ETHEUR
Ethereum / Euro
crypto Composite

Long weekend. For the ETF traders, obligatory 'ETH is going to blow your dick off.'

built a system that scrapes crypto news (coindesk, cointelegraph, decrypt, reddit etc) and scores each coin from
\-10 to +10 based on the overall sentiment.
i use it to adjust my grid bot - high confidence bullish signal means bigger position sizes, bearish means reduce
or skip.
tested it against actual market moves over the past day:
\- called BTC correctly (bullish, market +1.6%)
\- called SOL correctly (neutral/hold, market +4.3%)
\- missed on ETH (said reduce, market went +2%)
3 out of 4 isnt bad for automated analysis imo. way better than my gut feeling lol.
anyone else doing something similar? what data sources work best for you? im finding RSS feeds + reddit gives a
decent picture but im sure theres more out there

Lol do you actually follow cryptocurrency at all to be saying shit like this?
Look at the volume of stablecoin transfers on Ethereum. Stablecoins are a medium of payment and Ethereum scales very well btw. Eth has like 70% of all stablecoin usage on it. L2s and ZK-proofs (cryptography) allow ETH to hit 30k TPS. https://www.theblock.co/data/stablecoins/usd-pegged/on-chain-volume-of-stablecoins-monthly

Seeing Saylor's trying to convince people that MSTR will stay solvent when BTC goes down makes me appreciate Tom Lee and BMNR even more.
This is a business that has zero debt, zero convertible bond, zero preferred stock; earning $300M+ in pure profit when fully staked. That would make them a top-100 most profitable company in America. There's no forced liquidation, and with Tom Lee's conviction on ETH, he's not selling anytime soon.
For people gleefully wishing for Tom Lee's downfall, just know that he fulfills his fiduciary duties to his shareholders better than MSTR ever will.

BTC will carry on with some kind of cycle but ETH is already decoupled a fair bit. But price will continue to swing up ad down ;)

**Why Bitcoin Is Acting More Like a Tech Stock Than "Digital Gold" in 2026**
In the volatile world of finance, few assets have sparked as much debate as **Bitcoin**. For years, enthusiasts called it "digital gold"—a scarce, inflation-resistant store of value uncorrelated with traditional markets. But as we sit here on February 13, 2026, with Bitcoin trading around **$68,000–$69,000** (after dipping below $67,000 earlier this week and rebounding somewhat), the evidence tells a different story.
Bitcoin isn't decoupling from stocks—it's moving **in lockstep** with them, especially tech and growth-oriented ones. When hedge funds, institutional investors, or the broader market hit the brakes on tech stocks, Bitcoin often gets dragged down harder. This isn't just coincidence; it's a structural shift that's reshaping how we think about crypto in 2026.
### The Correlation Reality: Numbers Don't Lie
Bitcoin's price action in early 2026 has closely tracked weakness in the tech sector, particularly software and high-growth names. Key data points from recent analyses:
- **30-day rolling correlation** with the iShares Expanded Tech-Software Sector ETF (**IGV**) hit **0.73** in early February—meaning Bitcoin and software stocks are moving together about 73% of the time on a short-term basis.
- Broader correlations with the **Nasdaq 100** have ranged from **+0.35 to +0.6** throughout 2025 and into early 2026 (per CME Group research). That's positive and meaningful: When Nasdaq/tech rises, Bitcoin tends to rise (but often more aggressively as a "high-beta" asset). When they fall, Bitcoin drops **even steeper**.
- Year-to-date 2026 performance mirrors this: Software stocks (via IGV) are down around **20%**, while Bitcoin has fallen **16–25%** in various windows, amplifying the downside during risk-off periods.
This isn't new—correlations have been building since 2020—but they've strengthened notably in the current environment. Bitcoin behaves like a **leveraged bet on growth and risk appetite**, not an independent hedge.
### Why the Shift? Institutional Adoption and Macro Forces
Several factors explain why Bitcoin now trades like "just another speculative tech stock":
1. **Institutional Portfolios Treat It as Risk-On**
With spot Bitcoin ETFs (launched in 2024) and growing allocations in hedge funds, pensions, and corporate treasuries, Bitcoin sits in the same buckets as high-growth tech equities. When managers rotate out of "growth" or "innovation" themes—due to AI fears, valuation resets, tighter liquidity, or macro concerns—they sell Bitcoin too. ETF outflows in recent months have accelerated this.
2. **High-Beta Sensitivity**
Bitcoin amplifies market moves. In upswings, it outperforms (e.g., outsized rallies during bull phases). In downturns—like the software sector's pain from AI disruption fears or broader derisking—it underperforms significantly. Grayscale Research notes Bitcoin's drawdowns align tightly with high EV-to-sales software stocks, suggesting broad "growth portfolio derisking" rather than crypto-specific issues.
3. **Macro Liquidity Driver**
Bitcoin correlates strongly with global liquidity (some studies show ~0.94 over long periods). When central banks or markets tighten (or sentiment sours), risk assets—including tech and crypto—suffer together. Gold, by contrast, has held up or hit highs, underscoring Bitcoin's divergence from the "digital gold" narrative.
4. **Narrative Evolution**
The old story of Bitcoin as uncorrelated "digital gold" (with near-zero stock correlations historically) has faded. In stress periods, it acts as a high-beta risk asset. Short-term correlations spike during volatility, while long-term ones remain moderate (~0.19 with Nasdaq over trailing 12 months in some metrics).
### What This Means for Investors in 2026
If you're holding Bitcoin expecting it to zig when stocks zag, 2026 has been a wake-up call. The coin's fate is increasingly tied to:
- **Tech sentiment** — Watch Nasdaq, software ETFs (like IGV), and AI-related headlines. A tech rebound could spark outsized Bitcoin gains.
- **Risk appetite** — Broader macro (Fed policy, liquidity, geopolitics) will drive correlated moves.
- **Crypto cycles** — Bitcoin still leads the sector (dragging altcoins like ETH/SOL harder), but decoupling from stocks remains elusive for now.
This doesn't mean Bitcoin is doomed—many see the current dip (down ~20–25% YTD after 2025 highs) as cyclical, with potential for recovery if liquidity improves or adoption accelerates. But treating it purely as "digital gold" ignores the data: In today's market, it's more like a turbocharged tech play.
The lesson? Correlations evolve. Bitcoin has matured into something complex—a macro-sensitive, high-convexity asset that's part of the broader risk-on ecosystem. As hedge funds call stops on tech positions, Bitcoin feels the pain too. Understanding this dynamic could be the difference between getting caught off-guard and navigating the volatility ahead.
What do you think—will Bitcoin ever truly decouple, or is this the new normal? Drop your thoughts in the comments! 🚀

Most mentions on r/cc (2026-02-12 00:00:00):
||Mentions|
|:-|:-|
|BTC|190|
|ETH|40|
|XRP|24|
|MOON|22|
|DOGE|16|
|NANO|14|
|USDC|14|
|SOL|13|
|ADA|12|
|SAFE|12|
|IP|9|
|USDT|9|
|FLOW|8|
|SNT|8|
|XMR|7|
|ALGO|6|
|HOME|6|
|LINK|6|
|MATH|6|
|DEGEN|5|
[Data source and app](https://www.redditcoins.app/)

What Cryps. Do you recommended trading? Long story short, I have been in the stock market since I was 18-19. I’m 26 now and I have some very deep knowledge. As I don’t look at stocks for money. It’s just a huge passion of mine I find very enjoyable. Makes me feel aligned with life.
I currently only focus on ETH and Sol.
I know many say BTC but humbly I don’t have enough at 26 to trade that accurately. Thank you for any tips
I have traded most everything. Started out with penny stocks young but gravitated towards options later in life.

Sadly we would have done better investing BND versus diamond hands ETH

Top signal was ETH heads bullposting tom lee

Got into the coins mid 2025. Cost averaging. Betting on ADA, BTC, ETH, PAXG, SOL, XAUT, XAUT, XLM, XRP some PDAX Gold.

Bought a bit more during the "crash" last week.
Now I took a breather. Waiting. Loading up. Looking for the proper time to buy more.
I plan to have 10% of my entire investment portfolio in crypto by next year.

With all that is happening in the world, I don't think that crypto will "zero".
I could be wrong.

You still think the old DOGE has life in her?

Man, ETH... ETH ETH ETH. I want to like ETH. I've just lost so much money on it. But it bounced back, so you might be right. I wouldn't count ETH out, I'm just not playing with ETH for now.
And LTC, interesting. Don't know much about it -- isn't it a fork of BTC?

Frankly I've yet to see a real use case for crypto that is wide spread or retail. So I think crypto mostly (FOR NOW) rides on sentiment and greed, and I think name branding and technicals are strongest for sentiment and greed. BTC is a house hold name, so people know what it is and when they think of crypto bitcoin is the first they think about, even my mom knows about btc. And SOL is an amazing network and has lots of projects going on.
We'll see. The market is really crazy right now. Generally. But BTC seems to be following the 4 year cycle pattern, which is hopeful, but we'll see. It's all a gamble in the end huh? lol. GL

Yep. Trust me bro I know. It was around 18-20k when I bought my ETH that was around 1500

It is! Second place goes to Tom Lee for his ETH call by year’s end. ( last year!! )

> Bought ETH and a couple alts and HODLed this whole time...
Bummer should have just bought bitcoin

Buying bitcoin with cash in Canada can be a pain, but I use OpenSea’s wallet-based trading for quicker swaps once I get crypto transferred in. No withdrawal delays and works across ETH and Base chains, which made managing tokens simpler for me.

Yeah, it's so decentralized that when AWS has an outage no one can transact ETH on the exchanges. It's so decentralized that if the government were to 4xert regulatory pressure on two or three large companies, the network would grind to a halt. But enjoy your kool-aid.

I saw someone below say it's time to jump in because ETH had *one good day*.

The numbers don't look good. ETH was up 300%+ when you compare the 2021 peak to the 2018 one. The 2025 one wasn't even up 5% vs 2021. From 300% to 5% to x%. That trend would suggest we don't get back to ATH next time.
Combine that with all the fee reduction, which is great for users, but don't ever mention something about the burn driving prices or people needing to stockpile ETH to do transaction. They got the costs down 90%. Whatever they did need, they need 90% less per user. They need a 9X in activity just to get back to where they were: sub 5% gains over four years. I'm bullish on defi but 9X in activity on the biggest chain (especially if we're saying by next cycle) seems like wishful thinking.
I'd rather take that bet on BTC. While it has diminishing returns, they aren't forecasting to negatives. I never thought of myself as a maxi but crypto is no longer a *buy anything good. wait four years and you'll be happy you bought*. Everyone that top ticked ETH and SOL in 2021 had like a 10 hour window in 2024/2025 where they had 5%-15% gains then it went back to losses. They could have bought USDC, put it into Aave and after a (one, singular) year they'd have gotten the same results. And they had years to withdraw and take advantage, not 10 hours or it's back to losses. You have to pick winners and losers now.

It seems to have held up for Bitcoin. Ethereum is messier because:
1. ETH only gets it as a secondary effect due to Bitcoin supply reduction -> BTC price increase -> ETH price increase
2. ETH's cycle is delayed, and last two cycles have had weird external factors hitting right around ETH's time (liberation day this time, last time it was whatever that ponzi coin was that blew the market + FTX stuff).