I don’t know much, but here my thoughts:
Ethereum:The Bad: all the ICO’s who collected eth which made the whole rally from 10 to 300 in the first place did only sell like 20% I read somewhere, so they still have a gazillion coins. Some of them are now competitors, biggest eg EOS with loots of eth to sell. And ICO Boom is over, there are a lot less new ICO’s right now that could bring new eth-demand.
There are no ‘cool useful’ dapps, probably not even possible with the current tech (ethereum slow).
Scalability is not solved soon, will be more like end of 2019-2020.
The good:
Ethereum has the biggest developer-scene around it.
They are focusing their development on solving scaling.
Sharding, Plasma, Casper.
https://www.mangoresearch.co/ethereum-roadmap-update/ Price wise it’s already pretty low. If bitcoin should rise (next half year) it should take eth with it mostly.
I guess short term doesn’t look good, middle term hmm, long term better.
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Stories of misery/failure:
I bought Ethereum at about 300usd before the runup to 1200,
felt pretty secure nearly all last year,
then it falling more and now lot's of reasons it will still fall more (all those ico's basically are still sitting on their eth?!).
Few days ago was thinking about selling it when i was 5%+ still. But i 'had the feeling' bitcoin goes up and takes eth a bit with it,
it did not and now my eth is -40%. As always when i am already at a loss i hate to sell even more.
Lection i guess: leave it on exchange and have a stop loss
I am bad at this. I basically only buy. But i don't think trading will help me.
My 'strategy' is basically just 'hoping that there will be another bull run in next 2 years'.
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Upcoming security tokens expand the ICO-market and is bullish for Ethereum long term, isn't it?
Read some companies work on a security token exchange
(instead of more unregulated utility tokens like now)
Security tokens: "Tokenization of everything"Eg real estate, stocks
making it possible to 'owning' a tiny fraction of the 'one world trace center' eg
If this happens, what would moon?
'Tokenization of everything' - do you think this would be done with eg Ethereum?
-> ok, I guess there could be another crypto specializing in security tokens (polymath?)