Sunday, 31 May 2026
Subscribe RSS
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.

Metrics

Jan 30 Opinion
Beyond 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…
William Mougayar6 min Dec 02 Opinion
The 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…
William Mougayar3 min Sep 13 Opinion
The 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…
William Mougayar5 min