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 2 of 3
Aug 01 Featured
July 2025: Ethereum Comes Alive Ethereum surged nearly 50% in July 2025, driven by renewed investor interest in stablecoins, tokenized assets, and institutional use cases…
Grayscale1 min
Jul 24 Featured
Bitcoin Needs Its Queen: ETH’s Evolution into a Scarce, Productive, and Institutional Reserve Asset Why ETH Is the Reserve Asset of the Onchain Economy. Ethereum is rapidly evolving from a misunderstood digital asset into…
Artemis Research2 min
Jul 23 Featured
Why Ethereum is Roaring Ben Lilly explains that Ethereum soared recently due to a major, unannounced accumulation of ETH by a publicly traded company—SharpLink…
Brownstone Research1 min
Jul 17 Featured
ETH as a Productive Treasury Asset As Ethereum approaches its 20-year milestone, it is entering a transformative phase marked by accelerating institutional interest. Now widely regarded…
William Mougayar2 min
Jul 17 Featured
Ethereum is Trustware: The Industrialization of Trust The report presents an investment case for Ethereum (ETH) as a foundational provider of digital trust in the evolving global…
Consensys5 min
Jul 15 Featured
Beyond Bitcoin: ETH as a Corporate Treasury Asset Galaxy highlights how four U.S.-listed companies were the first to adopt Ethereum (ETH) reserves on their balance sheets. Following MicroStrategy’s…
William Mougayar1 min
Jul 14 Featured
The Ethereum Investment (ETH) Report Q2 2025 A data-only report + dashboards covering ETH and the Ethereum Ecosystem. No noise. No hype. Just fundamentals, core KPIs, and…
DeFi Report1 min
Jul 09 Featured
Blockchains as Emerging Economies This report by Fidelity Investments introduces a fundamentals-based framework for evaluating digital assets and constructing portfolios, aimed at asset allocators…
Fidelity Digital Assets1 min
Jul 08 Featured
Beyond Stablecoins: The Case for Ethereum Global demand for U.S. dollars isn’t shrinking—it’s accelerating. Despite the media narrative around de-dollarization, the more impactful trend is the…
Electric Capital1 min
Jun 28 Featured
Why Ethereum May Still Be the Smartest Play in Digital Assets Ethereum remains the leading decentralized, permissionless computational layer, with ETH as its native currency. As the birthplace of DeFi, it…
Amina Group1 min
Jun 13 Featured
The Bull Case for ETH Paper The global financial landscape is undergoing a historic shift as traditional assets increasingly become digitized and move onto blockchain infrastructure.…
Etherealize2 min
Jun 10 Featured
The Ethereum Foundation’s Trillion Dollar Security Project The Trillion Dollar Security (1TS) initiative represents a broad, collaborative push to enhance Ethereum’s overall security. This document marks the…
Ethereum Foundation2 min
Jun 09 Featured
Transforming Global Payments: The Role of Tokenized Money & Funds in Cross-Border Transactions – Visa Visa began actively exploring asset tokenization in 2021, initiating collaborations with over 40 central banks worldwide, including involvement in Brazil’s…
Visa1 min
Jun 05 Featured
Onchain Value: Stablecoins Now Drive Over ⅓ of DeFi Revenue – Keyrock Stablecoins have become the financial backbone of DeFi, playing a central role not just in transferring value, but in powering…
Keyrock1 min
Jun 04 Featured
Ethereum’s Dominance in the RWA Market: Who’s Next in Line? – Tiger Exploring Structural Challenges and the Rise of New Tokenization PlatformsEthereum currently leads the real-world asset (RWA) market, thanks to its…
Tiger Research1 min
Jun 03 Featured
Ethereum 2025: Usage, dominance, and role in a portfolio – DAS Ethereum, often referred to as the “world computer,” has become a fundamental part of the crypto ecosystem since its launch…
Digital Asset Solutions1 min
May 30 Featured
Stablecoin Payments from the Ground Up – Artemis, Castle Island Ventures & Dragonfly A survey of 20 stablecoin payment companies, supplemented by estimates from 11 more, revealed $94.2 billion in settled payments between…
Artemis, Castle Island Ventures, Dragonfly1 min
May 29 Featured
The State of Ethereum – Grayscale The potential launch of spot Ethereum ETFs is expected to introduce a wider audience to smart contracts and decentralized applications,…
Grayscale1 min
May 27 Featured
The After-Effects of Ethereum’s PECTRA Upgrade – Coin Metrics Assessing Pectra’s impact on Ethereum staking and Layer-2 scalability Author Tanay Ved at Coin Metrics Since going live on May…
Coin Metrics1 min
May 15 Featured
The State of Ethereum Blobs and Blob Market Post-Pectra – Galaxy Ethereum’s recent Pectra upgrade, which went live on May 7, 2025, included EIP-7691, increasing the target and maximum blobs per…
Galaxy Digital1 min
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