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.

DeFi

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
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
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
Jul 24 Opinion
Ultimate Guide to ETH as a Productive Asset: 10 Strategies ETH has evolved into a productive financial instrument. It is a foundational pillar of decentralized finance (DeFi). Unlike static store-of-value…
William Mougayar7 min
Jun 21 Reports
Web3SOC: A Transparency Framework for Ethereum’s Institutional Maturity As decentralized finance (DeFi) matures and Ethereum continues to lead as the default settlement layer for on-chain applications, the ecosystem…
EMRC1 min
Jun 10 Opinion
Don’t Let the Cult of Price Hold Crypto Back Focusing solely on crypto prices masks the real progress taking place on blockchains like Ethereum William Mougayar, founder of the…
William Mougayar1 min
Jun 06 Opinion
Beyond Bitcoin’s ‘Number Goes Up’ How Ethereum Helps BTC Escape Its Static Holding StatusThe relentless fixation on price within the cryptocurrency sphere often overshadows the…
William Mougayar3 min