ETHEUR
Ethereum / Euro
cryptoComposite

Oh I agree! There's no doubt that buying and staking(thus locking) 5% of the supply is a massive boost for ETH price in general. We migth have fallen a lot lower if not. And this might very well be the building block for a great next run. So I'm happy that he bought, I just feel he's making a fool of himself when he continually set absurd targets for ETH in the short term

It is wild for me to learn that France does not tax coins swapping. I mean each coin has value assigned. In the US I have to figure the cost of each coin I swapped (ex swap SOL -> ETH, I need to know how much I paid for SOL and when I bought it to figure out the capital gain/loss).

ETH Options won't be 23/5 read the article: [NYSE Introduces Extended Trading Hours for NYSE American Options](https://finance.yahoo.com/markets/options/articles/nyse-introduces-extended-trading-hours-123000779.html) Support told me it will be enabled in the next week or two, including SPX.

I mean sure it *could* happen..or ETH could just simply continue its bleed on the ratio. I don't see any reason why hitting that lower high trendline must be "likely". The market clearly isn't valuing ETH based off its TVL and dapps, which kinda leaves it in no mans land. The issue is that ETH the asset doesn't capture value. I take the contrarian view here and feel that ETH can either a) go much lower against USD or b) severely underperform BTC or newer assets (ie, assets that have actually significant buybacks/burns tied to revenue)

>**Opposition campaign,** >**Opposition is mundane,** >**Stock trading onchain.** ~Daily haiku until we’re at least at 0.178 on the ETH/BTC ratio or highest market cap

Both. You’re right, banks don’t NEED defi liquidity in the sense of TVL, but they do WANT access to it. The pool of funds is relatively small now, but will increase with adoption. Crypto has a lot of benefits for banks as you said, instant settlement, flash loans are others. JPMorgan wouldn’t be building on ETH unless it benefitted them and with their history of scamming (ie precious metals desk), they operate in their own best interests. Point I was making is that 2-3 banks or bank adjacent companies building on Ethereum doesn’t change a ton, but a majority of them operating on Ethereum does. For Ethereum to be successful we need way more users.

When you say liquidity do you mean access to DeFi TVL or the rails DeFi has built for smoother transactions? Banks do not need DeFi liquidity in the sense that the TVL of all DeFi ecosystems is 1/5th the annual revenue of AAPL. They do not care about a couple maxis who have 20-200M in crypto badly enough to build full products just for them. The tech smooths out tx speed and leaves a clean audit trail which they have a real use case for. If banks are converging on Ethereum (they are) then Ethereum benefits massively? ETH needs bank liquidity, banks need ETH settlement speed and cleanliness.

Nothing really. People have tried; that's why other chains like SOL, POLY & XRP exist. But they're not universally accepted. As competing chains & currencies die off only the top handful will survive. BTC and ETH will always survive but having to pay $3-4 to make a transaction means it'll never supplant fiat/bank transfers/credit cards etc. That was always a pipedream for the crypto community. If i go to the cafe and buy a cup of coffee for $5, i pay $5. I don't want to pay $5 + some unknown amount of fee between $1-$5 depending on how fast/likely i want my payment to go through. that's just nuts. When transacting large values; then a few dollars in gas is fine and NBD; but not for day to day transactions.

Funny thing is he's actually a smart dude. But his predictions are ridiculous. Like why 10K? That makes ETH a $1T asset class which is possible but where are the metrics? Why not 20K or 30K? Some dude said it earlier, likely around 8K this cycle but in reality probably more like 5K (a ~2x from here).

ETH Daily - 20th October 📰 \-Privacy Pools V2 is live on mainnet. \-Optimum block propagation tool. \-DefiLlama integrates Trueo. \-EthCC speaker applications. \-Erigon releases v3.8 Watery Whiskers. \-A visualization of EIP-8288 for recursive mempool aggregation. \-Arkham supports Robinhood Chain. \-Citi cites Aave in its research report. \-Mastercard introduces Agent Pay for Machines. Read more: [https://ethdaily.io/privacy-pools-v2-live-on-mainnet](https://ethdaily.io/privacy-pools-v2-live-on-mainnet)

ETH is going to the moon and you can’t stop it 👀

Tom Lee said the same thing in Oct 2025! He is salesperson for his company BMNR which feeds off of ETH gains. He will say anything to influence purchasing where he benefits

$BTBT 1. Value of Ethereum Holdings 163,700 ETH × $2,360 ≈ $386 million 2. Value of WhiteFiber Stake 27 million × $11.75 ≈ $317 million 3. Total Asset Value (ETH + WhiteFiber) $386 million + $317 million ≈ $703 million 4. NAV per BTBT Share $703 million ÷ 360 million shares ≈ $1.95 per share now discount 0.9p per share Bullish

You’ve confused owning a large pile of ETH with controlling the Ethereum network. Bitmine owning 5% of ETH supply doesn’t mean it controls 5% of validators, governance, or block production. ETH is a bearer asset, not corporate equity. You’ve identified a concentration risk and are pretending it's some fatal flaw in decentralization. Those are not the same thing. If you can’t explain the mechanism by which Bitmine’s holdings translate into actual control over the network, you haven’t made an argument.

Bitmine is essentially a hedge fund and they own 5% of ETH supply. If you want to get semantic about it and tell me BMNR isnt actually a hedge fund then thats fine I guess, but my point was a single centralized company owning 5% of a supply that is supposedly powering something globally decentralized is not great for the argument in favor of that.

> Tom Lee has called for insane prices for years And not just ETH. He was a big bull of IWM for some reason (the bottom 2000 stocks) which was down for 3 years while in that same time, SPX500 returned ~60% and QQQs were ~90% and MAG7 and semis were just stupid crazy. ... and then he just forgot about IWM for some reason and founded his ETH fund.

I agree with you about what he’s said over the years, and what he’s saying now is essentially the exact same type of thing he’s always said about ETH. The difference this time, in fact, is that the man purchased 5% of ETH supply. That’s a TON of supply that otherwise would have needed to be absorbed if ETH actually experiences price appreciation this bull run (if we have one…). People talk of how little ETH there is on exchanges over time, how much is staked, etc. - essentially market supply metrics. 5% is a hell of a lot of market supply that no longer needs to be absorbed by demand. That’s roughly $15 BILLION, at current prices, that no longer needs to be eaten by the little guy’s dollars. Supply and demand dynamics would say that price will have a much larger price % increase compared to if BitMine had not absorbed those units. Sure, bagholders who are annoyed will sell as price goes up, but the wind is at ETH’s back. I don’t know if price will increase - hard to say it will based on history - but I like what I’m seeing for the setup.

The drawdown comparison is more interesting than the headline about AI beating 78% of humans. I'd still want to compare the model against simply holding BTC and ETH over those same periods, especially since the human sample includes leveraged traders. I use Moon for crypto related price speculation and controlling losses seems more valuable to me than having an impressive prediction model.

Imagine a future where most households have solar panels, home batteries and EVs. People could charge their cars at each other’s homes and trade excess electricity directly, with smart contracts handling payments automatically instead of relying on a centralized platform. Could Ethereum or an L2 network become the settlement layer for this kind of decentralized energy market? Especially with vehicle-to-grid  and millions of small transactions, I find this use case interesting. Do you think this is a realistic use case for Ethereum and a potential long-term value driver for ETH, or would traditional systems handle it more efficiently? //translated by AI.

He's complaining about the old days of where you could just send XYZ to an address for payment. Bro would have gotten that address and sent ETH to it instead of USDT and you're saying it's not a skill issue?

I own ETH and BMNR, but Tom Lee lacks credibility. So no, that ain't happening.

Tom Lee’s Ethereum (ETH) predictions for 2025 ranged from $7,500 to $16,000. Throughout 2025, the Fundstrat co-founder and BitMine chairman issued several aggressive targets for the token, framing it as one of the most prominent macro trades of the decade. From capital.com

before trusting the 78% I'd run plain buy-and-hold BTC/ETH spot on each trader's same dates. the AI was long spot majors with no margin through a stretch where that alone made money for most start dates, while the humans traded perps across whatever coins they picked, often on margin. if buy-and-hold also beats three quarters of them with a similar drop, the result is about the asset and the margin, not the engine. two smaller things. was the engine's logic frozen before May 2024, or is this today's production version replayed backwards over the window it was built in? if it's the second, it has already seen the period it's being graded on. and 0.10% fees with no slippage is fine at BTC/ETH spot size, but say it in the post so nobody reads simulated fills as live ones. the 58 of 59 PnL rebuild from fills is a good check, more of these posts should do one.

He is just hyping it up. Even BTC hit its ATH last year, ETH had been failed to reach its former ATH since 2021 bull market year.

**Data** \- Hyperliquid public data: 32,839 accounts that traded $50k+ since May 2024, market makers removed. Random sample of 2,500, of which 1,844 had enough history to measure. \- Bots vs humans, from each account's last 14 active days of fills: 150+ trades a day, a full 2,000-fill page, or trading around the clock counts as a bot. No fills in that window means unknown, and those are left out. Result: 1,076 humans, 340 bots, 428 unknown. \- The history is weekly snapshots, and money moves in and out between them, so time-weighted returns break (one profitable account showed -100%). We used flow-proof measures instead: $ PnL for made money, return = PnL / largest balance, and drop measured from the all-time largest balance. \- Check: we rebuilt PnL from actual fills plus funding for 59 everyday accounts. Made money vs lost money matched for 58 of 59. **The algo side** Botsfolio AI from our production engine: spot BTC and ETH, no leverage, 0.10% fees per trade. Each trader gets a fresh start on their own first active day, measured to their last. It's a simulation, not live fills. **Head to head, 1,076 humans:** \- The AI made more money than 844 of them (78%). \- The AI had the smaller worst drop against 1,007 (94%). \- 26 traders (2.4%) beat it on both return and worst drop. \- Made money: traders 31%, the AI 89%. **What the bots tell you** Bots in the random sample did better than humans, but they weren't magic: 43% made money vs 31%. At the top it flips. Of the top 1% by profit that we could classify, 53 were bots and 25 were humans and those bots made a median of 874 trades a day. **Where AI fits for retail** Two things we found while building this: \- Prediction isn't where it helps. We gave an LLM (Opus 5.5) anonymized chart snapshots of 499 trades and asked which ones to take. The trades it picked weren't measurably better than random picks. \- What separates the humans who made money is drop size. 71% of traders whose worst drop stayed under 25% made money. Of those who lost 90% at some point, 9% did. So the edge for retail may not be finding better entries. It may be having rules that run the same way on the worst day as on the best and keep the drops small. AI can work really good on controlling the drops. **So:** \- Is "don't blow up" an edge? Full report with the method, tables and bot check: [https://botsfolio.com/blog/ai-vs-human-traders](https://botsfolio.com/blog/ai-vs-human-traders)