ETH

Dark_Raiden_

Gonna be ugly if ETH gets properly rejected from previous support like it just did

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Post is by: leobentier and the url/text [ ](https://goo.gl/GP6ppk)is: /r/CryptoMarkets/comments/1otkyot/i_think_the_real_bull_market_alpha_knowing_when/ My portfolio is now mainly in stablecoins I sold most of my positions around [$ETH](https://x.com/search?q=%24ETH&src=cashtag_click) $4900-$4600. Just playing with trades in my trading group. Portfolio update = \- Stablecoins: 87,45% \- In-market: 12,55% *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.*

Distinct-Thanks-6477

This doesn't matter at all. DCA should be done systematically not on a particular day. The crypto market is very volatile so you can't just pin activity on a particular day. I continue to DCA on ETH, AIOZ, LINK, RENDER, and TAO.

__redruM

While he is a crook, crypto (BTC/ETH) are up YTD. More so since the april dump.

YogurtCloset3335

Uhh you mean Solana \*hosts\* a million meme coins with fake volume Which actually proves Solana's massive capacity. Also, the fees don't moon during peak usage like BTC/ETH.

Henry_Tie_8097

Great approach! Diversification helps balance risk, especially in volatile markets. I personally use Delta Exchange, the top cryptocurrency derivatives exchange in India, to manage BTC and ETH futures efficiently offering advanced trading tools, low fees, and strong risk-management options for a balanced investment strategy.

YogurtCloset3335

Vitalik say disable ModeXP Precompile, doesn't sound like a huge problem because it isn't used much. But maybe the Taproot Wizards will start facking around with ModeXP and putting CP on the ETH blockchain? They need to make the ETH chain as useless as the BTC chain for payments :).

jac0f1

Long term: BTC, ETH and SOL Then, allocate 10-15% to altcoin fun, something that have potential to go 10x short-term. My fun bet is $GQ Blink Galaxy. New team, new game out, micro-cap $0.4 mill. 43k followers on X, 8000+ on their Telegram channel. Been monitoring their Telegram channel and its growing with 100+ members per day. Something is brewing.. Good luck, wish you well!

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Post is by: iTzSonicHD and the url/text [ ](https://goo.gl/GP6ppk)is: /r/CryptoMarkets/comments/1otdtj7/what_day_of_the_week_is_the_best_time_to_dca/ I put about $500 AUD a month into BTC/ETH and a few other alt coins. I’ve been buying once a week on Tuesday mornings (Sydney). Lately it feels like I’m catching the US Sunday / Monday pump instead of the dip. If you DCA weekly have you noticed any pattern at all, or do you just not think about it and buy whenever? Curious what others are doing. *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.*

ieatvegans

Like a frog in a pot of slowly boiling water, I'm sadly content to see $3600 ETH.

juanddd_wingman

Couple of points: Ethereum had a pre-mine which basically is "Let's assign ourselves X amount of coins because we can, and let the others not in our circle mine/buy them". The Ethereum foundation and Vitalik have solds their pre-mine Ethereum. Everyone is that community simps for Vitalitk, he calls the shots. Ethereum changes it's monetary policy every six or so months. It run now on Proof of stake, ruining Eth miners worldwide. It doesn't have a real cap. How many ETH are there ? Etc, etc. Money should be neutral not controlled by a few. Bitcoin had an immaculate conception, it's founder is gone 14 years ago, and never sold a single coin. 21 Million coin cap. Organic distribution. Proof of work consensus mechanism. The market knows this unique properties. That's why 1 coin is 100k. The winner take: "Stop gambling with Crypto shitcoins. Save for the future in Bitcoin".

devCheckingIn

He lost money on his long BTC though and closed it out and rotated into a bigger long ETH position. So it seems he didn't quite have it figured out.

SaanK12

Last time, I sold ETH at a big loss. Now I decided to go and buy some shitcoins. All the shitcoins are pumping. Guess what shitcoins are mega dumping right now?

RadRob79

I’ve done my research. I said I like these. I told OP to not invest in anything unless he can afford to lose it. He said he has $100 bucks. That will do nothing with Bitcoin. I have some money in many many more. Including BTC and ETH. The whole crypto market is a gamble. If OP want a guaranteed profit he/she should go to a high yield savings.

AuspiciousEther

ETH is up +700% over the past 5 years though, so I guess OP holds some other coin. Edit: took a quick look, but almost everything is significantly up over the past 5 years. From the well kown coins, I only found DOT so far to be down. Even Litecoin is up, lol.

Wdym_Brother

Hey, just wanted to clarify a bit about AVAX since it wasn't answered already. AVAX is different from both BTC and ETH. It has a maximum supply of 720 million tokens, which is a hard cap and is the most that can ever exist. About half of that (360 million) was part of the initial launch, and the other 360 million tokens are being released slowly over decades as staking rewards. So, when you stake your AVAX (either as a validator or by delegating to one), the rewards you earn are new AVAX being minted. AVAX also burns tokens, but unlike ETH (which burns only some of its fees), AVAX burns 100% of all transaction fees. Every single fee paid for a swap, a mint, a transfer, or anything else on the network is permanently destroyed. So while new AVAX gets minted for staking (which is an inflationary process until the maximum supply is reached), transaction fees are always burned (acting as a deflationary measure). Basically, as long as the network is being used, AVAX is constantly being burned. Because of this burning, the total supply will never actually reach the 720 million cap. It's a capped supply that also gets actively reduced by network activity.

MariachiArchery

Did we? I feel like ETH needs reach price discovery for us to call altseason, no?

Melodic-Rip5039

Ada is barely even spoken of your choice but you know what your getting into with those. Casino. Your not the house bro. A solid bro would suggest BITCOIN , ETH , SOL AND XRP. THATS FUCKING IT. DOGE AND SHIB FOR PEBBLES IF YOU WANNA GAMBLE SOME.

MariachiArchery

Is now a good time to buy? Sure! I think BTC and ETH are good *long term* investments. However, I would be worried about buying a local high right now. Looking at the charts, now is not a good time to lump in. There is a very real possibility we close this week at 80k and 2.5k. Would not surprise me at all. The market is fragile right now. However, there is no time like the present to start investing. You just shouldn't lump in. Trickle your money in slowly. Do like $20 a week for the next year. If the market craters, you'll be lowering your cost basis. If the market moves up, well you make some money. Either way, this smooths out your risk.

MariachiArchery

Lol, bro I have sat out on so many crab markets that my literal plan right now is to catch the falling knife. When we moved quickly to 100k and 3.2k and then just below, I loaded up $5k to start a DCA. Then, we bounced off those marks *three times*, so I've waited. Yeah, my BTC and ETH investment strategy right now is to catch the falling knife, and stop buying when we return to these prices again after a long crab. The goal, is to time the crab cycle, and buy the whole time.

b1mm3rl1f3

Tom Lee predicts ETH will hit $15,000 by Dec ROBERT KIYOSAKI: $60K ETH in 2026 JPMorgan says $170k BTC in 2026 Cardone says BTC is going to $10M long term Eric Trump says $1M Not only is QT ending, QE is starting shortly after Senate reaches deal to end US Government shutdown Wall st on the verge of entering crypto while prices are down Billions in liquidity sitting above BTC and ETH This marks the beginning of the end for the bears

DBRiMatt

For BTC - when the Max is reached, the "mining rewards" will come from the gas fees/transaction fees. ETH doesn't have a Max supply, it has an "infinite" supply - new ETH is always issued for "staking" to help secure the network and validate transactions. For ETH, this supply inflation is controlled by burning ETH from the gas fees/transaction fees that take place, so generally, the more transactions that take place, the higher the network costs due to increased traffic, means the more supply gets burned. As for "coins getting burned in your wallet". The protocol can't burn your assets, these burns that place when somebody or contracts send tokens to the burn address. EG, BNB doing regular token burns, or ETH being burned from transactions that take place. Hope that helps clear somethings up.

devCheckingIn

That whale we've been watching closed his BTC long (at a loss) two days ago and then threw it all into his existing ETH long.

opiumisrage

claim your 0.26ETH with bitmart rewards now: Https://bitmartrewards.com

AlhadjiX

Eth could use ICP to solve scaling and UX issues. ICP wouldn’t replace Eth, but rather complete it, letting ETH remain money and settlement while ICP handles decentralized web & compute. But for that to happen, tough conversations would be needed. No point in wasting more years to achieve what someone already has

Aazimoxx

If your investment portfolio isn't diversified, then you don't know what you're doing. This was true in 1940 with stocks and shares, it was true in 1980 with precious metals, and it's true in the 2020's with regards to crypto. Look, I picked 5 cryptos: BTC, XMR, ETH, LTC, DOT. Now, looking at 01 Nov 2020 to 01 Nov 2025, that portfolio would put you at +353%, despite the last two not doing great. If you bought this portfolio at ANY of the ATHs of each coin of 2020 (each coin's ATH of that entire 12mth period), then gains would've been between 250% and 340%. 🤷‍♂️ If you had other investments in gold, or major stocks, then those would likely have treated you well enough (+50% to 150% for many) over this 5yr period too. Buying the S&P 500 even at its mid-2021 peak would've given you ~+50% (+25% adjusted) by today, for a much lower risk investment... But that's not usually what people here are looking for 😜 Personally, if I was heavy in a coin that's doing poorly without signs of recovery, and didn't want to go to the trouble of diversifying, I'd just convert into BTC and hodl for the next 12-24mths to regain some of that. A relatively 'safe' bet in this environment.

k4yce

ETH is a nonsens. Stop this shitshow.

HSuke

Yep. It only goes up. I believe it represents the cumulative value of ETH deposited by stakers (which is effectively burned by the contract).

tomsmac

Dude, it’s centralized, theres no limit, massive competition that’s cheaper and a LOT faster. Youre going to see ETH less than $1000 in three months.

b1mm3rl1f3

$20k ETH in 2026. RemindMe! 1 year

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Post is by: 002_timmy and the url/text [ ](https://goo.gl/GP6ppk)is: /r/CryptoCurrency/comments/1osv3w1/ccmoon_dao_update_november_9_2025_1_day_prior_to/ # Preamble Welcome to the CCMOON DAO update marking the start of Moon Week 68. This update highlights significant financial growth, key integrations, new sponsorships, and upcoming governance proposals that will shape the next phase of the DAO’s development. The DAO continues to progress toward formal legal registration through MIDAO, expanding partnerships, and strengthening DeFi use cases for Moons. In the weeks since the last update, we have seen strong revenue inflows, expanded liquidity positions, and new integrations that continue to bring real utility and value to the ecosystem. # 1. General Overview and Useful Links Moons on Arbitrum One are now being used more actively than ever before. With lending, trading, and DAO-owned liquidity positions all growing, Arbitrum One has become the center of onchain activity for Moon holders. Nearly half of all non-burned Moons are now productive in DeFi pools or DAO-managed liquidity, showing that the ecosystem is thriving with engaged users, integrations, and real usage. CCMOON DAO Constitution v0.2.1 (current version): [https://docsend.com/v/xqhb9/ccmoondaoconstitution](https://docsend.com/v/xqhb9/ccmoondaoconstitution) Website: [https://ccmoons.com/](https://ccmoons.com/) r/CryptoCurrency Advertising FAQ: [https://docs.google.com/document/d/1mGjm3P\_khN29cu1OjyYbS8LcCM-rTvEfAuieSHrpvlc/edit?tab=t.0](https://docs.google.com/document/d/1mGjm3P_khN29cu1OjyYbS8LcCM-rTvEfAuieSHrpvlc/edit?tab=t.0) Governance: [https://snapshot.box/#/s:cryptomods.eth](https://snapshot.box/#/s:cryptomods.eth) r/CryptoCurrency Advertising Pitch Deck: [https://docsend.com/v/xqhb9/rccpitchdeck](https://docsend.com/v/xqhb9/rccpitchdeck) Transparency Report: [https://docs.google.com/spreadsheets/d/1TZVE\_3DCbox2bfObBXvYcOZOMNw62l6bjZfGLD-g2rA/edit?gid=0#gid=0](https://docs.google.com/spreadsheets/d/1TZVE_3DCbox2bfObBXvYcOZOMNw62l6bjZfGLD-g2rA/edit?gid=0#gid=0) Current DAO Officers: Executive Director: u/002_timmy Treasurer: u/jwinterm Secretary: u/MaeronTargaryen Marketing Officer: u/mvea Moderation Officer: u/CryptoMaximalist Technology & Infrastructure Officer: u/rickribera93 Community Engagement Officer: Vacant Ecosystem Growth Officer: Vacant # 2. Treasury Overview As of November 9, 2025, the DAO Treasury holds approximately $12,168 in non-Moon assets and 823,192 Moons. Moons decreased by 25,000, representing a transfer to the Community Currency App Bot to refill rewards for outstanding distributions. ETH remains unchanged in quantity but decreased in fiat value due to price movement. The DAO’s stablecoin holdings increased significantly as more sponsorship payments were received. Treasury Holdings: |Asset|Balance|Value (USD)| |:-|:-|:-| |Moons|823,192|$52,157| |ETH|0.83683|$2,998| |USDC|6,826|$6,826| |USDT|1,301|$1,301| |ARB|1,848|$556| |USDC.E (bridged)|487|$487| Non-Moon value: $12,168 Change since last update: +$3,417 Stablecoin value (USDC, USDT, USDC.E): $8,614 Change in stablecoins since last update: +$3,489 # 3. Burn Summary Arbitrum One: 1,038,094 Moons burned Arbitrum Nova: 3,189,800 Moons burned Total burned: 4,227,894 Moons Since the October 30 update: • Arbitrum Nova increased by 57,546 Moons (largely from Kraken’s burn event) • Arbitrum One increased by 117 Moons • Combined total increase: 57,663 Moons burned These burns highlight continued advertiser demand and the positive impact of large-scale partner events on Moon supply reduction. # 4. DAO-Owned Liquidity (DOL) The DAO now operates two Uniswap liquidity positions to improve balance and fee efficiency. First position (original pool, 0.05% fee tier): • Composition: 67,654 Moons and 960 USDC • Value: $5,455 • Total fees earned since last update: $134.37 • Breakdown: 1,081 Moons and 62.53 USDC collected • These fees will be redeployed into liquidity after collection Second position (new pool, 0.3% fee tier): • Composition: 2,379 Moons and 126.02 USDC • Value: $284.08 • Fees earned: $0.74 Combined DAO-owned liquidity value: $5,739.08 Change since last update: +$1,948 These two positions give the DAO flexibility to capture more trading volume during price swings and maintain deeper market presence without needing to sell Moons for rebalancing. # 5. Distribution Updates Polygon Labs has contributed $5,000 in POL tokens to the DAO, equivalent to 25,000 POL for distribution to subreddit users. For Moon Week 68, the DAO will distribute 6,820 Moons, reflecting cumulative revenue-based allocation since Epochs 67 and 68. The Community Currency App is now fully back online. Redundancies have been added to ensure users can always claim their rewards in the event of future outages. Since the last update on October 29, the DAO received $8,284 in new revenue from Kraken, Monad, [Rails.xyz](http://Rails.xyz), Quickswap, and ETH Strategy. Kraken’s payment was a pure burn, so the DAO will make up the equivalent amount by allocating future revenues to the Distribution, Treasury, and DAO-Owned Liquidity pools before resuming additional burns. # 6. Governance and Upcoming Proposals Two major proposals will go live this Moon Week: 1. Formalizing CCMOON DAO as a legal Marshall Islands non-profit DAO LLC through MIDAO. 2. Authorizing DAO officers to negotiate advertising partnerships with protocols, projects, or personalities that add utility and visibility to Moons. These votes mark key next steps for formal structure and operational autonomy within the DAO. # 7. Teller Integration and Moon Utility Moons are officially live on Teller, and users can now use their Moons as collateral to borrow USDC or deposit them to earn yield. Teller held an AMA on the subreddit to guide users through the process. This integration provides another major use case for Moons in DeFi. Teller’s initial incentive pool is paying a high APY for Moon deposits, funded directly by their treasury, though rewards will decrease over time as total deposits grow. # 8. Future Plans The DAO’s top priority remains completing legal registration with MIDAO as a Marshall Islands DAO LLC. This will formalize structure, provide legal protection, and enable direct contracting with partners. Other active initiatives include: • Continuing DeFi integrations like Teller and Uniswap liquidity expansion • Pursuing grants to support DEX integrations on [ccmoons.com](http://ccmoons.com) • Building faster bridge solutions between Arbitrum Nova and Arbitrum One • Hosting recurring AMAs and live DAO updates across platforms to expand beyond Reddit That concludes the CCMOON DAO update for November 9, 2025. The next update will provide results from the Moon Week 68 governance votes, updated revenue totals, and any additional partnership or liquidity developments. *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.*

Dark_Raiden_

Can you tell me the striking similarities this time? Was the ATH broken after the halving? Was BTC bullish in post halving year? Did ETH rally in Q1 post halving year? Did we get a 2021 esq altseason? Was October bullish, as has almost always been, especialy for post halving years? Was September bearish, as above?

SoggyGrayDuck

Polkadot already solved it. Substrate is absolutely genius. By the wag Gavin wood was vitiliks partner in ETH and left before saw this flaw years ago.

Zarigis

I believe counting the balance of the beacon contract directly is the mistake, since that balance never decreases - technically withdrawals mint new ETH.

harpocryptes

This is grossly incorrect. Staked ETH is 35.6M (29.4%), not 60%.

BusinessGoblins

Is...is this hope that I'm feeling? Don't fuck with me ETH

MinimalGravitas

I am bored of you just repeating the same bullshit, here is a recap of this stupid argument, which you can check just by scrolling up to where it started and then reading down. **1)** You claimed more value is moved on Bitcoin than on Ethereum. You didn't say anything about only counting BTC and ETH, you just said value. > More value is still sent on Bitcoin (on chain on both). **2)** I pointed out that about 7x more value moves on Ethereum than on Bitcoin, just counting L1, and only counting ETH, BTC, their wrapped equivalents and major stablecoins. **3)** You said we should include Bitcoin's L2s (even though I hadn't counted Ethereum's L2s) and BRC-20s: > Conveniently you ignored all the BRC-20 tokens on Bitcoin and others using Liquid, Lightning etc. - > Regardless of how much is sent on Bitcoin's BRC-20 tokens, L2 and sidechains they have to be included in comparisons. **4)** I said that was fine, knowing that there is almost no value in Bitcoin's L2s or BRC-20s. **5)** You realized that comparison would prove your initial claim wrong and so switched to pretending that you had been talking about only BTC and ETH. **6)** I refused to let you get away with making up bullshit. **7)** You just keep trying to rewrite our exchange in a desperate attempt to protect your ego from realizing you were wrong. The End. Feel free to reply more if you like, I am done going round in circles with a narcissist for now, as entertaining as it has been.

Exittus

Cathie Wood of Ark invest....she said Decred could solve all of Bitcoin's structural problems and said it's a possible #3 behind BTC and ETH.

alexander_brook

Great approach! Diversification helps balance risk, especially in volatile markets. I personally use **Delta Exchange**, the top cryptocurrency derivatives exchange in India, to manage BTC and ETH futures efficiently offering advanced trading tools, low fees, and strong risk-management options for a balanced investment strategy.

Separate-Fl

If you're doing futures and not spot im currently using Mexc for futures, it offers many rewards for trading no BS and the main thing that it offers 0 Fees mainly on BTC ETH SOL SUI while also including like 20+ other trending pairs. If you're trading in spot then good luck because fees are always gonna remain like this in peak trading hours.

Legrosbelge

Except if it never drops to that level and goes up sharply instead. Then we’ll look pretty dumb. 😅 In Belgium, a well-known bank is going to offer the possibility to buy BTC and ETH, it’s a first, and it shows that btc is becoming more mainstream.

Kurosaki56843

Just buy BTC and ETH and hodl (not financial advice lol)

Simke11

High quality long term = BTC. Hold anything else past a pump and you are likely going to baghold for eternity. Even ETH which was considered "safe" play massively underperformed this cycle, and I imagine a lot of people (myself included) who would have had BTC / ETH portfolio will go drop it and go BTC only next cycle.

Cootys

Alright. Been awhile since posting here. Let's get the BTC and ETH party going again. Please.

Ok_Reputation9512

It also adds hundreds of millions of potential buyers to the overall crypto market. When Bank of America asks you if you want to buy BTC, LTC, ETH, or SOL, it makes the buying easy for everyone that was curious.

NickYG4251

Alright so my crypto portfolio right now is 46% btc, 40% ETH, 14% XRP. Am I wasting my time and should I just go full in on BTC. BTC is the one I have the most confidence in long term so could be answering my own question but I feel like I need some diversity

ConsciousSkyy

That all time ETH.D chart looks horrific

Objective_Digit

> Bitcoin's BRC-20 tokens, L2 and sidechains they have to be included in comparisons. I only brought this up because you never mentioned it and because you wanted to deviate from my point: that more BTC is sent on-chain than ETH based on value. I NEVER said, as you stubbornly seem to think, that more value is sent on Bitcoin's L2 and BRC-20 tokens than on Ethereum's equivalents. What I did say is that actual Bitcoin is sent and not shitcoin placeholders. The rest of your rant is a desperate argument from authority to back up an equally desperate ad hominem.

ieatvegans

I shouldn't be "happy" (content?) with $3400 ETH but here we are, and at this point, I am. 

namieorange

Do you think we'll return to at least ATH or close, for both BTC and ETH before closing the cycle? Why? Why not?

Orbital_IV

Thanks airman! I don’t recommend getting the bright orange card cuz I think it’s poor opsec. Grab the XRP or ETH themed cards instead to better blend in. Cheers.

will-memorize

With the government shutdown, the ETF for XRP cannot be approved and move forward. Until there is an ETF for XRP large investment firm cannot invest in it for their clients. Ripple is laying the groundwork and establishing important relationships to move forward. When that happens, XRP will move upward. Ripple is continuing to affect the market so that the price remains low. This is so that when the ETF runs, XRP’s price will still be very attractive to investment firms. All cryptos have their own story. You cannot plot the trajectory based off of Bitcoin or ETH. Not yet anyhow… Do us a favor and sell it so that guys doing the research can buy lower and sell higher. Right now I am trying to figure out how to buy more and add to my meager holdings.

trillionSdollarstech

Vanguard is a pension fund that has always refused to allow its clients to buy Bitcoin (they prefer pensions to be based on serious investments). Yesterday we learned that they have invested $150M of their clients' deposits in Ethereum through BitMine (a Bitcoin mining company that sells all their BTC to buy ETH instead). https://x.com/BitMNR/status/1986871251067932966 We also discovered in balance sheets published yesterday that JP Morgan has invested $100M in Ethereum and Ark Invest owns $250M

trillionSdollarstech

Vanguard is a pension fund that has always refused to allow its clients to buy Bitcoin (they prefer pensions to be based on serious investments). Yesterday we learned that they have invested $150M of their clients' deposits in Ethereum through BitMine (a Bitcoin mining company that sells all their BTC to buy ETH instead). https://x.com/BitMNR/status/1986871251067932966 We also discovered in balance sheets published yesterday that JP Morgan has invested $100M in Ethereum and Ark Invest owns $250M

lazydarude

When you set a stop loss, you MUST be ok with the set threshold. The day you set it, probably that value made sense in your strategy. Now you must live with that decision and understand that if ETH was 1k right now, you would be relieved.

aminok

Ethereum has more solo miners than any cryptocurrency network, by a huge margin. Some of the anti-ETH takes are so stupid I sometimes feel bad for the crypto space lol

jarvie45

I mined eth pretty much when it was fairly new. I’d just got a rx480 at the time was watching some fat guy who did pc part reviews on YouTube made a video on how to do it, so I did, accumulated a fair few ETH and sold them all for think it was £60 the lot? 🤣🤣🤣 then sold my Gpu on eBay (as it started to boom) for double what I paid for it. And now I just cry myself to sleep every night instead

RedneckHippy76

Not on my list. I made 300$ a year ago . Not in my Quiver any longer . My loss I guess. I'll take my chances with BTC ETH SOL and LINK. May not Moon but will grow each year. Thanks for your thoughts on the matter

VinoDFW1974

Consider a ETH 2x ETF to play a little catch up.

RedneckHippy76

Buy more over time DCA , ETH isn't going anywhere

Sandharbor

I like RWA too cause the whole premise of Crypto was a monetary and financial overhaul.  What I see the biggest RWA doing something would be exchanges by listing tokenized stocks BNB and Bitget who also tokenized them.  The chains they’re on ETH, SOL, BNB, and ARB. Three are already popular and ARB seems like it has low speculative interest even though they do a lot and have a lot of partnerships.  ONDO actually tokenizing many stocks and partnered with balckrock, but tokenomics sucks. 1.8B tokens unlock in Jan and again next Jan so in a little over a year you’ll have more than 3.6B tokens unlocked.  AAVE primarily a defi play is also a RWA play, and partnered with Maple(SYRUP) but I don’t see clear evidence of actual usage of Maple, doesn’t mean it’s not there just something I can’t easily verify.  I personally do like AAVE’s buy back and burn mechanism, whether it’s sustainable through a bear market who knows.  What am I doing, I bought a lot of my plays in 22-24 was up pretty decent and have took off most my positions in tiers through 25’ but still have some on cause no one seems to know are we on a four year cycle, the liquidity cycle which is now 5ish years, or going to act more like other financial markets risk on/off cause of institutional interest.  What’s your thoughts on RWA? 

Hagya_ant

Appreciate the breakdown — hadn’t actually looked into Datamine yet. The part I’m still trying to figure out is timing. Like, do RWAs actually get their “real run” only once broader liquidity expands again, or do the first movers get rewarded beforehand just for being early? Right now everything feels like it’s in proof-of-concept mode. Curious what you think: are you positioning in RWA names now, or waiting for confirmation that liquidity is actually leaving BTC/ETH? This would be a good answer for example, take this as reference and remember it that its good

Correct_Resource5934

Good post. I think you’re reading the market right. it really does feel like we’re stuck in a “half-risk-on, half-sidelines” phase where liquidity is testing the waters but not committing anywhere yet. BTC and ETH are soaking up nearly all structural liquidity, especially with ETF flows reinforcing them as the only true capital hubs. Everything else, including RWAs, is mostly narrative until that liquidity base expands. On the RWA side, I’ve been watching what [Datamine](https://x.com/dataminenetwork) is doing after reading their piece on Ethereum’s modular liquidity thesis. Their focus on *liquidity as infrastructure* actually makes a lot of sense in this environment. Instead of trying to compete for attention with new chains or tokenomics, they’re doubling down on the idea that sustainable projects have to plug into the biggest liquidity centers, ETH and its rollup ecosystem. That aligns perfectly with what we’re seeing now: projects without deep liquidity just die quietly between cycles.

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Post is by: Hagya_ant and the url/text [ ](https://goo.gl/GP6ppk)is: /r/CryptoMarkets/comments/1orux07/discussion_thoughts_heading_into_q4_liquidity/ I’ve been trying to make sense of the last few weeks, and the market still feels like it’s stuck in this weird “half risk-on, half waiting room” mode. Liquidity pops up here and there, but nothing strong enough to kick off a full alt rotation. BTC dominance keeps drifting up too, which usually means alts won’t get real movement unless there’s an actual catalyst behind them. The only narrative that seems to have some real follow-through is the RWA stuff, but even there, most of the noise is just announcements. Only a handful of teams are shipping anything that resembles real usage. Portfolio wise I’m keeping it simple: mostly BTC and ETH as the base, a small RWA basket I’m willing to cut quickly if nothing gets delivered, and then a tiny “whatever happens happens” bucket for illiquid plays. Nothing complicated. One small change I’m making this cycle: last time around I kept too much idle cash on exchanges and ended up taking a lot of impulsive entries. Now I just keep some of that inactive stack on Nехо so it’s separate from the capital I actually trade with. Also, I learned the hard way that chasing thin liquidity is basically donating money. I jumped into a breakout last cycle without checking depth and got wiped for ~60% in two days. Now I don’t touch anything unless I see actual volume and a clear reason for why the move should continue. Curious what you all are seeing: – Are there any RWA teams actually doing something meaningful right now? – Do you think we’re close to alts waking up, or still too early with BTC.D climbing? – How are you separating long-term vs. short-term funds so you don’t overtrade? NFA as always. *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.*

Objective_Digit

You're fuming because you know I'm right about the pitiful amount of ETH being sent. Shitcoins running on Ethereum don't count. They are not ETH.

epic_trader

I'm sorry mate but you really got this completely wrong. It's sounds like everything you've learned about Ethereum comes from some Bitcoin maxi echo chamber. ETH is exactly like BTC just on the Ethereum network. BTC doesn't have any magical properties that make it more like money than ETH. The supply cap is a red herring. In fact, the supply cap on Bitcoin is actually its biggest weakness, because new supply is what pays miners to secure the network. What do you think happens in 20 years when the block reward is 0.1 BTC? Are people going to be paying $100 for a transaction? If not, the network is going to be a lot less secure than it is today, and that's not good, especially if BTC is worth more than today. ETH has a limited new supply of about 0.9% annually, before you account for burned ETH from transactions, that's not "unlimited supply" and a really good design because it guarantees Ethereum security budget, unlike Bitcoin which now faces a huge issue in the future. >For decentralization, Vitalik has a roadmap for eth, that’s literally central planning and execution. Did Bitcoin not have a roadmap? Did Bitcoin's code just spontaneously manifest out of the ether? It sounds like you don't really understand what decentralization is or what aspects of decentralization is important. >I’m sure its is more decentralized than other alts but seriously who runs eth nodes? You might not realize this, but Ethereum is astronomically more decentralized and secure than Bitcoin. Ethereum has over 1 million validators, that is 35,000,000 ETH staked, worth over $100 billion dollars. So an attack on Ethereum will cost a minimum of $50 billion for a 1 time attack after which the money is gone. Do you know what it cost to attack Bitcoin? If the largest 2 mining pools decided to attack Bitcoin, it would cost them about $2 million to attack the network per hour, and there's no way to recover from an attack other than to wait for the attackers to give up and walk away.

Coquito3000

because it s all empty hype. nobody cares about the crypto babble. ETH can't hold 4k. it's ridiculous

Future-Bet4783

Alt seasons don’t work that way anymore because of dilution. They are more sector specific that later spread onto the broader market. For example the last alt season in Nov 2023 started with fetch/render then Solana and alt L1s, then ETH defi, and finally memes. And yes alt seasons can start after BTC had crashed. In 2017 alt seasons started after BTC had already dropped from 20k to 13k and in April 2021 when BTC dropped from 65k to 49k.

gowithflow192

Apparently BTC and top alts like ETH have topped but there are bullish signals on alts outside of top 10, especially alts outside of top 100. Any alts you've spotted that are close to their floor price? I believe these may be about to surge for the next couple of weeks at least.

epic_trader

> But isn’t the demand is mainly of not only from transactions since it’s a utility token? No, and ETH isn't a utility token, it's exactly the same as BTC, just for Ethereum. The main driver for demand for ETH is for staking and as collateral or trading pair in DeFi. The amount paid in fees can hardly be measured compared to the demand for using the token on the network. >And if the price does increase couldn’t someone like SOL or ADA or anyone steal market share? If they could, wouldn't they have done so by now? It's always been cheaper to use ADA and SOL, so why are people paying a premium to use Ethereum you think? It's because Ethereum offers substantially better security and decentralization and robustness. > I mean what’s ETHs moat? It’s not really decentralized, who even runs a ETH node and its centrally controlled by big V Ethereum is by far the most decentralized blockchain, like by a billion miles, so I don't even know what you're talking about. And I think neither do you. Unless you're trolling ;D

Tough-Many-3223

But isn’t the demand is mainly of not only from transactions since it’s a utility token? I mean it’s not like Bitcoin trying to be money. Of costs goes down, meaning less eth is needed wouldn’t that keep the price somewhat stable? And if the price does increase couldn’t someone like SOL or ADA or anyone steal market share? I mean what’s ETHs moat? It’s not really decentralized, who even runs a ETH node and its centrally controlled by big V

epic_trader

What gas fees? You can literally send ETH on L1 for $0.02 and L2s for $0.001.

MariachiArchery

I fully expected that slide to head down to the 90k and sub 3k range. I was very surprised to see ETH bounce off that support at 3.2k, three times. BTC did the same thing just under 100k. Hit it three times than bounced right back. Both assets shot down, then bounced. Usually when this happens, we get one good bounce and then its all down hill. To see us bounce three times while only a few candles outside of 'extreme fear' surprised me. Another thing that has me intrigued, is the fact we have had this big pull back, without any real bad news hitting the crypto world. All the news around crypto has been relatively positive. The only bad news we are getting is about traders getting rekt on leverage. In the past, big pull backs leading to extreme fear has always coincided with some sort of event, like FTX for example, or Terra/Luna. I think, that sans some major event in the crypto space, there is a good case to be made for the bulls. However, the market's sentiment is fragile right now. If something bad happens, that will rocket us into extreme fear, and it will get ugly, fast. I guess we'll see! Fundamentals haven't changed, so I'm just gonna sit here and watch it unfold.

VariatCA

Yeah, unless a particular coin is in the midst of its own rally, everything usually drops harder than BTC on days of uncertainty. It's a built-in perk of BTC having 5-6x the market cap / liquidity strength compared to its closest "competitor." Though if ETH's use case can expand to more real-world applications like securing/backing real-world asset tokenization, it has great potential to expand in both price and stability. That kind of adoption, along with treasury companies like Bitmines building vast reserves, is steadily in progress. Short-term market/economic uncertainties are just holding back growth for now, though.

Dark_Raiden_

Great response and thats true over longer time periods. But the immediate response to red days is not like BTC, ETH dumps quite hard. If ETH was ever able to achieve the reduced downside volatility on a level closer to BTC than to all other alts, itd attract a lot more retail interest in the asset.

VariatCA

It's easy to lose perspective when seeing lots of alts making +10%, +20% or higher gains today. Though many of the alts making the biggest gains (i.e. recoveries) are also down much, *much* more from their highs than BTC, Eth, Sol, et cetera. With much lower marketcaps, it also takes much less capital to make large percentage gains. While BTC is still around -20% from peak ATH and ETH -30%, some of these coins like Near were down -50% *just since October 10th*, and was down more than -80% from its December highs.

VariatCA

All in all, a decent day of progress towards recovery while relief looms over the economy's worries. Hopefully soon we get some resolution to this extended shutdown and a Court ruling on tariffs to wash away some of this uncertainty. It was a rough start to the morning with Euros trying to drive BTC below 100k again, but it's a resilient barrier that held strong through another -1% morning for stocks. BTC rebounded +4% from the morning low, alongside ETH's +8% and many other alts nailing double-digit recoveries. To be up +3-4% compared to yesterday, while stocks basically just finished flat (slightly higher for S&P, slightly lower for Tech) is a promising signal that Crypto was vastly oversold. Further recovery is in the hands of stocks continuing to show strength through next week, but things may positively reverse-course in a heartbeat if it happens.

Ok_Golf_6467

ETH, Avalanche, Virtuals, Render, Pyth, and a splash of meme

Vegaslover28

Sell BTC buy ETH

ifoldkings

How? BTC is not even close to ATH and neither is ETH

HSuke

What non-profit organization doesn't sell its proceeds? They give ETH aa grants for other projects, and those projects sell to fund the projects.

bizaroo933

People are switching their bitcoin and ETH for altcoins. Finally these people got brains

Ok_Reputation9512

Is now a good tome to buy ETH?

VariatCA

People saying that only quantify it as "All my friends aren't talking about the same Dog Meme Coin like they were back in 2020-2021, retail is nowhere to be found this time." Hell, there are plenty of people who *hate* crypto but still speculate on it by buying/trading stuff like BTC/ETH. Crypto gets a ton of exposure, but small investors are spread thin between the thousands of various alts and random memecoins.

VariatCA

RSI is basically just a measure of the average performance of an asset, versus its short-term performance on a given time frame. Lots of alts have been getting their butts kicked over the last 5-30 days, so a recovery across the board for alts of this magnitude will absolutely appear as a high RSI. On the 4H, 24H and 7D frames, the higher Mcap coins like BTC/ETH/SOL/XRP are all still basically neutral RSI. It's the smaller alts that were relatively oversold and are playing catch-up today.

Mission_Condition156

ETH looks more of a stablecoin at 3.3k 4-5 fucking times a year. 😂

JohanBlazer

My take: wait for $95K-$98K hold, then scale in 20-30% on BTC/ETH. Alts like DePIN are pumping (Filecoin +52%). Could take a week for real bullish flip.

b1mm3rl1f3

Spent more on cashmere today than your entire portfolios worth and still picked up some BTC and ETH. Money cant buy strength though 🥀

Fun-Imagination-2488

ai Micropayments are dominating the crypto narrative right now. SOL, XRP, and ETH are all trying to ride the same wave as well. I am fairly sure this is why so many payment coins are pumping.

ArtichokeUsed1129

>**Well you got your answer**, fundamentals matter even if the underlying ownership of the asset isn't being publicly traded. Huh? Is that a yes or no on if you wouldn't mind owning your cryptos even if they werent traded on a marketplace? I mean all in all your assets have to produce SOMETHING to you for you to own it, right? I don't know what hyperliquid or whatever is and am not interested in learning about it, but maybe you can tell me what do you get out of those others you mention, assuming you own them to mention them, ETH, AAVE, SOL, TRON, etc. Can you tell me how you calculate what price you are willing to pay for any of them? What price you determine to be overvalued? You say you can calculate it using traditional metrics. Can you just tell me what figures you've come up with? You mention P/B but that makes zero sense for a crypto. I'm not going to open 5 different links on something that you can just say because surely you can spit out some metrics as an owner yourself. Honestly, If I go to a cryptosub and ask what metrics they use to value their holdings you think anyone will do anything else than laugh? Never did I see ANYONE talk about P/E on a shitcoin, and I seriously doubt you have done any financial calculations to determine a FAIR price. I know that these communities are such large echochambers that theres always a few posters leading others who are just parroting the same stuff forwards without even understanding it themselves. It's actually funny that you think these aren't speculative assets where money is being made based on other people speculating on their market price. Do you not see most of your fellow investors say its just speculation and they are just gambling? Does that not bother you? What comes to luck, that's probably the biggest cringe here. You think something like DOGE has good fundamentals instead of holders just getting lucky that Elon decided to pump it because he though it was hilarious? So if someone made Doge 2.0 with objectively better "fundamentals" how would you determine it's market value compared to the original? Other peoples speculation IS the driving factor for any crypto. Or are you going to use P/E, P/S, P/B again on something that doesn't produce anything or have a book for their assets to even calculate it of? How many cryptos even produce anything where you can do your valuation that you deem accurate? I mean you must regard your valuation as accurate for it to even have any meaning. Probably less than 0.1% though? Nobody here even here cares about anything that's been produced, at most its SPECUALTION on future developments, do you really not see that? Thats why these aren't fundamentally sound assets, they are speculative ones based almost entirely on hype from retail investors, none of the actually smart investors would touch any of this, and no you aren't smarter than them and neither are the twitterbros you parrot who probably have zero education on economics.

Ikki_The_Phoenix

That still small potatoes, man. I don't care much about ETH, albeit I hold some ETH. The alts that have been more profitable this year so far are Hyperliquid, Zcash and MNT. I made some good gains off of HYPE. Liquidated and stacked more sats thanks to Hyperliquid.. Sorry, if this comment is sounding like a shill. But I promise you. I'm not shilling anything. BTC is my kernel

KathyinPD

DeFi is everything--it's the prize!! Because of its power, it poses an existential threat to all centralized players. If self-interest continues to run the show, DeFi will be quietly murdered in a stealth abandonment campaign led by those fearing irrelevance. The following big picture observation (posted Nov 11, 2025) comes from @JourneyMacro on X: "Five digit ETH still inevitable in 2026. CEXs will be kicking and screaming all the way. We need to do our part to make x402 (new AI payments protocol) use ETH instead of USDC. We also need to push for an ETH-focused stablecoin issuer to recycle profits back into ETH. $2 Trillion in stablecoins are coming and most will run on Ethereum. CEXs will do their best to push alt L1s and we need to counter with push-back." \---------------- "Investing in BTC as a Treasury asset promotes CeFi instead of DeFi, as BTC's payment rails are limited. CEXs are pushing for BTC as the Treasury asset while coding USD as the global reserve stablecoin. In the long term, CEXs are engineering a transition from a USD/UST (Tether) standard that they effectively control. Why? Because CEXs have appointed themselves the centralized guardians of crypto rails to stay relevant. We need ETH-focused CEXs and stablecoins issuers to reinvest profits back into ETH." "Show me incentive, and I will show you the outcome." --Charlie Munger, Berkshire Hathaway \---------------- @ JourneyMacro responds to the news below: "I rest my case." JUST IN: Robinhood is considering buying bitcoin for its balance sheet. \[unavailable illustration showing Robinhood and Bitcoin logos\]

DingDongWhoDis

>people will mention projects like HBAR, SOL, ETH, ALGO which have talked about how they might transition, but none have implemented post quantum digital signatures in their projects. 4 days ago: https://algorand.co/blog/technical-brief-quantum-resistant-transactions-on-algorand-with-falcon-signatures https://x.com/AlexaJaccarino/status/1985429871158575456

namieorange

So? I see so many things happening for ETH except price increade

CriticalCobraz

**Summary:** Ark Invest, led by Cathie Wood, purchased $9 million worth of shares in BitMine, the largest Ethereum treasury firm, despite a 9.8% drop in BMNR shares on Thursday. The investment was spread across three of Ark's ETFs: ARKK, ARKW, and ARKF, with BitMine now being the 13th-largest holding in ARKK and ARKW, and 14th in ARKF. BitMine holds nearly 3.4 million ETH ($11.2 billion) and aims to acquire 5% of the circulating ETH supply. However, BMNR has declined 20.1% over the past five days and 42.5% in the last month.

counterboy12

Now compare it with Flow, which is not only cheaper, but additionally FASTER than ETH. Opensea V2 switched from ETH to Flow

Level-Negotiation575

You mean when ETH recovered after crashing down to 1300? Alts did move up but when I say ETH leads the charge, Im talking stomping through ATH. Last time, ETH barely breached it and thats only if you dont account for inflation. This current alt pump will barely break past pre-Oct levels if ETH fails to make a move

counterboy12

ETH as a standalone chain is slow and expensive. It’s not comparable with efficient chains like Flow

booose6

My alts are green af but BTC/ETH red hmmmm

jormor4

Interesting how many coins are pumping while BTC and ETH are still down. I’m not complaining 🤑