lost money. I eventually dumped the coin at a massive loss, and that's why I became a mercenary in the crypto space now https://preview.redd.it/swftcc9ih86h1.png?width=1516&format=png&auto=webp&s=5f3a1caf06bce49a33639d86cc42e9f3d5edd063 . I managed to recover some losses. The thing is it's a scam but it's not obvious. The coin is still around the team is "building" but the price is a disaster. The volume is thin. It's a zombie coin now. But there are still believers to this very day hanging out in that coin echochamber socials. What it's more striking is if you check the GitHub and stuff. The team is really building it. They actively launch new projects onto the chain and stuff. But nobody gives a fuck. It's a ghosttown.

merryfasos

I had 1.3m in December 2024 mostly in Pepe and ETH + few other memecoins (wif, sigma, etc.) . I thought that when Trump gets the office we will keep pumping and I'll get a 5x or more + get tired of winning Original invested amount: $160k (basically almost all savings loooooool). Never gamble kids.

valerioshi

BTC for Ordinals. ETH and SOL for the NFTs.

Oaker_at

I was talking with my dad about crypto a few days ago, during that conversation I remembered that I was mining some ETH und BTC back when it wasn’t really popular yet. Forgot about it, sold the PC. Was around 2015 or 2016, when ETH released. I wonder how much I did mine back then.

Solid-Individual-913

I didn't sell my ETH at the top in 2021. Then in 2025 I had a second chance but nope. Diamonds hands.

CM19901

ETH is the Future, not Crypto per se.

d155l3

I bought 1365 ETH at €4 and sold it after the DAO hack..

ethboy2000

Bought just under 3k ETH back in 2016 (hence my username). HODLd well for a few years, but a combination of inexperience, bad luck, shitcoins and NFTs saw it evaporate slowly but surely. Hindsight is a wonderful thing.

Jedii12

It’s bought BTC, ETH, and SOL

Jedii12

I’ve only invested in bitcoin and ETH, one point I did invest in a meme coin but withdrew soon after. Not much was invested there

Bluejumprabbit

Buying ETH here makes sense if you think onchain dollars and tokenized stuff keep settling on Ethereum. If that keeps growing, $1500 is cheap because ETF holders still do not get staking or onchain yield and spot holders do.

Prior_Parsley3960

# Bottom Line **This looks like a major operational security failure, not a protocol failure.** Based on Humanity founder Terence Kwok's statement, the breach resulted from a **compromised private key belonging to a Humanity Foundation member**, not from a flaw in the Humanity Protocol itself. # Key Details * At least **17 wallets** were reportedly drained. * Estimated losses grew from about **$5 million** to roughly **$32 million**. * Of the stolen funds: * \~$23.7M was swapped into ETH. * \~$7.9M remained in H tokens. * Humanity founder Terence Kwok says a Foundation member's private keys were compromised. * Security teams and exchanges are reportedly assisting with the response. # Market Impact * H token fell approximately **89% in 24 hours**. * The market is treating this as a severe confidence event regardless of whether the protocol itself was hacked. # Why This Matters There are two very different possibilities: **Best case** * A limited number of Foundation-controlled or Foundation-linked wallets were compromised. * The protocol itself remains secure. * Damage is primarily financial and reputational. **Worse case** * The affected wallets share some broader exposure tied to Humanity's infrastructure, tooling, custody processes, or wallet generation methods. * Additional wallets could potentially be at risk. At the moment, the founder's statement points toward the first explanation, but investigators have not yet released a full forensic report.

Sad_Significance2541

Having trouble deciding between buying ETH or XLM. ETH has been around a long time but XLM looks very promising despite recent announcements with DTCC, which would you guys go with?

Sad_Experience_2516

That’s a good point and probably one reason ETH ETFs don’t behave exactly like BTC ETFs. If the product doesn’t capture staking yield, there’s a real opportunity cost for longer-term holders. I still think ETF flows matter for directional demand, but I agree the no-staking structure makes the ETH ETF trade less clean than the BTC one.

FishBait22

ETH? Never heard of her

Educational_Cable405

The thing that gets lost in the sell the news debate is that the ETH ETFs launched without staking, so holding through them means eating spot ETH minus the 3 to 4 percent you'd get just staking it yourself. I moved most of my longer term stack into a staking setup for exactly that reason. Until staking gets approved into the products, big money has a built in reason to stay lukewarm, and that weighs on the action way more than any single headline.

Scared-Metal9294

Lummis personally holds both BTC and ETH and continues to receive funding from crypto lobbyists.

FloralSunset2

Which ETH projects in big banks? I have not heard of any. With the rest of your BTC analysis I agree. Bitcoin is vapor, cool idea by tech people 15 years ago but no fundamental value is there.

Ge_Yo

For me, conviction comes from understanding why a project might still matter five or ten years from now. That's why I'd still start with BTC and ETH, but I'd also want exposure to projects like QANX that are building around long-term challenges such as post-quantum security.

Sammy262

How can ETH be hard money with an unlimited supply?

MaximumGenie

I'd focus on the fact that crypto can earn passive income, not just sit there. Staking ETH through something like etherfi gives you staking rewards plus restaking points while keeping your keys, compared to a bank account at basically zero percent.

WildCUPSwifties

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Ok_Freedom3290

The chop is standard accumulation behaviour. If you look at spot exchange reserves for ETH over the last 48 hours, there's been a net outflow to cold wallets, which tells you that spot buyers are absorbing supply despite the stagnant price. The best way to cut through this noise is to track the Z-score of exchange net flows alongside the perp funding rates. I built a tracking dashboard called [AlphaSignal](https://alphasignal.digital/) to monitor these metrics in real-time. If spot reserves keep dropping while perps remain neutral-to-negative, it's usually the precursor to a massive squeeze once BTC consolidation clears out.

devCheckingIn

All that hard work has to be paid by ETH token sales.

bimbobandit2016

To be honest the ETH valuation is not the best measuring stick in this market. The Bitcoin valuation is and that just broke out into bullish territory for BNB

Patient_Craft2195

You're asking the right question and your BTC dominance observation is the genuine tell. Current data confirms it's chop, not accumulation: * ETH/BTC at 0.0283 (10-month low) * BTC.D still at 56% — hasn't peaked, no rotation possible * ETH ETFs on a record 17-day outflow streak * BTC ETFs also bleeding (13-day streak, $4.3B out) This is broad risk-off where ETH is the higher-beta loser, not the start of rotation. Real question for you: what's your conviction trigger? Because "Glamsterdam pumps ETH" and "ETF flows flip after Glamsterdam" are very different bets with very different sizing. Knowing which one you're playing changes the trade.

Far-Photograph-2342

That kind of post should be allowed, honestly. If someone has held BCH for years and is questioning whether the thesis still makes sense, that is a valid discussion - not just “FUD.” Every crypto community needs room for uncomfortable questions. Otherwise it becomes an echo chamber where people can only post when they are bullish. As for whether to sell or hold, I would try to separate emotion from the decision. The money is already in BCH, so the real question is: if you had that same amount in cash today, would you buy BCH again over BTC, ETH, or something else? If the answer is no, that tells you something.

bimbobandit2016

The yearly chart of BNB/ETH is hilarious. https://imgur.com/a/zsHb3Me It's so obvious that BNB will eventually flip ETH

TheDickDog

Is ETH just dead, it's bled constantly? Considering cutting my losses on it and transferring it to 100% BTC instead of 50/50.

Suspicious_Act4982

BTC, ETH and some alts like SOL and NEXO

istudyheadshapes

Alts are trash my friend. ETH is another trash coin.

Suitable_Acadia_190

The middle ground you're missing is the one that actually matters: price alone tells you nothing. ETH at $1,500 is either cheap or expensive depending entirely on where it sits within the larger accumulation or distribution cycle. Wyckoff called this the composite operator. Institutions do not buy because price is low. They buy when they have finished suppressing it long enough to accumulate the size they need. The question is not whether $1,500 feels like a deal. The question is whether the structure underneath it supports continuation or just looks like it does. You said it feels like there's no middle ground. That feeling is the signal. Markets engineer maximum emotional commitment at exactly the wrong moment in both directions. The buying opportunity and the falling knife are the same price. The difference is whether you have a framework to distinguish between them or you are making the decision based on how the number feels...

Kurosaki56843

If you don't want to deal with node setup and unstaking delays, Nexo is worth looking at. You earn interest on your ETH, it compounds, and you're not locked into validator queue timings. For a 3 year hold where you just want it working for you without the technical headache it's probably the simplest option

Whole_Historian_7185

ETH usage has surged this year however the price does not follow its adoption. ETH is NOT perceived as a store of value it has been, an is purely speculative.

50sat

What market though? The market of people that strictly and repeatedly try to speculate on ETH as a store of value? While tons of them are minted and burned every day? If I told you to go buy a 10k gallon tank so you could speculate on the price of gasoline, would you do that? Because I can sell you a great tank and one of these days, gas will surely be in high demand! People trying to make money stockpiling gas are going to keep wondering why it's not happening while the world continues to use gas to make money ... moving shit around them.

B-RapShoeStrap

I mean, the same problem would happen with BTC, but when you try to sell/use what you mined. Privacy requirements have to do with laws/regulations, not the technology itself. They could have cash reverse ATM for ETH/BTC, but my understanding is that those require ID by law.

50sat

Recognizing that ETH L2 is ETH, what single instrument in the world is involved in the same number of transactions recorded on ethereum-driven blockchains daily? Seriously I don't even have numbers but I'll bet it's really just USD and maybe the Euro flavor. The rails aren't there, crypto altogether isn't ready to force the balance. I'm not pretending that. But also if people need emergency rails there aren't many options. Things built on ETH and things that make damn sure they can bridge to ETH. ETH and it's ecosystem can power a close analogue of, as far as I know, basically every activity that occurs in the various global financial markets. It's widely distributed, and broadly trusted. I could go on. It's gas. *literally nobody* has a desire to pump the price of gas outside of some short-sighted oil companies. It's utility is so fundamental that if the fight isn't over gas/oil then nobody fucks around about it. So, every once in a while somebody gets up a hype round of "all crypto are stores of value and utility is imaginary" or something. People rush onto ETH thinking it's Ripple or BTC. It's not. IDK that's my little ted-talk for a reddit dead-end thread lol. I'm not sure what you've been taught "utility" is but millions of people use it every day.

aliassuck

You need to buy ETH to mine ETH, which ties your wallet to the person you first bought ETH from. No one's going to give you the initial ETH for free. Either you sent the ETH from your other wallet which ties the identities of your 2 wallets together or you bought it at an exchange which has your personal information.

50sat

For me USD is a permanently risk-on asset now. If you can't put whatever financial holdings you have into useful, physical stuff (I really can't afford to park a bunch of idle money and call it capital myself) then try to get a basis in something you think will have value regardless. For a bunch of reasons I'm piling into ETH. The thing I like to say is "eth is gas" and leave it at that. ETH powers a tremendous portion of the 'global market' right now and it's heaviest in the most forward-looking sectors. Like I said, I can't afford to park physical metals right now. Not sure it's a good time to be acquiring developed land for short term profit. I have some paper metals. The dollar can collapse without taking down the financial system entirely and if that happens I'd rather have paper gold than paper money. Meantime I'm looking towards building my post-dollar future in defi. As far as the kool-aid comment - people rushing to turn anything that represents a tangible asset into USD right now are, IMO, giving away their stuff. If you want something more tangible to understand what I'm talking about - learn about the plaza accords and how tanking the USD brought work ... a certain type of prosperity back to the US. The "Mar-A-Lago Accord" is kind of a joke I think but IMO the USD is a high risk asset as long as Trump has any influence. Fire up the printers and capture title to assets is how you clean up after a wringing out a fiat economy.

Mundane-Context-3979

Altcoin follow BTC. The odd tokens might be different, but it has virtually always been the strongest case to hold nothing but BTC and maybe ETH until late bull run and then trade over a percentage to capitalize on money flowing into higher risk assets before the market crashes, but even then only if the government is printing money ie QE.

Reach_Beyond

It’s the only crypto I’ve ever used for real life uses. PoS will win out long term vs PoW. Rewards paid out from gas and security is amazing. It has a small inflation and can go deflationary at some points. Institutions will tokenize on ETH (biggest point) Those are just regular bull points I like. My mega bull case is in a neon cyber punk far future I think it could be the #1 monetary asset, but don’t hold your breath on that. BTC is cool, but just feels like another asset.

CryptigoVespucci

This is the way. What's your ETH bull thesis ? General adoption + insto allocation?

Reach_Beyond

Exactly! I was never near perfect, but I’d been accumulating since 2018 and just want to take some off the table. I’ll probably now bring holding what I just rebought for like 3-5 years. I did get plenty of ETH, but might add more BTC if it drops even lower.

ThorgrinHaphazard

A few things! Happy to dive into it. Firstly, we’re not an aggregator. EverSwap is an AMM so we have our own liquidity pools - but our architecture is a brand new design. Each asset has just one pool - (e.g one pool for ETH, one pool for USDC, etc). We don’t have token pairs in a traditional sense. Instead of token pairs, we use a new weight based system. Each pool is assigned a dynamic weight that reflects its relative balance and utilization within the ecosystem. That weight is used to calculate the exchange value between assets - which also means that we have no reliance on external price oracles, which are a huge attack vector. Because of the design of our pools, every token essentially has a direct swap route with every other token - which means better swap rates because there is no need for routing through intermediary tokens eg ETH > USDT > wBTC, with EverSwap it’s simply ETH > wBTC. Our pools also facilitate swaps, lending, and borrowing from the same liquidity source. This is very cool - because it means that LPs can deposit just one token, they earn fees from multiple streams, and they earn every time the token they deposit is utilised - not just a specific pairing. We have some more magic that happens behind the scenes with relayers too. Because EverSwap doesn’t use pricing oracles, every pool interaction (swap, lending, borrow, etc) creates an arbitrage opportunity between EverSwap and external venues. We use relayers to execute transactions on EverSwap - with a new kind of meta transaction. Relayers fulfil users intents, perform arbitrage across the system to rebalance the weights of the pools. They get paid - and they share arbitrage surplus back to LPs - keeping value that would otherwise be lost to MEV within the protocol. That’s just a brief overview - let me know if you have any more questions :)

Reach_Beyond

I bought. I sold all between low $70k BTC and was 95% out at $110k BTC and 4.5k ETH. All that cash was in interest barring USDC. It is now 100% re invested between $68k to $60k BTC and 1.6-2k ETH. Not looking for opinions or tell OP what to do. No idea why I did it other than vibes

Vancecookcobain

Ummm yea you'd be a fool not to pull the trigger....me personally....I'll be a fool until the end of summer.....I think there is still room for it to drop more....but I'm going all in on ETH and Solana this cycle....they are going to 3x bare minimum

Bnevillewood

Does that include ETH?

AutoModerator

Post is by: ThorgrinHaphazard and the url/text [ ](https://goo.gl/GP6ppk)is: /r/CryptoMarkets/comments/1tzlgj9/bear_market_founder_thoughts/ This post was removed the first time. I’m not sure why. It’s not spam - though my thoughts can often be interpreted that way. Alas, I’ll try again. Crypto isn’t dead. Far from it. It might feel dead. It might look dead. It might even taste dead - though if you know what dead tastes like, please, let’s not meet. Despite the appearances, under the lifeless, murky surface, life still lurks. It might not be vibrant. It might not be beautiful. It might not be screaming across your timeline in all caps with a 40x chart attached. But it is there. It’s quiet, resilient, and purposeful. I’ve worked in the blockchain industry since 2020. I’ve seen startups rise, raise, ship, pivot, collapse, disappear, and occasionally survive long enough to become something real. The thing I’ve learned is this: Bull markets are loud, but bear markets are honest. In a bull market, everything looks like product-market fit. Bad ideas raise. Half-built products get users. Everyone is bullish on something, and less than half of them know why. In a bear market, there’s nowhere to hide. No endless hype. No free attention. No green dildos spreading orgasmic euphoria through your wallets. You either believe in what you’re building, or you stop. That’s where we are with EverSwap. EverSwap was built around a simple belief: DeFi’s foundations are still inefficient. Liquidity is fragmented across pairs, lending markets, vaults, bridges, aggregators, and isolated systems that all fight over the same capital. Every new protocol adds another layer, another market, another incentive scheme. Everyone is optimising around the inefficiency. But the underlying problem remains. Capital is split everywhere. So we decided to do something about it. Our system is based around a simple idea: just one pool for each token. One pool for ETH. One pool for USDC. One pool for each asset. No token pairs. No liquidity scattered across endless pools. No reliance on external oracles. Just one unified liquidity base that can support swaps, lending, borrowing, and protocol-level arbitrage. EverSwap uses single-asset pools and a weight-based architecture to let multiple DeFi functions operate from the same underlying liquidity. The goal is not to build “another DEX.” The goal is to build a stronger base layer for DeFi liquidity. A system where liquidity can be deeper, simpler, more reusable, and more capital efficient. And building that in this market has been hard. Really hard. We’ve bootstrapped every penny to date. The product is close. The validation is real. We’ve had strong technical feedback, we’ve recently been accepted into a subsidy program by the Ethereum foundation, and we have real conversations that make me believe the idea matters. But raising right now is brutal. Investors are cautious. Attention is thin. Most people are waiting for signs of life before they take risks again. I get it. But I also think this is exactly when the next important things get built. Not when everyone is euphoric. Not when every idea can raise off a narrative. Not when “DeFi is back” is trending again. Now. When it’s quiet. When it’s painful. When conviction actually costs something. Because crypto is not dead. It mirrors the traits of the people still building through this market. Quiet. Resilient. Purposeful. That’s why we’re still building. EverSwap is our attempt to solve one of the core structural problems in DeFi: fragmented liquidity. Maybe we’re early. Maybe the market isn’t ready yet. Maybe it takes longer than we want. But I’d rather build something difficult in a dead market than chase something easy in a loud one. And sure as hell, when the market recovers, the charts go woo woo, and everyone’s asking what colour your Lambo is going to be - we’ll still be here. Only by then, we’ll have something remarkable to show for it. The bear market has a way of stripping things back to one question: Do you actually believe this should exist? For EverSwap, the answer is yes. The website is EverSwap.com. I’m still in love with the name. I think crypto will fall in love with the idea. If you have any questions, criticisms, or want to quiz me on the technicals, I’d genuinely love to hear from you. And if you’re a whale or angel and have an overwhelming desire to inject capital into something that matters, I’d be lying if I said I wouldn’t take the call. If you want to follow the build, here’s our Twitter link. I still refuse to call it X. Twitter/X: https://x.com/everswapx?s=11 We have 43 followers at the time of writing. I wonder where that number will be when the market picks up again. *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.*

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Post is by: ThorgrinHaphazard and the url/text [ ](https://goo.gl/GP6ppk)is: /r/CryptoMarkets/comments/1tzlcb8/building_in_a_bear_market_note_from_a_founder/ Crypto isn’t dead. Far from it. It might feel dead. It might look dead. It might even taste dead - though if you know what dead tastes like, please, let’s not meet. Despite the appearances, under the lifeless, murky surface, life still lurks. It might not be vibrant. It might not be beautiful. It might not be screaming across your timeline in all caps with a 40x chart attached. But it is there. It’s quiet, resilient, and purposeful. I’ve worked in the blockchain industry since 2020. I’ve seen startups rise, raise, ship, pivot, collapse, disappear, and occasionally survive long enough to become something real. The thing I’ve learned is this: Bull markets are loud, but bear markets are honest. In a bull market, everything looks like product-market fit. Bad ideas raise. Half-built products get users. Everyone is bullish on something, and less than half of them know why. In a bear market, there’s nowhere to hide. No endless hype. No free attention. No green dildos spreading orgasmic euphoria through your wallets. You either believe in what you’re building, or you stop. That’s where we are with EverSwap. EverSwap was built around a simple belief: DeFi’s foundations are still inefficient. Liquidity is fragmented across pairs, lending markets, vaults, bridges, aggregators, and isolated systems that all fight over the same capital. Every new protocol adds another layer, another market, another incentive scheme. Everyone is optimising around the inefficiency. But the underlying problem remains. Capital is split everywhere. So we decided to do something about it. Our system is based around a simple idea: just one pool for each token. One pool for ETH. One pool for USDC. One pool for each asset. No token pairs. No liquidity scattered across endless pools. No reliance on external oracles. Just one unified liquidity base that can support swaps, lending, borrowing, and protocol-level arbitrage. EverSwap uses single-asset pools and a weight-based architecture to let multiple DeFi functions operate from the same underlying liquidity. The goal is not to build “another DEX.” The goal is to build a stronger base layer for DeFi liquidity. A system where liquidity can be deeper, simpler, more reusable, and more capital efficient. And building that in this market has been hard. Really hard. We’ve bootstrapped every penny to date. The product is close. The validation is real. We’ve had strong technical feedback, we’ve recently been accepted into a subsidy program by the Ethereum foundation, and we have real conversations that make me believe the idea matters. But raising right now is brutal. Investors are cautious. Attention is thin. Most people are waiting for signs of life before they take risks again. I get it. But I also think this is exactly when the next important things get built. Not when everyone is euphoric. Not when every idea can raise off a narrative. Not when “DeFi is back” is trending again. Now. When it’s quiet. When it’s painful. When conviction actually costs something. Because crypto is not dead. It mirrors the traits of the people still building through this market. Quiet. Resilient. Purposeful. That’s why we’re still building. EverSwap is our attempt to solve one of the core structural problems in DeFi: fragmented liquidity. Maybe we’re early. Maybe the market isn’t ready yet. Maybe it takes longer than we want. But I’d rather build something difficult in a dead market than chase something easy in a loud one. And sure as hell, when the market recovers, the charts go woo woo, and everyone’s asking what colour your Lambo is going to be - we’ll still be here. Only by then, we’ll have something remarkable to show for it. The bear market has a way of stripping things back to one question: Do you actually believe this should exist? For EverSwap, the answer is yes. The website is EverSwap.com. I’m still in love with the name. I think crypto will fall in love with the idea. If you have any questions, criticisms, or want to quiz me on the technicals, I’d genuinely love to hear from you. And if you’re a whale or angel and have an overwhelming desire to inject capital into something that matters, I’d be lying if I said I wouldn’t take the call. If you want to follow the build, here’s our Twitter link. I still refuse to call it X. Twitter/X: https://x.com/everswapx?s=11 We have 43 followers at the time of writing. I wonder where that number will be when the market picks up again. *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.*

Dismal_Message_9093

I believe in spreading my bags across different sectors, not all in once. I mostly score my picks based on the conviction I have for them and make a plan at the time of buying. Picking one Alt coin could turn out very unlucky as this space is quite uncertain and the sentiment can change in a sec. Although my top picks are in different ecosystems.They include SUI, ETH, SOL , SEI , CFG as my top bags with small clips in the smaller caps. What do you think?

MeetMyBackhand

5 years ago today, BTC was trading at $33.5k, which would mean an 85% return... ETH, on the other hand, was trading at $2,700 which would mean a 39% loss. In other words, these are some really cherry-picked numbers from 2021...

Ifnerite

No. BTC or ETH.

nonkeywayzee

ETH and all utility tokens are just appcoins, ditch them completely. Buy Bitcoin and move on from the rest of the crap.

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Post is by: AIautoagent1 and the url/text [ ](https://goo.gl/GP6ppk)is: /r/CryptoMarkets/comments/1tzht8w/how_are_you_sizing_cbdc_risk_in_portfolios/ The quiet story that matters most right now is that CBDCs have moved from “interesting research topic” to “assumed baseline” in the future global monetary architecture. If you look at the Atlantic Council CBDC tracker and recent IMF/UN reports, the direction of travel is clear: most major economies are either piloting or designing CBDCs, and the conversation has shifted from “if” to “how and when.” China’s e-CNY is the furthest along at scale, the ECB is deep in “digital euro” design work, the Fed is still in research/consultation mode but deliberately keeping the door open, and a long list of EMs are treating CBDCs as infrastructure for cross-border payments and capital controls. At the policy level, CBDCs are being framed as “public digital money” to coexist with private stablecoins and bank deposits, and as tools to modernize payments, tighten monetary transmission, and maintain state control over the unit of account in a world of stablecoins and Bitcoin. For crypto, this cuts both ways. On one side, a programmable, surveillance-friendly state money is a direct competitor to stablecoins and undermines any illusion that “digital payments” alone are disruptive. On the other, by normalizing purely digital base money and accelerating the shift away from cash, CBDCs make the contrast clearer: Bitcoin and self-custodied crypto as the opt-out from a system where monetary policy, capital controls, and even transaction-level permissions are software. Against a backdrop of rising fiscal deficits, slow-motion dollar debasement, and a more multipolar currency system, Bitcoin starts to look less like a tech trade and more like neutral collateral and optionality. The fact that institutions are now holding BTC via ETFs at the same time the official sector is blueprinting CBDCs is not a coincidence; it’s the market building its own parallel rail. My response is pretty simple: if the state is going all-in on programmable money, the only rational hedge is owning assets on rails you control. With CBDCs accelerating, I keep everything off exchanges in self-custody on a Ledger — the whole point of crypto is the exit: https://shop.ledger.com/?r=earning-hq&utm_source=reddit&utm_medium=social&utm_campaign=cbdc&utm_content=ledger and I still use Coinbase as the most compliant US ramp for people just getting positioned: https://coinbase.com/join/earning-hq?utm_source=reddit&utm_medium=social&utm_campaign=cbdc&utm_content=coinbase Curious how everyone else is actually sizing “CBDC risk” in their portfolio construction. Do you treat it as thesis support for BTC/ETH, or more as a regulatory headwind for stablecoins and exchanges? Ledger and Coinbase links are affiliate links. *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.*

Honorjudge

Dude I’ve staked on coinbase since the day you could, over 2 years now. I’ve earned almost 3 ETH through staking. I’d recommend do it through them if you want to set and forget.

Debby_Beauty1359

Should I invest in SpaceX coin in 2026? Post: Short version, you can't, and that's the honest answer that saves you money. There is no official SpaceX cryptocurrency. SpaceX has never launched a coin, and Musk hasn't made one. So there's no legitimate "SpaceX coin" to invest in. Anything calling itself that in 2026 is unaffiliated, and most of it is a scam. What you'd actually be "investing" in if you went looking: A random impersonation token someone minted (no connection to SpaceX, often no liquidity, frequently a rugpull). A flat-out scam: fake Elon giveaway, fake presale with a countdown timer, fake airdrop. A third-party "tokenized SpaceX" product that isn't official or endorsed and has its own risks. None of those is "investing in SpaceX." SpaceX is a private company, so there's no easy public retail way to own a piece of it, and a token is not a secret backdoor, it's bait for people frustrated by that. If you want crypto exposure in 2026, trade real assets like BTC/ETH on a regulated exchange. If you specifically want SpaceX equity, accept that legit retail access basically doesn't exist yet and don't let that push you into a scam. Not financial advice, but on "should I invest in SpaceX coin" the answer is there's nothing real to invest in. Stay safe

BitcoinBrains

On the surface, BTC has a massive market cap and a solid system, but its internal structure is not robust. Recent on-chain data shows that the proportion of long-term holders has continued to decline, while the proportion of short-term holders has risen, indicating a loosening of stable capital. At the ecosystem level, BTC is highly correlated with ETH, stablecoins, and various Meme coins. Local explosions or leverage can easily be amplified, becoming the trigger for price volatility. BTC’s Fungibility (liquidity/convertibility) in local markets still has deficiencies and cannot achieve smooth, equivalent-value transactions under all scenarios.

BitcoinBrains

On the surface, BTC has a massive market cap and a solid system, but its internal structure is not robust. Recent on-chain data shows that the proportion of long-term holders has continued to decline, while the proportion of short-term holders has risen, indicating a loosening of stable capital. At the ecosystem level, BTC is highly correlated with ETH, stablecoins, and various Meme coins. Local explosions or leverage can easily be amplified, becoming the trigger for price volatility. BTC’s Fungibility (liquidity/convertibility) in local markets still has deficiencies and cannot achieve smooth, equivalent-value transactions under all scenarios.

Regret-Select

How many altcoins actually have true use? They're mostly all trash. There's few altcoins with real purpose, and sometimes even those more popular altcoins get replaced by newer tech. There's not much reason for mainstream adoption on coins only being around for 4 or 6 years, often less Some people don't care who invents the next "internet". Some just want what's already well established and reliable, and that all doesn't quite leave too many choices. BTC, ETH, LTC. And altho the tech behind LTC remains pretty amazing, even it hasn't quite picked up on mainstream adoption

Ok-Local5322

Check [Ether.Fi](https://www.ether.fi/@promo) \-- 15% cashback for food and groceries in May and June and 3% cashback for everything. Use code **promo** or **cashback** to get it. You spend USDC or EURC with 1% commission, but get back 3% cashback in ETH (weth) and can convert to usdc immediately. ApplePay/GooglePay No Mica/ DAC8 so no reports to tax offices.

Prestigious_Fold_175

ETH can go to 5000 and 10000 Patience

Tenesmus83

I’m both sure ETH is a long term hold considering how poorly they did this last cycle

OdonsOwn1966

I'd like to know this as well. I have just started in BTC, and moved it into a cold wallet where I have a few thousand of xrp, xlm and a bit of ETH. Currently only DCA'ing BTC and ETH and figure to move them into cold wallet each month.

Affolektric

Depends in what sense. He can’t seize or freeze your Bitcoins - or print more. Be just like he fucks the economy for the gains of his family and friends - he can with crypto. Research the ETH adress related to his son in law who placed short orders for tens of millions 30min before Trump announced some FUD about crypto - or the other way around. Or who placed long for hundreds of millions on crude oil momemts before Trump attacked Iran. I am not talking about technical aspects but economical. People won’t play without trust.

BHG_702

And in 2029/2030 the new lows during bear will be 120k BTC, 4k ETH

Turbulent-Peace-8772

on the SOL ETF divergence: a single week of flows is rounding error against the rotation thesis. smart money or sticky mandate-bound rebalances both fit the same data. not enough to call yet what's more readable in real time imo is whale positioning on the prediction markets themselves. when ETH "70% to deeper leg down" prices, who's actually taking the YES side at that level matters. if it's wallets that have been right on recent crypto moves, that's signal. if it's retail piling on after the fact, noise

r3v3rb_1

ETH is a shitcoin. If you want to invest in shit then crypto is for you.

Bogdanoff_dump_it

Yes, every Monday I buy BTC, ETH and SOL. I do have some cash sidelined in case of a further drop.