ETH

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.

kingkongbiingbong

So.. calls on XRP, puts on ETH?

fabio_it

It's probably both. It might be a great buying opportunity since price might bounce with a new cycle and investors will do few X but it the beginning of the end for ETH as a 2nd coin.

GooodNiightaringding

Limited token supply isn't the same as good tokenomics. Yes ETH doesn't have a supply cap, but ETH inflation is currently much lower than BTC inflation. BTC promises to stop at some point, but it's completely unclear how they're going to pay miners then. Ethereum has a sustainable system in place to pay for its security with inflation <1%.

djmc0211

Yep me too. Back in 2021 I decided to dump 50k into ADA over BTC or ETH. Still bag holding like idiot but now my 50k is only worth a little more than 5k. Massive waste of my money.

Local_Math_5512

I was too lazy to write a response on behalf of OP, so I found an article instead: [https://www.galaxy.com/insights/research/big-companies-building-on-ethereum](https://www.galaxy.com/insights/research/big-companies-building-on-ethereum) I will note that the article mentions various projects, but doesn't do a great job of mentioning there size or adoption. For example, BUIDL a Blackrock ETH product has been around for a while now currently has a total asset value of $2.4 Billion.

Fresh-Insurance-2919

Love your analysis. Solid book out on Canton that came out recently on Amazon called The Dark Horse of Crypto if you want to do a deep dive on the network. I’m a big fan of Canton. It seems to have little correlation with BTC. Up 6+% this week while BTC and ETH are both down 15-20% over the past week. I think that is because of the burn-mint structure that you described. It’s easy to see how value accrues to CC without requiring narrative, hype or speculation. Frankly I’d rather the price of CC stay down for awhile so the burn can keep eliminating more of the supply 

AlphadeltaVII

Dramatic price? I’d suggest keeping your eyes peeled for multiple scenarios… I’ve been studying both the BTC and ETH chart since 2022 when I started working as a crypto journalist for a Belgian newspaper, managed to call both bottom and top formations on both. I analyse charts, do my research and then get in. It’s called preperation. I’m a BTC and ETH maxi, but I sold everything at the top, getting back in at the bottom, that’s how you maximize your gains. I’ll definitely be hodling for years when I do get in again, I’m a long term believer in both and I think we’ll see higher prices in our lifetimes.

Dazzling_Marzipan474

Same here I even bought a little chunk of BMNR. Of course ETH can go lower but I'd rather buy at $1700 and watch it go to $900 instead of buying at $3500 and watching it go to $900 or whatever. I'm not trying to hold it for a super long time. I'll dump it if it does a 2x.

michaltee

ETH is garbage.

Dry-Pop-7635

Probably smart to see how low it goes first, but a sharp dive usually results in a bounce too. Personally I think it's a great price, but I'm holding ETH atm so I'm biased

Digital-Exploration

ETH is the stable coin

AlphadeltaVII

I’m looking to accumulate solely ETH and BTC next cycle but XRP will most definitely survive the bear; chart is looking good and it’s still a top 10 / high mcap crypto, it’s not going anywhere

zizzooo

I see ,below 1000 bottom for ETH

7862518362916371936

Yeah but BTC good, and ETH bad.

BlazedAndConfused

For ETH maybe but not the hundreds of other coins that were once in the Top 100 or even Top 10 since inception. Many used to be popular and died. ETH is t above that fate

AlphadeltaVII

I think Bitcoin goes to 25-30k before we head up again for the next bull. If we do, ETH will definitely hit sub 1k. I think once we reach 40k on BTC, ETH will hit 1k

cognitiveDiscontents

I don’t see how people look at ETH and BTC over this last cycle and choose ETH. It crashes harder and barely even got its ATH from 2021 this cycle. I sold all mine and replaced it with BTC years ago.

_Commando_

> Did you know that ETH has had about half the inflation of BTC I know all about that - https://ultrasound.money/

_Commando_

> none have as good tokenomics The issue with ETH tokenomics is that it's an unlimited supply coin. It will always inflate and the so called burn mechanism introduced was only a "mask the problem", never a solution. If anything it stole the wealth from node operators that provided the service for L1. To make matters worse the L2's have stolen even more wealth from L1 but Vitalik saw this too late and now they're trying to back track what they've done with L2's because they realized the big mistake of all the value and profits went to L2 leaving L1 barebone. After seeing all the FUD against Cardano, I have made the decision to split my next investment straight to BTC and ADA moving forward. I've been using, supporting, mining and then staking ETH for a long time now ever since it's been at $5. Haven't decided on the % split how much for BTC vs ADA to invest in but BTC the big daddy king will most definitely get the lion share. ADA to me looks like a great opportunity to get into now as was ETH at $5. Also ADA has a limited supply so their tokenomics is better vs ETH and a proven track record just as much if actually a better track record then ETH if you take into account the prior ETC/ETH debacle and a number of ETH bridge hacks that occurred. o7

_Commando_

> You realize BTC is the same price today as it waa 5 years ago. BTC went from 15k to 126K making a new ATH 2x it's prior cycle, while ETH just kissed it's prior ATH cycle, there is a big difference with the value of ETH we've all seen now...

Akanan

oh you let me use some cryptobro astrology terms for that: Alt season, CYCLE my favorite, BTC/ETH ratio. lol. This industry is like religion, there is always the herd in search of an answer for everything that happens, and it turns into wack explanations to comfort the believers.

ConsciousSkyy

I don’t think so. It has the same revenue problem as ETH

refraxion

Congratulations ETH holders! Regards, \- Ethereum Foundation \- Vitalik Buterin

MinimalGravitas

> ETH is lacking development because it can't scale. Ethereum has more developers working in it's L1 ecosystem than the next 4 biggest crypto developer communities combined... * **Ethereum: 8,100** * Solana: 2,570 * Bitcoin: 2,460 * Stellar: 1,510 * Polygon: 1,300 > Layer 2 is big failure The Layer 2 ecosystem hit a peak of 29,845 TPS today... that isn't the all-time-high, which was 75,862... it's just a random Saturday. Not bad for an ecosystem that can't scale?

Harfatum

Did you know that ETH has had **half** the average inflation of BTC over the last five years? BTC annualizes to 1.35% but ETH to 0.75%. BTC supply meme is a strong meme, but it is just a meme. People buy BTC thinking it has the best monetary properties without looking into the actual details. Including ignoring the security budget trending to zero. Gonna be a clusterfuck when they have to increase inflation or there's a big double-spend. Look it up.

Miltank12345

This. ETH is lacking development because it can't scale. Layer 2 is big failure

AlphadeltaVII

It’ll take many more months till we start forming some accumulation bottoming pattern, just keep watching the charts, the news, and get in whenever the time is right. Based on my analysis I could see Bitcoin go as low as $25-30k before fueling up again for the next bull — This would also mean ETH drops below $1k which will be a great investment long term nontheless. Both of these assets are not topped yet, they’ll go for new ATH’s whenever the time is right. It’s always been like this. Just let the bear play out first. Stay patient.

Solid-Individual-913

The irony that you find this normal shows how this is just blissful ignorance. Vitalik could quit and you would be like yea, totally normal. Project is healthy. He needed a good life. The developers that dedicated years of work to make it happen have been saying for years that the chain is too complicated and near damn impossible to work. But the ones that stayed kept trying to make it happen. Now they are leaving too. And you don't see the crisis just to justify that line goes up. What a ridiculous position to take. With how complicated ETH has become, it is more critical than ever to retain talent that knows the inner workings of the chain but they know what s happening and they see greener pastures somewhere else. But all that goes over your head. At least we have Aya Miyaguchi right? The community hated her but Vitalik said Milady. What a joke.

Harfatum

People on the internet complain when the EF sells ETH to pay staff. People complain when the EF trims headcount so they can sell less ETH/year to pay staff. Remember they only have like 0.16% of the supply. I am aware of all the big names, I follow them on Twitter. Someone leaving the EF to work in the ecosystem is not a loss. Sure there have been a couple disappointments but you can say this about any project ever that survives 10+ years.

Solid-Individual-913

good thing ETH isn't centralized to Vitalik right? Like when the community made a shitshow about Aya Miyaguchi and he said big dick energy suck it guys. Milady. The OGs from the EF have mostly moved on to bigger better things. But it sounds like you wouldn't have a clue about Tim Beiko and his impact for example. Or Tomas Stanczak. Line goes up right? but who makes it happen? I dont think most of you clowns are serious or even have any clue what the fuck you are talking about

Harfatum

I'm not aware of any that come close. Sure, some are faster and cheaper, but if you can send ETH or lend on AAVE for a few cents or less does it matter? We're dealing with value, we want uptime and security. Or why not use MegaETH if you really need speed, then you can inherit some security from Ethereum and have even faster execution than whatever the flavor of the month alt-L1 is

GiveInsteadOfTaking

Are there any projects that come close to ETH or could even be better?

Longjumping-Low3164

Take a look how many projects failed on ETH chain in past decade and draw conclusions.

MinimalGravitas

> What projects on ETH chain are successful? Blackrock's first tokenization project 'BUIDL' launched with $100M worth of tokenized treasuries on Ethereum, it has grown to over $800M: https://etherscan.io/token/0x6a9DA2D710BB9B700acde7Cb81F10F1fF8C89041#code It has been so successful that Larry Fink was speaking at Davos this year about the benefits of moving the entire financial system onto 'one common blockchain': https://www.dlnews.com/articles/people-culture/blackrock-ceo-larry-fink-wants-the-entire-financial-system-on-one-common-blockchain/ Since then Blackrock have announced 2 more Ethereum based RWA projects.

_Commando_

I've learnt the hard way that ETH isn't the only sucessful L1 project out there. Sold and bought ADA.

_Commando_

After holding ETH for 5 yesrs only for it to be at same or lower value is a turn off. Lost value in 5 yrs due to inflation. Now we know why big daddy BTC is king.

FunWithSkooma

ETH is just something you buy to move usdc/usdt on eth network lmao

aimhigh7shootlow8

Thats what I'm seeing ETH is finishing Wave 4 of the macro cycle and Wave 5 up is the next major move — potentially into $5,000–$8,000+ range long-term.

aimhigh7shootlow8

ETH is in Wave 4 macro / Wave 5 micro — the final flush before the macro Wave 5 setup. This fits your playbook perfectly: accumulation zone, not entry yet. Wait for the short-term bearish Wave 5 to complete ($1,545–$1,798 zone), confirm reversal structure, then size in for the macro Wave 5 launch. Your SPY Wave 2 correction trigger lines up directly with ETH bottoming in this zone. $1,384 is the deeper macro invalidation — below that, key price levels at $883 and $356 become relevant for eliminating bullish wave count scenarios entirely.

ConsciousSkyy

Shorted at $2k. Practically free money. ETH is still overvalued and will lose number 2 spot to chains that make actual revenue. Not closing my short yet.

Odd-Macaroon-9528

Just buy if you really believe in the Technology. I don’t so I own different crypto. Do if Price is down is still sleep well if I think the tech is proper. Couldn’t do so with ETH in my portfolio

Longjumping-Low3164

You are fool if you buy ETH. What projects on ETH chain are successful? Its been 10+ years. Its a failure.

Harfatum

Thanks for sharing this. Ethereum is really the only project in existence that can become civilizational-level infrastructure - the home of most value, ownership, and identity planetwide. Watching what's happening with asset tokenization like what Blackrock is doing, it seems like this is a likely path. It's also a perfect home for zk tech, enabling the "right amount" of privacy. Reveal what you want to, keep what you don't. The base layer is now cheap due to scaling efforts, and L2s are even cheaper, so that knock on it is basically over. The tokenomics of ETH are in my opinion the best in the market. Lower value leak due to not having to subsidize miners, low inflation which can go negative in periods of high demand, the advantage of having used PoW to distribute a good quantity of ETH, and a foundation that holds only 1/6 of a percent of the supply instead of the mid-double-digits that some projects have.

50sat

The responses here are hilarious. Frankly, just dropped half my stack of paper for gold as ETH touches it's long-term bottom again. Fingers crossed it's time.

HoldCtrlW

Easy ETH short here going lower. I kept saying it for months. I am already up $40 easy money

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ubermensch1001

We haven't seen the alts unwind like the way they are now since COVID 2020. Alts late 2022 were still actually quite strong compared to BTC, it took almost another 2 years for them to bottom out against BTC and ETH didn't even drop below .02 to BTC until April 2025.

popoppopcorn

Yes, crypto is in bit of a rut comparatively, but this exact same argument was used last year against ETH and then it rallied. Of course past performance does not equal future performance, but either you get out of crypto believing it's completely shit or you buy ETH now and grab a 3x. If you are going to fail with timing, are you more likely to fail at 4500 or at 1500? Of course THIS TIME it could be different, but that is said every time.

Available_Win5204

I started buying more ETH at these levels. It seems more like ETH will be useful going forward and the market is waking up to the fact that BTC isn't useful or valuable. Much of the trading is automated so ETH suffers when BTC dumps, so it's creating a good buying opportunity.

shoecellar

Follow this up in reverse for sell time. Also watch closely to the ETF capital rotation. ETH already went back positive inflow

cizmainbascula

Never had any interest in ETH so I’m not up to date but wasn’t it trading sideways at 2-4k for like half a decade lol? Each to its own

Groves450

Well the fact that one year later is exactly at the same spot is kind of evidence that it is not a good investment right? Unless you are a day trader or perfectly timed the market. Another way to look, if you bought ETH in the last 12 months, best case scenario you are even. Most people would have lost half or more. Compare to any other investment or inflation it is horrible. The second problem is that even the long term trend looks awful also. If you look the last 2, 3 or 5 years return they are also awful. How do you convince someone new to invest in ETH? If no new money, well, its done. The grin reality is that unless you were an early entrant (pre covid) or you were insanely lucky on timing no one is making money on crypto.

No-Track8005

im buying BTC ETH and HBAR

brandonholm

I wouldn’t want to be holding ETH or SOL either. Both are downward trends against Bitcoin since their initial pump. They also don’t really offer anything actually useful.

brandonholm

I wouldn’t want to be holding ETH or SOL either. Both are downward trends against Bitcoin since their initial pump.

Friendly-Direction42

ETH went down harder my LINK outperformed also over the long term and did ok against BTC that is more the thought behind this, BONK was not a hard choice dumped it immediately

MinimalGravitas

Just in the last month we've seen new projects built on Ethereum by Fidelity and Blackrock as well as JPMorgan. Have you seen the full list of institutions building on Ethereum and its ecosystem? https://ethereumadoption.com/built-on-ethereum/ In the short term price is entirely unpredictable, powerful players from bitcoin maxis to VC chain influencers are financially incentivized to manipulate investors into not noticing that Ethereum is becoming the backbone of the future financial system, or to believe that this happening won't impact ETH price... ... but in the long term I have zero concerns for the price of the asset. At some point the dominance of adoption will simply be undeniable, and the value of ETH will reflect that.

ubermensch1001

I wouldn't bother splitting that into ETH, just put it all into Bitcoin. I would keep the link at this point and Bonk goes all in on BTC.

Friendly-Direction42

Yes I figured converting eth is way to late now and it does have a higher low pattern so the chart is not that bad. I will keep BTC, ETH and SOL as the risk asset for faster recovery and LINK/BONK will be split in BTC ETH

SimpleMoonFarmer

Out of BTC, any crypto may never reach ATH again. ETH is the most likely IMHO, but it may go to zero (it's possible), and so it may any other crypto, with a greater likelihood. TBH, as an investment, a Blockchain-related ETF looks better than any shitcoin, and it is a matter of opinion if Solana or Polygon are shitcoins. Paradoxically, I see more potential resilience in CEX coins (BNB, CRO,…) than in most shitcoins, just like I see more upside in Coinbase than in Solana, Polygon, Dogecoin,… The tech will stay. Incumbent companies will probably stay. Specific implementations (blockchains) and coins,… time will tell.

sendmeetherplease

These are the same morons who complain about volatility, I love it. Easy to swing trade ETH and BTC. Volatility is a bonus in crypto.