ETHEUR
Ethereum / Euro
crypto Composite

That’s promising!
Unsure of if this dips into your proprietary, but would you say that there is alpha in looking at single assets (say ETH/USD trading pair on a crypto exchange) and their data is helpful or do you really need to look in the aggregate (all -/USD pairs on said crypto exchange) to potentially find something?

There's a lot of uncertainty that causes this choppyness. If situation doesn't deescelate, or it even worsens, it will certainly have a negative effect on the broader crypto market, including ETH. We've already learnt that crypto is highly subject to macro and geopolytical conditions, especially on the downside lately.

It unironically is though, now that the worst has happened unless something immediately happens there'll be a rebound. Even crypto is showing early signs of a rebound right now with ETH retesting 2000.

My thought is that ETH is now unaffected by bearish world news. It doesn’t matter how much worse world news gets, ETH is beholden to other powers at the moment.

Gold looks like it’s putting in a double top here, which makes sense if geopolitical tension cools off. Israeli reports about the Iranian leader being dead shift sentiment toward risk-on.
If that risk premium unwinds, capital likely rotates out of gold and back into BTC and ETH.
This time ETH probably outperforms. It just went through a major selloff, sentiment is washed out, and a lot of people are positioned like the bull market is over. Add in the tokenized asset narrative, potential regulatory clarity (Clarity Act), BlackRock and Fidelity pushing ETH staking products, and institutional interest in DeFi tokens - that’s a strong backdrop.
That’s exactly the type of setup where moves don’t grind - they squeeze.
+ SP500 to break above $7,000 with force and have risk on signal to all markets.
If this thesis plays out, 6–8k in the next 2–3 months isn’t unrealistic.

ETH price is higher now that it was before the strikes on Iran. Thoughts?

My stance exactly 👍
I'm betting on what market sentiment would call the main network. It might change, ETH might overtake BTC in market cap. I simply don't know 🤷

Dude i use the stable to pay bills and accumulate ETH to sell when price is high like 4700$ in November not in market price. So i double the profits in fiat.

ETH price continues to appear inversely related to Ethereum use. The more the blockchain is used, the less valuable its native currency.
When traffic increases on a road and more cars use it, the road does not became more expensive.
Output and value may increase as the road facilitates greater economic activity.
The road becomes more valuable, but not more expensive.
And so while the road is a crucial and necessary cog in the wheel, it only ever increases in value as per the general rise in cost of labor and inputs, not because more cars use it.
Why is this wrong as an analogy?
It’s a skeptics view that seems to have increasing validity the longer this dichotomy between use and value continues.

The flaw in your logic is that you are treating the token count as your only profit metric while ignoring the fact that you are losing money in terms of total purchasing power (USD) compared to just holding the assets.
In your Day 5 example, the price of ETH dropped. When the price drops in a concentrated liquidity pool (like Aerodrome), the pool automatically sells your USDC to buy more ETH. By the time you are "out of range" on the downside, you are 100% ETH.
You feel like you won because you have 1.08 ETH instead of 1 ETH, but that 1.08 ETH is now worth **less** in dollars than your original 1 ETH + USDC was worth on Day 1. If you had just held your original 1 ETH and USDC separately, you would have more total value than you do now.

Tell this to people buying into ETH 😂

E pensate a che disastro sarebbe se non ci fossero tutti quegli ETH bloccati in staking

Wait, so everyone is up on all other investments but ETH? Thats amazing. Good job on that. I should follow more closely to get all these winning trades.

Those were Raoul Pal's 2021 ETH targets. Maybe Tom Lee's too.

The economics of ETH really need some changes. We have more transactions settling onchain than ever before, but the chain isn't generating that much revenue. Coinbase, soon to be their own L2 rather than OP, pays next to nothing for their blobs. ETH really needs to increase the cost of blobs, but instead it's making them even more available and lower cost. Those companies can easily afford to pay a little more, increase the burn and drive a higher ETH price.

My guess is market makers are colluding to crash the price at a convenient time for them. The same thing happened when x billion of ETH was stolen by a hacking org last year. Price held steady over the weekend and then market makers tanked the price a few days later when they were good and ready

ETH recorded six consecutive monthly red closes today

Tried a few options but [leather.finance](http://leather.finance) has been the smoothest , ETH to Solana in one go, non-custodial, and actually fast.

Got some Bitcoin I'd like to swap for other assets ,w mostly ETH and a few altcoins. Trying to avoid centralized exchanges if possible, but not sure what's actually reliable out there.
What methods or platforms are people using these days for BTC swaps that don't involve sending funds to a CEX? Looking for something non-custodial where I keep control of my keys.

I think ETH will pump the hardest due to incredible fundamentals and competitors slowly phasing themselves out due to bad design choices.