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I partially agree, for now getting / renting blockspace is rediculously cheap. L2's are barely participating / giving back. I do think that should increase and change in time, but while the network is growing, i think its the right strategy.
As i see it building the network now is more important than value capture. First mover advantage is only available is the beginning. I praise the devs for not going for the bagpumpin route but must also say as an ETH holder this is not optimal.

Yes strictly speaking for exchanges based in the U.S. that would be the standard cutoff.
But I was simply being more general as there are exchanges all over the world and I do not know the exact rules of each and every one.
That is why I didn’t mention an exchange or time zone and said *theoretically* because an option is a date based contract which puts its theoretical maximum exercise time at midnight. (Even saying that, the question becomes which midnight?)
So the proper clarification isn’t 5:30 eastern either as that’s just one case. Rather better to say something like check the specific exchange rules where the option and underlying are traded.
Yes that does mean that, again,*Theoretically* somewhere there could be a contract that expires at midnight on the international date line. I personally don’t know of any options contracts like that but strictly speaking if you had a contract that specified a date and no time zone and no governing rules you could make that argument that it is valid as long as that date exists somewhere on the planet.
Thinking about it I could imagine something like that existing for some kind cryptocurrency based contract ETH etc.

Your low-end argument is solid, but the high end doesn’t hold. This caps *issuance*, not stake — MEV and priority fees are untouched, so at 50% staked with zero issuance, staking still pays more than holding while holding is no longer diluted. Equilibrium lands wherever marginal cost meets EL yield, which for a large LST is near zero. And the dilution-coercion argument inverts: the transfer from holders to stakers is *maximized* at low stake ratios. At 90% staked, 1.5% nominal is \~0.15% real versus a holder — it genuinely is a stock split, which means the pressure to stake is weakest exactly where you say it’s strongest. The curve is already asymptotically self-limiting; you’re adding a hard kink where a soft one exists.
The bigger problem is that “too big to fail” is about concentration, not ratio. A 30%-staked network with three operators controlling 60% of that stake has the same social-intervention problem as a 90%-staked one — stake ratio is a proxy for the wrong variable. Worse, compressing yield makes the thing you’re worried about *more* likely: solo stakers have fixed costs and exit first, professionals with scale survive. The mechanism meant to prevent LST governance capture selects for the LSTs. You’d also be capping the security budget by construction — 50% max stake means \~17% of supply buys a third — and that tradeoff gets asserted away rather than argued.
Here’s the empirical tell. EIP-1559 and the Merge were two of the largest monetary policy changes in crypto history, and neither produced durable ETH/BTC repricing. If the marginal buyer priced issuance curves, that would have shown up somewhere. It didn’t. A third tweak won’t either — because issuance policy only determines how the monetary pie is split between stakers and holders, not how big the pie is. The honest version of your position is insurance on credible neutrality: a terminal-value property, not a revenue line. Framed that way it’s defensible, and I’d probably support it. What isn’t defensible is the implied suggestion that getting this knob right addresses what’s actually wrong. Issuance is the lever we control; fee revenue is the problem we don’t. Relitigating the former is just the cheaper conversation.
Authors: myself + Claude. I can’t write like this on my own but the viewpoints are valid.

Why should I buy Solana or Ethereum, other than hoping that a bigger fool will buy them back from me at a higher price? Do SOL and ETH have any real use beyond just paying fees? I understand why Bitcoin appreciates in value thanks to its absolute scarcity narrative, but what about other altcoins? The development of the chain has nothing to do with the token price at all.

Solana has experienced significant token supply dilution over the last few years, with its circulating supply growing by roughly **61%** since its late 2022 market bottom. You can look at the market cap chart. Having said that it's nowhere near ETH market cap so that can be a yard-stick to how much it can grow.

2035 is a reasonable prediction.   92 ETH Holder here all mined 2017 till the merge.  36  sapphire 8 GIG RX580 over clocked.  Heated my house in canada for 4 winters.  Gabe away all my rigs after.  

Xeris Blockchain ! New and better than the rest !
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Mainnet Launch - very soon ✅
US Patent pending ✅
Solves the triple census - better than BTC /ETH/Solana ✅
Xeris under everyone's radar but not for long !!
Ca :
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I'm frustrated as fuck.
The amount of years that were spent engineering and re-engineering proof of stake to get to today. The issuance curve that we could all go onto ethereum.org and dynamically adjust and see how APR was affected at any percentage of ETH staked, and now, just four years later- as soon as people/companies/ETF's start buying and staking ETH to take advantage of the new financial instrument that it is- we get... surprise pikachu... we get, heh guys the curve is wrong.
After literal years of considering existential slashing crises, apparently we didn't consider... that staking ETG could be tremendously popular and we might actually move out on that curve!?
Are you fucking kidding me!?
We look like absolute asshats.

ETH Daily - 5th August 2026 📰
Validators can signal approval or disapproval for EIP-8363 on the EVA Hub. Who Decides EIP inclusion? Uniswap launches Pools Trade. Jumper introduces Jumper Advanced.
Read more: [https://ethdaily.io/validators-can-vote-on-eip-8363](https://ethdaily.io/validators-can-vote-on-eip-8363)

Yeah matter how you twist or turn it, large entities/LSTs will always have an advantage over home stakers and will continue operating as long as they can make money, which they can continue to do after solo stakers no longer make a profit. And in fact, it wouldn't be surprising if some entitites would deliberately push the number of validators up to force others out of business. That possibility shouldn't exist.
>I mean, I wasn't immediately concerned about some future where 90% of ETH is being staked and it's slightly inflationary, but I guess it would be a pain in the ass for a consensus bug/large slashing event to take place.
I didn't pay much attention to this argument before, but I'm not really buying it. It's basically equally disastrous if there's a large slashing event and it's 30% of ETH staked or 90% staked. Whether it's $20 billion or $60 billion that gets slashed, I don't think makes much of a difference.

I mean, I wasn't immediately concerned about some future where 90% of ETH being staked and it's slightly inflationary, but I guess it would be a pain in the ass for a consensus bug/large slashing event to take place.
If that's the reason for capping the stake at 50%, then it's disingenuous to assume that there is room in the future for solo-stakers inside that 50%, as I am convinced that large entities/LST's will provide their customers staking at any APR until the only remaining solo-stakers are altruistic.
Am I on the right track?

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If it does, I'm buying. Summer of ETH, then summer in st Tropez

Easy short on ETH going down to $1750

Your issue is you are thinking in terms of "building a network". While agree with you that it should be cheap for users, you are ignoring the entire other half of the equation: value capture.
ETH does not capture value from the network, no matter how cheap the network is, decentralized, dapp numbers, TVL, etc. None of that matters because none of that value actually flows back to ETH. Burns are negligible and easily offset by new staking issuance, and there are \*\*zero automated buybacks of ETH.

Yeah I conceded that ETH will be used by agents. They are currently making money creating and selling NFTS to other agents

To use stablecoins you need ETH. The demand for the usage of Ethereum impacts ETH

I used to mainly trade stocks, so I was used to the rhythm of the market open and close.But after getting into crypto, the biggest change is that the market never sleeps. A lot of price moves happen at night, on weekends, or when you’re not even paying attention.I don’t stare at charts all day now, but I’ll open BYDFi sometimes to check BTC, ETH, trending coins, and the gainers/losers list to see the current market sentiment. When I first got into crypto, I only wanted to look at some popular coins and didn’t really care about anything else.The biggest thing I’ve noticed is that a 24/7 market is a double edged sword.There are more opportunities, but it’s easier to trade out of boredom or impulse.Has crypto being 24/7 changed the way you trade?

I agree they will use ETH to transact in NFTs but I just don’t see why any super intelligent agent would choose a volatile cryptocurrency over a dollar stablecoin

> we won't reach 50% staked because the yields will become unattractive.
This is where I think it's all wrong. What incentive does a DAT, or Coinbase, have not to stake it all and dominate and keep every possible penny for themselves? They can survive much longer than you or me. We exit, start selling our baseline ETH, and they increase their share.
Your arguments and rational are reasonable, though. I don't have the answer. I don't know if this is the answer, but I truly, in my heart of hearts believe all this will do is consolidate Big ETH players into even more power, and give the FUDsters another narrative why Ethereum as a whole is untrustworthy.
I think people are just pissed that ETH has found equilibrium around $1800.