Another one on Canton

THAR is down 2.01% to $5.37. Check it out on Yahoo Finance https://finance.yahoo.com/quote/THAR?p=THAR


Thibk these guys are going to operate as a DAT for canton

Yukon Cornelius said:

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THAR is down 2.01% to $5.37. Check it out on Yahoo Finance https://finance.yahoo.com/quote/THAR?p=THAR


Thibk these guys are going to operate as a DAT for canton

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I'm going to get some. I have a tiny amount of FWDI since there was no sol etf at one point

I'll join you probably

What cryptos are you in, and anyone elae.that wants to chime in

I'm in mostly BTC and ETH, thats like 97%

Then I have a 3% sprinkling of SOL, HBAR and now Canton

What cryptos are you in, and anyone else that wants to chime in

I'm in mostly BTC and ETH, thats like 97%

Then I have a 3% sprinkling of SOL, HBAR and now Canton

dp

I'm including my etha and BMNR in the eth holdings

We're pretty close other than as I've said before, I'm way over allocated to ETH at 40% with BTC at only 57%

That in part has to do with selling half my BTC when it hit something like 105K and then I started buying a lot of BMNR

If I could change one thing i would have sold half my ETHA back when it it something like $36 in Oct

I have a tiny amount of cash left so if it dips a whole lot more I wont get much out of it without adding to the account

Nice. If btc moves up and canton down I'll rotate a little more btc into canton

Yukon Cornelius said:

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Nice. If btc moves up and canton down I'll rotate a little more btc into canton

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I noticed the Canton DAT is new so some early ups and downs are likely while the price settles in

So tharimmune is also going to operate as one of cantons super validators

Thanks for sharing. Yuval is clearly a very intelligent person IMO

BTC falling off a cliff this week. Oof
Anyone think it will recover to $100k this year?
I'm indirectly invested a bit too heavily with IBIT and FBST and damn this is ugly.

ag94whoop said:

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BTC falling off a cliff this week. Oof
Anyone think it will recover to $100k this year?
I'm indirectly invested a bit too heavily with IBIT and FBST and damn this is ugly.

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Many suggest a rally to 84K or so in the near term.

I've expected this and did what I could to buy low and sell high just to buy more lower but I was not that successful, maybe 10%

Otherwise its a long term hold for me and I'm in for the long term and expected drops. This is my second time holding at a 30% or bigger drop

If we get a good relief rally I may sell some in hopes of buying lower later on this year.

Next lower end is between 55k and 58K if it goes there

From there 35K

Who knows

This has basically been my concern with ETH. All the estimates use correlation with BTC or some other irrelevant math

Where i wanted something more supply - demand and burn rate oriented with projected use case

Sounds like the burn isn't burning enough to create demand

damn $ETH below $2,100.. its literally tearing apart

down 60% from its ATH.. its flywheel is completely broken rn,

> how it was SUPPOSED to work:

- layer 2s use ETH for settlement
- burns eth on mainnet
- staking locks supply
- demand goes up, supply goes down
- "ultrasound… https://t.co/oHZ7j2eReu pic.twitter.com/E89eTLImmk

— Axel Bitblaze 🪓 (@Axel_bitblaze69) February 4, 2026

Mainnet is getting stronger. Volume and use and wallets all up. Ethereum had a massive upgrade in December. Jat bearish market right now.

AggieMainland said:

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My $69,420 buy order might hit soon. Exciting.

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I saw that exact value mentioned on multiple twitter feeds, what's that level?

Looks like it blew right through it.

Heineken-Ashi said:

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El Chupacabra said:

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AggieMainland said:

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My $69,420 buy order might hit soon. Exciting.

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I saw that exact value mentioned on multiple twitter feeds, what's that level?

Looks like it blew right through it.

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Bunch of inexperienced morons who have no idea what they're doing. The same people calling for that were the ones telling you to buy at 126,000.

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So just some magical level on a chart that some people thought was a support...got it.

carl spacklers hat said:

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The more I look at it, the more I think 35K is in play. I've ridden the ups and downs on BTC since 2016 and this one feels like mid-2021 to late 2022 to me where we went 65k to 30k to 65k to 16k. The long term chart looks like it, too, to some degree, IMO.

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then add in the same people who love Bitcoin are the same people

who will want to invest in OpenAI and SpaceX and Anthropic

another reason a lot of money might get pulled from BTC in the next few months.

Even if BTC is bottoming, its only bottoming the first leg of the bear. I might nibble on the first break of resistance and then hold of a higher low, but likely just IBIT, as I no longer trust any crypto exchanges. But my base case remains we are beary most of the rest of the year.

With a pretty large holding of IBIT and FBST I missed multiple sell points expecting a bounce. Down over 35% at moment so not sure if I cut and take a massive loss or wait this out for 12-18 months. If there is not bull forecast at all then there's no point to hold. Feeling a bit lost and pissed at myself for even screwing with crypto

ag94whoop said:

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With a pretty large holding of IBIT and FBST I missed multiple sell points expecting a bounce. Down over 35% at moment so not sure if I cut and take a massive loss or wait this out for 12-18 months. If there is not bull forecast at all then there's no point to hold. Feeling a bit lost and pissed at myself for even screwing with crypto

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I'd hold here. Even if it comes down to low $60k's or even $50k's. This is an A wave of a bear market decline. Bear markets come in 3 waves. B waves (the up wave) can be totally unpredictable. There is no science to them. But I would expect this B to stabilize in choppy fashion for a while. Maybe months, maybe a year. Honestly can't predict it. And B waves can even make new highs in crypto. That's what 2021 was in BTC. It was a CORRECTIVE bear market bounce before the final flush. Long-term, whether this year or next, my base case is the eventual flush gets it to $10k-$20k. But again, I would expect a bounce before that. If it somehow goes straight down there, then either BTC is going to $0 or the bear market that I had happening over 1-3 years is happening all at once.

I think the thing with this is that I'm struggling figuring out when to sell. I was going to sell on the bounce last month but was busy so I set a limit sale and missed by $1 or so. I would have lost a little bit only like 2-3%. At this point I'm going to hold I guess but my fear is that it's on a death slide and I will lose it all or most of it. Biggest mistake is a listened to some friends and made this like 13-15% of my portfolio so it's a pretty impactful hit right now. Hate not knowing what to do but crypto is clearly way of out my wheelhouse

I'm buying IBIT

ag94whoop said:

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I think the thing with this is that I'm struggling figuring out when to sell. I was going to sell on the bounce last month but was busy so I set a limit sale and missed by $1 or so. I would have lost a little bit only like 2-3%. At this point I'm going to hold I guess but my fear is that it's on a death slide and I will lose it all or most of it. Biggest mistake is a listened to some friends and made this like 13-15% of my portfolio so it's a pretty impactful hit right now. Hate not knowing what to do but crypto is clearly way of out my wheelhouse

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Assuming it bottoms at $62k, which would be ideal, simply draw a retracement in LOG mode from top to bottom. 38.2% is the minimum bounce I would expect. 50% - 61.8% is the most likely.

If it bottoms higher or lower, the amounts showing might be higher or lower.

So based on those markers, a range of $82k-$95k would be the expected bounce ….
Then the question is what strategy do I take to pick the correct exit point to minimize loss, or would it be better if I scale out of position starting at minimum bounce?

Well the idea is that is don't go to $0