ETHEUR
Ethereum / Euro
crypto Composite

The overlap number is the one that matters, and I'd push it a step past "two vaults are 94.7% the same": the interesting figure isn't the pairwise overlap, it's the overlap across all of them. AdBitter has the why exactly right - genuine low-risk borrow demand in DeFi is tiny, so curators aren't finding secret markets, they're all funneling into the same handful of battle-tested loops (LST/ETH, delta-neutral funding). If two of the biggest are 94.7% identical, the top-10 curators running 79% of curated TVL are very likely on the same three or four exposures too. Which means "curated DeFi" isn't 856 diversified vaults, it's basically one concentrated bet packaged 856 ways with a fee on each wrapper.
That reframes your risk question. Curation isn't reducing risk, and it isn't even really relabeling idiosyncratic risk - it's converting idiosyncratic risk into systemic risk. The failure mode people price (my curator picks a bad market) barely matters, because they're all in the same markets. The one that matters is a single loop unwinding - an LST depeg, a funding-regime flip on the delta-neutral leg - hitting the majority of curated TVL simultaneously across curators, because the overlap you spotted means they liquidate into each other. That's not something you diversify away by picking two names; picking two 94.7%-overlapping vaults is holding one position at twice the fee.
On "who checks the curators, they mark their own books" - that's the real hole, and it's the same problem as any fund marking its own NAV: the vault's value is whatever the curator's allocation says, valued at the protocol's own oracle, with no independent party in the loop. The two things worth measuring rather than trusting are the cross-curator overlap (so you know how concentrated the whole category is) and the vault's positions marked at outside depth (so a "diversified" allocation into a market that can't be exited at size gets flagged as the concentration it actually is). (Measuring exactly that - position overlap and executable depth across vaults - is what I work on at DexPaprika, so it's the lens I bring.) And to your last question: you have to look inside, because the curator's name and the APY are precisely what's being sold to you in place of the exposure, and the exposure is the same three loops no matter whose name is on it.

The worst mistake is start trading (like daily trading).
Except for BTC or ETH and maybe some solid project, everything else will just make someone else than you richer.
For now the best start is use BTC as investement for future. You put your money on it once or DCA, then you forget about it, you wait long long time, and profit.

***To the quants who'll bash this:*** yeah not quant shop data. No tick data no order book no satellite feeds, that's six figures a year with a data team attached. Not competing with that. This is for learners who don't have that budget. Not institutional grade, fair enough if it's not for you.
On the "US data is a commodity" comment, agreed honestly. The hard to get parts here are the India/China breadth, FX minute level history, and having 13F, COT, macro and equities all in one place I can query together.
On the split/merger critique, went and checked this. A ratio based split detector can't tell a real split from a merger since the price jump looks the same either way. Turns out I had exactly this bug, found spinoffs mislabeled as splits and fixed them. Still missing a proper source referenced corporate actions list though which is the real fix. On the list.
On survivorship bias, checked this too. My current universe only has currently listed tickers, no delisted names (tested against known delisted large caps, zero showed up). Real gap, not hiding it. Sourcing delisted tickers is next.
On "test a hypothesis instead of hoarding data", fair. Next up: does COT positioning at a statistical extreme predict a shift in realized vol 5-20 days out. Not direction, that overfits instantly. Vol's the more honest target.
What's in it:
|Asset Class|Coverage|Range|Granularity|
|:-|:-|:-|:-|
|US Equities|353 tickers|1927–2026|Daily|
|China Equities|4,049 tickers|2000–2026|Daily|
|India Equities|3,036 tickers|1999–2026|Daily|
|Intl Equities|556 tickers|1986–2026|Daily|
|FX (majors)|6 pairs|2000–2026|1-min|
|Crypto|BTC/ETH/SOL|2012–2026|1-min|
|Futures|542 contracts|1959–2026|Mixed|
|COT Positioning|1,097 markets|1986–2026|Weekly|
|13F Holdings|13,109 filers|1987–2026|Quarterly|
|Macro|US/UK/EU/Japan + global|1854–2026|Varies|
|Volatility|VIX, MOVE, SKEW|1990–2026|Daily|
|Factor Returns|Fama-French|1926–2026|Daily|
422M rows, 34GB.
The demo: pulled EUR/USD, S&P 500 and a China equity proxy, aligned them, charted 90 day rolling correlation across all three. Took about 5 minutes, zero API calls. Doing it normally, three APIs different rate limits mismatched calendars, is realistically a full day if you're already set up or weeks from scratch.
Not claiming the chart's a discovery, it's a starting point. What changed is how fast I can ask the question not the answer itself.
Already found and fixed real problems too, survivorship bias, broken split adjustments, futures rolls I still don't fully trust for most contracts. Not pretending this is flawless.
Curious if anyone's built something similar and what you'd test with it.

Best option is to buy USDC on paytrie.com
Send it to a telegram wallet on the network of your choice. I do it on SOL as it has the less fees. It will automatically be swapped for usdt and becomes "networkless" in your telegram wallet until you send it to someone or withdraw to another wallet. You can then withdraw/send on SOL/ETH/TRC20/TON networks.
It's basically giving you a free token swap and network swap. You can buy on Paytrie with interact e-transfer but it does require KYC. Transactions are usually processed within the hour.

And why did they do that? Because Bitcoin abandoned its promise. Everyone with more than 2 braincells knew this was the end of BTC as p2p cash. Take ETH for example. It only became its own coin because Core refused to add functionality to Bitcoin. Yet, programmability was already built in by Satoshi, yet core refused to develop it.

I’m probably 80% BTC/ETH and 20% in memecoins/alts like PEPE and DOGE. I don’t really do much LP/yield farming anymore, just taking it chill.

🌍 Macro
Strong payrolls continue to weigh on risk sentiment, with markets pricing roughly a 58% chance of a 25bp Fed hike in September and UBS now expecting hikes in both September and December. Meanwhile, Brent crude climbed to $97.31 as U.S.-Iran tensions continued to pressure energy infrastructure and shipping. BTC slipped from $80.5K back below $79K, while ETH fell below $2.5K, keeping the market caught between rate pressure and persistent oil-driven inflation risks.
⸻
📈 Market Snapshot
• BTC: $79,118 (-1.53%)
• ETH: $2,490 (-0.99%)
• NASDAQ: 26,506.99 (-0.29%)
• S&P 500: 7,718.60 (-0.38%)
• F&G: 69
⸻
🧠 Market Take
BTC has once again lost $80K as higher oil prices and renewed rate-hike expectations pressure risk assets. With U.S. markets closed for Labor Day, there was limited fresh price discovery, leaving macro expectations and geopolitical risk as the main drivers.
The next major test is whether $78.5K–$79K can hold. This week’s PPI and CPI will be critical for determining whether rate expectations can ease, while persistent ETF flows and broader liquidity conditions remain important for assessing the strength of any recovery.
Key levels:
* Resistance: $80K–$80.5K, then $82K
* Support: $78.5K–$79K, then $77K–$77.5K
* Trend: Range-bound / slightly bearish
A sustained recovery above $80K–$80.5K would ease short-term weakness, while losing $77K could reopen downside risk.
⸻
🔥 Hot Tokens
* INJ: +18% — Pineapple Financial moved $1B+ of residential mortgage records on-chain via Injective and plans to expand the RWA portfolio beyond $10B.
* AERO: +30% weekly — Benefiting from renewed Base activity and growing tokenized-stock trading.
* RAY: Strong momentum — Solana Meme activity is rotating into DEX infrastructure, with Raydium LaunchLab expanding its token-pair functionality.
* ZCAT: Remains highly active as Solana Meme liquidity rebounds from the recent Robinhood Chain cooldown.
* STONK: Maintained elevated trading activity as stock-linked Meme speculation spreads across Solana.
⸻
📰 Key Updates
* Ethereum Foundation released the Hegotá roadmap, targeting quantum-resistant Ethereum L1 infrastructure by the end of 2029.
* DBS and Citi completed the first weekend cross-border U.S. dollar payment using tokenized deposits.
* The CFTC backed Kalshi’s Bitcoin perpetual contracts.
* Liquid Network attackers returned around 3,400 BTC after the vulnerability was patched, with roughly 600 BTC still outstanding.
* Raydium LaunchLab added arbitrary token-pair support, expanding liquidity options for Solana projects.
* U.K. regulators are considering easing restrictions on prediction markets.
* Ondo Finance will stop minting USDY on Aptos and Noble starting September 8.
⸻
⚡ Quick Take
**BTC is back below $80K** as elevated oil prices and renewed Fed hike expectations offset strong underlying demand. The next major catalyst is U.S. inflation data later this week, with $78.5K–$79K the key near-term support zone and $80K–$80.5K the level bulls need to reclaim.

I didn't suggest that we can't care about ETH value accrual. I was just answering OP's question and pointing out a selection bias for their comparison.

ETH finna moon too inshallah

I'm a BTC maxi since quite a few years back. If i was forced to buy some alts they'd be ETH, SOL, HYPE, ZCASH, AAVE, BNB and LINK.

Facts don't care about your feelings. Facts:
I said ETH *essentially* doesn't capture value from those things. Not that it captures "zero" value. Of course ETH captures *some* value because some of the fees *burn ETH.* But overall, the amount that is "captured" (aka, the burn) is negligible and easily offset by new issuance from staking. You can verify the numbers yourself dude lol.
It DOES have infinite supply. That is a literal fact.
And i have been shorting ETH against HYPE this entire year, and have been shorting ETH against BTC since .06 ratio. So yea, I will GLADLY continue to short this (still) massively overvalued coin.
Stay poor and keep coping ;)

A senior Ethereum Foundation researcher just admitted ETH has no clear value proposition after five years stuck under $5,000.

ETH will move within days. $20-30k this cycle is very possible. Goodluck;)

Selling the whole lot together:
* 50x pre-1965 Roosevelt dimes
* 9x 1964 Kennedy halves
* 3x 1965-70 40% Kennedy halves
* 6x Franklin halves
* 6x Walking Liberty halves
* 1x 1944 Mercury dime
* 4x Columbian Exposition commemorative halves
* 1x Booker T. Washington commemorative half
* 2x 1965 Canadian 80% silver quarters
* 1x 1944 35% silver war nickel
* 1x APMEX 1/10 oz .999 silver round
**Price: $925 shipped**
Group photo: [https://imgur.com/a/hcLp6cG](https://imgur.com/a/hcLp6cG)
If you want close ups of anything let me know.
First sale here under this username (prev purchased under u/1945). Willing to ship first to a well-established member or use a middleman.
Condition: All coins are circulated and sold as-is. Assume cull/common circulated condition unless otherwise noted. Some have significant wear, toning, scratches, or other circulation marks. No coins have been professionally graded. Please judge condition from the photos.
Payment: PayPal Friends & Family, BTC, or ETH. No notes with PayPal, please.

Same as it’s always been: To continue funnelling funds from users to the ETH foundation, Vitalik, and other pre-sale entities.

This is a common but silly misconception.
If it's good for Ethereum, it's good for ETH. Always.
Ethereum domination **ensures** ETH domination. Some look at temporary price performance as proof that there's some disconnect.. But that's not the market "telling you something", that's just an opportunity to make money on the leap back to fair value.
The worst part? When ETH goes absolutely ballistic everyone will still say it "came out of nowhere" lol.

You packed a lot of confidence into a comment that still gets basic Ethereum mechanics wrong. ETH does burn fees, net issuance is nowhere near the ‘infinite dilution’ caricature you’re pushing, and saying Ethereum captures ‘zero’ value from usage is just false. The real debate is how much value ETH captures as tokenization, stablecoins, settlement, and L2 activity scale—not whether it captures any. Short it if you want. That’s what makes a market. But insults don’t turn bad facts into a good thesis.

ETH Daily - 7th September 📰
\-Ethrex public testnet with privacy EIPs.
\-Frames and long-term scaling.
\-EF releases Hegotá EIP rankings.
\-EF outlines PQ Ethereum priorities.
\-Ethlabs publishes its week 11 update.
\-Prysm supports the Fast Confirmation Rule.
\-QuickNode EVM logs show transaction land time.
Read more: [https://ethdaily.io/ethrex-privacy-testnet-hegota-tier-list-pq-roadmap](https://ethdaily.io/ethrex-privacy-testnet-hegota-tier-list-pq-roadmap)

Gas sponsorships have been possible on Ethereum mainnet since around March 2023 with ERC-4337 and paymasters. Generally I find it quite disingenuous to pick this element of the Frame Transactions proposal (EIP-8141) and claim it to be the big change. But hey, twitter engagement farming is hard work.
My understanding of Frame transactions is that they are potentially a pretty good change for Ethereum and they are on the way to be included in the Hegota upgrade which comes sometime in 2027 probably. Frame transactions will pave the way for the following things:
- First step to be able to use post-quantum secure signatures.
- Enables account abstraction on the protocol level of which gas sponsorship is an element. On the protocol level transactions are still paid with ETH, but someone else can pay this ETH and the user can pay them with whatever they want. Similar as with paymasters currently.
- Protocol native way to switch signing keys out but keeping your address. Similar to what smart accounts can do nowadays like gnosis safe.
- You can make multiple calls in a single transaction. 'Approve' and 'swap' do not need to be 2 separate transactions anymore. That still is a pretty annoying part of Ethereum users outside of smart accounts.
- Privacy preserving transactions can become possible on the lowest protocol level if Frame Transactions are paired with EIP-8250 (Keyed Nonces). That would be pretty big in my opinion and something that is missing from Ethereum. But even without keyed nonces, frame transactions allow the user to use a privacy preserving signature scheme which allows for some level of privacy.
Long story short. Frame transactions can be a pretty big UX improvement, which is great for Ethereum, its users and ETH. Gas sponsorships are not something new and that is why I would be surprised that they have a big impact on ETH itself.

>**Liquidity still,**
>**Volume spikes orders to fill,**
>**Running up that hill.**
~Daily haiku until we’re at least at 0.178 on the ETH/BTC ratio or highest market cap