ETH

SillyMoneyRick

Be careful. I lost 50% of my ETH value when I un staked last year to slippage. Needed to get out fast and the process to unstake quickly was a fiasco. Lost over $20k.

MajorAnamika

From that thread: >Cryptocurrency won't be just a currency, it will be everywhere like in payments, internet, vpn, supplychain, games, social media, maps, etc etc. It's the future!! I feel like now we're at a stage similar to how the beginning of internet was like. Also, ETH will flip BTC.

SpontaneousDream

I love that there are fools out there that still believe this nonsense. More liquidity for my ratio short against ETH. So...thanks? Lol

cyger

After the 10/10 manipulation I sold most of my alts and rotated those assets into AI stocks and are pretty happy. It was one of the best things I ever did. No more stress of it dropping and dropping everyday. I'm holding a dash of ETH and a good size bag of SOL because these have a chance.

MinimalGravitas

> Does anybody else park their crypto on AAVE Yes, there are almost $13 billion worth of assets parked on AAVE at the moment, it is the 2nd biggest DeFi application all of crypto. https://defillama.com/protocol/aave I have assets still in AAVE from the first DeFi summer that I sometimes borrow against but have never moved. Don't really know about the AAVE governance token though, I use the platform for ETH/WETH and stablecoins.

ShanktarDonetsk

BTC + ETH reached ATH in 2025. You waiting for the altcoin pump that will never come?

Itslittlealexhorn

Long term it should be expected that TVL far outweighs market cap. The fact that it's been (and still is for most chains) the other way around is a persistent problem for crypto, namely "where are the users?". For comparison, BlackRock has a market cap of roughly $160 billion. which is just slightly over 1% of its assets under management at roughly $14 trillion. For other investment firms we find similar values. Ethereum has to be able to reliably function even if the value of ETH is just 10% or less of the TVL it secures.

tetsu2323

Cardano has always been rubbish. Just surprised so many believed Charles just because he was a founding member of ETH, for so many years. He rode on that and never had a proper plan. The whole ecosystem is a joke, like how Charles listed some universities as part of ADA's ecosystem back in 2021. "Peer reviewed" lmao ADA would probably pump every now and then but it's 0 long term.

JaNuS_d-_-b

Even better: ETH is number fucking 1 shitcoin globally!!11

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Post is by: divexpat and the url/text [ ](https://goo.gl/GP6ppk)is: /r/ethtrader/comments/1usdspg/both_swift_and_the_bank_of_international/ Today Swift announce their new L2 built on Ethereum. In addition to that about a month ago the BIS announced that their blockchain project passed initial tests and would be expanded. This is incredible for Ethereum. It is more evidence that Ethereum and the EVM will be the foundation for global finance. The global financial system is migrating to running on ETH. Links below. For Swift: [https://www.swift.com/news-events/press-releases/swifts-blockchain-ledger-ready-use-17-banks-set-pioneer-tokenised-cross-border-payments-trusted-global-infrastructure](https://www.swift.com/news-events/press-releases/swifts-blockchain-ledger-ready-use-17-banks-set-pioneer-tokenised-cross-border-payments-trusted-global-infrastructure) [https://finance.yahoo.com/markets/crypto/articles/swift-moves-blockchain-settlement-live-174043862.html](https://finance.yahoo.com/markets/crypto/articles/swift-moves-blockchain-settlement-live-174043862.html) For BIS: [https://www.bis.org/about/bisih/topics/fmis/agora.htm](https://www.bis.org/about/bisih/topics/fmis/agora.htm) *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.*

Hour_Flounder1405

I bought at 110 (after the all time high peaked at 125K). I sold at 98K (all of it). And measured in again at 58K. I don't own a crystal ball, but I know when my trade performance is screaming: "take action and stop being hard headed". So I listen to that ...it's not hard to know when your trades are horrible. You P/L record PROVES IT. but how do I KNOW when to get back in, when to get out? 200 MA MACD RSI sure those TA indicators can give you "SOME" insights. but they are NOT the predictors. For bitcoin, which is now a global asset, traded on every major classic trading exchange, and hedge funds and even with some nation state central banks trading it and buying it for a "reserve". It behaves now, quite correlated to the overall global market. In particular the tech sector, specifically NASDAQ. Bitcoin IS a tech "stock". It is also subject to the same drivers. interest rates, war and crisis, uncertainty, gold prices, nasdaq performance, S&P and DOW performance. So you have some correlations ..and of course, transparently you can actually see the ETF's failed miserably. That WAS TELLING. now there is more to this than even those fundamentals. specifically. THE POWER LAW. Look into this. I have. Albeit a little late to avoid making foolish trades I mentioned above. Here are the current figures. I'll start with the most important and immediate levels Lower Bounds (solid hard floor): 58700 (does this sound familiar? We just hit that and it went just slightly lower...a rounding error). That already happened. If you believe in the POWER LAW and understand how to calculate it, then we already had a floor for bitcoin. (but THIS ONLY APPLIES TO BITCOIN...don't even try that for etherium or any other coin. For etherium, use metcalfe's law...do the calculation but also understand that eth has broken down and violated metcalfe's law numerous times. However, BITCOIN has NEVER broken down and violated THE POWER LAW! It's not magic. it's just a very good way to measure price bounds for bitcoin. regression: this is 165,000. This is "fair value". This is where we are headed next. There is no frame of reference for time to hit this level. No one knows. But that is the current fair value regression. It will definitely mark AT LEAST that level in the next leg up. and the next level and understanding of the POWER LAW explains why Upper Bounds (cycle top, peak exuberance) - 582,000. This is the specific level of the next cycle all time high. Again, like regression level, there is no time specifics for this level to get hit. No one knows. But that is the cycle top. It will act as resistance. You will definitely want to take profit at or just below that level. notes: these figures are based on the ENTIRE data set of prices (absolute) for every single 10 second interval of bitcoin since the genesis block originated in a open public trading condition. These values DO CHANGE OVER TIME AS BITCOIN PRICES CHANGES AND MORE DATA POINTS ARE ESTABLISHED. also noting with emphasis: because we have hit the hard floor of support (lower bounds = approx 58,000), our next level IS regression (165K). When that level happens and it will, we recalculate THE POWER LAW including the new data points. And thus we will furnish a new set of LOWER, REGRESSION and Upper levels. But for now, we can depend on the levels here based on prior data. This has been incredibly accurate since the origination of the first genesis block was traded as bitcoin. It has never, not once violated the power law. (other crypto have failed miserably to follow any such power law with etherium only holding about a .58 correlation to metcalfe's law, proving there are no good mathematical formula or theories of past performance of ETH upon which to determine three dependable trading levels in the long term. (or the short, arguably). bitcoin is king for a reason. it's mature, limited in supply with only 1 more million to be mined between now and 2040 (approx). this feature makes is not only popular and understandable in terms of limited supply and comparison to a store of value (like gold), but mathematical formulas and theories such as THE POWER LAW prove that it conforms to a correlation of volatility that is dependable enough to be profitable for the long term trader. (not the short term day trader, no sir) You are welcome. Have a happy trading season and don't get greedy. It's not bitcoin that will punish greedy traders...it's market makers. Help them along by trading bitcoin with the POWER LAW and they look favorably on your participation. Go hog wild and fight against the trend...and you get rewarded with nuts in your face. God Bless America

xilepandora

If you are lucky to be in a country with BTC or ETH ATMs you can deposit cash and transfer to a wallet you have then trade onchain via decentralized exchanges or Hyperliquid

cosmic_censor

Fees being paid to the base chain and to dApps running on ethereum is around 13 million (USD) a day while the issuance of new eth is about 4 million (USD) a day. The you have all the fees being paid on L2s which is also in the millions and paid in ETH. Where is the recursion? Since newly created ETH does not cover all the fees being paid on ETH and L2s, that ETH is likely being bought on exchanges.

r33gna

As a casual, thanks for this heads up. I was going to do the bridge but then found out you need gas fees in ETH for that. Welp, I only got a paltry amount of Moons that I got for free anyways. I never really understood it but this subreddit and Moons let me interact and try stuff with crypto for free and that's very cool. XD

MarioWilson122

I can see some people adding ETH to that list, or even SOL. But after last cycle, it's hard to really argue against BTC being the pick if we only get one, especially if it's a large amount of money in it.

ntc2e

guys, he cracked the code!!!!!! WE DID IT!!!!!! can't believe ETH is going to 50 million

Milcah_Ganderton

Memecoins gonna memecoin - people chase hype instead of fundamentals and act shocked when it evaporates. At least with actual projects like ETH you've got something building in the background, not just a ticker riding celebrity momentum.

cosmic_censor

Fee revenue for ETH is some of the highest in the industry with only Tron routinely surpassing it.

Reach_Beyond

What’s the biggest bear case for ETH if the future of digital assets and crypto IS still built on Ethereum? If TVL, assets, activities keep growing (assumption). How low can ETH go? It cannot go to zero, it needs value and holders of the underlying Ether token to secure the proof of stake methods to work?

Critical_Deer_1892

https://preview.redd.it/gdfvz0g439ch1.png?width=3420&format=png&auto=webp&s=6335541ecf83eb109a90fe9da0e611c0ba616f6d ETF flows are starting to diverge. BTC ETFs: -$84.9M latest flow ETH ETFs: +$70.5M latest flow BTC still holds the larger AUM, but ETH is showing cleaner short-term demand here.

crossy1686

Yep, you can’t build anything on ETH that won’t get killed by gas fees at some point, takes up to minutes to resolve, and requires you to bounce between layers to negate the aforementioned issues. The only reason ETH still holds any value is the whales that bought years ago don’t want to sell and pay the gas fees.

snazzig

Lmao what this means is when that locked ETH frees up its dumping another 60% to 500$

Upset_Albatross_9179

I think this comparison doesn't make sense in two ways. 1. Why should these numbers be connected? The whole point of building things on ETH is that you get to use ETH indirectly and don't have to use it directly. 2. Network usefulness != market cap. If use and demand goes up, that drives up market cap. But if you create a very efficient way to do something interesting, you make the network a lot more useful without driving up demand. Point 2 is a very long standing problem. You can create a network that does something interesting. But you also then have to make the tokenomics work. And often those end up being almost opposed motivations. What this tweet is pointing out is something like a security concern. ETH is proof of stake. If there's a $1T economy operating on a $100B market cap ETH, then a molevolent actor could spend $51B to disrupt a market 20 times that size. Or less malevolently, the POS votes could vote in favor of their $100B interests that might be totally opposed to the interests of the $1T economy depending on it. If people invested in the ETH economy feel there's a risk, they can start purchasing ETH and participating in POS to make it more secure. And the more that happens, the more the ETH market cap rises and the more secure it supposedly gets.

OldDomainer

Stablecoins might actually be crypto’s cleanest product-market fit so far. Not everyone wants to trade every candle. Some people just want a simple way to hold value, move funds, and earn passively without dealing with 20 wallets and smart contract risks. That’s why CeFi platforms still make sense for beginners. I’ve been looking at platforms like CoinDepo because they make BTC/ETH/SOL/USDT yield feel simple, especially with fixed-rate options. Crypto doesn’t always have to be about chasing the next 100x. Sometimes the real use case is just making your assets work quietly.

uyarti

ETH is an overvalued piece of shit should’ve bought in 2020 and sold in 21 like me move on already

Left_Entrepreneur918

If ETH can get its killer app, it will be valuable, until then it really doesn’t do anything

jawni

>The originally comment was “Cardano does not scale”. All blockchains evolve from their current state. Well, the current state of Cardano is that it cannot scale. Maybe that changes, but we've yet to see it yet. >Look at ETH, they’re proposing to build and switch to a utxo model. 1. They are not proposing to switch to it. 2. It's a research paper by one person that is still being researched. 3. It shows that by adding utxo *in addition to accounts* they could lower state usage in certain situations. >Why would I push back on the stats? If the point is to demonstrate the usage is low, then there is no debate. Usage is low, yes. I had to cherrypick a block that wasn't nearly empty to use as an example, but the point isn't that usage is low. The point is that the ceiling on throughput is low because of the tiny blocks and long block times. That *is* scaling, or more accurately a lack of scaling. >If the point is the argue that Cardano doesn’t or can’t scale, then that’s incorrect and I’ll gladly challenge it. I honestly have no clue how I could make it more obvious. I showed you, based on actual usage, the limits of how much it can scale. If you want to keep going down the "well after Leios it will be different" then we'll have to wait and see, sort of like we've be doing with Cardano for almost a decade now.

Banker_dog

The originally comment was “Cardano does not scale”. All blockchains evolve from their current state. Look at ETH, they’re proposing to build and switch to a utxo model. Why would I push back on the stats? If the point is to demonstrate the usage is low, then there is no debate. If the point is the argue that Cardano doesn’t or can’t scale, then that’s incorrect and I’ll gladly challenge it.

Healthy-Walk2772

even I uses this platform for exchanging crypto from BTC to ETH

divexpat

Ethereum DATs earn a yield on their ETH for being validators of the Ethereum blockchain. Bitmine's cost to pay out preferred dividends is only around 10% of what they are earning yearly from their validation yield. Bitmine will never need to sell ETH to fund their preferred stock dividends. Bitmine's goal is to own 5% of ETH. They have 4.8% as of last Monday. After that their goal is to expand their investments into the Ethereum ecosystem. Bitmine also owns one of the largest 3rd party proof of stake (i.e. POS) validator networks in the world. This is a large and profitable business. They don't just validate Ethereum but also other POS chains like Solana and for doing that they generally earn 10% of whatever yield they validate for people (10% is the industry standard). The other large Ethereum DATs either have no debt, including preferred stocks, or they have another business they run in addition to being an ETH DAT. So, Sharplink (SBET) has no debt. Another example, Bit Digital (BTBT), owns 70% of an AI data center company. So, ETH DATs do not have the same issues as MSTR.

Zhytaleks

BTC and ETH are still the safest long-term bets in my opinion. Beyond those, I'd only allocate a small percentage to projects with real adoption and active development, like SOL or LINK. For a 10+ year horizon, survivability matters more than chasing the next 100x.

Raymikqwer

Yh I only have one shitcoin position remaining (mostly because it's liquidity is dead and I can really be assed to deal with it now). Remaining portfolio is just 90% BTC and 10% ETH. A very tiny amount of shitcoins will pump, but it's very unlikely you manage to pick those ones.

NoBrosCrypto

No I won’t recommend things I’m not sure of. BTC and ETH are my only conviction plays. The rest, make sure you look at the use case, developer adoption (who’s building on it), TVL (total value locked) but be careful this is more a metric around DeFi, and tokenomics. Also check whether it’s growing or dying - not by price but by activity. Developers, Dapps, unique wallets, unique wallets, etc. Just steer clear of all memecoins as they literally have no utility. Only the big ones like DOGE if you must, since it’s been around long enough and has at least ongoing transactions and activity. Otherwise consider that pure gambling if you’re playing down that end.

VizeKarma

That is the exact reason why I haven't begun development. The plan as of now is to make growth follow the revenue rather than to outpace it. If usage on a given chain starts costing more than what the donations bring in, I'd throttle or cap before adding more networks rather than expect blind and hope donations catch up. Worst is that it stays smaller and slower-growing than I'd like, but it doesn't go bankrupt from its own popularity. For BTC/ETH, running your own node isn't too expensive. I ran some estimates on bitcoind and an eth validator, and I estimate around $100-$150 per month on cloud compute on Hetzner. That works out to be around $5 a day, which I think could be manageable over donations. As I expand into more networks, I hope that number will go up somewhat linearly.

Extension-Text1071

That image is the kind of thing that make me laugh, "is it a crash or just a tuesday" is too real. The dashboard panel showing SOL oversold and ETH overbought at the same time is actually interesting, most sentiment tools just give one number for the whole market. I am wondering how you handle the data when coins move in opposite directions like that, does The Gauge weight them by market cap or something

jawni

What metrics or signals do you track that makes you positive ETH will win that market share?

MinimalGravitas

> And what is the bull case for ETH right now? Last year Larry Fink's chairman's letter to shareholders talked about tokenizing *"Every stock, every bond, every fund, every asset".* This year at Davos he was explaining his vision of moving the financial system onto *"one common blockchain"*. Since then Blackrock (largest asset manager in the world) has announced 2 new tokenization projects on Ethereum; JP Morgan (largest bank in the world) has announced a tokenization project on Ethereum; Fidelity (3rd largest asset manager in the world) has deployed a tokenization project to Ethereum... The majority of institutional adoption of blockchains is happening on Ethereum and will continue to do so. There are a couple of exceptions, Tron has lots of stablecoins, and Canton has a lot of represented (i.e. non-transferable) assets, but other than those specific cases no other network has any meaningful amount of adoption. Then when investors are looking to put money into the asset of a chain, I think it is likely they will choose the asset that powers the global economic system, which means ETH.

oak1337

>Headera is good and has many utilities but it's designer to not go over 1-1,3 dollar maximum (in the best and widest scenario) False, it could easily go well above that. But even if this was true, it's under 7 cents right now. You're talking about a 18x if it goes to $1.30. You said you got a 1.3x with ETH? Cool...

Garrett_CPAatCOS

Similar to a stock portfolio, I recommend keeping the majority of your holdings in the "blue chips" (BTC and ETH) and a smaller allocation in "growth stocks" (altcoins). The exact percentage depends on your risk tolerance, how essential those funds are to your financial goals, and when you expect to need them.

BeachMonkey7777

Between most ETH Lvl2 yep. Best way to do this nowadays. Just make sure you use the uniswap dot org link and not the sponsored links from google.

Solid-Individual-913

at this point Im holding ETH but I think crypto is dead, scams, ponzis and absolute garbage. Maybe bitcoin survives. It may still rally the next time the fed cuts rates to a certain level. But if there is a rally to like 5k/ETH im taking the money.

jawni

>There is more value in RWAs on Ethereum than on every other chain combined; more value in DeFi on Ethereum than on every other chain combined; and more value in stablecoins on Ethereum than on every other chain combined. And this has been true for years, but it hasn't really mattered that much in a practical sense and hasn't matter from a price perspective. ETH is at roughly 50% dominance for stablecoin supply and TVL share of the industry and while a 50% share is great, it's also been at 50% for years now and obviously started much higher (essentially at 100%). Every chain it competes with has plenty of liquidity and can use those same assets to similar degrees and often with better performance. So why would this be a selling point for ETH? And what is the bull case for ETH right now?

end32urzm

While I agree, we've seen superior tech fail time and time again. Still bullish on HBAR long term but I wouldn't be surprised if ETH pumps in the next few years, sometimes that's just how it is.

oak1337

Idk how anyone can be bullish on ETH... Vitalik literally just said they have to rebuild and redesign the entire protocol over the next 3-4 years (optimistic). "Lean Ethereum", because it's too complicated, too centralized, not secure enough (quantum), can't scale, etc. Bye bye ETH, it was nice knowing ya! HBAR is the future! All roads lead to Hedera!

AdOk1101

ADA is the only serious protocol.  ETH is still playing tech catch up to ADA.  BTC was first, thats its only reason why people buy it even though its the most obsolete tech.

Exact_Release5966

Good point. Is the staking yield your main reason for choosing ETH, or is it the ecosystem as well?

Dangerous_Relief8971

honestly probably ETH just because it's the one I actually understand well enough to not panic-sell during a 70% drawdown. holding something for 10 years is more about your own conviction surviving the chart than picking the "right" coin

Funnellboi

BTC or ETH is clearly the obvious answer. However, if you want to "venture" out into lower cap coins, I would say any of RENDER, CRV or TEL would be my choices.

MinimalGravitas

Holding SOL long term will be looked back on exactly like we look back on EOS, NEO etc. BTC might be fine in 10 years, but it faces 2 long term risks, the security budget falling and the threat to old UTxOs (potentially about 30% of BTC) from quantum computers. There is no way to know when either of these will result in an attack, but there is also no sign of any meaningful consensus from the bitcoin community about what to do about either risk (other than trying to avoid talking about them). So that leaves ETH. Since the move to PoS there is no risk to the security budget, and a fairly simple analysis of addresses shows that less than 0.5% of ETH is in accounts vulnerable to the early private key hacking type of quantum attacks that threaten bitcoin. On the other hand, heads of literally the biggest financial institutions in the world are currently talking about moving the legacy financial system onto 'one common blockchain' and have been deploying tokenization projects to Ethereum. https://ethereumadoption.com/built-on-ethereum/ There is more value in RWAs on Ethereum than on every other chain combined; more value in DeFi on Ethereum than on every other chain combined; and more value in stablecoins on Ethereum than on every other chain combined. The answer to your question seems pretty simple.

DrSpeckles

Yea I reckon you might be right. I doubt BTC will be worth much at all, its just a useless HODL coin and if thats what you are after youd invest elsewhere. Has to be one on which lots of other things are built. SOL or possibly ETH.

NoBrosCrypto

I’d recommend: 45% - Bitcoin 45% - ETH 10% - whatever else Bitcoin is king. Scarcity is the key. Protection against debasement. A store of value you can easily use as money. Ethereum is looking more and more like the rail infrastructure of the future, clearly where the big end of town is gravitating and has the majority share of stablecoin activity. It makes sense that this will continue with their proposed upgrades. For the rest, take your pick. Solana has proven it will take a slice of the action. Hype has had a phenomenal run. A few will survive but this next cycle will show which ones will be well and truly relegated to the zombie chain pile.

Survivaleast

Probably ETH. Have been messing around in that ecosystem for the past 10 years already. Found more use out of it than anything else, and the staking has been nice. Close 2nd BTC, but just for holding since there isn’t much to do with it otherwise. BTC is a rich person’s game at this point. To 3x or 4x from it we’d need big big numbers from the next bull run if there ever is one. Most commoners aren’t going to buy BTC worth hundreds of thousands, so it’s dependent on institutional accumulation - which seems counter to the point of its creation.

1moreApe

Ur current portfolio? 90% btc 5% xrp 5% link Im being very generous. The only other 2 coins id have are HYPE and ETH (haters, come after for holding ETH i deserve it)

unknowngloomth

Why do you ask this kind of regarded question for strangers? Nobody fucking knows, dude. As we don't know your risk tolerance and time horizon.This market is chaotic. Link is a trash coin. It's massively down from its ATHs. It hit a new ATHs back in 2018 roughly 8 years ago. The bagholder ceiling is fucking brutal. XRP print good gains. It outperformed ETH massively last cycle. As for BTC. It has a huge market cap. So expect more and more diminishing rois.

Head-Examination1429

It happens more often than you’d think. Memecoins can move independently when there’s a strong narrative, influencer attention, or a sudden wave of speculative money. They don’t always follow BTC or ETH in the short term, but they also tend to give those gains back just as quickly. That’s why I keep most of my portfolio in longer-term holdings, and while I’m waiting, I use a platform to earn passive yield instead of constantly chasing meme pumps.

Educational_Cable405

Stable to stable that size should be a couple bucks if it hits an actual stableswap pool, so the route is what got you, not the fee. $360 is right around 2.4%, which usually means one of two things: the swap widget left slippage at like 1-3% and a sandwich bot filled exactly up to whatever you left sitting there, or the aggregator hopped you through ETH on the way and you ate price impact on a volatile leg it never needed to touch. Big USDC/USDT orders on a shallow pool are basically a dinner bell for MEV.

Educational_Cable405

Whenever my ETH is deep red I close the chart and go punt on some frog coin to feel something, so honestly the answer might just be a few thousand bored versions of me doing the same thing at once.

MonsutaReipu

I'd say yeah, probably. During the bull markets between 2017-2021 I didn't have much faith in BNB going that much higher than it was. It would have been a much better hold than ETH.

ReblWithoutApplause

ETH and BTC, yes

divexpat

I just continue to dollar cost avg every month and buy more ETH. I actually have no idea how to value ETH, and I have no idea what the price will be, but I am confident that much of the world's finance will run on Ethereum in the future. When I buy ETH I feel like I am investing in the next "component" of AI before anybody else is paying any attention. How much will ETH be worth? All I can say is that it will be very useful and important.

Itchy-Acanthaceae841

Damn it. Years ago I really thought this and ETH are safe bets, guess there really is only one and that is BTC

SkyEnvironmental7746

I read about it on Flare documents and proposals. I looked into the inflation and compared it to ETH and SOL early days.

SeriousGreenA

BTC, XLM, ETH MINIMA will be everywhere as it is quantum resistant, fully descentralised and it can run from ARM to PC.

Dependent-Fig-6799

Read this June 2026 for the ETH business case. https://ethereum.org/reports/basics-for-governments-institutions.pdf

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Post is by: AIautoagent1 and the url/text [ ](https://goo.gl/GP6ppk)is: /r/CryptoMarkets/comments/1uq14j9/are_accelerating_cbdc_programs_a_structural_tail/ We just crossed a pretty wild milestone: the Atlantic Council now has 146 countries and currency unions, representing over 98% of global GDP, actively exploring CBDCs – this went from 87 in 2022 to nearly “everyone” by mid‑2026. That’s not a sideshow anymore; that’s the future rails of the monetary system being designed in real time, mostly without retail investors at the table. When you actually read what central banks and policy shops are publishing (Fed, BIS, IMF, CEPR, UN, WEF, etc.), the direction is pretty clear. CBDC is framed as “public digital money” giving households and firms direct access to central bank liabilities, with an explicit eye on cross‑border usage and a more “multipolar” architecture. A small group of countries – think China’s e‑CNY trials going international, the euro area’s digital euro design phase, and pilots in places like Nigeria, India, and the Caribbean – are furthest along and openly exploring how CBDCs can reshape cross‑border settlement and reduce dollar dependence. Meanwhile the Fed is moving slower, emphasizing research, but Congress, the Fed, and the IMF are all running CBDC policy workshops and training programs. This isn’t hypothetical anymore; it’s policy plumbing. For Bitcoin and broader crypto, I see a few simultaneous forces. On one hand, CBDCs are a direct competitor to stablecoins and a way for states to pull payments back onto sovereign rails. On the other, they normalize digital bearer‑like assets and make “digital money” totally mainstream. Against a backdrop of structurally high debt, ongoing dollar debasement concerns, and de‑dollarization experiments, you’re effectively getting a state‑run digital stack and a parallel, market‑priced one (BTC, ETH, etc.). My base case: CBDCs accelerate institutional acceptance of Bitcoin as “off‑system collateral” or a macro hedge, even as they clamp down on privacy and permissionless rails. Given that trajectory, I treat CBDCs as a tail‑risk and adoption driver at the same time. 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. For fiat on/off and regulated exposure (spot BTC, ETH, ETFs), Coinbase is the most compliant US ramp: https://coinbase.com/join/earning-hq?utm_source=reddit&utm_medium=social&utm_campaign=cbdc&utm_content=coinbase. Curious how everyone here is thinking about CBDC risk in portfolio construction: are you changing your BTC/stablecoin mix, or just ignoring it as noise until launch dates are concrete? 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.*

CatPeopleBleaux

I was buying ETH at $9 and been part of it the entire ride so I'm fully aware of history. I feel like the way you talk about crypto, you are bitter about losing money on it or some shit. Most people who just sit around talking about Saylor going to jail and BTC at $10k are just haters. There are like 3 or 4 companies larger than MSTR from a holdings standpoint so yeah, some crazy shit would have to happen for BTC to hit $10k, much less sustain that level for over 6 months. But as soon as MSTR sells a couple thousand BTC, yall coming streaming out with the, "durrrrr, Saylor sold 1% of their holdings, he's def going to jail". Yall been doing this for years. My favorite part though is people thinking that MSTR doesn't have literal geniuses working there who are leveraging AI, data analytics and intel to predict markets or....at the very least, run scenarios on what happens at every level of pain is just fucking hilarious to me. They're a 35 yr old, US based company with $55B in holdings. They aren't a bunch of strung out 20 yr olds playing with monopoly money during COVID in Singapore or the Caymans.

jawni

>This sub has become an echo chamber of anti-Cardano sentiment. This sub has long been an echo chamber of positive Cardano sentiment for many years, only recently has the sentiment shifted and obviously there are valid reasons for it. >A lot of it feels driven by pro-ETH bias and people jumping on the “hate Cardano” bandwagon without actually looking at what’s being built. Cope. Any objective look at Cardano will find plenty of things to criticize. >Cardano has been quietly building, researching, testing, and iterating for years. The network has proven itself as one of the most reliable blockchains in the industry, with no major protocol-level hacks, no network-wide shutdowns, and a strong emphasis on decentralization, formal methods, and security from day one. Almost every chain has been "quietly building, researching, testing, and iterating for years", that isn't anything special, that is simply table stakes for having a chance at being a relevant blockchain. Basically no chains ever suffer protocol-level hacks. Most chains have 0 downtime, or have had negligible downtime that hasn't deterred people from usage. 100% uptime isn't a selling point, if it was, Cardano wouldn't be in this position and chains like Solana would've died out long ago instead of being one of the most used chains. >What’s interesting now is that Cardano’s security-first approach is starting to intersect with major scalability improvements. Projects like Leios aim to significantly increase base-layer throughput (10,000 tps), while Hydra adds another path for high-speed scaling. (See Doom on Cardano demo) Except we have yet to see any actual adoption. Leios is still not done and Hydra has been usable for years, yet the only usage anyone can point to is a stress test that the team did themselves. >Add Midnight bringing privacy-focused technology and selective disclosure to the ecosystem, and you start to see the foundation for enterprise-grade blockchain infrastructure that can handle real-world adoption. Midnight definitely has a more plausible pathway to viability, but like Cardano, it seems like no one wants to use it. >People can debate timelines, adoption, and execution, but pretending nothing has been built or that Cardano has no value proposition is ignoring years of progress. Criticism is healthy, but blind tribalism isn’t analysis. Just things in general have been built, but nothing *useful* has been built, which seems to indicate to me that the value proposition of Cardano is weak or non-existent. Can you tell me what use case Cardano should excel in? And can you tell me why it doesn't currently excel in that use case?

unknowngloomth

Meanwhile hyperliquid been blowing everything out water. BnB and XRP blew ETH out of water last cycle.

Bogdanoff_dump_it

My long term hodl conviction coins are BTC, ETH and SOL. No memes, low caps or shitcoins for me

Fortune_Donut7432

I'd get some ETH also. It is quite low right now, it will go way higher soon. So get some ETH, some BTC. You'll have a great return during the next bullrun.

Banker_dog

This sub has become an echo chamber of anti-Cardano sentiment. A lot of it feels driven by pro-ETH bias and people jumping on the “hate Cardano” bandwagon without actually looking at what’s being built. Cardano has been quietly building, researching, testing, and iterating for years. The network has proven itself as one of the most reliable blockchains in the industry, with no major protocol-level hacks, no network-wide shutdowns, and a strong emphasis on decentralization, formal methods, and security from day one. What’s interesting now is that Cardano’s security-first approach is starting to intersect with major scalability improvements. Projects like Leios aim to significantly increase base-layer throughput (10,000 tps), while Hydra adds another path for high-speed scaling. (See Doom on Cardano demo) Cardano offers something very few chains can combine: strong security, decentralization, reliability, and scalability. Add Midnight bringing privacy-focused technology and selective disclosure to the ecosystem, and you start to see the foundation for enterprise-grade blockchain infrastructure that can handle real-world adoption. People can debate timelines, adoption, and execution, but pretending nothing has been built or that Cardano has no value proposition is ignoring years of progress. Criticism is healthy, but blind tribalism isn’t analysis.

Aseira

BTC is the best bet long term. ETH if you like more risk. I wouldn't touch anything else.

Novel-Common-3547

Talking about future, we have to take into account a possibility of crypto space being more and more (if not fully) integrated into current financial systems. With that in mind, big financial institutions would probably go with ISO compliant cryptos. Those are mainly XRP, ADA, XLM, MIOTA, ALGO, HBAR, XDC and QNT. Will BTC be around? Well, probably yes. Being the biggest now, being considered a store of value “like gold”, it will probably be with us for many many many years. Big players like ETH and SOL have big and great communities behind them. But, I am honestly not sure if that is enough, if cryptos become integrated. I think they would, if not being ISO compliant, lose its value. Interesting, tho very speculative, is Worldcoin. Sam Altman being one of the creators and Peter Thiel being one of the primary financial backers, who knows what can happen.

varadero332

well that's why it's so difficult for everyone to make money in any sort of market, because the only way you can do it is by being contrarian. buying when everyone is panic selling requires growing a pair and trusting your strategy but it's hard. in my case, i just remind myself that if i believe in an asset, i should be happy if it drops in price because i can buy more. how would you feel if your favorite brand went on sale? so that's how i'm looking at things now. eg ETH, i know everyone is losing their mind about it but i like to look at it from the perspective that it's very cheap at the moment https://preview.redd.it/y5xut7pj3sbh1.png?width=1125&format=png&auto=webp&s=115e50d35193916560e593a8a1c55f91476247e5

Fun_Assumption_4609

Brother you just admitted you got rekt holding the ETH bag and now you're shilling some random alien coin like it's the second coming. The cycle never changes does it Every time I see these posts the coin is already up 500% and the only people making money are the ones who bought 3 days ago. By the time it hits my feed the dump is loading Not trying to be negative but if you really want to help people maybe share how you pick entries instead of just naming the coin. That way we can all eat instead of just being exit liquidity Still hope it works out for you though, nobody deserves to get rugged twice

Digital-Exploration

No BTC or ETH? Damn dude

CODE_HEIST

i get the simplicity of that view. BTC, ETH, and SOL are cleaner than chasing every rotation. my point is more that if someone is going outside that basket, they need a real invalidation plan before buying. otherwise the mistake already happened.

Leynnox

ETH and SOL are also alts

SpacklingCumFart

Altcoin mistakes start with buying an altcoin. There are only 3 viable plays in crypto, BTC, ETH, and SOL.

Quickprepper

I am not sure if you were looking for yields on ETH or had a preference for a specific chain. On Solana, I use JupLend, they have some good yields on Stables with decent yield. You can also check out their transparency page for info on security and [audits](https://jup.ag/lend/transparency)

MSmithRD

If ETH is gonna have a time, it's gonna be in the next 3 years. If BlackRock's tokenization prediction happens and ETH is chosen as the primary then it's ETH's best shot at exploding 10x or more. Possibly SOL as a hedge too. I'm still primarily BTC but a little ETH too...just in case

SpacklingCumFart

BTC, ETH and SOL are the only ones that are viable long term.

ReloadFilth_

yall are clowning the coins but not naming a single coin you hold? The ones that do have been fucking SOL and ETH lmao. None of y'all knows wtf you're doing here, but love to pretend you do

biggest_guru_in_town

It's a temporary deflation. I get what you mean when it burns tokens during fees when the network is busy....but that's temporary. I agree it is more used than btc by far. It has more utility than btc. Gold's primary value doesn't come from its industrial use in electronics; it comes from the fact that it is scarce, inert, and incredibly hard to produce more of. Bitcoin mirrors this by only having a 21 million cap. Ethereum's monetary policy has changed multiple times throughout its history (shifting from Proof-of-Work to Proof-of-Stake, changing issuance models). While these upgrades made ETH better, a true "store of value" requires absolute predictability. You can't have a store of value if the underlying rules can be rewritten by a dev team or community vote. So to me ETH is less trustworthy in that aspect. Bitcoin is old a dinosaur but it remains bitcpin since it's inception obeying it cycles to this day.

SkyEnvironmental7746

That’s what I expect from Flare but in the long term we’ll mature like ETH and SOL. HBAR as well. I’ll see you in 2028-2030 make sure to come back and congratulations to me. 😙

Blade_Runner_69

Like I said no hate on ETH I have a decade of experience with it and some great memories. But I just don't see where it's going at the moment. Maybe I'll be wrong on that, perhaps if the rumours are true that Vitalik wants to add a privacy layer it may become interesting again, but I have way more trust in BTC personally. But I don't wish bad luck on ETH.

Blade_Runner_69

Your wrong about supply. Bitcoin started with 0 BTC and now has about 20.02 million BTC in circulation, with a hard cap of 21 million. Around 95% of all BTC that will ever exist has already been issued. Ethereum currently has about 120.7 million ETH in circulation and no hard supply cap. since the last bull market peak (late 2021) Bitcoin, approximately +8% increase Ethereum, approximately +17% Increase That means Ethereum's circulating supply has increased by about 9 percentage points more, or roughly 2.1× as much as Bitcoin's. Since 2021: ETH supply growth is 17% vs BTC 8% (ETH inflated about twice as much) Bitcoin guarantees a maximum of 21 million coins. Ethereum doesn't, even though its current issuance is relatively low.

Dyler_Turden369

ETH supply is currently increasing at the same rate as Bitcoin. Ethereum has a clearly outline plan to sell their ETH. About $30 million this year in contrast to Saylor's $216 million dollar sale he just made. POS costs ETH stakers roughly $10 millon dollars a year to run. POW currently costs Bitcoin miners $12 Billion a year to run. POS is a VASTLY more cost efficient system. As for scalability, Bitcoin does 5 transactions per second at a cost of 35 cents per transaction. After Glamsterdam upgrade, Ethereum will be doing 75 tps at a cost of less than a cent for a simple transfer with a roadmap targeting 10,000 tps. As for shitcoins, ETH is an open source protocol and people are free to build what they want. The US dollar hasn't collapsed just because Chuck-e-Cheese issues tickets.

Blade_Runner_69

Supply increases, Eth foundation constantly dumping on holders and ruining sentiment, P.O.S is garbage compared to P.O.W, poor scalability, endless shitcoins. I started mining ETH in 2017 so Im not a hater, but I've become disillusioned by it these last few yrs now I only have a small percentage.

Difficult_Spite_774

All alt coins... Only buy BTC and ETH.

BaldGuyAce

XRP is absolute garbage. Only people who blindly follow YouTubers think that XRP has any shot. There are some alts that have a chance at succeeding, like ETH and SOL, but XRP is not one of them.

Dyler_Turden369

They don't. ETH foundation doesn't even hold $216 million worth of ETH. Their current plan is to sell 15 percent of their treasury yearly scaling down to 5 percent. At the 15 percent mark, that's $30 million per year currently. Currently, Bitcoin miners have to sell $12 Billion in Bitcoin each year just to pay their electric bill. As for Vitalik (the founder), he makes small occasional sales to fund Ethereum ecosystem projects that he believes in. Even if he suddenly decided to sell half his coins, it would still be less than the $216 million dollar sale Saylor just made.

OsChMoScH

There are companies stacking ETH just like MSTR

AutoModerator

Post is by: AIautoagent1 and the url/text [ ](https://goo.gl/GP6ppk)is: /r/CryptoMarkets/comments/1up3eei/is_the_us_anticbdc_stance_turning_digital_money/ The US just had a sitting president issue an executive order outright banning a digital dollar CBDC while China is already live with e-CNY and Europe is moving ahead with the digital euro — that divergence is the clearest signal yet that “digital money” is going to be a geopolitical wedge, not a neutral technology. If you look at the Atlantic Council CBDC tracker, we’re no longer in the “whitepaper” phase. China’s e-CNY is in large-scale pilots, the ECB is pushing the digital euro design phase forward, and a cluster of smaller countries (Bahamas, Nigeria, Jamaica, etc.) already have live CBDCs. The IMF and BIS are actively running training programs and simulations on how CBDCs affect macro-financial stability and cross-border flows, and the WEF’s Digital Currency Governance Consortium is basically a coordination layer for the policy elite. At the same time, the US is now politically split: the Fed is still “studying” CBDCs, but the recent executive order trying to prohibit a digital dollar shows there’s real resistance at the federal level to programmable retail money under direct government control. For crypto, I don’t see CBDCs as “competition” to Bitcoin; they’re competition to commercial bank deposits and cash. CBDCs are state money with surveillance and policy levers baked in (tiered KYC, spending rules, negative rates, geofencing). That’s the opposite design space from BTC and self-custodied assets. As more countries push CBDCs and experiment with cross-border settlement, you’re basically watching the early stages of a more multipolar system and an eventual erosion of the USD’s “rails” dominance, even if the dollar stays the main unit of account. That’s also why institutions quietly buying BTC as a reserve/hedge makes sense: it’s one of the few politically neutral, bearer-like assets that can move across whatever CBDC stack ends up winning. Personally, 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 use Coinbase for regulated exposure and fiat on/off because it’s still the most compliant US ramp: https://coinbase.com/join/earning-hq?utm_source=reddit&utm_medium=social&utm_campaign=cbdc&utm_content=coinbase Curious how everyone here is actually pricing CBDC risk: do you treat it as a bullish driver for BTC/ETH over a 5–10 year horizon, or a regulatory overhang that caps upside in your base case? 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.*

Timely-Fig2030

Now is the best time to accumulate for the coming cycle. I would never enter something that has dangerous unlocks. That's why i said goat blockchains. The good ones already have unlocked everything: e.g. ETH, ICP, VET, etc. I also like SUI and the remaining unlock happens in 2030, so nothing to worry this cycle.

No_Secretary9165

Other than BTC and ETH do not stay for long term✌️

HoldCtrlW

Looks like hard ETH rejection at $1800 going lower (Want to see sub $1500)

b4basit

ETH foundation & Founder sells more than that I think.

B111yboy

Sol ETH BTC ….

Mozillarum

Cut your losses right now and move everything to BTC or ETH. That's the only move.