ETHEUR
Ethereum / Euro
cryptoComposite

Never done it but I can tell you that OTC real world crypto favor stablcoins on ETH (forget L2s they not interested) and TRC. At least ETH basically confirmed in ten seconds, can you imagine BTC Moe like ten minutes lol.

Narratives gain prominence and change over time, sure, but that doesn't mean the underlying thesis has been abandoned or that Vitalik is continually inventing new justifications for ETH's existence as the person I responded to had claimed.

Sure. I start with a 20% base allocation per signal, then scale it based on the volatility of recent trade returns. The key thing is I'm looking at how much the system's own returns fluctuate, not just how much BTC or ETH moves. If those returns become more volatile, I want to be more careful about how much capital I put into each trade. I don't want to keep using the same size when the risk has changed. I also look at what's already open. A new trade might look fine on its own, but I still need to consider what it adds to the overall portfolio risk. For me, it's really about controlling exposure and keeping capital available for the next opportunities, rather than trying to maximize every single trade.

Bitcoin slipped to \~$68,500 on Nov. 13, 2026 (intraday low near $67,770 on CoinDesk, down \~4.5% on the day and \~9.5% on the week), marking a 12-week low as macro rate pressure collided with leveraged long unwinds: \- \*\*Derivatives Flush:\*\* 24h liquidations topped \*\*$1.64 billion\*\*, with long positions accounting for \*\*88.7%\*\* of forced closures. \- \*\*Rate & Dollar Pressure:\*\* CME FedWatch pricing showed an \*\*88% probability\*\* of a 25 bps December hike (and 12% for 50 bps) while the Dollar Index pushed above \*\*103\*\* (highest since April 2025). \- \*\*Spot ETFs & Majors:\*\* Spot Bitcoin ETFs logged a \*\*6th consecutive day of net outflows\*\*, while ETH hit \*\*$1,900\*\* (lowest since Aug. 18). Full breakdown & sources (CoinDesk, Decrypt, Alternative.me): https://www.coinpaladin.com/article/bitcoin-hits-12-week-low-near-68-5k-as-fed-rate-fears-erase-summe-yo64

Because in the last 3 years, ETH has gone from <2k to >4k twice, and now it’s <2k again. Figure it out.

This is not entirely correct. Crypto in an exchange can be clawed back. There it is not your seed phrase, but that of the central exchange. And your coins are as secure as that of the dumbest dev at the exchange. They are not even your coins really. Coins should never be kept on an exchange. It is meant only for on-ramping and off-ramping to fiat. Your coins shouldn’t be there there longer than 10 minutes. Your crypto should be in self-custody or with a vendor that specializes in ONLY custody. If self-custody your crypto is as secure as you are. You are responsible. If you are not an idiot, keep devices properly segregated, you are secure. But if you hold stablecoins like USDC or USDT, they can still freeze your coins because the issuer has control over them, not you. Your seed phrase doesn’t protect you from that. So only decentralized coins like Bitcoin and ETH truly are under control of whoever holds the seed phrase.

if they don't set rewards = fees in due course i'm gonna get grokbot to fork ethereum to do this and my fork will burn all VB's and the EF's ETH.

>**Roadmap postquantic,** >**Looking for a green uptick,** >**Payment agentic.** ~Daily haiku until we’re at least at 0.178 on the ETH/BTC ratio or highest market cap

Just a though, maybe, just maybe, people will be more amenable to consider lowering the issuance if the price melts down enough for them to realize that ETH is a significantly better SoV without the rich dumping staking rewards on holders. And I say that as a staker. It's better than BTC... make it *even* better.

**The thesis hasn't changed.** It's wild y'all come in here with these confidently incorrect claims and then form so many opinions around it. The store-of-value thesis isn't new. Ethereum's original 2014 whitepaper described ETH as a currency and liquidity layer and an Ethereum Foundation publication from April 2014 explicitly discussed ETH as a store-of-value. That's before the network was ever even launched. L2 scaling didn't somehow stop being the future. It successfully brought transaction costs down dramatically. Ultrasound money was never a guarantee of permanent deflation. Yes, we can debate about whether Ethereum's growing adoption translates into sufficient value for ETH holders or not, but portraying its foundational monetary properties as something Vitalik just invented to rationalize poor price performance is wildly inaccurate.

That’s a fair point, and I don’t necessarily disagree. I think a lot of ETH holders, myself included, are holding on because of sunk cost rather than genuine conviction. My frustration isn’t just with the price action, but with the opportunity cost of having capital tied up for six years while the investment thesis keeps shifting. I.e. **Layer 2 scaling was the future, until it wasn't.** **The Ultrasound money thesis** **Now, it’s a SoV asset.** At what point does this become moving the goalposts? First it was utility and adoption, then deflationary tokenomics, and now store of value. I understand that technology evolves, but constantly shifting the justification for an asset’s valuation is not confidence-inspiring. It feels like Vitalik is constantly searching for a thesis to justify ETH's valuation, rather than building a thesis that gives ETH its value. That's a pretty fundamental problem for an investment. At this moment, I’m not convinced Ethereum’s success as a network will necessarily translate into meaningful returns for ETH holders. I probably shouldn’t wait for $3,500 to sell, but at this point I’m waiting for a meaningful bounce to exit.

**Tricky's Daily Doots #1,653** **Yesterday's Daily 12/11/2026** [Previous Daily Doots](https://old.reddit.com/r/ethereum/comments/1xu51xd/daily_general_discussion_november_12_2026/19siud6onia3n/) - u/haurog lets us know that [Ledger is letting their customers down once again.](https://old.reddit.com/r/ethereum/comments/1xu51xd/daily_general_discussion_november_12_2026/19sil4u0qlfaa/) 👎 - u/eth10kIsFUD covers [Ethereum's newly prioritised direction.](https://old.reddit.com/r/ethereum/comments/1xu51xd/daily_general_discussion_november_12_2026/19siuzgawfq8z/) 🔐 - u/futurst nearly missed [some news out of the SEC.](https://old.reddit.com/r/ethereum/comments/1xu51xd/daily_general_discussion_november_12_2026/19siyqfrqg04l/) 🏛️ - u/ethdaily delivers [the daily ETH news.](https://old.reddit.com/r/ethereum/comments/1xu51xd/daily_general_discussion_november_12_2026/19sk0lpn5f5i8/) 📰

> I’m dumping ETH if it ever gets back to $3,500. No you're not, it'll be going up uP UP so you'll hold or buy more

If you are that pessimistic on the long term bet you should sell out and invest in something else. I'm not saying that in the "butthurt ETH fanboy" sense, more in the investment sense. The best time to sell an investment is when the trade doesn't make sense to you anymore, if you think you can make a better return buying something else. I'm not planning to sell, but I can't help but feel my decision is uncomfortably based in my ego and the sheer amount of time I've been holding.

Ethereum has over $130 billion in stablecoins, $40 billion in DeFi, and billions in daily trading volume. ETH itself is required for transaction fees and staking and is widely used as collateral. These aren't hypothetical applications. You can argue that this activity isn't generating enough value for ETH holders, but claiming there's no demand or utility is false false false.

I don't look at it that way. Tether is not like USDC. They are OG and will make moves for clients, themselves, and big users like Justin Sun. Tether is also a buyer and a seller of BTC. They are also a buyer of treasuries. They benefit from interest hikes. They see the board based on flows. Rate cut and they loose money. Hikes they benefit because they take the exchange cash and invest it. Lutnick, Commerce secretary, firm also are owners of USDT. Europe is about to freeze out USDT. Senator Blumenthal just called to see their records as he drills into the president. When I see those tweets about about some exchange printing like $300M, I look at as exit liquidity. Retail thinks pump and gets eager while the whales are about to take retails money and cash out. the candle is sitting on the 200 day avg on the daily. This used to shake BTC more but IBIT has slowed that. ETH also has gotten better to its impact. As well as Hype which may be based on how they are set up and built. Never permeated their system and chain. So it's going to get interesting. https://preview.redd.it/rd0b9x63uf1i1.png?width=861&format=png&auto=webp&s=8708da877726a6c3676ffeff83fde8acf398ab12

I’m dumping ETH if it ever gets back to $3,500. Six years of dead money and missed opportunities. At some point, the opportunity cost outweighs whatever upside you’re still hoping for. Meanwhile, Vitalik keeps flip-flopping on Ethereum’s use case and long-term direction, which does little to inspire investor confidence. It’s hard to stay bullish when even the vision for the asset seems to be constantly shifting.

You’re correct. I should be more specific. ETH isn’t a particularly valuable asset and has no real use case to prove otherwise. It for sure has fundamental use cases but these examples aren’t lucrative I was using “use case” in the context of driving demand to ETH. And I think most people know that’s where the criticism comes from but makes a semantic defense of Ethereum itself

No, both statements aren't true. ETH has very real use cases. It's used to pay transaction fees, secure the network through staking, provide collateral throughout DeFi, and pay for L2 settlement and data availability. The actual argument you're trying to make is about *value capture*, not utility. Whether all that activity generates enough demand for ETH to justify its valuation is a perfectly legitimate question, but that's an entirely different argument from claiming ETH has no use cases. Conflating the two is exactly the communicative problem you're describing.

That ETH price is interesting 👀

We are eternally in a communicative hangup where Ethereum has tons of use cases but the people being critical are talking about ETH having no real use cases. Both statements are true but speak to different arguments

The challenge is identifying whether momentum is actually building or whether you're just seeing random volatility. I've also been researching Moon for directional ETH positions. It's a different way to approach price movements

When price gets this volatile, having a directional thesis and a clear exit matters more than trying to catch every move. Moon is another platform I've been researching for ETH Up/Down positions

You'd be better off predicting the BTC price. The ETH price is basically completely irrelevant when it comes to directional moves in this market, considering we have been correletaed with BTC above 0.90 for the past 10 years now.

The post quantum discussion seems far more significant for Ethereum's long term credibility than whatever ETH does this week. I like that the upgrade debate is happening before the problem becomes urgent. I use moon mainly for the market side of crypto but the actual infrastructure decisions are what determine whether these networks remain useful years from now.