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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…
Oct 24
FeaturedThe $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…
Oct 15
ReportsUnderstanding the Implications of the Ethereum Gas Limit Increase
Executive Summary Context & Technical Background (Business-Relevant) Ethereum’s Road to Fusaka Ethereum’s scaling roadmap (often framed as the “Surge /…
Oct 14
OpinionThe New L1s Are Just Alternative Chains, Not L1 Killers
The “new corporate L1s” being launched by payments and stablecoin giants aren’t substitutes for a general-purpose, credibly neutral base layer…
Oct 09
FeaturedInstitutions 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…
Oct 09
ReportsEthereum’s Fusaka Upgrade: Scaling Smartly Without Sacrificing Decentralization
Ethereum’s roadmap has always been defined by a delicate balancing act: scaling for global use while remaining decentralized enough for…
Oct 05
FeaturedRealized 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…
Sep 30
FeaturedEthereum 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…
Sep 26
FeaturedQ&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…
Sep 25
OpinionEthereum Doesn’t Need an Elevator Pitch — Its Plurality Defies It
Calls for Ethereum to distill itself into a single “elevator pitch” miss the essence of what it actually is: a…
Sep 17
OpinionSolana is Not Ethereum, Not an Ethereum Killer, Not even Close
The narrative that “Solana is Ethereum but faster” is a misnomer in the blockchain industry. On the surface, both networks…
Sep 15
FeaturedWall 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…
Sep 15
ReportsWhere Is The Capital in Crypto? A Look at App Capital, a Durable Metric of Blockchain Adoption
Defining App Capital App Capital can be thought of as the economic mass of a blockchain’s application layer. It measures…
Sep 13
OpinionThe Ethereum Performance Paradox: Why One Metric Doesn’t Capture Blockchain Value
There’s an old saying in management: not everything that can be measured counts, and not everything that counts can be…
Sep 12
FeaturedL1 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)…
Sep 09
FeaturedResurgent 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)…
Sep 09
FeaturedThe 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…
Aug 26
ReportsUnderstanding SCOPE: Synchronous Composability Protocol for Ethereum
What Is SCOPE? SCOPE, short for the Synchronous Composability Protocol for Ethereum, is a proposed minimalist, push-based protocol that enables…
Aug 26
FeaturedKaiko 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.…
Aug 25
FeaturedEthereum (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…