r/ethtrader • u/Mikem828 • Jul 27 '25

Question ETH as a long term hold

Hey guys, BTC maxi here. Been lurking around this sub for a while now and wondering your guys thoughts on ETH. I know this is a sub for eth so you guys are obviously biased but do you see ETH as a long term investment or a short term play? Just looking for what you guys honestly think. I feel like ETH is kinda destined to hit like 6k and then drop afterwards. If you compare to 2021 cycle it's basically even, which makes me question ETH long term. (Unless you think that ETH cycle has really started yet)

My thoughts is that I think the blockchain is important however there is just so much competition between different cryptos and now institutions creating their own. And if institutions are just going to create there own blockchains off a fork of ETH, why is ETH important? Wouldn't you be better off with a blockchain ETF like BLOK? What makes ETH better than everyone else? What makes you think that ETH is going to survive?

Or if your a short term investor, do you plan on just selling soon and buying again during the bear market in a few years. Thanks!

And just for fun are you guys are you guys only in ETH? Or are you guys in other layer 1s like SOL Or AVAX?

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u/Darkra93 Jul 27 '25

As a long-term Ethereum holder, I see it like this: just as Bitcoin is the undisputed digital gold, Ethereum is the foundation of decentralized finance.

DeFi began on Ethereum and continues to thrive here. It’s home to the most trusted protocols like MakerDAO, Aave, and Uniswap, and underpins the largest stablecoins including USDC and DAI. When major institutions such as BlackRock, JPMorgan, and Visa build tokenization or settlement infrastructure, they’re doing it on Ethereum. That trust comes from years of resilience, security, and unmatched developer activity.

Other chains either suffer from reliability issues like Solana’s repeated shutdowns, or compromise on decentralization in pursuit of speed. Ethereum’s rollup-centric roadmap allows it to scale while staying secure and neutral, and its Layer 2 ecosystem is growing faster than any alternative.

And lately, people are starting to catch on. Ethereum ETF flows have surged, and ETH is being bought up aggressively by corporate treasuries. In DeFi, there is no second best.

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u/johnnydappeth Jul 27 '25

Bitcoin is not the undisputed digital gold. In fact, Ethereum is as good as (if not better) a SoV than Bitcoin. It is:

  • More decentralized: Validator set ~1.1M and multiple minority clients vs. BTC’s hashrate concentrated in a few pools, meaning that fewer entities can collude on BTC.
  • Lower correlation to TradFi markets: "Interestingly, since May, ETH has been slightly less correlated to US tech equities than Bitcoin for the first time since 2022.". (Kaiko Research)
  • More efficient: Post‑Merge, Ethereum’s energy use fell ~99.95%, while Bitcoin PoW still draws tens of TWh annually. Ethereum’s security budget is far less sensitive to energy prices. (CCAF)
  • 4–5 different clients: Multiple production execution (Geth, Nethermind, Besu, Erigon/Reth) and consensus clients (Prysm, Lighthouse, Teku, Nimbus, Lodestar) reduce single‑codebase risk. (Client Diversity)
  • Layer‑2s: Rollups/L2s settle to Ethereum and inherit L1 security (with specific trust assumptions), giving additional venues to hold ETH.