ETHEUR
Ethereum / Euro
crypto

🙀the end of video, Blood flow 😹
Michael Saylor's 'Strategy' currently has a $14,000,000,000 unrealized loss on its Bitcoin investment. 📉
Tom Lee's 'Bitmine' currently has a $10,500,000,000 unrealized loss on its $ETH investment. 📉
Vivek Ramaswamy's 'Strive' buys 32 Bitcoin worth $2 million. Not yet disclosed 🤑
>**BTC going to 35K**
will that 53% be going to 73% max pain ?

What’s the real
Reason to hold ETH I understand even if it’s used more this doesn’t really drive the price. So it’s just like bitcoin in the end

Well let's start with 5k per ETH at least 🥲 

There are good alts, ETH, TAO, HYPE are good. ZEC kinda is too. But I agree. Most are trash, if people researched a bit before throwing money at it, they would so much better!

BTC right now it’s basically a high beta tech stock. When people want risk assets with great return they pile in…else they sell or don’t care about it. Honestly most crypto it’s based on hoping for a greater fool to buy off you at a better price. That’s why meme coins are a thing.
Meanwhile stuff like HYPE, ETH, TAO doesn’t get as much love as I think they deserve. They bring interesting stuff to the table!

They say BTC is better than ETH, but look how on ETH Tom has already lost almost as much money as it took Saylor years to lose.

The truth is that nobody knows as there are too many geoeconomic variables at play; so, from the perspective of managing your own anxiety and peace of mind, I think you (and everyone else invested in this asset class) needs to be ready to wait for years, not just months. I’m still hoping for a quicker turnaround in 2027, but hope is not a strategy, so I’d rather my mind be primed for a long haul wait. Of course, that implies an expensive opportunity cost of holding red bags while other asset classes are performing better.
The four-year cycle in particular was a convenient heuristic based on Bitcoin halvings, but we don’t have enough data points to seriously extrapolate it as gospel.
The tail risk for me is BTC collapsing when (not if) q day happens (the day ECDSA gets cracked by Shor’s algorithm running on a quantum computer). The legacy Satoshi-era wallets cannot be upgraded to quantum resistance, so their owners would need to move their funds. Given that most of these wallets are abandoned, it won’t happen and their funds will get released. That will collapse the BTC price. The alternative is a Bitcoin hard fork that would render those wallets obsolete, also breaking bitcoin’s original promise of immutability and likely tanking the price too. If either scenario happens, I’m worried the panic from loss of trust spreads to all other cryptos, even those that successfully migrated to quantum resistance. Ethereum can still emerge as a relative winner, but on a bloodied battlefield with a net collective loss.
If mitigating your anxiety is your chief concern, it’s probably not a good idea to DCA, because it will only keep you chasing numbers and increasing the stakes. Better then to mentally write off your investment (without selling), set an alert if ETH reaches your old entry price again, and in the meantime move on with your life (and diversify your investments with whatever money you have left).

ETH is a gas token. It is not money. Read the whitepaper.
It has not demonstrated any properties of money. I think the fact that it can't outperform BTC or gold says a lot. BTC and gold are *actual* money. The market views them that way. The market does not view ETH that way at all, besides the echo chambers of ETH holders on Reddit or CT.
Further, there is no defined amount of staked TVL needed to secure the network. No one actually what that number should be. Look here: [https://institutions.ethereum.org/data-hub](https://institutions.ethereum.org/data-hub)
Now tell me why the security ratio has to be 3.6x? Why does it require $63 billion worth of staked ETH to secure $225 billion in value? Why does the ETH market cap have to be nearly $200 billion to secure $225 billion value?
No one knows the answers to these questions. That is why ETH is being re-priced lower, imo, because the market is realizing that you don't need a massively high market cap or staked amount of ETH to secure large amounts of value.
Ethereum's total value secured could be $1 trillion or $10 trillion in 5 or 10 years, yet ETH price could still be the same exact market cap or even lower.
This is the elephant in the room and every time I bring this up I've not once gotten a real response that makes sense.

**ETH Daily - 26 June 2026**
* Gwei Name Service [announced](https://x.com/donnoh_eth/status/2070591397237821913).
* Spark [launches](https://x.com/sparkdotfi/status/2070131019303289013) stablecoin FX layer.
* ACDC #181 [summary](https://christinedkim.substack.com/p/acdc-181)
* Besu v26.6.1 [release](https://github.com/besu-eth/besu/releases/tag/26.6.1)
* Support Roman Storm [defense](https://x.com/rstormsf/status/2070602915409236443)
* Moonwell [credit scores](https://x.com/MoonwellDeFi/status/2070582675669492115)
* Base App [live on](https://x.com/baseapp/status/2070544039892664693) desktop
* Base [second](https://x.com/ethdaily/status/2070565722766393689) chain halt
* USDT0 [hits](https://x.com/USDT0_to/status/2070487233363050714) $100b in transfers
* OP Stack [predeploy](https://optimism.io/blog/unlocking-predeploy-upgrades-for-the-op-stack-with-nuts) upgrades.
* Suspicious ENS delegate [appears](https://x.com/anticapture/status/2070606095564042513)
Read more: [https://ethdaily.io/977](https://ethdaily.io/977)

**You summarized the difference between ETH and the Ethereum network perfectly, thanks for that. While it's reassuring that the fundamentals are solid, managing the psychology is tough as someone who got caught at the top during the bull market.**
**So what are your expectations, when exactly will this 'next cycle' hit? Is there any chance crypto can break out of this rut strictly on its own internal dynamics, without macro conditions improving? What kind of time horizon are we talking about just to reach breakeven; months, or years?**

You’re conflating ETH and Ethereum within your post.
ETH the token goes through cycles. I’ve been through every one of them since ICO. I’m still moderately topping up my position in this bear but what I do is NFA because your risk profile may be different. My own rationale is that the ETH price is completely correlated to the broader crypto and (in reverse) the broader macro. Right now we’re in a detestable macro environment: wars, VUCA, potentially higher interest rates, talks of an equity bubble, etc. So liquidity doesn’t flow to risk-on asset classes, of which crypto is the poster child. But if you’re willing to take a risk, a bear is consistently the entry point for generating wealth on a longer horizon. Unfortunately, you seem to have entered the market in bull season, so your breakeven horizon is now extended. I personally would refuse to materialize a loss when the fundamentals have never been better. If you do DCA, do it with money you can afford to either lose, or more likely lock up for a long time.
However, an increase in the price of ETH is not necessary to the relevance and performance of Ethereum the network. As long as the ETH price covers enough security budget under PoS for the TVL locked up in Ethereum, then there’s no compelling reason why ETH the token must mirror the adoption of Ethereum the network, which is objectively at an all time high today.
So is Ethereum becoming irrelevant? Absolutely not. Is ETH becoming irrelevant? Well, as long as Ethereum keeps chugging along and capturing an ever-larger share of blockchain transactions and RWA tokenization, then ETH cannot become irrelevant. It may not moon to get-lambo-rich-quick levels, but that’s not why ETH exists. It has come out of every bear strong, however, and I’m confident that it will again pick up to above your entry point in the next bull; but again, that’s NFA, and of course cycles work until they don’t. What’s likely is that we’ll see less amplitude in each cycle.

Unfortunately ETH has been dropping hard compared to bitcoin, for the last 4 years since POS. People cared when they had an opportunity to earn money in ETH with POW.
Right now Staking is a complete joke. 2% for the average joe, is a sad joke.

ETH and SOL

That’s looking at Ethereum like it’s a company, when it’s actually closer to a global financial vault.(which by the way are a new products on defi already as well - ETF‘s 2.0)
Ethereum will eventually store trillions of dollars in assets (RWAs, stablecoins, DeFi, tokenized stocks, etc.). ETH isn’t the company stock it’s the key and collateral that secures and controls access to the vault.
More Value = More ETH gets locked for staking to secure the network, more ETH is needed as trust-minimized collateral across DeFi, more transaction activity creates more ETH burn….. and so on
Institutions that buying ETH aren’t just buying “gas”; they’re buying the reserve asset that underpins the ecosystem.
So ETH captures value differently than a stock with buybacks. It’s monetary value capture, not equity value capture not every asset captures value by company cash flow models. Same goes for gold and btc they don’t have buybacks, and yes that matters because the majority of the world transferring on digital protocols see Europe, japan etc, while the current monetary system clearly runs on thin air and record debt printing more isn’t the solution we know now after 60-70 years, BTC+ETH combination offers a digital solutions to a more effective monetary system, like i said before the system is so outdated and people still believe they will stop technology and innovation while some boomers argue about ethics of crypto on federal level infrastructure is going full on already, if not the US it’s going to happen somewhere else, the „ethics“ concern debate alone is pure irony….

Except none of that actually matters for the value of ETH. RWAs, TVL, stablecoins have all gone way up year after year on Ethereum. Yet ETH price performance is horrible relative to its risk because ETH doesn't capture value. The protocol has no auto-buybacks and no meaningful burn.

ETH

It would take Lido, Binance, ether.fi, and coinbase to implement a coordinated attack on the network to to stop finalization since that makes up more than 1/3 of the network. But that is just stopping finalization not block production. Since they aren't voting on the correct head, they start losing staked ETH until their network share drops below 1/3 of the network after like 18 days. After it drops below, the network will continue finalizing. Validators are paid to provide robust security, not for the risk of getting slashed.

All the main blockchains be good picks: SUI, ICP, Algo, VET, XLM, ETH, ADA, etc.
Opened yesterday a post on CryptoCurrencies about it: 4.3k views, 0 likes
These idiots still think blockchains are dead and want to gamble memecoins.
Little do they know, that there are no memecoins without blockchains.
The space has become so dumb and uneuphoric that now might be the best time to enter goat blockchains.
Btw, fuck memecoins!

> Tom Lee continues to buy ETH, and BMNR is set up way more sustainably than MSTR.
If ETH crashed to 500, would BMNR survive?

$ETH, $SOL, $HYPE, $TAO, $ZEC, $RENDER