ETHEUR
Ethereum / Euro
cryptoComposite

cool, couple things here. Less important: Next halving is 2028, then 2032 so it's in a bit less than 6 years.. More important: You can make money on the way down.. If someone can make the price "plummet" they can make a large amount of money getting exposure to the downside. Big incentive. Most important: The BTC price itself doesn't matter for security, this is a very common mistake people make when thinking about this issue because they think in USD. If BTC goes to $1m, the marketcap will be $25T. How much money does Bitcoin need to spend to have a sufficient amount of security? The answer is a lot more.. (linearly more so!) which means you shouldn't look at Bitcoin's security budget in terms of USD but in terms of BTC. I recommend reading the "Common Fallacies" section of [budget.day](http://budget.day) as that also includes classics such as "the hashrate is growing, that means everything is okay!" Why do you think that the BTC price would go up if a 51% is attempted on bitcoin? I get it on ETH because they need to buy ETH to do it, but BTC? surely that's just plain bearish?

**Paper backing from the company's balance sheet does not mean immediate user liquidity.** If Binance does not have those specific coins physically sitting in their operational hot wallets, the "Withdraw" button remains greyed out or blocked for users. Here is how the situation breaks down into reality right now: * **Liquid Crypto (BTC, ETH, Stablecoins):** Binance has already moved physical coins into new hot wallets. Illiquid Altcoins (The missing \~5%): This is exactly where the bottleneck happens. Binance has guaranteed the funds to buy them back, but until they physically source and deposit them into the withdrawal wallets, **users cannot withdraw them!**

**Tricky's Daily Doots #1,643** **Yesterday's Daily 02/11/2026** [Previous Daily Doots](https://old.reddit.com/r/ethereum/comments/1xlpgqb/daily_general_discussion_november_02_2026/19s10insj4z7n/) - u/ethdaily delivers [the daily ETH news.](https://old.reddit.com/r/ethereum/comments/1xlpgqb/daily_general_discussion_november_02_2026/19s1xth80grb8/) 📰 - u/Jey_s_TeArS drops [the daily haiku.](https://old.reddit.com/r/ethereum/comments/1xlpgqb/daily_general_discussion_november_02_2026/19s1jmxwov77o/) 📝

Stop counting with fiat and count with BTC. 1 BTC went from 35,5 ETH to 33,8 so ETH increased in BTC

Dumped 35 ETH's on Friday. I'm done after buy in in June

Hab vor ziemlich genau 6 Jahren gedacht, dass ich meine, zu der Zeit BTC, Link und ETH, Positionen vergrößern könnte, indem ich bei kurz vor 20k $ verkaufe und nach der ersten Rejection niedriger einkaufen kann. Hatte zu dem Zeitpunkt bissle über nen halben BTC, 10 ETH und noch 400 Link. Ende vom Lied, ich hab verkauft und der Markt ist einfach weiter nach oben und ich saß auf USDT und hab keine Rendite gemacht und auf meine Einkaufspreise ist Krypto auch nicht mehr gefallen. Effektiv für vielleicht 1-3k die ich extra hätte haben können zum jetzigen Zeitpunkt circa 50k liegen gelassen. Am letzten Peak waren es sogar mehr als 100k... Seit dem mache ich nur noch mit kleinen Mengen Trading aus Spaß und halte sonst nur langfristig. Muss mir irgendwann wirklich noch Gedanken machen unter welchen Umständen ich sowohl bei Krypto und Aktien mal was verkaufen würde, aber neben dem seither ziemlich gut verlaufen.

Honestly the "10+ chains" detail is the part that worries me most 😬 A single buggy contract usually hits one chain. Wallets drained on that many chains at once sounds more like someone got signing access to the hot wallets themselves, though that's just my read until they publish a proper post-mortem. What I'd watch from here: - The reopening date. "No customer lost money" only really means something once withdrawals are open again and people can actually pull their funds. - Whether they explain what was hit and how. A clear post-mortem plus how much they keep in hot vs cold storage tells you far more than a reassuring statement. - Where the roughly $8M in ETH ends up. If it starts moving through mixers or bridges quickly, recovery odds drop a lot. On the bigger question, I wouldn't read three incidents in a week as proof that every exchange is about to fail. It is a good reminder that "the exchange will cover it" is a promise, not a guarantee. Keeping only what you're actively trading on an exchange and the rest in a wallet you control is boring, but it's the setup that doesn't depend on someone else's security team 👀

ETH Price at $2,300 Test as BitMine Nears 5% of Ethereum Supply

I knew social engineering was involved. Ask me how I know. I nearly got roped into a scheme about 11 years. I ended up pulling out at the last moment. OK so I would have ended up hands on 3000+ ETH but also very likely that those 3000 ETH would have ended up in someone else's hands. My only regret is that I had $10K and could have easily bought 10,000+ ETH and had I hung on them for a few years (say 2018/20221) today I'd be a multimillionaire. Social engineering scams are the absolute bottom of the barrel scum bucket of the whole scene.

Proof: [https://imgur.com/a/vQFIjLS](https://imgur.com/a/vQFIjLS) Totally 8 pieces. Some pieces have beautiful tonings. The 2 Buffalo rounds are .9999 Fine. Rare. **$400 shipped.** A mysterious gift will be included for the buyer that pays full price. \------------------------------------------ Payment methods: * USD: venmo, PayPal, Cash APP. No note. * Cryptos: USDC on ETH network, BTC on BTC network (3% surcharge), ETH on ETH network (3% surcharge). Ship to all 50 states, US Territories, and Military Bases. Almost all my shipping labels each carry $100 complimentary insurance. Additional insurance coverage is available at the buyer's expense. Packaging will be done in a way that protects not only the metals, but also their containers. I have an industry-leading standard of padding, filling, packaging, and taping for every shipment. Once the carrier takes possession of the package directly from my hands, my liability ends. But I will do my best to help with investigation, and insurance claim filing on behalf of the buyer, in the rare case of package loss, package damage, or content leakage. \---------------------------------- All metals are sourced from trustworthy sellers and have passed my rigorous authentication through several steps in the following order whenever appropriate: 1. Weight test 2. Magnet test 3. Ice test 4. Ping test passed by iphone APP StackerTools. * This is an overly rigorous test which sometimes fails a legitimate piece of silver in an odd shape or heavy toning. 5. And/or the test of Sigma Metalytics Precious Metal Verifier PMV PRO with Refiners Wand, Small Wand, Large Wand and Bridge (Model #2701): * This device tests the resistivity and density of metals. It cannot tell you what a piece of metal is. It can only tries to tell you if that piece fits what you think it is. You have to have a rough idea what the piece can be. * It is one of the best ways to test authenticity in general, but it cannot replace other kinds of testing, and is not always the right/best way of testing (NOT infallible, and limited in the testable range of metals): * In rare cases, a fake piece of metal can have similar resistivity and density of a real piece thus fooling Sigma. * A genuine metal piece may fail Sigma test because of its extreme size, lack of flat surface, toning, and other interferences such as assay card with authentication technology. For example, a genuine PAMP 1 gram Fortuna Gold Bar fails the test of Sigma PMV Pro with all accessories due to its extremely small size and the interference of its Veriscan Assay Card. * This device cannot test silver with a purity lower than 83.3%. For example, 40% silver Kennedy Half Dollar cannot be tested by Sigma, but can be tested by ping test through StackerTools. * Thus, my multi-step hybrid authenticity test is superior than only using Sigma, and is the best practice given my resources. There are other even more expensive tests - XRF can outright tell you the exact metal composition of the surface of a piece of object, which Sigma cannot do. But the penetration of XRF is shallower than that of Sigma.

ETH went from about 2,700 to 2,250 in a month and has been stuck there for 5 days. Do you add to spot in the chop or wait?

The cleanest next test is a paired counterfactual, because the ETH rule changes which BTC opportunities are traded. Freeze the BTC entry logic, price range and time-to-expiry rules, then evaluate every eligible BTC signal twice: once with the ETH veto disabled and once with it enabled. For the signals vetoed by ETH, keep a shadow outcome using the same point-in-time Kalshi quote and exit rule. That directly estimates what the filter adds or removes instead of comparing two portfolios with different opportunity sets. I would report the filter as a decomposition: number of trades rejected, average and distribution of the rejected trades' later outcomes, change in after-cost expectancy, change in drawdown, and profits forgone when the veto was wrong. Break this down by the size and age of the ETH move. A single 0.05% cutoff may be standing in for several regimes, and a smooth monotonic relationship would be more convincing than one threshold that happens to pass. The permutation test should repeat the complete selection procedure. If the 35–78 cent range and the ETH threshold were chosen after inspecting the real data, each shuffled run must reselect both from the same candidate grid. Otherwise the null distribution does not include the optimism created by parameter search. With only 100 shuffles, 0.0099 is also the resolution floor rather than a precise estimate; more dependence-preserving block permutations would give a better tail estimate. Blocks should be long enough to keep clustered 15-minute opportunities from the same market episode together. For live validation, capture the executable bid and ask, visible size, queue position, order acknowledgement, partial fills and any order that was not filled. Run the frozen BTC-only and BTC-plus-ETH policies in parallel shadow ledgers while sending only a small predeclared randomized subset. The promotion decision should be based on the paired after-fee difference on later dates, not whether both simulated variants happened to make money during the same one-month crypto regime.

>**Vulnerability,** >**Undisclosed security,** >**Tech maturity.** ~Daily haiku until we’re at least at 0.178 on the ETH/BTC ratio or highest market cap

I tested a Bitcoin trading bot that skips trades when ETH moves the other way. All 100 versions were profitable in simulation.

I’d go ledger - or easier metamask - don’t share your seed and you’re fine, I’ve traded M’s using metamask and as long as you aren’t an idiot you’re be fine. **THERE IS NO SUCH THING AS BTC OR ETH SUPPORT**

I think the key here is separating your long-term conviction in ETH from your short-term borrowing risk. A bull market doesn’t necessarily make borrowing safer; it can actually encourage people to take on more leverage than they realize. One thing worth considering is that liquidation risk isn’t just about whether ETH will recover eventually, but whether you can survive a sharp drawdown before that happens. I’d prioritize maintaining a conservative LTV, keeping enough liquidity to repay or add collateral during volatility, and avoiding borrowing right up to the protocol’s limits. Also, borrowing ETH against ETH and selling it creates a different risk profile: you’re effectively short ETH, so the debt becomes more expensive in dollar terms if ETH appreciates. Personally, I’d rather borrow less and preserve flexibility than maximize borrowing capacity. Staying solvent through a bear market matters more than maximizing leverage during a bull market.

Yup, I trade IBIT sometimes, and if I had to own something, it's probably in a wrapper (I don't think I bought more than 10 things with BTC over the last 10 years). If Coinbase honeypot falls and they steal all those coins, then BTC is cooked anyway. But I feel like there are much higher odds of Blackrock's making people whole in that case than any crypto native exchange because Fink was personally pushing for BTC ETF, and it would be massive blow to their reputation. Besides BTC, XMR and HYPE (real business and original crypto use case aka gamba), everything else is massively overpriced, something like ETH should be way below 500 bucks if not for Tom Lee and spending all those billions to prop up that premine (and I had 1000 ETH at the end of 2021 run, because it offered more upside than BTC during that cycle). But the biggest thing is lack of volatility. Look at gold's and Google's vol - BVIV was flipped briefly by GVZ in January, and it's slightly above VXGOG. If that's the case, why would I "pay" for downside risk of crypto, if I can just buy Google? Like I said, no proof than BTC can go up - if you look at stats for expected moves of free BTC vs post IBIT options BTC, we lost like 80% of upside vol generation. Every move up is being cucked by options sellers, and I don't blame them: if you converted your spot to ETF, and you sell covered calls, you can generate 20-40% per year on average. So since IBIT options launched, OGs doubled their stacks while doing basically nothing. And they were already billionaires, they don't need price appreciation anymore.

Low liquidation risk and borrowing as much as possible pull in opposite directions, so you have to pick a point on that line. On Aave, staying around 20-25% LTV means ETH has to drop roughly 65-70% before you get liquidated. That sounds extreme, but ETH has done it more than once after a cycle top, so I wouldn’t lean on “it can’t go much lower” right at the top. Borrowing ETH against ETH and selling it gets you back to being out of ETH. You’re short exactly what you sold, so economically it’s the same as selling, plus interest. Alchemix is legit and has been around since 2021. You borrow against no price liquidations, and your yield slowly repays the debt. It isn’t more popular because the LTV is low, repayment can take years, and you get alUSD or alETH, which can trade below peg when you swap out. If you stay on Aave, DeFi Saver can auto-repay when your health factor drops, so you’re not relying on checking it at 3am.

Following the #1 copy trader for 6 months turned $10k into $237. Holding BTC and ETH: $10,316. I tracked all 9,470 copy trading vaults on Hyperliquid.

Following the #1 copy trader for 6 months turned $10k into $237. Holding BTC and ETH: $10,316. I tracked all 9,470 copy trading vaults on Hyperliquid.

Not by much, because the execution part is already a sliver. On 2 Nov the beacon chain paid validators about 2,995 ETH and tips plus MEV about 91 ETH, so of a 2.55% APR only about 0.07 points came from blocks. The last raise, 45M to 60M last November, did roughly halve that part for a month, from 0.24 to 0.11 points, taking total APR from 2.96% to 2.82%, and two to three months later it was back at 0.32. Most execution income now comes in bursts anyway: the night of the Binance hack paid proposers about 11,700 ETH in 11 hours, roughly 100 normal days' worth.

How did you come up with "next 10x" number? 1M per coin is a nonsense peddled by KOLs and other influencers, fishing for their exit liquidity with their cost basis above 2017 ATH. Same with 10k/20k ETH. Those are the same people. BTC has been the worst performing asset in the world on an absolute and risk-adjusted basis since November 19, 2024, when IBIT options killed its ability to generate upside volatility. And without it, it's just a shitty stock with infinite downside risk and index-like returns if you're lucky. Keep in mind, all of that happened with the biggest bull market in history as a backdrop. Even Saylor, BTC messiah, started using 10% AAR instead of his bullshit 70% CAGR (which was never true btw). Data > feelings.

SPY, ES, QQQ, NQ, NVDA, TSLA, BTC and ETH Support and Resistance, Pivots and Highest Volume Levels for Day Traders, Nov 3

I'd pick how value flows back to ETH, since fees and speed are already largely handled by the L2s, and the open question is whether that activity helps the base layer's token. The evidence I'd want is simple: base layer fee revenue and ETH demand growing as L2 use grows, not shifting away. Easier L2 use matters too, but it doesn't fix that question. Comparing chains by what they earn against what the market expects is a useful lens, and Cymetica's Gem Screener ranks chains and tokens by revenue against upside.

Start from the drawdown you want to survive. From the 2021 top BTC fell about 77% and ETH about 80%. On Aave the liquidation threshold for BTC is around 78%, so borrowing at 30% LTV gets you liquidated after a drop of roughly 62%, and at 20% LTV after about 74%. Most of the people who got wiped out in 2022 were at 50% or higher. The rate is variable, so the debt keeps growing while you hold, and in a hot market stablecoin borrow rates go up because everyone wants to borrow at once. If you spend the loan, keep a separate pile of stablecoins to pay part of it down when the price falls. Adding more BTC as collateral at that point means buying it with money you may not have.