ETHEUR
Ethereum / Euro
crypto Composite

Cointelegraph tried to dump the ETH price

ETH is having a great year for adoption.
Tokenization, Stablecoins, and AI Agent blockchain integration are just getting started. By end of year ETH/BTC will be much higher.

I’m mostly staying heavier on BTC right now because the flow of money looks way different from older cycles where retail pushed alts faster. A lot of people I know got burned chasing rotations too early, so I’d rather miss the first part of an alt move than sit through months of dead capital again. I still hold some ETH and SOL long term, but until BTC dominance weakens and volume actually shows up across alts, I think patience makes more sense.

Going POS was the death of ETH.

I did around 300-400k, also I got lucky I rode SOL all the way from 80s to 250s. I was little aggressive as well. Mostly in Solana and they had crazy volume as well. But I was in ETH USDC and other EVM chain as well, Base Arbitrum.

The Iran war is keeping crypto down.
ETH just gets stronger with more adoption every year.
I dont know when ETH will breakout but when it does...stand back and enjoy the feeling of long overdue vindication.

>**Calling a broker,**
>**A product mediocre,**
>**Even worse than poker.**
~Daily haiku until we’re at least at 0.178 on the ETH/BTC ratio or highest market cap

Something can’t last as a currency if there is no store of value. There are steps to this.
It’s also not being used to buy anything useful; just network fees for trading other shitcoins and betting markets. More real businesses are accepting BTC than ETH because they want one and not the other.

**ETH Daily - 6th May 2026**
* Aave [liquidates](https://x.com/aave/status/2052100832834036187) attacker's rsETH.
* Centrifuge [launches](https://x.com/base/status/2052051959322947897) deSPXA on Base.
* Validators [consolidate](https://x.com/fradamt/status/2052006304860815391) 10m ETH.
* ArbitrumDAO rsETH [recovery vote](https://x.com/arbitrumdao_gov/status/2052047685302067501).
* L2Beat [interop pages](https://x.com/l2beat/status/2051617043837845792).
* Glamsterdam [devnet 2](https://x.com/terencechain/status/2052113290172740060).
* Ethereum mainnet [tx uptrend](https://x.com/web3_data/status/2052022059429929000).
* PQ tx signature [breakout #7](https://x.com/asanso/status/2052018727349104995).
* Aave [analytics dashboard](https://x.com/Token_Logic/status/2052026449503400352) v2.
* Katana $100k [trading competition](https://x.com/katanaperps/status/2052055793260748853).
* IRIS [introduces](https://x.com/iris_credit/status/2052010260915982537) origination layer.
Read more: [https://ethdaily.io/941](https://ethdaily.io/941)

They never were playing the same game. Institutions understand that there’s no reason why any value should transfer from network usage over to the value of ETH itself. Bitcoin does exactly what they need has a strict monetary policy and can’t be messed with by anyone. The same is not true for Ethereum.

I literally saw a guy from Van Eck, issuer of ETH today say in front of an audience….they haven’t figured out the base case for Ether yet.

I check BTC/ETH inflows to exchanges every morning, and that single signal cuts through more noise than any RSI divergence ever could.
For your dashboard, Qoest API handles the blockchain pipe if you're not running your own nodes. The harder part is tying those flows to whatever narrative layer you're building for the "why" behind moves.

tbh this cycle feels very diff from the old retail mania runs. ETF money doesnt care about chasing random midcaps, its mostly flowing into BTC because thats the only thing institutions can comfortably explain to boards and clients right now. i still hold a few alts but way smaller positions than previous cycles, mostly ETH and some SOL because at least theres still real activity there. people keep expecting instant alt season just because BTC pumps, but dominance can stay elevated way longer than crypto twitter thinks. wouldnt surprise me if alts only really wake up after BTC cools off and traders start hunting higher risk plays again.

Yep. The company has no way to generate revenue other than "selling shares". At least BMNR has some revenue from staking ETH.
Saylor's whole thesis is that BTC is "going up forever Laura" but clearly that's not quite how it works. It will make an ATH and then dump 50% and hang around there for three years.
With ETFs nobody needs MSTR to get exposure to BTC anymore.
And the idea that MSTR "smooths out the BTC volatility" isn't true either because MSTR stock has even wilder swings than BTC.

This makes sense to me. I feel like BTC has overcome the public sentiment of “this is going to zero”, but ETH hasn’t

Honestly ETH/BTC doesn’t even look weak because of one bad month anymore. The ratio has been bleeding for a long time while BTC keeps attracting the “safe crypto” narrative.
Feels like institutions currently see BTC as macro collateral / digital gold, while ETH is still being treated more like a tech risk asset. Big difference in this environment. If liquidity gets aggressive again, ETH probably rips hard eventually. But right now capital clearly prefers the simpler story.

Best fundamentals by a mile, but it does not matter.
BTC whales have every incentive and pockets deep enough to never let it breathe.
If it did, it would harm Bitcoin in a hundred different ways. It would prove that Alts can actually survive Bitcoin dominance and outperform for more than 1 cycle. It would show that PoS works. It would eat into its SoV narrative. It would attract people who look for steady APY.
ETH will always be manipulated down, but it can never be killed.
Take advantage of this fact. ETH is the most reliable trade in crypto.

It should though. It's more scarce than the BTC:ETH ratio implies.

Overall this benefits BTC far more than ETH in the short term. It benefits both in the long term.

It’s really this easy. BTC leads the pack > sets new highs (this isn’t for a year or two) > BTC starts to tread water around its new high for several months > value from BTC sheds off to ETH/alts > BTC falls > alts die.
That said, there is always opportunities. PENGU is up 67% in the last month.