ETHEUR
Ethereum / Euro
crypto Composite

I think he was saying bitcoin would be 250k soon etc. he was wildly optimistic and completely ignoring 4 year cycles or thought they were dead. He does own an ETH treasury too so yeah he might be biased

That’s a good way to frame it. If you actually want to hold both assets long term, thinking in terms of the BTC/ETH ratio probably makes impermanent loss feel very different too. Do you track whether LPing actually beats just holding both assets 50/50 over a few months?

BTC and doge only . Maybe ETH as well . Everything else is noise

Consider also the fact that insitutional stakers buy very expensive computer kit based in even more expensive datacentres. Compared to a home server in a spare room or basement. The difference is not small. It could be 5 figures vs 3 figures.
It is quite possible that an institutional staker may make zero net yield whenthe hardware costs are subtracted, even tho they hold more ETH per validator.

This is good for bitcoin - Sunday snack
Catlin Long (toxic btc maxi) is pretending to respect Ethereum now
[https://xcancel.com/zGuz/status/2091196004447965189](https://xcancel.com/zGuz/status/2091196004447965189)
"One of the more fascinating parts of my conversation with [CaitlinLong\_](https://x.com/CaitlinLong_) was on [ethereum](https://x.com/ethereum) winning the tokenization battle:" [/fundstrat](https://x.com/fundstrat) is one of the famous [$ETH](https://x.com/search?q=%24ETH&src=cashtag_click) bulls and his theory is big institutions ... are going to pick Ethereum and a lot of that is coming true"
Nic Carter writes "A Second and Final Eulogy for Bitcoin Maximalism"
[https://x.com/nic\_carter/status/2091197072145777042](https://x.com/nic_carter/status/2091197072145777042)

To continue yesterday's discussion on the effects of EIP 8363 on large stakers, and following a request, I ran some specific numbers as an illustration of the effect:
Parameters:
Total ETH supply: 120M
Staking ratio: 40%
We consider two very different actors. The first one is a small/solo staker starting with a single 32 ETH validator. The second one is a very large staking entity with half a million 32 ETH validators (which corresponds to 33% of the total stake at the 40% staking ratio). This calculates the change in total rewards of each actor for adding one more 32 ETH validator in either case:
Stake before|Rewards before|Stake after|Rewards after|Change
-----------:|-------------:|----------:|------------:|------
32 | 0.21852 | 64 | 0.43705 | +0.21852
16,000,000 | 109262.37415 | 16,000,032 | 109262.35426 | -0.020
In other words, the small staker is increasing their rewards normally when increasing their stake (most likely without extra fixed costs). The very large staker is actually earning less in total by staking more. They would actually earn more by staking less.
This effect is more pronounced as the staking ratio grows closer to 50%, and as the staker grows larger.
Note: Here I considered adding an entire 32 ETH, but the same directional effect would be true for adding any amount, for instance a single ETH (possible since EIP-7251, Increase Max Effective Balance).

So I trade BTC with ETH by doing a 60 second short trade on a platform called nexobth. What I mean by nodes is the market nodes that shows when the value of the usdt has increased or decreased. I was always told to trade when the nodes are stable but I'm struggling to figure out what that part means. Any help or advice would be greatly appreciated.

I use coinbase for that. Don't know if its the best way, but it's the cheapest I found. About 1% to get my crypto off exchange and dollars in my bank.
Just make sure you use USDC and ETH network or you'll lose funds!

The incentive / disincentive does not work by identifying anyone. It works using math: if you are large enough, you start diluting your own rewards, while if you are small, that effect is negligible.
One way to illustrate this is:
- if you are a solo staker with a single validator with 32 ETH, adding another 32 ETH will double your rewards (almost, minus a tiny bit)
- if you are a large staker and already have 10 000 times 32 ETH, adding 32 ETH will give some added rewards on that one validator, but you will lose the same tiny bit of rewards on each of your existing 10 000, which ends up being more than what you gained.

Whatever I can invest at the end of the month I do 50% VWCE , 25% BTC , 25% ETH

Honestly, this is the kind of DeFi I like — boring, understandable and actually useful. Chasing crazy APYs usually ends badly. BTC/ETH on Base sounds much more sustainable. How often do you usually end up rebalancing the ±1% range?

7% gold 3% silver think thats a pretty good position for metals. Rest is stocks no bonds rn and some BTC / ETH for speculating. 0 cash

Solo BTC, es sencillo es prácticamente todo el ecosistema cripto lo demás es ETH y stablecoins, puedes mantener tu inversión vigilada y sin tantos dolores de cabeza ya todos sabemos que Bitcoin es volátil pero las alts lo son mucho más y por no decir siempre su desempeño es casi siempre decepcionante

I had 3 "phases" in my crypto investing, in each of the 3 cycles since 2017:
\- When I started I only had BTC, and kept it this way for some years. Just stacking, never sold.
\- Next cycle I remained heavily in BTC, but sold a small part and bought ETH, and then later SOL. But seeing the shitcoins and NFTs going crazy made me greedy, so I bought and tried to trade this stuff, focusing on "utility" and "art". Roundtripped almost everything, some shitcoins I held for years hoping that they would return to previous.
\- Last cycle I started with BTC, ETH, SOL, sold all the rest. Made good money on these 3 coins, but again greed took over when I saw the memes blowing up, people getting stupidly rich on twitter, etc. Tried to trade memecoins, made money on some, took big losses on others, overall it was bad. It was also a pain keeping track of all the coins, all the transactions, it was hell.
The only thing that saved me from losing a lot of money was that I kept BTC as the biggest part of my portfolio, and gambling with 10-25% of what I had. Looking back, it would be better simply holding BTC, with a small bag of ETH and SOL.
So for this cycle I want to have some "rules" in place so things don't get out of control again:
\- BTC will be the majority of the portfolio, right now it is at 50%, I want to keep it at least at this level. And I have an amount that I don't plan on selling ever.
\- HYPE, ZEC, ETH, SOL are around 40%, and I plan on taking profits on small amounts as we climb.
\- 10% to gamble on new stuff, alts that have potential, memecoins, NFTs, etc. 4-5 coins at the same time is the limit, avoiding rotating to the new hot stuff of the week. Will take profits aggresively to cash, so I don't end up using the profits to buy more shit.

Coins on trading markets aren't tied to USD. They are tied to each other. On DeFi markets in particular, coins are traded based on the value of other coins. Thus there are swap pairs for BTC/ETH or BTC/BNB or ETH/BNB. If one goes down, they are still trading at the going swap rates, more or less, in the instant. Arbitrage bots make some quick swaps and then dump the coins for USD or funnel in some USD to buy up more undervalued coins. It happens very fast. The result is relative stability across the market, while the bot owners rake in the dividends, no matter if the price is going up or down.

ETH has been in a consolidating phase since January 2021... If SOL is a memecoin, ETH is a shitcoin. 

S&P was at record highs all summer. Whole crypto market lost 52% of its value from the October peak in that same window, ETH down worse than BTC. What market are you looking at to come up with a take that dumb?

BTC and ETH are the only coins with room to grow. All other are shitcoins.

Youll have CC assets in your ETH L1 in metamask, soon!

It’s not that it’s absurd to claim manipulation happens in crypto. It obviously does. But when I sell 2 ETH I’m manipulating the market. The absurdity is not recognizing that every action within a market manipulates that market. Just because larger moves have a bigger impact does not delegitimize them.