ETHEUR
Ethereum / Euro
cryptoComposite

Bond yields and oil prices. Broader market conditions and nothing specific to ETH or crypto. Also, buy chickens and ammo.

> ETH whales who participated in ICO are praying that something will keep the chain alive (decentralisation, NFT cults, 99th L2 chain) so they can finally break even on their ETH/BTC entry. During the ICO 1 BTC got you 1,000 ETH. Now 1 BTC is worth about 32 ETH... so they are up over 30x on their ETH/BTC entry. > the whole cryptocurrency industry is gathered around "who has more TPS" and "who has more ETFs approved" and adoption One of the biggest conferences in the Ethereum calendar is the Cypherpunk Congress, happening in Mumbai in about 4 weeks (starts 2nd of November) As well as the usual names from Ethereum like Vitalik and Justin Drake, speakers have also included some of the original cypherpunks like David Chaum and Richard Stallman; Isabell Fernandes and Roger Dingledine from the TOR foundation; privacy whistleblowers like Chelsea Manning; Electronic Frontier Foundation director Eva Galperin, etc etc.

There won’t be another like BMNR. ETH needs a true demand. This should be the most pressing issue for anyone interested in ETHs value

Thanks for reaching out to us about this. When a security pays a dividend, open Good 'til Canceled (GTC) orders below the market are adjusted for the dividend amount. GTC orders are adjusted before the market opens on the ex-date. You can learn more about this on the FAQs page below. [Trading FAQs](https://www.fidelity.com/trading/faqs-order-types) Specifically, Grayscale Ethereum Staking Mini ETF (ETH) had a dividend paid on 10/6/26 of $0.042213, and Grayscale Solana ETF (GSOL) had a dividend paid on the same date of $0.032602. There is a condition you can place on eligible GTC orders called Do Not Reduce. This condition prevents the order limit or stop price from being reduced by the amount of the dividend when a stock goes ex-dividend, or the stock's price is reduced due to a split. Please let us know if you have any additional questions about this.

Super-useful new AI feature from Coingecko! It let me ask its AI agent "why is my portfolio down today?". Which replied "because ETH is down".. 😂😭

Totally agree, we do currently have monetary premium by definition, since any cash flows are negligible, and likely to remain so. What people don't seem to get is that a \~$315 billion market cap for ETH is still a pretty serious speculative bet overall. As for the second part, I can see your point but financial institutions are going to bow to AI soon enough, even in its current form.

Original orders were in even dollar amount increments for ETH or $0.50 increments for GSOL.

The divergence with equities stands out more than the liquidation number. Nasdaq at a record while BTC struggles to hold $84K suggests this isn't simply a broad risk-off move. If that continues, the question becomes what crypto-specific demand is missing right now, especially with ETH ETF flows already turning negative.

When the market decides it's time for a leverage unwind, ETH has no supports.

It's actually not. Bitcoin, Dot, Monero, etc... are still more decentralized. They don't have some big company like Lido controlling a massive share of the staking which points to the issue of proof of stake. Also Ethereum is still heavily controlled and influenced by a foundation and a core group. Along with the having to give up some decentralization for facilitating smart contract on a software level. Not to mention, if you want either faster or cheaper transaction and more throughput, you have to use a more centralized L2. The misconception from OP is that he thinks just node count is enough to tell you if something is more decentralized. That's not how it works. For instance, Polkadot has fewer nodes, but is more structurally decentralized and offer a much higher rating of decentralization. It prevents staking concentration. It doesn't favor block producers based on going after the biggest ones like Lido. It doesn't have the 32 ETH staking. It uses an algorithm to balance the stake distribution to not favor a core or centralized group. Has a payout structure to avoid monopoly of nodes and validators. It has full on chain governance, instead of an off chain foundation. It uses parachain to rely less on L2s for scaling that are more centralized.

Lol, these are 2 things that don't go well together. ETH fightin and struggling to get above 2.7K and before you know it, in the blink of an eye, BAM. This asset is cursed, and honestly, I really think "bull markets" like back in the days are done.

Tom stopping his buying soon. ETH needs to step up

agreed, to be noted ETH carries a big monetary premium already. More than "what AI 'wants' to work with" more important I think is "what large financial institutions want to work with"

No one is replying but it’s likely related to Tom Lee at token2049 announcing the hard cap on bitmine ETH acquisition at 5.0% - they’re at 4.9% now, meaning the price insensitive buyer is almost finished buying - so where is the next bid coming from Short term things really although if they’re not buying that means now they’re only potential sellers (where they were potential buyers)

**Tricky's Daily Doots #1,617** **Yesterday's Daily 05/10/2026** [Previous Daily Doots](https://old.reddit.com/r/ethereum/comments/1wy00hf/daily_general_discussion_october_05_2026/pe3jtlc/) - u/nonetherless325 looks into [how exchanges are tokenising stocks.](https://old.reddit.com/r/ethereum/comments/1wy00hf/daily_general_discussion_october_05_2026/pe095b3/) 🏛️ - u/tokyo_guy375 thinks [we really need a narrative and ratio appreciation.](https://old.reddit.com/r/ethereum/comments/1wy00hf/daily_general_discussion_october_05_2026/pdylxn2/) 📈 - u/ethdaily delivers [the daily ETH news.](https://old.reddit.com/r/ethereum/comments/1wy00hf/daily_general_discussion_october_05_2026/pe4bs2v/) 📰

The entire market is way down today, ETH is just a part of the market now. Nothing in particular crypto related.

Short version: Bitcoin is built to do one thing really well, move and store value. Ethereum is built as a general-purpose computer that anyone can run programs on. Those programs are called smart contracts. They're bits of code that live on the chain and run exactly as written once deployed, with no company in the middle. That's what most of the Ethereum ecosystem is built on: stablecoins, decentralized exchanges, lending protocols, NFTs, DAOs. Most of those tokens are just contracts following a shared standard (ERC-20 for regular tokens, ERC-721 for NFTs). Some other differences beyond PoW vs PoS: \- Account model vs UTXO. Bitcoin tracks unspent outputs, Ethereum tracks account balances and contract state, like a big shared database that updates every block. \- Gas. Every operation costs gas, paid in ETH. That's how the network prices computation and stops people from spamming it. It's also why fees spike when the network is busy. \- Supply. Bitcoin has a hard cap of 21M. ETH has no fixed cap, but since EIP-1559 a part of every fee gets burned, so issuance and burn pull against each other. \- Speed. Blocks come roughly every 12 seconds vs about 10 minutes on Bitcoin. \- Scaling approach. Bitcoin keeps the base layer conservative and builds on top (Lightning). Ethereum leans on layer 2s (Arbitrum, Optimism, Base) that batch transactions and settle back to mainnet. \- Philosophy. Bitcoin changes slowly on purpose. Ethereum upgrades more often, which is why it's changed so much since 2015. If you want to actually see it, read the [Ethereum.org](http://Ethereum.org) docs on smart contracts and gas, then look up a simple transaction on Etherscan. Watching one swap on a DEX get broken into its contract calls makes it click faster than any explanation. Most of Bitcoin vs Ethereum comes down to "digital money" vs "programmable platform", and a lot of people hold both for that reason.

Believe me, I want ETH to do well. And I genuinely deep down think it achieves prices we're dreaming of. But the only two levers we can actually analyze and maybe make intelligent speculations on are: massive economic and financial use cases and adoption, AND a monetary premium on the investment side. Both are still open questions. I'm optimistic on the adoption side, but a lot is going to depend on what AI 'wants' to work with. The monetary premium side? I think that remains an existential, 50/50 type question no one can answer.

ETH Target achieved...

My thoughts on ETH/BTC and why I’m still cautious Two days ago I wrote about my thoughts on the importance of Ray. I think I’ve made it pretty clear by now that I’m not a big fan of the way Ethereum communicates with the outside world — or of the way Ethereum is being communicated  about. In my opinion, Ethereum still lacks a real lobby that can effectively tell its story and defend its position. I’m also not a big fan of technical analysis. But if I had to give my own TA-based assessment of ETH/BTC, I think the current setup is actually quite interesting. The big question for me is whether we might already be in the early stages of a  massive long-term bottom formation. The 2025 low around  0.018 was obviously brutal. But what I find interesting is that the subsequent low was significantly higher. As long as ETH/BTC doesn’t fall back below roughly  0.026, I think you can still make a reasonable argument that this is a bottoming process rather than simply another leg down in the long-term downtrend. That said, I’m still far from bullish. If we lose  0.03, I think there is a very real risk that ETH will suffer another significant dollar-denominated drawdown. ETH/BTC breaking down would probably be a pretty bad signal for ETH in general. On the other hand, I don’t think I would become genuinely optimistic just because ETH/BTC bounces from here. For me, the really important levels are: 0.026 → losing this would seriously damage the bottoming thesis. 0.03 → losing this would make me quite concerned about another major ETH sell-off. 0.04 → this is where things start getting interesting. 0.045+ → a clean breakout here would make me much more confident that the long-term trend has actually changed. Until we clearly break  0.04, preferably  0.045, I’m still not convinced that the wind has really changed for Ethereum. Maybe we are looking at the beginning of a huge bottom. But we could just as easily be looking at another lower high in a multi-year downtrend. For now, I’m watching the chart — but I’m definitely not betting the house on the bullish interpretation. //translated with AI//

Quick monthly recap: * **Hegotá got small on purpose.** EF wants a quantum-resistant L1 by 2029, so the fork is headlined by FOCIL + Frame Transactions. 28 of 62 EIPs declined, and the issuance burn proposal got pulled after 200+ comments. * **The SEC opened a path for tokenized stocks on public chains.** Venues stay permissioned, contracts must be public. ETH + L2s already hold $1.21B, more than any other chain. * **Faster everything.** Glamsterdam hit Sepolia on Oct 6, and validators can opt into a 200M gas limit (up from 60M). Fast confirmations land in \~12-24s instead of waiting \~13 min for finality. * **DeFi is leaning less on incentives.** Ethena ended USDe incentives, Balancer voted to wind down, and Abracadabra proposed shutting down MIM. Five forks by 2029, roughly one every seven months. Realistic? Full newsletter: [https://localethereum.substack.com/p/quantum-deadlines-sharper-priorities](https://localethereum.substack.com/p/quantum-deadlines-sharper-priorities)

I wholeheartedly agree that crypto has to be decentralised as it initially was designed. But at this point the whole cryptocurrency industry is gathered around "who has more TPS" and "who has more ETFs approved" and adoption (read: large funds acquired large portions of supply) rather than being decentralised. The whole narrative was hijacked. BTC narrative shifting from "new money" to "store of value" was narrative hijack. If 2-3 mining entities aligned BTC can be hijacked entirely, yet we consider it the most decentralised. I'm not even trying to be contrarian, that's just how it is. ETH whales who participated in ICO are praying that something will keep the chain alive (decentralisation, NFT cults, 99th L2 chain) so they can finally break even on their ETH/BTC entry. wrt to rug pulls, as a person who ran multiple projects (memes and not) with less than 2% of supply concentrated in my hands I guarantee you Newton's laws and theories have more to do with price action and project's success/failure than decentralisation.

I run FerimanEdge, a small Discord community focused on rule-based BTC, ETH and BNB market analytics. There's free Public Access with delayed updates and publicly tracked outcomes. No copy trading or automated execution. Might be relevant if you're looking for data-driven market context rather than hype.

ETH ETFs got 5 red days in a row. Yesterday’s flows -$201M (all via BlackRock’s ETHA) Total Exchange Balance has been growing for 1W, meaning more coins deposited for sale vs withdrawing ETH does amplify BTC bias. If BTC is down 2%, ETH is down 5%. The same amplifier will work to the upside when BTC flips bullish again.

Newbie trader starting with ETH futures trading -week 1 update