An Authoritative Record of Ethereum Market Research

Ethereum Market Research Center

Original research and sharp opinions on Ethereum's protocol, economics, and systems. Read by the people building and using it.

Featured

51 articles · Page 1 of 3
Apr 21 Featured
Ethereum and the Era of Productive Money The case for ETH as a superior monetary good—and how, if it captures the monetary premium currently held by gold…
Etherealize1 min
Mar 04 Featured
Ethereum Ecosystem in 2026: What Changed in DeFi A data-driven look at how Ethereum has transformed since 2024 — EIP-4844 cut L2 fees by 90%+, spot ETH ETFs…
Symbiosis1 min
Jan 12 Featured
 ETH outperformance expected | Standard Chartered The outlook for Ethereum has evolved since August 2025. In absolute USD terms, weaker-than-expected Bitcoin performance has weighed on the…
Standard Chartered1 min
Dec 09 Featured
Unpacking the State of Ethereum in South Korea This report provides a comprehensive analysis of Ethereum’s development, usage patterns, and regulatory environment in South Korea as of 2025.…
Obol2 min
Dec 04 Featured
The Future of Financial Infrastructure: Ethereum’s Layer 2 Landscape The report offers a broad assessment of the upgradeability and management practices across current Layer-2 (L2) blockchain systems. As the…
Etherealize, Nethermind, L2Beat1 min
Oct 29 Featured
The Institutional Layer of Ethereum: Obol Thesis Ethereum now serves as the financial backbone of the Internet. Over $230 billion in tokenized assets, stablecoins, and DeFi collateral…
Obol1 min
Oct 24 Featured
The $50 Billion Cascade: Staking-Enabled ETFs and Corporate Treasuries This report examines the systemic impact of a potential $50 billion-plus inflow into staking via institutional mechanisms—specifically staking-enabled ETFs and…
DeFi Report1 min
Oct 09 Featured
Institutions Embrace Distributed Validators as Ethereum Marks 10th Birthday In Q3 2025, Obol achieved a series of pivotal milestones that underscore its growing influence in Ethereum’s staking ecosystem. Chief…
Obol1 min
Oct 05 Featured
Realized Store of Value (RSOV): Measuring the Monetary Base of L1’s Jamie Coutts introduces the Realized Store of Value (RSOV) framework as a new way to value Layer 1 (L1) blockchain…
Jamie Coutts1 min
Sep 30 Featured
Ethereum Staking in 2025 and Beyond – Institutional Staking Survey Results Obol Collective collaborated with Lido Finance and Kaiko Data to survey the biggest players in Ethereum staking. Participants included some…
Obol1 min
Sep 26 Featured
Q&A with Danny Ryan on The Race To Rewire Wall Street with Ethereum The Forbes piece written in a Q&A style argues Wall Street’s legacy financial systems are inefficient, with slow settlement and…
Forbes1 min
Sep 15 Featured
Wall Street Needs a Blockchain. That Blockchain Is Ethereum. Global finance is at a historic inflection point: legacy systems, built for paper-based processes, cannot keep pace with today’s 24/7…
Etherealize1 min
Sep 12 Featured
L1 Validators vs. Ethereum L2’s: Cost Comparison for Chain Operators This report compares the operational on-chain costs of launching an alternative Layer-1 (“alt-L1”) blockchain versus building an Ethereum Layer-2 (L2)…
Conduit2 min
Sep 09 Featured
Resurgent Ethereum Could See Demand Outstrip Supply Ethereum’s 10th anniversary has rekindled optimism around the network after a long adjustment phase. Confidence is returning as Ether (ETH)…
Sygnum1 min
Sep 09 Featured
The State of Onchain Yield: From Stablecoins to DeFi and Beyond In “The State of Onchain Yield,” Galaxy maps out the evolving landscape of DeFi yield, assessing various yield-generating strategies across…
Galaxy2 min
Aug 26 Featured
Kaiko Blockchain Ecosystem Ranking Q2 2025 Report Kaiko’s Blockchain Ecosystem Ranking evaluates 15 major networks through a proprietary framework that blends both quantitative metrics and qualitative assessments.…
Kaiko1 min
Aug 25 Featured
Ethereum (ETH): Overview and Potential Use Cases Ethereum was introduced in 2013 through the vision of Vitalik Buterin and a group of seven co-founders who sought to…
Fidelity Digital Assets2 min
Aug 16 Featured
Weekly: Fed, ETH and new stablecoin L1s ETH continues to lead while signs points to an altseason. ETH breaks to 2021 highs as top DATs add >2%…
Coinbase Research1 min
Aug 11 Featured
Ethereum: Building the World Ledger Since launching in 2015, Ethereum has evolved from an early blockchain experiment into the leading smart contract network powering a…
Onchain Foundation, Grow the Pie2 min
Aug 05 Featured
VanEck Crypto Monthly Recap for July 2025 July marked a pivotal turning point for digital assets in the U.S., as a coordinated regulatory push signaled a decisive…
VanEck1 min
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