ETHEUR
Ethereum / Euro
cryptoComposite

this is exactly why I got out of ETH. It's utility is amazing and world changing but the price action simply doesn't follow utility otherwise would've already been ATH

>lack of network effect vs Bitcoin Maybe true 3 years ago. Networks like ETH and SOL are doing 100x the transactions of BTC and more, so if that's your metric you should be trading your BTC for those coins. It seems you're basing your analysis on short term price moves. No doubt BTC price is held aloft by tons of ETF volume and Wall Street hype, but those could evaporate anytime. Look at XMR, slow organic growth over the past 5 years. Nobody knows the amounts transacted but the number of transactions has increased steadily. There is a strong community that supports the coin in every way. Trying to take out BTC hedge fund ETFs is a bad idea, I'd suggest investing more long term and understanding the grassroots nature of cryptocurrency.

ETH becomes the backbone of crypto finance and eventually the legacy system that everyone hates.

Can’t wrap my head around on why in the peak AI hype no one came up with new usecases - there most be some problems arriving in AI and agentics / frontier models / world models / physical ai that are core Ethereum territory. And I am not talking just agent to agent payments - we learned that giving instinct your credit card is good enough…If I“d be in ETH foundation I would work towards aligning ETH world compute alongside some self-souvereign Ai story or whatsoever - everything else somehow got boring in cryptoworld it seems

Go on google trends. Search terms like "ethereum" "ETH to USD" "ethereum price" etc. You can do the same with bitcoin. Seeing that was one of the things that convinced me to finally dump my remaining crypto (ETH) a few weeks ago. I think unfortunately the general public's interest in cryptocurrencies especially other than bitcoin peaked during covid and has never come remotely close again.

That explains why the return on staking ETH are garbage.

Great news! See you guys tomorrow when ETH drops to 2100 on this

Shit I wish I’d gotten in in 2017. You had to have made bank. Watch Tom Kim’s interview on ETH. I got into crypto about 3 years ago. Bought at $56k, then $60k last month when in my opinion that was clearly the bottom. My point: we are still early. Only 15% of ppl in the country own ANY crypto. I’m from rural GA and my brother and most here still think it’s a scam. This bull run is gonna be fun. ETH will break 5 digits

Ethereum Staking Hits a New ATH: 44.1M ETH Locked, With 1.38M More Waiting in Queue

Let’s make up two diff scenarios. Scenario 1: Bitcoin outperforms ETH but gets outperformed by the S&P. Scenario 2. Bitcoin hits 225k by 2030. ETH is 4400-4900 Might be two dumb scenarios. In meeting at work and kinda rushed this response.

"lower inflation means stronger ETH" This is not a fact, it's just an opinion. Changing critical parameters just looking for perfection might be worse than having a parameter set that just works.

I see your concern...around 2 Billion a year may seem like a lot of sell pressure for ETH until we realize that fiat inflation is growing 10T a year. I think its healthy for ETH to pay holders yield and creates stronger demand. Goal should be how to increase adoption not lower inflation. Hard for our minds to grasp.

Four of us pooed ETH to run validators together. The withdrawal wallet is 2 of 4 with nothing else set up. What rules should we add so one compromised hey can´t drain us without making the shared wallet a pain to use?

I have a random hypothetical question. I’d be curious in knowing what people here would do if the price remains flat through 2030. Let’s say tech has another bull market and the S&P goes to 9-10k. ETH remains below 4400. Would people here stop buying crypto in general, buy BTC instead, etc?

\- \*\*Where we left off.\*\* Two weeks ago I posted about our live "order absorption" card. When a big taker order pushes the price, 2 minutes later the move has either faded (absorbed) or held (pierced). About half fade, half stick. I ended by saying I couldn't show it predicts anything. \- \*\*What I did.\*\* I rebuilt the card's exact logic on Binance's public trade files and made a ledger of every big order: 1,045,082 orders on BTC, ETH and SOL, Apr 2023 – Sep 2026. \- \*\*Coin flip, three and a half years later.\*\* The median day still sits at 49.9% absorbed. \- \*\*The pre-registered question:\*\* when an order pierces, does the price keep going? \*\*No, it gives a little back.\*\* About −1 bp over the next 15 minutes (t −3.6 for pierced minus absorbed) and −1.8 bp over an hour. Absorbed orders stay put. \- Same sign on all three coins; clear after the spot ETFs. \- \*\*Size of it:\*\* 1–2 bp against 20 bp of round-trip fees. Not a trade. It changes how to read "the wall just broke". **The ledger** \- \*\*Source:\*\* Binance publishes every aggregated trade at [data.binance.vision](http://data.binance.vision), with checksums. \- \*\*Same logic as the card:\*\* each hour, the top 1% of trades by size in the first 50 minutes. Look 5 seconds later (did it push the price?) and 120 seconds later (did the push fade?). \- \*\*Check:\*\* for 20 October, 124 of the live card's 137 windows came out identical. The other 13 were within 3 orders; the live job starts its window a few seconds off. \- \*\*Sample:\*\* \- the 8th and 22nd of every month, Apr 2023 – Sep 2026: 84 days; \- BTC, ETH, SOL: 252 coin-days. \- \*\*Why not earlier:\*\* Binance's zero-fee BTC period (Jul 2022 – Mar 2023) inflated trade counts, so it's skipped. The three-week coin flip from the last post holds over three and a half years: median day 49.9%. \*\*One correction to the last post.\*\* I said the per-pair rows in a single hour are "best read as noise". I've since checked against 30 days of the live card. Hours swing about three times more than sampling noise alone would allow, so some hours really are different. Only the thin rows (fewer than \~30 orders) are about half noise. **The test** The natural reading of "pierced" is that a wall broke and the price will run. \- \*\*My research partner\*\* expected exactly that, from watching the card during a rally. \- \*\*I wasn't sure.\*\* Big orders tend to be followed by more orders the same way, which pushes for continuation. But the last post also found that a big trade's impact peaks around 120 seconds and then decays. A price that is still far out at that point may just be impact that hasn't faded yet. Written down and committed before computing anything: \- \*\*Measure:\*\* the price move from 2 minutes after the order to 15 minutes later, in the order's direction. Each price is a 10-second volume-weighted average, to soften bid-ask bounce. \- \*\*Statistic:\*\* pierced minus absorbed, averaged per coin-day, then over the 84 days. Newey–West t. \- \*\*Calls:\*\* \- t ≥ 2 → continuation; \- t ≤ −2 → reversal; \- in between → nothing. \- \*\*Null:\*\* within each coin-day, shift the label sequence in time. This keeps the clustering of pierced and absorbed orders but breaks their link to the future. \- \*\*Power, checked first:\*\* with no real effect the test fires 5.0% of the time; a 0.5 bp difference is caught 88% of the time. \- \*\*Predictions:\*\* \- partner: continuation; \- me: continuation 40%, nothing 35%, reversal 25%. **Result** | next 15 minutes | move in the order's direction | |---|---| | after \*\*pierced\*\* orders | \*\*−1.06 bp\*\* (t −3.0) | | after \*\*absorbed\*\* orders | +0.04 bp (t 0.2) | | \*\*difference\*\* | \*\*−1.47 bp, t −3.6\*\* (null 95%: 2.1) | \- \*\*Per coin:\*\* BTC −1.1 bp (t −3.2), ETH −1.1 (t −1.9), SOL −2.2 (t −2.9). \- \*\*ETFs:\*\* after the spot ETFs, −1.6 bp (t −3.5). Before them it points the same way, but there are only 19 days (t −1.2). \- \*\*60 minutes:\*\* pierced orders give back 1.8 bp; the difference is −2.3 bp (t −2.5). Both of us missed. Reversal was my least likely call. **Reading it** \- \*\*"Pierced" at 2 minutes is not a breakout signal.\*\* On average part of that extra move fades. This fits the decay found last time. \- \*\*Why can't I tell the cause?\*\* Two explanations fit equally well: temporary impact decaying, or the 2-minute price being slightly "too far out" and drifting back. Either way, the extra move fades. \- \*\*The bounce isn't doing it.\*\* On BTC and ETH, bid-ask bounce is far below 0.1 bp, so it can't produce this. SOL's coarser tick may add a little. \- \*\*In a rally, prices keep going anyway.\*\* That's the trend, not the piercing. Trending days are in the sample, and the average still comes out as "gives back". **Mistake** \- \*\*One of my pre-registered side cuts looked ahead.\*\* It was "remove each hour's drift". The hour's average included the very price moves that define the labels, which pushed the result down mechanically (t −11). \- \*\*Discarded and logged.\*\* The main test isn't affected: each order's window starts after its own 2-minute mark. **Limits** \- 3 large coins, one exchange, 2 days a month. \- Orders within an hour aren't independent; inference is per day for that reason. \- 1–2 bp is far below fees. This describes price behaviour; it isn't an edge. \*Not financial advice. This is a research log.\*

1.5% is very low. Global fiat M2 money supply is growing over 5% annually. Over 10Trillion a year. At this pace by end of 2030 extra 40T in fiat vs ETH under 130m Tokens. While...lean Ethereum close to being done, Trillions secured on chain, Security on base layer. We were a decade early but picked the right horse. Our time is coming.

ETH can be staked without there being a queue. Just means the churn limit is being respected, not that there's no demand. But zoom out on the "supply staked" graph. look at the all time trend. it's a multi-year practically straight line. up and to the right. sometimes there is an exit queue for some specific reason (metamask, kiln whatever) and that keeps the line from going up for a short while. But the multi-year trend is obvious. And there is absolutely no reason for this trend to break. Not in the protocol, and not in the markets.

ETH is mined at a loss but the loss is socialised amongst all ETH holders rather than taken by node operators. Nations and publicly listed corporations own tens of $billions in bitcoin and growing. There isn't a world where govt won't step in if necessary. And it won't be necessary for the very reason that the govts and treas companies know they would step in.

Lido’s CSM now offers a permissionless path for anyone to run 0x02 validators with a maximum effective balance of 2,048 ETH, alongside the existing 0x01 CSM for 32-ETH validators. [csm.lido.fi](https://csm.lido.fi/) **Bonds and estimated rewards** * **Bond requirements:** 32 ETH for the first key and 30 ETH per additional key. * **Est. capital efficiency:** Once validators reach an effective balance of 2,048 ETH, the capital multiplier starts from \~2.18x to \~2.26x (including bond rebasing) vs. solo staking. **A gradual rollout** Initial deposit capacity is intended to seed \~32 keys with 32 ETH each. After activation, capacity increases will be proposed to top up the initial 32 keys and seed more new keys. Submitting a key does not guarantee an immediate deposit or full allocation. You can submit keys at[ csm.lido.fi](https://csm.lido.fi/) and[ read more about the rollout here](https://research.lido.fi/t/0x02-csm-landscape/11697/10). **Already operating in 0x01 CSM?** Switching is optional. Both modules run in parallel, can be managed through the same interface, and there are no plans to deprecate 0x01 CSM in the near future. Preferential ICS and IDVTC parameters apply only to 0x01 CSM. You can operate in both modules. If you want to reuse your existing bond for 0x02 keys, you would need to exit your 0x01 validators first; there is no native consolidation-based migration between the modules. **New to CSM or looking for a lower-bond option?** 0x01 CSM remains available, with different participation paths depending on your eligibility and setup.[ Compare CSM options and bond requirements](https://lido.fi/csm), or explore the[ operator guide](https://docs.lido.fi/run-on-lido/csm/).

I got burned on his $12,000 ETH call end of last year.

Hey everyone! I've been working on a small project called Crypto Return Matrix. I wanted a simple way to compare historical returns across multiple crypto assets without constantly switching between charts. The site currently supports BTC, ETH, BNB, XRP, SOL, TRX, ZEC, HYPE, DOGE, and LINK. You can explore daily, weekly, monthly, quarterly, and yearly returns, along with statistics such as average return, median return, win rate, best return, and worst return. It's free to use: [https://crypto-return-matrix.vercel.app/](https://crypto-return-matrix.vercel.app/) I'd appreciate feedback on the data, usability, and features you'd like to see next. *Disclaimer: Historical returns don't guarantee future performance. This is a data exploration tool, not financial advice.*

Mechanism is still great, it will be super powered if we lower inflation. EIP 1559 is not meant to compensate for an excessive validator industry, that value should flow to ETH.

nah... I was talking about all of these: [Bitcoin miner Core Scientific to sell bulk of BTC holdings in 2026 to fund AI pivot](https://www.theblock.co/news/business/2026-03-03-bitcoin-miner-core-scientific-to-sell-bulk-of-btc-holdings-in-2026-to-fund-ai-pivot-391967) [In the past month, IREN Limited reported its fiscal 2026 results and highlighted a transition of its sizable Bitcoin-focused data center capacity toward AI compute workloads, underpinned by new multi-year AI Cloud agreements and ongoing contract expansions with major customers including Microsoft.](https://finance.yahoo.com/technology/ai/articles/did-iren-pivot-bitcoin-mining-150655271.html) [Bitfarms Pivot To AI Data Centers Raises New Questions For Investors](https://finance.yahoo.com/news/bitfarms-pivot-ai-data-centers-231042885.html) [Terawulf CEO on pivoting the business from crypto mining to AI data center supplier](https://www.cnbc.com/video/2026/03/24/terawulf-ceo-on-pivoting-the-business-from-crypto-mining-to-ai-data-center-supplier.html) [Cipher Digital loses $114 million in Q1 as bitcoin miner accelerates AI data center pivot](https://www.theblock.co/news/business/2026-05-05-cipher-digital-loses-114-million-in-q1-as-bitcoin-miner-accelerates-ai-data-center-pivot-400034) [Why Hut 8 (HUT) Is Up 5.2% After Pivoting Toward AI Data Center Infrastructure](https://finance.yahoo.com/technology/ai/articles/why-hut-8-hut-5-111022243.html) [HIVE Digital accelerates AI infrastructure push with $1.7 million Canada data-center land deal](https://www.theblock.co/news/business/2025-11-03-hive-digital-accelerates-ai-infrastructure-push-1-7-million-canada-data-center-deal-377306) [Bit Digital Pivots to “Strategic Asset” Model, Goes All-In on ETH and WhiteFiber AI Infrastructure](https://finance.yahoo.com/news/bit-digital-pivots-strategic-asset-020820479.html) [CleanSpark (CLSK) Is Up 13.7% After Pivoting Into AI Data Centers And Hyperscale Hosting - Has The Bull Case Changed?](https://finance.yahoo.com/markets/stocks/articles/cleanspark-clsk-13-7-pivoting-131801068.html) [Riot Platforms' pivot from bitcoin mining to AI data centers is 'encouraging,' analysts say](https://www.theblock.co/news/business/2025-01-21-riot-platforms-bitcoin-mining-ai-data-encouraging-analysts-say-336129) [Why MARA Holdings (MARA) Is Up 19.4% After Selling Bitcoin To Cut Debt And Pivot To AI](https://finance.yahoo.com/markets/stocks/articles/why-mara-holdings-mara-19-230428211.html) [DMG Blockchain pivots Bitcoin miner to AI data centre amid revenue slide](https://disrupts.disruptsmedia.com/ai-ml/dmg-blockchain-pivots-bitcoin-miner-ai-data-centre-amid-revenue-slide) [Vulcan Infrastructure and Power, formerly Greenidge Generation Holdings, announced Monday that it agreed to raise about $39.4 million through a private investment in public equity transaction. The company also changed its legal name as part of a planned shift from bitcoin mining toward AI/HPC infrastructure.](https://finance.yahoo.com/technology/ai/articles/greenidge-generation-renames-vulcan-infrastructure-132807620.html)

It will be fine. Even the population of the planet increases faster that ETH's inflation. Every year there is less ETH available for new investors. And every day someone losses access to their wallet. And many historical stores of value had had higher inflation than ETH and it was ok. And in the future either lots more ETH will be burn and the problem won't exist or no ETH at all in case Ethereum fails and the problem won't exist. You people are only fueling FUD and then wonder why the price is not increasing.

"can only keep going if Maxis get what they want and have nation states eventually mine it for free." is it not blatantly obvious that this will happen naturally and at a lower cost than ETH holders pay via inflation?