ETHEUR
Ethereum / Euro
crypto Composite

You're doing it right.
The only way to make money in ETH for the past decade has been selling high and buying low.

from Elon's clanker about the Lido news:
Lido Core 2026 Upgrade Summary (rolled out July 27, 2026):
* Biggest upgrade since V2: Migrating \~8M+ stETH ($16–16.5B) from 265k+ legacy validators to larger 0x02 validators (up to 2,048 ETH each).
* Key change: Curated Module v2 (CMv2) — professional operators now required to post ETH bonds (skin-in-the-game) for performance accountability.
* Impact on Ethereum messaging: Reduces total validators by \~1/3 → \~29% fewer attestation messages per epoch, easing consensus layer load.
* Efficiency gains: Lower network overhead, better alignment with Pectra/Lean Ethereum; nearly doubles high-balance validators network-wide.
* For Lido: Improved security, sustainability, and operations; minor temporary yield dip (\~0.28% annual).
* For users: No action needed; fully protocol-level upgrade. Migration ongoing over several months.

BTC is around $63.3K at the time of writing, with ETH near $1,625 and SOL around $78. Prices are falling, but I do not think this is only about people suddenly leaving crypto.
US Bitcoin ETFs received about $499M from July 20–22, then lost around $477M over the next three reported trading days. That basically cancelled most of the earlier inflows. Stablecoin supply is also still near $308B, but it barely grew over the past week.
So the money has not completely disappeared. It looks more like capital is sitting on the side and waiting.
The Fed meeting may be part of the reason. Markets still see a real chance of a rate increase, while the dollar is near a one-month high. Both can make people less willing to hold risky assets.
Personally, I would watch ETF flows after the Fed meeting. If inflows return but BTC remains weak, that would be more worrying than today’s price drop.
What are you watching this week?

At this point any big-name buy gets treated like a signal, then the market immediately humbles everyone. I’d rather watch what ETH does over the next few weeks than react to one whale headline.

it's taken 11 months to drop to here from ATH.
If we had 11 mths of 25% gains from here that would give us ETH = $21000+.
Not bad.

A 25% run sounds great until you realize it only recovers a 20% crash. ETH fell far more than 20%, so yes, I want much better.
Example:
A drop from $2,000 to $1,600 is:
1,600−2,000 / 2,000 = −20%
But recovering from $1,600 to $2,000 requires:
2,000−1,600 / 1,600 ​ = 25%
So:
$2,000 → $1,600 = -20%
$1,600 → $2,000 = +25%
The recovery percentage is larger because it is calculated from the new, lower starting price.
Also look at the monthly returns since September 2025. That's a lot of red months. 25% does not get me excited at all. ETH should never have been this low. Shame on ETH investors who sold it down to these levels.
|Month|ETH Return|
|:-|:-|
|September 2025|**-5.59%**|
|October 2025|**-7.15%**|
|November 2025|**-22.2%**|
|December 2025|**-0.83%**|
|January 2026|**-17.7%**|
|February 2026|**-19.6%**|
|March 2026|**+7.07%**|
|April 2026|**+7.38%**|
|May 2026|**-11.2%**|
|June 2026|**-21.8%**|
|July 2026\*|**+19.4%**|

Arthur Hayes Buys $6.39M More Ethereum, Then the ETH Market Starts to Tumble

ETH is a settlement layer, a beacon chain.
If we look at ETH transaction volume, we get to about 1.5-2 million transactions daily, or 15-25 TPS, on L1.
If we take into account just L2's, that number grows to 25 *million* transactions daily. If we add in L3's, we get another 5-15 *million* transactions daily.
Pushing total *daily* transaction volume past 50 million at times.
To put this in perspective, total BTC transaction volume is sitting around 600,000-750,000, daily.
Credit where credit is due though, Solana seems to take the cake here in volume. However, this is mostly high-frequency DEX trading.

I've realized over the last year that I spend an unreasonable amount of time thinking about how money moves.
Part of my income comes in fiat, part of it comes from crypto, and I've ended up running Revolut, Wise, and Keytom in parallel for longer than I'd like to admit.
Wise is still hard to beat when it comes to international transfers. If someone is paying me from another country, it usually does exactly what I need it to do with minimal friction. The downside is that it feels completely disconnected from the crypto world.
Revolut sits somewhere in the middle. I've used it for years, the app is great, and I like having traditional banking and crypto exposure in the same place. But at the end of the day, the crypto side still feels like an investment feature rather than something designed to be used. Every time I want to spend crypto, there's still an extra conversion step involved.
The interesting one for me has been Keytom. I started using it because I wanted to stop treating crypto as something separate from the rest of my finances. Being able to hold assets like BTC, ETH, or USDC and spend from the same balance feels much closer to what I thought "crypto adoption" would look like years ago.
What I've found is that none of these apps are really competing with each other directly. Wise solves international banking. Revolut solves everyday convenience. Keytom solves the crypto-to-real-world problem.
The funny part is that after years of hearing that crypto would replace traditional finance, I still find myself using a combination of both almost every day.
Maybe that's what adoption actually looks like. Not one app replacing everything else, but traditional finance and crypto slowly becoming indistinguishable from one another.
At this point, I'm less interested in which company wins and more interested in where we're headed over the next five years. The gap between crypto and traditional banking feels a lot smaller today than it did when I bought my first BTC.

Your boy Saylor was a major factor in BTC going up last cycle. Now that he’s tapped out , well other tokens will outpace BTC next cycle for sure. ETH is the most likely candidate.

I have been paying attention to this for a period of time, and I am curious about what people think here.

Everyone says Ethereum is the most trustworthy,most decentralized by far, longest track record and deepest liquidity settlement layer.

Yet most of the recent activity related to tokenized equity and RWA appears to take place on chains other than Ethereum (often launched first).
Could it be with gas costs that require too frequent a rebalance or redemption makes these products less efficient? Perhaps this is simply that newer chains are more brazenly wooing these projects earlier. Or perhaps this is actually fine for Ethereum and simply a timing issue, first movers chose elsewhere and it'll normalize. Idk always had these questions when it comes to ETH.

The big dump at 10:30 am et makes no sense.
Yet Coinbase peddles the same bullshit AI news
*Coinbase AI news*
ETH is gaining ground against Bitcoin as a major company added nearly 10,000 ETH and network activity climbed roughly 738% over the past day.
Strength building across multiple fronts
Price rose roughly 723% over the past month while trading volume increased approximately 711% over the past week, with ETH outperforming Bitcoin adding to the constructive backdrop.

**ETH Daily - 27ᵗʰ July 2026 📰**
* Lido Core upgrade [announced](https://x.com/LidoFinance/status/2081757295310983272).
* Timlocked multi-sig [wallet](https://x.com/z0r0zzz/status/2081392425697005667).
* Researchers [outline](https://x.com/mikeneuder/status/2081452201101455398) pAMMs.
* Lodestar v1.45.0 bug fix [release](https://github.com/ChainSafe/lodestar/releases/tag/v1.45.0)
* Geth v1.17.5 [release](https://x.com/go_ethereum/status/2081733172488962117)
* Besu 26.7.1 bug fix [release](https://x.com/Besu_eth/status/2081836389709017255).
* Base [community call](https://x.com/base/status/2081678068876239248).
* Polynomial [introduces](https://x.com/fxyzai/status/2081773060752068870) fxyz.
* ZERO Network [sunsets](https://x.com/zerodotnetwork/status/2081791973774491664) July 31st.
* SEC [discussion](https://x.com/StaniKulechov/status/2081796510627274995) on vaults.
* Bankr X account [hacked](https://x.com/0xDeployer/status/2081079468270276724).
* BitMart [winds down](https://x.com/BitMartExchange/status/2081197305491845201).
Read more: [https://ethdaily.io/998](https://ethdaily.io/998)

Monaro and ETH don't have value in their network?
They make more sense than what core has done with bitcoin.

DCA into ETH/BTC, nibbling at some other alts.

12k isn't sandwich-sized on USDC/ETH; that quote was just awful routing.

I wanted no-KYC crypto payments for my shop and for a project I'm working on, so I built the processor. It's live [platypuspay.xyz](http://platypuspay.xyz)
I build custom GameCube controllers for competitive Smash players, and I wanted my shop to take crypto. Mainly XMR and ZEC but also BTC, ETH, LTC, and SOL. I'm working on another project that's going to need it also. Every processor I looked at skips Monero or Zcash, asks for my ID, or isn't built for an actual business to plug into a website.
So I built it for myself, and now it's open Monero, ZEC and the other main blockchains if you need them. My shop [benkosworkshop.com](http://benkosworkshop.com) also uses it now.
One script tag on your page. Customer gets a QR and a fresh subaddress, you get a signed webhook when it confirms. Automatic email confirmations go out to both of you, nothing to wire up. Signing up is a business name, an email and your payout address no ID, no company registration, no phone number. 0.25% per payment, nothing else.

This isn't a great example to use. They're asking people who have ever "used" crypto. Not "used and still active".
Take me: I've used crypto in the past. I don't believe in it anymore, but still keep $1 in both BTC and ETH to track them. So technically, I'm still considered "in", but will not put another penny into it regardless of how high or low the price goes. But I would like to keep up with their general sentiment as it can shift what I would consider "genuine markets".
The last two years does deserve an asterisk with the amount of rug-pulling by...."certain people". I *am* interested to know how the next 10 years will play out and if the 4-year cycles will continue or if trajectory changes.

DCA monthly on the 15th into BTC, ETH, SOL, XRP, HYPE, LINK, TAO, ZEC and RENDER $100 ea. Have a round-up on my checking account that I empty monthly to fund Doge - about $20-$30/month.

I really think ETH will struggle on this.
My thinking is you’d likely need the following-
In a world full of AI Agents, operating at machine speed, you would almost certainly need a very high throughput.
Since they are making high speed decisions and payments you would need almost instant and fully deterministic, consensus finality.
Agents don’t handle uncertainty well. You’d likely need fixed fees.
You couldn’t have MEV or front running in that environment either. Al agents would blow a gasket.
One thing becoming apparent in an AI world is you do need very strong audit trail capabilities, which would cause huge amounts of data bloat on ETH.
Finally in an Agentic world you would need some kind of solid guard rails as well, keep those agents going off script. I’m not sure ETH has that.