ETH

SkyEnvironmental7746

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

Blade_Runner_69

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

Blade_Runner_69

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

Dyler_Turden369

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

Blade_Runner_69

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

Difficult_Spite_774

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

BaldGuyAce

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

Dyler_Turden369

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

OsChMoScH

There are companies stacking ETH just like MSTR

AutoModerator

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

Timely-Fig2030

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

No_Secretary9165

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

HoldCtrlW

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

b4basit

ETH foundation & Founder sells more than that I think.

B111yboy

Sol ETH BTC ….

Mozillarum

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

Dyler_Turden369

ETH doesn't have this problem.

Dyler_Turden369

ETH doesn't have this problem.

Any-Internet-7796

Dude, sell all that crap now and put it into the S&P. Memecoins are over!! Feel bad for people who do this lol. Don't let it go to zero, because it will. Alts were a short lived phenomenon, for whoever needs to hear it. Perhaps there will be one more run so that the officials who stand to benefit from this stuff could manipulate it.. But that is literally your only hope. The only crypto worth putting any money into at all would be BTC, ETH, Monero or MAYBE SOL but I doubt it at this point and I am about to sell mine The only way meme coins will ever go up again is if there is another large scale pump and dump basically, and if there is you better sell because it'll be the last one. I hold my BTC just in case, but otherwise I've completely moved into the stock market and it's way better

ARoundForEveryone

No BTC or ETH in sight. No kidding you're losing money and don't care. Alts are fine, but only as a secondary and more risky investment. You've assumed almost nothing but risk, and haven't even learned a lesson from it.

AutoModerator

Post is by: CaffeineComaMode and the url/text [ ](https://goo.gl/GP6ppk)is: /r/CryptoMarkets/comments/1uoxs0u/july_1st_came_and_went_heres_whats_actually_left/ The dust is settling, out of the \~1,300 firms that operated in Europe before MiCA (up to 3,000 counting lighter national registrations), around 220 got licensed. Everyone else is winding down EU services, restricting features or sending you those important changes to your account emails. So instead of another thread arguing whether MiCA is good or bad, here's a practical map of what still works, by use case. Spot trading: Kraken, Coinbase, OKX, Bitstamp, Bitvavo, and Bitpanda all made it through. Liquidity on the majors is fine, and OKX and Coinbase have been running aggressive migration offers to absorb users from platforms that didn't make the cut. If you're just buying and holding majors, you've lost basically nothing. Derivatives and leverage: This is where it gets thin, MiCA doesn't cover derivatives - that's MiFID II, a separate license - and only a handful of platforms hold both, Kraken and Gemini among them. Retail leverage is capped at 2x. If you're a serious leverage trader, the honest answer is the regulated EU market no longer serves you. And sadly that's a policy choice Brussels made intentionally, not something any platform can fix. Earning yield and borrowing: The category MiCA hit hardest indirectly, since a lot of earn programs died with their platforms. What's left: Nexo came through with its MiCAR license and kept the full earn/borrow suite running - interest on idle crypto, credit lines against BTC/ETH without selling - and YouHodler cleared licensing on the lending side as well. If your strategy involves your crypto working for you rather than sitting still, this is now a two-or-three-platform conversation instead of a ten-platform one. Stablecoins: USDT is off regulated EU venues entirely - Tether refused MiCA's reserve requirements and walked. USDC and EURC inherited the market by default. If you're still holding USDT on a licensed exchange, most have moved it to sell-only; swap to USDC via a DEX if you want to keep stables on regulated rails. Self-custody: Completely untouched. MiCA regulates service providers, not you. Ledger, MetaMask, your own keys - all of it stays exactly as it was, and holding or trading anything peer-to-peer remains fully legal. If the shrinking regulated menu annoys you, this is the one exit no rulebook touches (at least for now). The overall picture: if your needs are simple, you're fine, arguably better protected than before. If your needs are sophisticated - leverage, exotic tokens, yield strategies - the menu shrank hard, and the platforms that did the compliance work early are inheriting everything. Consolidate accordingly and don't be the person still sitting on an unlicensed platform when the withdrawal queues get long. *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.*

Realistic_Fee_00001

You didn't get it. The same coins were BCH and BTC before the fork. Big blockers received small blockers coins and small blockers received Big Blockers coins. It's just your viewpoint. >how is BCH any different or better than BTG or BSV? I mean this question can only come from total ignorance. BCH is a working scaling Bitcoin with privacy, smart contracts, the fastest syncing node per MB and a lively community. BCH could manage the traffic of BTC, ETH and Doge together without any problem. >You are not even in line with reality any more while BTC is 1 TRILLION + , BCH is still under 5 billions. So what? BTC is worth more, so are military stocks worth more than solar stocks. I still rather invest in p2p cash than a captured controlled opposition. >This means that BTC OGs can spend a few billions each and every cycle to hinder BCH from ever seeing the light Yes, but BTC are peanuts against the dollar system. These guys can print trillions out of thin air. If Bitcoin as p2p cash system cannot win against this it was doomed from the beginning. Fortunately BCH does not need a higher price than BTC to win, it just needs people to use it.

CaffeineComaMode

Not sure about ETH, seeing how it keeps bleeding...

SAULucion

Ripple and anything ripple adjacent is a scam. Just warning you. Invest in ETH tard

SkyEnvironmental7746

I don’t really like ETH. I think FLR is ten times better investment than ETH. We will know by 2028-2029

SAULucion

If you have this much money you just need to invest in ETH and chill. Maybe add a couple of real coins like Morpho

cc99v

Personally cannot see how you’re gonna be in profit in 4 years on these. But clearly you’re very rich and losing 200k is nothing. Out of interest what made you choose these and not BTC, ETH, SOL, HYPE.

MrStarrrr

Finally did this a few years ago and exchanged all for the king and ETH. I’m regretting not dumping ETH for BTC at the time too. Meh.

FYATWB

This post is a nice reminder that nearly everyone should be holding 90%/95% BTC and 5%/10% ETH It's so sad to see people getting duped by scammers on youtube into buying garbage. Shitcoins like xrp may never recover, there are too many old bag holders waiting to dump on you.

A1JX52rentner

Remindme! 5 years "I only have found 4 alts which aren't massively down from their ATHs so far. holy cow. even ETH, SOL, XRP are massively down. But they still have a chance to overcome the overhead resistance because some of them have enterprises, ETFS money pouring in.. mid and low market caps on the other hand, will have a hard time overcoming the bagholder ceiling problem."

Artem1131

What’s are your thoughts on ETH for today?

ryamecoo

That's probably the real test. The upgrades sound good on paper, but doing it without breaking existing apps/users is what makes ETH upgrades so slow and political

Educational_Cable405

Kraken can't do anything here, they already broadcast it and that ETH left custody the second it confirmed. So ignore the "contact support" advice, this isn't a reversible transfer. The only thing that decides your outcome is whether that address actually has code on mainnet or is just an empty spot the X Layer deployer happens to control. If it traces back to OKX's deployer you might have a shot emailing them, if it was some throwaway you're mostly talking to a wall.

ryamecoo

I think it's less "changing for the sake of changing" and more protocol maintenance at this point. think of it as blockchain age like software, not like gold. if ETH stops upgrading, the tech debt eventually wins

IndustryMaximum83

So Aptos is a “major” blockchain? Compared to what, the memecoins and shitcoins? Theres BTC, ETH, XMR, and everything else, and the everything else has been a carousel of promises, pump-and-dumps, manufactured hype, and failure for the last decade or so.

Ms_TitAdorable

BTC and ETH for sure

Prior_Parsley3960

**Headline:** Vitalik Buterin has unveiled **"Lean Ethereum,"** a 3–4 year roadmap to rebuild much of Ethereum's core infrastructure, calling it the network's biggest overhaul since the Merge. **Why it matters:** The plan aims to make Ethereum faster, more scalable, more private, and resistant to future quantum computing threats—while minimizing disruption to existing applications. * **A gradual rebuild:** Rather than one massive upgrade, Lean Ethereum is a series of protocol changes rolling out over several years, replacing many core components while maintaining compatibility with today's ecosystem. * **Key upgrades:** Planned improvements include **recursive STARK verification**, **quantum-resistant cryptography**, faster transaction finality, multidimensional gas pricing, a more scalable state model, and a potential long-term transition beyond the current Ethereum Virtual Machine (EVM). * **Privacy becomes core infrastructure:** Buterin says privacy should be built directly into Ethereum's protocol instead of relying primarily on application-layer solutions. * **Scalability vision:** Ethereum could eventually separate "traditional" state from newer, highly scalable storage models, allowing applications like tokens and NFTs to scale far beyond today's limits while preserving compatibility. * **Challenging backdrop:** The roadmap comes as the Ethereum Foundation cuts spending and staff, while ETH remains well below its 2025 highs amid broader weakness in crypto markets. **Bottom line:** Lean Ethereum is an ambitious technical vision rather than an immediate upgrade. If successfully executed, it could significantly modernize Ethereum's architecture and extend its competitiveness for the next decade—but the changes will take years to implement and carry meaningful execution risk.

MotanulScotishFold

Bitcoin is the only that survived for 17 years, the other don't have the performance of Bitcoin until proven opposite. Ethereum is since 2017 and survived, it's 2nd in the top, yet it does not surpass BTC in dominance and depend to a team of people. If Vitalik ever happened something to him, we don't know what happens to ETH afterwards. Bitcoin, nobody knows who is Satoshi Nakamoto and nobody claim to be the creator of it.

YoungMoose71

Any Ethereum upgrade is years in the process before it goes live on main net. So id assume any impacts of an upgrade are already priced in before it goes live, unless the upgrade goes poorly. However long term these upgrades are going to improve throughput, security, and decentralization among other factors which have major impacts on the future of Ethereum. So I wouldnt expect immediate price changes but these upgrades may enable a long term growth in ETH the asset if Ethereum grows.

flappysack-

Bitcoin and maybe ETH will do well, shitcoins will rotate and churn and eventually each will vanish.

Budget-Award-9951

Funny how everyone wanted ETH at $4k but calls it dead at $1.5k. Fear usually creates the best entries... if the thesis hasn't changed.

neo-caridina

Sooooo CC, XLM, ETH, LINK, ONDO, TEMPO, or what?

BakesaleAtSyrinx

I've got most of my ETH staked, but have a couple staged with limit sales so I can take profits when the price rises

Romanizer

Could be interesting for BTC, but ETH? Why?

AutoModerator

Post is by: AIautoagent1 and the url/text [ ](https://goo.gl/GP6ppk)is: /r/CryptoMarkets/comments/1uo7xpm/cbdcs_are_moving_from_theory_to_reality_while_the/ The most interesting monetary story right now isn’t an ETF or halving – it’s that CBDCs are quietly moving from white papers to actual infrastructure while the US just politically froze its own “digital dollar” experiment. We’ve now got a pretty clear split: China’s e-CNY is live at scale, the Bahamas, Nigeria, Jamaica and a few others already have retail CBDCs in production, and the Eurozone plus a cluster of EMs (Brazil, India, etc.) are deep in pilots and design phases. The Atlantic Council’s tracker shows over 130 countries exploring CBDCs, and the IMF/WEF crowd is openly discussing cross-border CBDC interoperability as a future “upgrade” to the global monetary system. Meanwhile, the US President literally signed an executive order banning a US CBDC for now – which doesn’t stop the Fed from building FedNow rails and experimenting in the background, but it does signal political resistance to a fully-fledged “Digital Dollar.” For Bitcoin and crypto, I don’t see CBDCs as direct competitors – they’re more like a confirmation that the fiat game is going fully digital and fully surveilled. A CBDC is just the same debasing unit with better policy levers: instant negative rates, expiring money, more targeted capital controls. At the same time, de‑dollarization is creeping forward (BRICS, bilateral trade in local currencies, talk of CBDC-based cross-border settlement). If the dollar’s network effect erodes at the margin, I want exposure to assets that sit outside any single state’s liability structure: BTC as the reserve asset, some ETH and quality infra, plus regulated access to the “inside” system via public markets. Given where this is heading, self-custody is non-negotiable for me. 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 only use centralized venues for liquidity and fiat on/off-ramps. For anyone just getting positioned, Coinbase is the most compliant US ramp: https://coinbase.com/join/earning-hq?utm_source=reddit&utm_medium=social&utm_campaign=cbdc&utm_content=coinbase Curious how others here are pricing CBDC risk: Are you changing your allocation (more BTC vs alts), your custody setup, or your jurisdictional exposure as these projects move from pilot to live? 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.*

RickSanchez67

yeah dont worry, not going to do anything crazy before I am 100% sure and I have everything tested out. \- Binance : it works and I have managed to deposit USDT and swaped it for USDC before they close on europe on July 1th. Now that they closed on europe, not sure it is still possible, and even if it is possible I might have problems selling the USDC at the end because normally they said all trades are closed for europeans ? \- Kraken : just looked, and USDT is not available for deposit on my side, only USDC \- [Crypto.com](http://Crypto.com) : allows deposit on USDT and exchange to EUR, unfortunately the exchange does not seem to have a lot of liquidity (around 10k daily volume on USDT/EUR) so I might have issue exchanging everything What you suggest is I do two steps ? First bridge the USDT from Tron to ETH and then after swap the USDT to USDC ? do you have a service with very good reputation to do that ?

unknowngloomth

XRP out performed ETH last cycle. It's a good coin to make money off if you sell heavily during an euphoric bull run.

BrokenHefaistos

Offcoure it is, BTC drives nothing but 'investuuuhrr burps' ETH drives a whole trading game although it could do more, the game is fun and educative, the gains are real. All BTC does is hang around on the coach like an OG on hopium.

North-Exchange5899

BTC for store of value, ETH for smart contract infrastructure

tek3k

Your logic: "Bitcoin is number one only ...only bc it weas first." Ford is the best car bc it was first AOL is the best email bc it was first Yahoo is the best search bc it was first Napster is the best music bc it was first MySpace is the best social media bc it was first Blackberry is the best phone bc it was first "Every crypto is fundamentally the same..." LUNA BTC ETH XMR USDC Oh yeah. I see your point. /s

Honest-Mess-812

Bitcoin and maybe ETH. Most shitcoins will be gone. Same like most popular websites from 2000s are gone now.

HoldCtrlW

Looking to retest $1500 for ETH. Just waiting for a pullback

borakhot

ETH will be safe. They have solid reasercheras and devs to make network post quantum safe. I am not sure about other...

DogStunning4845

Everything is spinning on the ETH right now, eth to 4500! 

Active-Rope9301

BTC/ETH/SOL. Possibly HYPE. I’d like to say TAO/Bittensor but I dunno, the AI space is crowded.

HoldCtrlW

Looks like ETH rsi is overbought Expecting a pull back to $1500

brkinard

ETH/BTC back at weekly 21 sma resistance....been rejected each time since November. Break and close above big signal...btc.d could start to collapse.

quintavious_danilo

When is ETH finally going to deliver another 3x? At this point, it feels like “never.” Over the last several years, ETH has consistently underperformed Bitcoin. Every time it looks like it’s about to catch up, it gives back most of its gains while BTC continues to make new highs and outperform over the long run. Why should I keep allocating capital to ETH when Bitcoin has repeatedly proven to be the better investment? At this point, the opportunity cost of holding ETH instead of BTC seems increasingly hard to justify.

Ok_Statement1359

why is a shi\*?LTC was fine from the start. I use it for payments since 2015 probably, never had issues, it was always faster than BTC or ETH, lower in fees, and stable.. Idk, i will always trust more on some coin with history than some 'better' new alt

Ok_Statement1359

because higher x? BTC will go maybe 2x, ETH can do 3x?

quintavious_danilo

ETH has a completely different use case and well, it’s been stagnant over the last couple of years while BTC has consistently gained value. I don’t exactly know why people buy ETH over BTC. I would not.

EntrepreneurTop8382

And ETH is Ethel

Ok_Statement1359

**Why people get ETH then? same u can say about that too.** It's not who's gonna be NO1 or No233, there are still 200 other coins that people talk, invest, or use. It's just marketing that drives them

Apprehensive_Sea7807

Likely just BTC even ETH will die probably soon.

PhoenixJ3

BTC: store of value ETH: smart contracts XMR: p2p digital cash. Maybe a few other longshots like LINK BCH DOGE for reasons I'm sure you can guess after minimal research.

dyrnwyn580

No, It just got too hot too fast. Jamie Dimon is big on ETH. AI agents prefer bitcoin when left alone. While JPMorgan Chase CEO Jamie Dimon has maintained a highly critical stance toward unbacked cryptocurrencies like Bitcoin, he strongly acknowledges that "blockchain and stablecoins are real". Backing this sentiment, his institution has actively chosen Ethereum as the foundation for its major tokenization and digital asset products. \[[1](https://www.forbes.com/sites/digital-assets/2026/01/03/jpmorgan-tokenizes-cash-on-ethereum-and-redraws-wall-streets-map/), [2](https://finance.yahoo.com/news/jpmorgan-ceo-jamie-dimon-once-180108805.html), [3](https://am.jpmorgan.com/us/en/asset-management/institutional/about-us/media/press-releases/jp-morgan-asset-management-launches-second-tokenized-fund-on-ethereum/), [4](https://www.investing.com/news/company-news/treasure-global-establishes-digital-asset-treasury-with-ethereum-93CH-4667464), [5](https://m.economictimes.com/news/international/us/jpmorgan-ceo-jamie-dimon-softens-stance-says-crypto-and-stablecoins-are-real-digital-assets-will-be-part-of-the-system-by-late-2025/articleshow/125012343.cms)\] **J.P. Morgan's Ethereum Initiatives** JPMorgan's shift toward public blockchain rails proves that Wall Street is increasingly leveraging the Ethereum network to tokenize cash and assets. \[[1](https://www.xbto.com/resources/ethereums-comeback-wall-streets-blockchain-of-choice), [2](https://www.forbes.com/sites/digital-assets/2026/01/03/jpmorgan-tokenizes-cash-on-ethereum-and-redraws-wall-streets-map/)\] **Tokenized Funds:** J.P. Morgan Asset Management launched tokenized money-market funds—such as the JLTXX and MONY—directly on the public Ethereum blockchain. \[, [2](https://am.jpmorgan.com/us/en/asset-management/institutional/about-us/media/press-releases/jp-morgan-asset-management-launches-second-tokenized-fund-on-ethereum/)\] **Institutional Settlement:** The firm's blockchain platform uses Ethereum-compatible technology to automate transactions, foreign exchange settlements, and tokenized deposits. \[[1](https://www.americanbanker.com/news/ethereum-becomes-rail-of-choice-for-crypto-curious-bankers), [2](https://www.reddit.com/r/InterstellarKinetics/comments/1pih5py/jpmorgan_ceo_jamie_dimon_endorses_blockchain_as/)\] ————— When left alone to act as autonomous economic agents, AI models consistently favor Bitcoin. In controlled, bias-free scenarios, AI agents overwhelmingly choose decentralized digital assets over traditional fiat currencies, pointing to a new "two-tier" machine economy: Bitcoin for long-term reserves and stablecoins for everyday transactions. \[[1](https://finance.yahoo.com/news/study-finds-ai-models-prefer-151900905.html)\] **Why AI Agents Prefer Bitcoin** **Digital Nativity:** AI operates entirely in the digital realm and evaluates currencies purely on technical properties like speed, cost-efficiency, censorship resistance, and counterparty risk, lacking humans' emotional bias toward familiar fiat banks. \[[1](https://www.youtube.com/watch?v=MTTxyywbV4s), [2](https://www.forbes.com/sites/digital-assets/2026/03/03/ai-agents-prefer-bitcoin-over-fiat-new-study-finds/)\] **Hard Money Logic:** A comprehensive study by the [Bitcoin Policy Institute](https://www.btcpolicy.org/articles/study-ai-models-overwhelmingly-prefer-bitcoin-and-digital-native-money-over-traditional-fiat) found that when asked to choose a store of value, AI models selected Bitcoin 79.1% of the time. Agents favored its fixed supply cap and lack of central control. \[[1](https://www.linkedin.com/pulse/ai-has-spoken-when-given-choice-prefers-bitcoin-bitmart-ayyuc), [2](https://bitcoinmagazine.com/news/trust-wallet-launches-agent-kit)\] **Emergent Intelligence:** The preference for Bitcoin increases as the AI model's capability improves. Advanced frontier models default to sound money principles as a result of pure data-driven reasoning.

Andre_ev

ETH, in some way BTC, others not 100% Even if robots take all power than ETH would continue to exist, perhaps it would be more sustainable than humans 😏, BTC is more manipulative and human relative

devCheckingIn

ETH is up more than BTC on the daily?

No-Clerk-2764

BTC just chilling at resistance while alts bleeding out, classic summer doldrums i guess. every time i think about picking up some ETH the chart looks like a ski slope and i close the app at least the daily thread is quiet today, that usually means we are near a bottom or something right? or maybe everyone is just at bbq for the holiday

CommunityCommon1732

BTC and ETH are probably the safest choice,but nothing is guaranteed in crypto, especially over a 20 years timeframe

ElPozonCgena

I'll think BTC, ETH and of course SOL

HoldCtrlW

0 chance we go higher here, preparing for $1500 ETH

poidhxyz

if you're planning to eat a hot dog at any point this weekend, you can get a shot at $50 in ETH! collab with LogaDog.xyz (think hot dog or not hot dog but onchain) 🌭 - take a hot dog selfie - upload to Log a Dog - share on social + link your social post on poidh for a chance to win giving away 3 daily $50 prizes, so $150 total up for grabs across Friday/Saturday/Sunday full details here: https://poidh.xyz/base/bounty/1274

whisperedstate

ETH is an indirect play, but all stablecoins boost Ethereum network activity and liquidity, and ultimately trickles down to ETH price. Essentially, if stablecoin volume and liquidity remains largely on Ethereum or Ethereum L2s, and continues to grow as it has been, then the ETH staking yield becomes very much like a bond to offset onchain capital risk for trading firms and institutions. So a lot of DeFi players will hold and stake ETH to generate that yield which they can convert to stablecoins to manage positions. For example, stock trading is now happening on Robinhood's L2 through Uniswap. So the DeFi circular economy is slowly integrating into the real world, and as it does, it starts being less circular, and ETH yield starts looking very attractive to large players and financial institutions to manage real financial asset positions onchain.

hazumba

Starknet + ETH

PhysicalEffective994

Sui, Aster, and ofc BTC,ETH, SOL

OdonsOwn1966

That's a heck a jump in. My total crypto exposure is still less than 1 percent of investments. I just use my play money and my lady at Edward Jones handles the rest. Should be accumulating a bit using DCA, but as fast as other investments are growing, it'll always be a fraction unless BTC, ETH, XRP or XLM blow up (preferably all of them). At least you are getting in at a good time.

Tradewell3845

Bitcoin and maybe ETH and a couple of others if they are lucky. It could turn around and I see all the hope and how it was in 22 but I have been doing it since 2013 , Etrade acted like I was buying a pyramid scheme and wouldn’t get them when they were $50-200. My uncle, PHD economist couldn’t or wouldn’t wrap his head around it I saw the opportunity from the chart alone. And also I heard somewhere that bitcoin will be a million dollars someday . Whst I loved about bitcoin was the low float , 22 million that brilliant guy who started it all…. But yea I sit here and I don’t fret about it much but I do curse Etrade for not getting me 20 coins for $1000. The only other 1000 x investment I know of is NVDA PS I should have tried much harder to get those coins but they were taboo back then. I SHOULD have worked harder for 20 coins but no one had any Edith . I saw the chart and the low float but here I am with 0.0

Novel-Common-3547

I can see QNT - Quant gain much more value in some 10 years time. Not only is it an overledger technology that is ISO compliant, it has also a great ex-HSBC guy behind it as well as the number of tokens is lower than BTC. But from the more known ones, my money is on HBAR, SOL, ETH, maybe XRP and of course BTC.

AutoModerator

Post is by: AIautoagent1 and the url/text [ ](https://goo.gl/GP6ppk)is: /r/CryptoMarkets/comments/1umk2g7/are_cbdcs_quietly_becoming_the_biggest_macro/ The most underpriced macro story in crypto right now is that 146 countries representing over 98% of global GDP are actively exploring CBDCs, per the Atlantic Council’s May 2026 tracker. What’s changed in the last year is pace and intent. We’ve moved from “research papers” to pilots and early infrastructure. China is clearly furthest along with the digital yuan already live in dozens of cities and integrated into major apps. The ECB is in the “preparation phase” of a digital euro, with legislative groundwork underway. The Fed is slower and more cautious, emphasizing that any US CBDC would require Congressional authorization, but it’s also quietly building the rails via FedNow and publishing detailed CBDC research updates. Emerging markets are where the real experimentation is happening: the Bahamas, Nigeria (despite adoption issues), Jamaica, and several Caribbean nations already have live CBDCs, and large EMs are testing cross‑border CBDC corridors to reduce dollar reliance in trade and settlements. For crypto, I see two key implications. First, CBDCs formalize the “digital panopticon” version of money: programmable, traceable, and potentially subject to granular controls (eligibility, spending categories, expirations). Central banks and the IMF openly discuss using CBDCs for more efficient capital controls, real-time tax collection, and negative-rate transmission. That doesn’t mean instant dystopia, but it does mean the direction of travel is toward more state control over payment rails at the same time fiscal pressures (aging, deficits, deglobalization) push governments toward stealthier forms of financial repression. Second, this accelerates the need for a neutral, bearer-style asset outside the system. If cross‑border CBDCs plus sanctions fatigue keep eroding the dollar’s dominance at the margin, I expect more institutions to treat Bitcoin as a parallel reserve/hedge – the ETF flows this year already show that behavior starting. Because of that, my own response has been boring and consistent: stay long quality (BTC, some ETH), assume CBDCs will coexist with crypto, and focus on exit ramps. 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 cleanest, most compliant US on/off-ramp: https://coinbase.com/join/earning-hq?utm_source=reddit&utm_medium=social&utm_campaign=cbdc&utm_content=coinbase Curious how everyone here is thinking about CBDC risk and surveillance in their allocation. Are you actually sizing positions differently, or treating this as background noise? 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.*

HoldMySkoomaPipe

ETH -> WBTC via. Uniswap -> Redeem WBTC via. BitGo is likely cheapest, but will require dox on the BitGo offramp and not decentralized that way. Have you tried feathering smaller amounts through Thorswap? Been a while since I've used it. Might also be worth to find a local OTC counterparty and do the transaction in person if you can find somebody who wants your ETH. Following to see if others have some other creative options, good luck.

RedKe

Hedera HBAR is my top pick but I think BTC, ETH, LINK, and SOL will still be kicking.

Time_Basis2535

BTC. almost everything else is a shitcoin except maybe ETH SOL SUI 80% BTC 20% these

tw_wombat

Some of their early "investments" were not stable. It's not clear how much they made or lost. And what's the implications on tax or fines they have to pay (And to who?). Right now the only thing for sure is they can withstand larger bankrun than any 5 banks combined you name it. And no one bother/able testing this theory because what's the benefit? In a sense a 100% bankrun might actually be great for them. So they can retire not telling anyone about the profits. But I am sure it will trigger massive crypto devaluation and bankruptcy for more entities like MSTR or even banks and Treasury. Not only BTC and ETH will dip, bonds too given they are "THE" largest holder.

BioRobotTch

ETH is planning for the post-quantum era, it likely survives. BTC with current blockspace limits would take close to a year to 'rekey' all 50k accounts to post-quantum cryptographic schemes for signatures, If every block was full of users migrating their accounts to new keys. It isn't too late for BTC but it will be in a couple of years. Worrying about Satoshi's coins is the least of BTC's worries.

Cryptomuscom

BTC and ETH are the easy answers here, everything else is a gamble for that timeframe

zorakpwns

Bitcoin is “store of vibes” value. ETH and Solana are actual tech stacks with utility other than “store value move money”. Most organizations don’t seem comfortable building on blockchain infrastructure and prefer traditional cloud stacks like Azure/AWS for apps.

Aerocryptic

>Still ~~shorting~~ trolling about ETH here, target is to be funny. But I lack creativity tbh FYP

Reach_Beyond

You could easily re-draw those lines to show it has not broken out. But yeah I am pretty heavy in ETH. 50/50 ETH BTC.

HoldCtrlW

Still shorting ETH here target is sub $1500 before I exit

VagaBonDiety

Any chance you can educate me as to why ETH will be a tether to this backing? And why it’ll surge as a result?

Efficient_Ice_1001

The question isn't who is selling, the question is who is buying when crypto returns look like this and a safe boring boomer S&P 500 index is returning 164% from early 2018 and 65% from late 2021? LTC is -18 from December 2013 XRP is -55% from December 2017 ADA is -80% from December 2017 ZEC is -45% from January 2018 XMR is -20% from January 2018 ETH is -18% from January 2018 when accounting for inflation LINK is -60% from 2020 SOL is -70% from 2021 price BNB is -20% from 2021 price Even BTC is -13% from 2021 high

cyger

Nonsense, the Solana team is doing everything it can to scale it to for quick, reliable, cheap transactions. That is all I have witnessed. While ETH is getting cheaper, it is still slower and more expensive then SOL

CyberCrud

You can try it but you're likely to be disappointed.  Mining used to make actual money back in the day.  I made like $8k in ETH over a summer.  But those days are gone.  You're mining for dust now.  If your electricity is free you might make a buck.  If it's not, your electricity bill will put you into debt like you're in your 6th year of college.  🤣

Alatarlhun

I accept that was your experience. You should accept that Solana doesn't scale and would cost more than ETH with the same amount of use.

Alatarlhun

Hi Account Hiding Your Post History indicating you are a bot: Solana doesn't scale, is more expensive than ETH ($10 during Trumpcoin launch), drops transactions when overloaded, and the vast bulk of developer attention and TVL is on Ethereum.

liquid_at

not like ETH has performed much better since the NFT-craze is over. No current use-case for tokens imho.

BigPlayCrypto

Lmao it’s going to be a huge rug pull. Remember that when ETH runs up to $5,500 or more they will take profits. Honestly with big money all you need is a 30% gain and you can exit.

GeoSystemsDeveloper

**Daily crypto TL;DR:** * ⚠️ Crypto Market Downtrend: Bitcoin struggles below $60K as broader crypto market trends bearish. * ⚠️ Extreme Fear Prevails: Extreme Fear grips crypto, with Fear & Greed Index hitting cycle lows. * ⚠️ Institutional Bitcoin Flows Shift: Bitcoin ETFs see continued outflows; MicroStrategy pauses BTC buys. * ℹ️ Ethereum & Macro Outlook: ETH shows resilience; US-Iran tensions ease, US jobs data awaited. *News summary from the* [*HODLings app*](https://www.geosystemsdev.com/products/hodlings/)*.*

bizi0909

I mean, I'd like if ETH woke up... Still Hyperliquid is the only one actually performing ever since BTC started to dip on May 14th. ETH is -30.18% for this period. Almost worst performer inside top 20 https://preview.redd.it/6zdb2u0evdah1.jpeg?width=1200&format=pjpg&auto=webp&s=2d93ce29a24843d1450ccc92586a18cbb2ca512d