ETHEUR
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ETH Daily - 10th November 2026📰 \-Phylax circuit breakers. \-LUCID EIP extension. \-iOS worse\_query vulnerability. \-EIP-8282 formally verified. \-Consensys to connect its SNI to EEZ. \-MegaETH pivots to AI inference. \-Ledger collects transaction data by default. \-Across suffers front end compromise. \-Base releases the Block Runner game \-EVA publishes the latest issuance debate. Read more: [https://ethdaily.io/phylax-and-titan-builder-add-ethereum-circuit-breakers](https://ethdaily.io/phylax-and-titan-builder-add-ethereum-circuit-breakers)

>I never said PA hasn't been bad, but ya'll love to act like this is an ETH problem when it's not. because it *is* an eth problem, you and some deluded individuals here are just in denial. i couldn't care less about the price in usd, i used to view this as a long-term investment and had held through $80 before. the problem is the regression in price appreciation against assets of the same class like btc, bnb, etc, despite the massive technological improvements over the years. none of the improvements in fundamentals have actually translated into price appreciation. even at the bottom of the last bear market, eth/btc was nearly double where it is now. we are in the middle of a bear market yet btc is still around $80k (while we struggle at $2k ffs). the economy being bad shouldn't be an excuse for why the crypto with the best technology is lagging far behind inferior alternatives. holders have every right to be frustrated

Class of '17. I've never sold a single ETH. I held everything until relatively recently, when I finally started staking. Honestly, the only reason I've been able to do that is because my cost basis is in the low 200s. Even through the most hellacious market collapses, I was still comfortably in the green and doing significantly better than I would have been had I invested that same principal in index funds instead of ETH. Now, if I'd sold everything at the late 2021 peak and moved that money into traditional markets, that's an entirely different story. But to answer your question: I genuinely don't know what to make of the current market. I really don't. I've given up trying. What's so utterly perplexing is how much Ethereum has grown while ETH...just hasn't. For those who weren't around in 2017, it's difficult to convey just how niche and obscure Ethereum was. I'm not exaggerating when I say it was a good year if Ethereum got mentioned more than once in anything remotely resembling a mainstream news outlet. I vaguely remember a day when we were all excited on Ethtrader because MSNBC or some other mainstream outlet published a small, online-only article about cryptocurrency, and Ethereum managed to get a single mention in a single sentence near the bottom, among  a bunch of other coins like EOS. That was considered a big deal. That was exposure. That was attention. That was breaking through. A tiny blip like that on the mainstream radar. To see Ethereum go from that to what it is today is absolutely staggering. Its growth, adoption, infrastructure, and technological maturity have surpassed even the wildest expectations of many of the most bullish people back then. And yet, ETH is trading around levels it first reached in February 2021. Less if you account for inflation. That is just maddening no matter how you look at it. I genuinely don't have an explanation for the disconnect between Ethereum's meteoric growth and development and ETH's seemingly persistent inability to reflect any of it in its market value. I'm not sure anyone does. Tom Lee tries but he always references whatever the latest cringe fuckup is. For a long time it was October 10th and now it's something else. Even if all that were true, I'm sick of being tethered to the most scammy, grifty, stupid parts of this ridiculous market. ETH is legit enough that it should be a safe haven people take shelter in during those times but instead we just dump with everything. It's easily the most frustrating and confusing aspect of my entire experience as an investor. And enough time has passed that I'm approaching a dilemma I never really anticipated having to confront: d o I keep holding for another few years, hoping that eventually ETH delivers the kind of returns that could make me genuinely wealthy and potentially allow me to never work again - but I'd be old? Or do I take the more pragmatic route? If ETH ever makes it back to $3–4K, sell the majority of my holdings, lock in life-changing gains, and put myself in a position where my financial future is substantially more secure but I'd give up the chance for  generational freedom That's the tension I'm wrestling with. But deep inside, I think I know the answer. My conviction in Ethereum itself has honestly never been higher. My conviction in ETH as an investment, however, has taken a pretty significant hit. And that's a strange, frustrating place to find myself after nearly a decade of holding an asset. I believe in what Ethereum is becoming more than ever, but I'm increasingly struggling to rationally reconcile that belief with ETH's market performance which is terrible to be candid. It also doesn't help that the broader crypto industry has become an embarrassment: an ecosystem increasingly rotted through with corruption, grifting and speculation. Anyway, that's my take. After nearly a decade in this space, I'm still here, still holding, staking some , and still trying to make sense of it all. 🤷‍♂️

So far Algorand and Quantus are capable of post quantum secure transactions. Bitcoin is dependent on post quantum chains for Q Txs. Bitcoin Core is working on a solution. .. ETH allegedly is working on a solution. .. We will have to wait, watch, and see which crypto ascend and which become victims to the big Q. AI is also getting out of hand too…

Exactly, thank you for this. I went through large relatively happy periods of not checking here anymore due to the reasons you said. It's just not worthwhile usually. I still by habit since ethtrader days check and lurk here probably more frequently than I should, but overall generally it's not worth the mental load. A related point, whining here is not correlated with price (so why listen to it?), in the same way good news that used to make ETH pump 10%+ does not do so anymore. Yeah, yeah, it's going down currently. Well, maybe a US grifter president running blatant crypto scams has something to do with that, or maybe two wars causing a price of living crisis leading folks to rotate out of risk-assets to buy gas and bread has something to do with it, or maybe the market deems Ethereum just not to be ready to be the world ledger right now, or the time simply isn't here yet but will arrive (these things basically always take way more time than investors predict). Maybe if we \**wait*\* those things will all blow over. Good times will return. Ask yourselves (speaking to anyone reading this), do you all really think they never will again?

Been holding ETH since 2015 and will continue to hold. I might be different from many people here, but I got into Ethereum because of the ideals and the tech and I'm staying for those same reasons. Markets will do what markets will do, but Ethereum is doing exactly what it set out to do since day one. And is in fact exceeding many of the already high expectations that were set back then. Ethereum is by far the most successful blockchain. It's the only large project that in my mind is adhering to the actual crypto ideals and keep working on staying true to those ideals. Every other project is cutting corners or not even attempting to live up to what they pretend to do. This is the reason Ethereum is still going to be around in 10 and 20 and 50 years, where most other projects will have long disappeared. ETH might not be the best investment for the moment, but it's the safest bet for the future.

That makes sense, so you're essentially using market structure to determine your exposure rather than relying on the LP fees to offset price movements. Are you deploying that ETH/USDC into concentrated liquidity once you've identified the trend, or primarily holding the underlying asset and using the short to hedge downside? Interested in how you're balancing the LP side with the directional trades.

Online communities are a battle of moderation and attrition. People ask where all the optimistic people of this sub went, assuming we gave up hope. Personally I left because I because I got tired of arguing with a never ending supply of concern trolls. Some are even still here (sup u/jebne, looking forward to your 100% post about how ETH is a failed asset and you sold 100% of it yet still hang out here). At a certain point you realize 2 things...(1) It takes way more energy to correct statements than it does to just make accusations. (2) You can only go in circles with the same arguments so many times. You realize it's pointless especially since Ethereum is way bigger now. This is the same thing Sassal has gone through with stopping DG (spoke with him at devconnect in argentina). This does not mean we no longer believe in ETH/Ethereum like trolls claim. We simply realize the diminishing returns and our energy is no longer needed here and after a decade in crypto it's time to focus on other aspects of our lives that we have been neglecting. See you at 6-digit ETH 🫡

Some truly exciting things happening in Ethereum again. Apparently big things are brewing wrt roadmap, potentially with massive impact as early as hegota(👀?) If you read one thing today, let it be this post by Potuz: [https://www.potuz.net/posts/pq/](https://www.potuz.net/posts/pq/) It's a bit technical but worth reading in its entirety if you are interested in the Ethereum roadmap. **TLDR:** Some core devs are increasingly considering prioritising quantum resistance ASAP, and shipping as soon as **2027**. In my opinion this is absolutely the right move. Ethereum isn't the fastest chain, but it is the most important, because it is the most secure and decentralized. I think it absolutely makes sense to fast-track the PQ roadmap now. This will make ETH the undisputed champion of crypto SoV assets. The only quantum secure large cap humanity has available. **Extremely** bullish imo. LFG 🤩🚀🚀

I think the ETF flows matter more for ETH specifically, while CPI set the mood for everything. The $184.5M outflow on Monday, on top of $365M the week before, is direct selling pressure on ETH, and BitMine buying about $20M worth is just too small to offset that. CPI explains why risk assets sold off, but the size and persistence of the ETF outflows is what makes ETH look weak relative to the rest of the market. The $2,000 level is worth watching, since losing it could trigger more ETF redemptions.

Still here, thesis hasn't changed. Markets go through cycles of ebbs and flows. This has nothing to do with fundamentals. It's also not like ETH is alone in this. Crypto as a whole is down, equities are down.

I'd like to remind everyone that the predicted 48k is still very far. Also, XMR will be 5k sooner than ETH ever again, you are welcome.

Started accumulating in the 2016 Frontier era and am coming up on 5 years of staking most of my stack. I remain bullish and committed to ETH but I do have nagging concerns about the future. People talk about Bitcoin's potential security failures in the future (rightly so), but what about Ethereum's? How is Ethereum supposed to secure a trillion or two (or more) in real world assets on a chain that is only worth 250 billion and tops out around 500 billion? At some point, the price of ETH absolutely does have to appreciate in a very real way or the chain won't have the security needed to support the kind of tokenization we keep hearing about. I'll keep holding and staking for another 10 years to see if this plays out and if something eventually drives real value to the ETH token. Definitely getting a bit jaded around it all. Or maybe I'm thinking about this wrong? Honestly not sure what to think, so I just hodl.

**Week one:** copying OKX's top 10 traders leads AI by $373. Copying Binance's top 10 lost 22%. [Track the battle live everyday.](https://botsfolio.com/battle/copy-trading-vs-ai) Can the best human traders beat an AI? On Nov 2 I started a live test: copy the top 10 traders on Binance, OKX and Hyperliquid and run my AI next to them. **The setup** * $50,000 each, from the Nov 2 close. * Three copiers: the top 10 traders by 30-day return on Binance, OKX and Hyperliquid, with $5,000 on each trader. Picked from the leaderboards on Nov 2, and picked again every 30 days. * My AI, twice: one portfolio on bitcoin and ether, one on five altcoins. Paper money on live prices, shown after my own fee. * Holding half BTC and half ETH as the benchmark. * The copier numbers come from each trader's own account, day by day, after a 10% profit share. That is the best case for a copier. **Standings after one week** |Player|Value|Return|Worst drop| |:-|:-|:-|:-| || |Copying OKX's top 10|$50,050|\+0.10%|6.7%| |Botsfolio AI: bitcoin and ether|$49,677|\-0.65%|1.2%| |Copying Hyperliquid's top 10|$49,382|\-1.24%|5.7%| |Botsfolio AI: altcoins|$49,276|\-1.45%|2.7%| |Holding BTC and ETH|$48,195|\-3.61%|9.7%| |Copying Binance's top 10|$38,893|\-22.21%|29.6%| **What happened** * **Binance.** The ten traders at the top of the leaderboard were showing 30-day returns between 2,000% and 5,700%. One week later, one of them is at -100% and another at -98%. Two more are down 49% and 74%. One doubled. * **OKX.** The copier was up $3,600 on Nov 8 and gave almost all of it back the next day. Seven of its ten traders are up. Three are down 36% to 45%. * **Hyperliquid.** Six of ten vaults are up. Two are down 20% and 32%. * **Botsfolio AI.** On bitcoin and ether it lost $323 while holding lost $1,805, and it never fell more than 1.2%. So after week one the humans are ahead, by $373, and it took a 6.7% drop to get there. Returns like the ones on those leaderboards come from leverage. My AI trades spot only. It's one week and it proves nothing yet. The copiers pick new traders on Dec 2 and I'll post the standings as it goes. **Your call:** who is ahead on Dec 2, the humans or the AI? And if you copy traders, how do you pick them?

Yeah, we can both believe what we want as independent investors. I have read some of the arguments for why the security issue isn't a thing, and haven't been convinced by them. By the same token, I've been holding several bags of ETH negative for years. Still up overall, but no compared to just holding an ETF or BTC. I think I'll be right in the long term. Hopefully you are right about Bitcoin

>Logic fail. Nobody told you they use smart contracts. You are told decentralized tech can replace banks. Nope. That is historical revisionism at its finest. For the last decade, the entire pitch of the ETH crowd was literally "Smart Contracts are the Trustless Law of the Future." ETH didn't market itself as an abstract philosophical movement but it marketed itself as a computer (include your favorite world computer meme) that executes programmatic agreements (smart contracts) to eliminate intermediaries. Does that sound familiar? It's literally what your entire premise hinges on. >It WILL happen btw because it's the only chance of humanity for decentralization. Why? Making the STATEMENT "that it will happen" merely makes this post an example of blind faith. There is no reason that Star Trek Utopia levels of economic decentralization will ever happen... Oh wait. Not even Star Trek is that unrealistic. >And money stuff is only the beginning. It can replace even governance. Just how it happens with Polymarket? Oh yeah. I can see that coming.

2013 here, ETH since 2017. My situation is pretty much the same as /u/Itur_ad_Astra. My "hold forever" stack is dwindling, because I keep divesting a bit of it every time we crest $4k ever since 2021. I keep thinking "I'd better take a little off the table early, in case this bull market shits the bed and doesn't really go anywhere", and it's been the right call every time without fail. I only wish I sold more along the way. I'll also never have as much ETH as I had in 2021. I am still somewhat optimistic about ETH's mid to long term though. ETH is still #2 in market cap, and I do think there is a possible future where ETH overtakes BTC as store-of-value due to either the quantum issue or the security budget issue, which will both force crises on BTC within the next decade at most. I keep a stack of ETH, but my life-changing money is already out at this point, sitting in boring old index funds, which of course have been outperforming like hell the past few years and picking up some of ETH's slack. I've given up on the dreams of ETH making me rich beyond my wildest dreams, and have for the most part settled on more modest and realistic money goals. A fair chunk of what ETH gave me in 2021, it's taken away since then by underperforming the markets by so much every year. If ETH hits $4k again, I'm reducing ETH exposure again. That's just the practical thing to do. No way I am selling any at $2k though, this PA is just insulting. I'd rather hold what I have left into the ground. And it's helped to visit X to escape the doom and gloom of this daily. It really does feel like all the optimistic people really migrated to X for some reason.

>Source: butt. Smart contract tech can even replace an entire bank It literally can't. In any conceivable way. Banks are not using smart contracts. They don't even have a tertiary interest in ETH. They take 95% of crypto tech to have an easier time to push their own liquidity around. Smart contracts are an immutable disaster that only tech bros get a hard-on for. Immutability in a finance sector are so antithetical to how the world works, it makes people like Vitalik seem like delusional clowns that haven't touched grass once in their life. The entirety of crypto is slower than tech we have been using for now for more than 80 years. But keep coping.

Sold 2/3rds of my stack at $4200 in 2025. Not buying that ETH back as I've lost faith in it as an investment. I don't see where the demand for ETH comes from that will propel it to 4k+ again. Tom Lee bought 5% of the supply and was just used as exit liquidity by the OGs. Burn thesis dead etc. If they come up with a compelling way to increase demand again I would reinvest. Until then I just use my remaining stack to LP and farm yield.

My "hold forever" stack is getting smaller and smaller. My "sell whenever you see green, buy back, always keep some USDC" stack is getting larger. But I'm never going to have as much ETH as I had in 2021. Nor am I going to have the faith I had in crypto then. And my thoughts for the short term? Tomorrow, when I start posting bears in my daily Crabpost, I'll finally start being bullish again, because, same as I said "it's overheated" when it pumped back in August, it's now similarly starting to get too low too fast, and it needs a break to the upside.

Ethereum drops below $2,100: $184.5M ETF outflows, BitMine buys 9,587 ETH anyway

Btc can go to 50k In a day. I can't see 1600 ETH not being a possibility

I genuinely have a long-term perspective on ETH, but sentiment is brutal right now and that can damage long-term fundamental adoption for sure in many ways. This isn't good.

Easy short here on ETH

that's my play, watch BTC and if it feels droopy, take a ETH short. I would rather hold an underwater ETH short than an underwater BTC short, wouldn't you? Buy spot price BTC in these 'bear' years for LTCG.