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Ethereum Going Back on Offense
The Ethereum Foundation is doing its core job by focusing on security, privacy, and the protocol rather than short-term marketing.…
May 26
ResearchWhat 'Native Tokenization' Actually Means & Why Ethereum is the Logical Choice for It
Native tokenization makes the blockchain itself the legal stock ledger, with the token constituting the security under Delaware law. Pointer…
May 24
Research$Railgun: A Ground-Up Analysis
"Railgun creates a private execution environment on Ethereum where users shield tokens into 0zk addresses and perform trades, swaps, and…
May 16
ResearchIs ETH Still the Backbone of Web3?
Ethereum is no longer just “the smart contract chain.” In 2026, it is better understood as a settlement layer, liquidity…
May 15
OpinionEthereum Fundamentals Are Winning Harder Than Ever
"The Eth bear thesis is worse than ever
Apr 23
OpinionPeak EF: Why the Unmaking of the Ethereum Foundation Is Inevitable
The Ethereum Foundation has passed Peak EF and is deliberately shrinking through rebrands, team reductions, mild austerity, and a Mandate…
Apr 21
FeaturedEthereum 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…
Apr 21
Reportsstakefish — The State of Ethereum in 2026
stakefish's mid-year reading of Ethereum captures a network in institutional transition: 37M ETH staked, 900,000+ validators, a 71-day entry queue…
Apr 06
OpinionETH Is a Snowflake: The Case for ETH Decoupling
ETH moves in lockstep with BTC and altcoins as if it were the same asset class. It is not. The…
Mar 04
FeaturedEthereum 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…
Feb 03
ReportsEthereum Scaling: An Evolving and Strengthening L1–L2 Relationship
Ethereum isn’t moving away from L2s—it’s entering a stronger phase where L1 scaling and L2 innovation advance together. As Ethereum…
Jan 30
OpinionBeyond the Risk-On Trade: Why ETH and BTC Must Graduate to Fundamentals
Risk-on pricing built crypto fast. Fundamentals will decide whether it lasts. Should ETH and BTC remain risk-on assets, or is…
Jan 21
ReportsBlackRock — 2026 Thematic Outlook: Ethereum as Tokenization Beneficiary
BlackRock's 2026 Thematic Outlook, authored by Jay Jacobs, identifies tokenization as one of the year's defining mega-forces and names Ethereum…
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…
Dec 15
ReportsGrayscale — 2026 Digital Asset Outlook: Dawn of the Institutional Era
Grayscale Research's 2026 outlook frames the year ahead as the dawn of an institutional era for digital assets, driven by…
Dec 11
ReportsThe Internet's Blueprint for Ethereum: A Trillion-Dollar Public Goods Valuation Framework
This report argues that Ethereum is fundamentally mispriced because markets value it as a for-profit company rather than as a…
Dec 09
FeaturedUnpacking 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.…
Dec 04
FeaturedThe 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…
Dec 02
OpinionThe Death of the Cycle: Why Ethereum Is No Longer a Momentum Trade
We need to stop thinking about Ethereum through the old lens of “crypto cycles.”The bull/bear, four-year-halving-cycle mindset is a relic…
Nov 10
OpinionEthereum Is Not a Blockchain: It’s a New System with Internet-Like Properties
There’s a common shorthand that reduces Ethereum to a “blockchain.” It’s not wrong, but it’s incomplete — a category error…