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.

Opinion

37 articles · Page 2 of 2
Jun 13 Opinion
Ethereum Can’t Be Valued on Discounted Cash Flow Ethereum Is Not a Company, It’s the Backbone of a New Digital EconomyThe narrative that Ethereum should be valued like…
William Mougayar4 min
Jun 13 Opinion
Etherealize’s Bull Case for ETH Wall Street understands the value of BTC. Here’s how institutions should think about the opportunity to own ETH. ETH is…
Etherealize2 min
Jun 11 Opinion
The Roll of Network Effects: Ethereum’s Edge Over Solana The VHS vs. Betamax format war of the late 20th century offers a surprisingly apt historical lens through which to…
William Mougayar5 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
Stop Comparing Solana to Ethereum There are fundamental differences that separate Ethereum’s long game from Solana’s shortcut strategy While Ethereum and Solana may both claim…
William Mougayar5 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
Jun 04 Opinion
American Innovation and the Future of Digital Assets: From Blueprint to a Functional Framework Testimony of Vivek Raman Co-Founder and CEO, Etherealize Before the United States House Committee on Financial ServicesIn his June 4,…
Vivek Raman2 min
Jun 03 Opinion
The Hardness That Defines Ethereum Ethereum’s distinctive property is hardness. We usually talk about Ethereum’s core properties as things like “decentralized trust”, censorship resistance, digital…
Josh Stark3 min
Jun 02 Opinion
ETH in Motion How ETH’s Velocity Powers a Living, Breathing, Multilayered Economy Ever wonder how “alive” the Ethereum network truly is? It’s not…
William Mougayar4 min
Jun 01 Opinion
ETH Beyond the Treasury ETH as Institutional Onchain Capital Infrastructure Ethereum has entered a new chapter — not just as an asset, but as…
Joe Lubin, DCinvestor, SightBringer2 min
May 29 Opinion
In Defense of Chain Neutrality As “net neutrality” defined the ethos of an open internet, “chain neutrality” must now define the integrity of blockchains. It…
William Mougayar1 min
May 28 Opinion
Finance is ready for a blockchain reset – Financial Times The modern financial system is facing significant challenges, including globalization, fragile institutions, inflation, and debt. The current system is experiencing…
Joe Lubin1 min
May 24 Opinion
Can You Be Half a Gangster? Solana’s Identity Crisis in a World of Extremes This is the main question facing Solana today. Can a blockchain straddle…
Grant Hummer4 min
Feb 21 Opinion
ETH: A Store of Value With Cash Flow ETH is a unique, and differentiated, digital store of value from BTC. ETH has lower net issuance, a native staking yield…
Etherealize1 min
Jan 22 Opinion
The Ethereum Renaissance is Here Nine years after its inception, Ethereum has evolved into the leading institutional blockchain technology, overcoming significant technical, social, political, and…
Etherealize1 min
Jan 21 Opinion
Why Are Institutions Tokenizing Assets on Ethereum? Ethereum is the most secure, decentralized and neutral, smart contract platform with the most regulatory clarity today. This makes Ethereum…
Etherealize1 min
Jan 21 Opinion
Ethereum L2s: Customizable Blockchains for Institutions Ethereum has scaled using Layer 2s (L2s) – customizable blockchains built on Ethereum that inherit Ethereum’s security. L2 architecture allows…
Etherealize1 min
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