Ethereum

Networks · Layer-1

We’ve unlocked the Ethereum project page so you can preview Premium insights for free.

Report	Date↓	Authors	Type	Subscription Tier	Tags
ETH August 2026 Update: Flows Recover, Fundamentals Don't	Sep 2, 2026	Marc-Thomas Arjoon, CFA	--	Pro	--
EIP-8363: Tapered Issuance Burn	Aug 7, 2026		--	--	DeFi
Ethereum July 2026 Update: Stronger Markets, Weaker Economics	Aug 5, 2026	Marc-Thomas Arjoon, CFA	--	Pro	Layer-1
Ethereum June 2026 Update: EF steps back, DATCOs step up	Jul 3, 2026	Marc-Thomas Arjoon, CFA	--	Pro	Layer-1
Ethereum May 2026 Update	Jun 5, 2026	Marc-Thomas Arjoon, CFA	--	Pro	Layer-1
Ethereum April 2026 Update	May 6, 2026	Marc-Thomas Arjoon, CFA	--	Pro	Layer-1
Is Aave too Big to Fail?	May 1, 2026	Eric Manoukian	Standard Reports	Pro	DeFi · Enterprise Note
The rsETH Exploit: Timeline and What It Reveals About Crypto's Future	Apr 24, 2026		Standard Reports	--	DeFi · Infrastructure · Layer-1 · Layer-2
Ethereum March 2026 Update	Apr 6, 2026	Marc-Thomas Arjoon, CFA	--	Pro	Layer-1
Onchain Reinsurance: DeFi's Uncorrelated Yield Frontier	Mar 9, 2026	Sam Schubert	--	Pro	Valuations · DeFi · Stablecoins
Ethereum February 2026 Update	Mar 2, 2026	Marc-Thomas Arjoon, CFA	--	Pro	Layer-2 · Layer-1
Why L2s were a success	Feb 25, 2026	Marc-Thomas Arjoon, CFA	--	Pro	--
Crypto Venture Weekly: Feb. 9-13, 2026	Feb 13, 2026	Alice Hou	Standard Reports	--	Fundraising
Ethereum January 2026 Update	Feb 4, 2026	Marc-Thomas Arjoon, CFA	--	Pro	Layer-1
Enterprise Note: DAT Differentiation After the Bubble	Jan 30, 2026	Hayden Booms	Standard Reports	Pro	Macro · RWA · Enterprise Note
Ethereum December 2025 Update	Jan 7, 2026	Marc-Thomas Arjoon, CFA	--	Pro	Layer-1
Ethereum November 2025 Update	Dec 1, 2025	Marc-Thomas Arjoon, CFA	--	Pro	Layer-1
Crypto Venture Weekly: November 24-28, 2025	Dec 1, 2025		Standard Reports	--	Fundraising
Devconnect Argentina: Analyst Takeaways	Nov 26, 2025		Standard Reports	Pro	DeFi · Web3 · Layer-2 · DeAI · DePIN · Layer-1 · Interoperability · Stablecoins · Macro
Crypto Venture Weekly: November 3-7, 2025	Nov 7, 2025		Standard Reports	--	Fundraising
Ethereum October 2025 Update	Nov 6, 2025	Marc-Thomas Arjoon, CFA	--	Pro	Layer-1
The Infinite Money Glitch: How Saylor Created the DAT Roadmap	Oct 31, 2025	Qorban Ferrell	Deep Dives	Pro	--
Crypto Venture Weekly: October 13-17, 2025	Oct 17, 2025		Standard Reports	--	Fundraising
Programmable Privacy Landscape	Oct 3, 2025	Marc-Thomas Arjoon, CFA	--	--	--
Ethereum September 2025 Update	Oct 1, 2025	Marc-Thomas Arjoon, CFA	--	Pro	Layer-1
Crypto Venture Weekly: September 22-26, 2025	Sep 26, 2025		Standard Reports	--	Fundraising
The Institutional Staking Landscape	Sep 26, 2025	Nick Carpinito	--	--	Liquid Staking
Messari Monthly: September 2025	Sep 5, 2025	+2	Standard Reports	Pro	Messari Monthly
Ethereum August 2025 Update	Sep 2, 2025	Marc-Thomas Arjoon, CFA	--	Pro	Layer-1
State of Ethereum Q2 2025	Aug 20, 2025		Quarterly Reports	--	Quarterly Reports · Layer-1
Ethereum July 2025 Update	Aug 4, 2025	Marc-Thomas Arjoon, CFA	--	Pro	Layer-1
Crypto Venture Weekly: July 28-August 1, 2025	Aug 1, 2025		Standard Reports	--	Fundraising
Crypto Venture Weekly: July 14-18, 2025	Jul 18, 2025		Standard Reports	--	Fundraising
Crypto Venture Weekly: July 7-11, 2025	Jul 11, 2025		Standard Reports	--	Fundraising
Ethereum June 2025 Update	Jul 2, 2025	Marc-Thomas Arjoon, CFA	--	Pro	Layer-1
Between a Rock and a Hard Place: L2 Economics	Jun 20, 2025	AJC	Deep Dives	Pro	Layer-2 · Tokenomics
Fading Faith in the Monetary Premium	Jun 18, 2025	Kinji Steimetz	Standard Reports	Pro	Layer-1 · Valuations
Three Ways to Value a Layer-1: REV, Monetary Premium, and Security Demand	Jun 6, 2025		Standard Reports	Pro	Valuations · Layer-1
Ethereum May 2025 Update	Jun 3, 2025	Marc-Thomas Arjoon, CFA	--	Pro	Layer-1
Ethereum's Future: Post-Pectra Incentive Alignment	May 30, 2025		Standard Reports	Pro	Layer-1 · Layer-2
State of Ethereum Q1 2025	May 23, 2025		Quarterly Reports	--	Quarterly Reports · Layer-1
Ethereum April 2025 Update	May 6, 2025	Marc-Thomas Arjoon, CFA	--	Pro	Layer-1
The Road to Approval: Technical and Regulatory Hurdles for Staked ETH ETFs	Apr 17, 2025	Steven Kraft	Standard Reports	Pro	Policy
State of Crypto Policy Post-Election	Apr 10, 2025	Jake Koch-Gallup	Standard Reports	Pro	Policy · Stablecoins · Macro
Morpho and the DeFi Mullet	Apr 3, 2025	Danny K	--	--	DeFi · Lending · Layer-2
Ethereum March 2025 Update	Apr 2, 2025	Marc-Thomas Arjoon, CFA	--	Pro	Layer-1
Telegram Trading Bots: Robinhood Without Borders	Mar 31, 2025	Danny K	--	Pro	DEX · Memecoins · Valuations
State of Ethereum Q4 2024	Mar 11, 2025	Drexel Bakker	Quarterly Reports	--	Layer-1 · Macro · Quarterly Reports
ETH Denver 2025 Analyst Takeaways	Mar 5, 2025	Dylan Bane	Standard Reports	Pro	DeFi · Macro · Web3 · AI · DePIN · Stablecoins · Policy
Ethereum February 2025 Update	Mar 3, 2025	Marc-Thomas Arjoon, CFA	--	Pro	Layer-1
Ethereum January 2025 Update	Feb 5, 2025	Marc-Thomas Arjoon, CFA	--	Pro	Layer-1
State of DeFi Q4 2024	Jan 17, 2025	Kinji Steimetz	Recaps	Pro	DeFi
L2s in a Portfolio	Jan 16, 2025	Marc-Thomas Arjoon, CFA	--	Pro	Layer-2 · Valuations
State of DePIN 2024	Jan 6, 2025		Deep Dives	--	DePIN
Ethereum December 2024 Update	Jan 2, 2025	Marc-Thomas Arjoon, CFA	--	Pro	Layer-1
How Base DeFi Flips Solana DeFi in 2025	Dec 20, 2024	Sunny Shi	Deep Dives	Pro	DeFi · Stablecoins · DEX
Morpho: Evolving into Permissionless Lending Infrastructure	Dec 19, 2024	Danny K	--	--	Lending · Layer-2
BTC & ETH Update: Ethereum's Revival	Dec 3, 2024	Marc-Thomas Arjoon, CFA	--	Pro	--
Navigating DePIN's Energy Sector: Distributed Energy Resources (DERs), Virtual Power Plants (VPPs), Carbon Credits, and More	Nov 25, 2024	Dylan Bane	Deep Dives	Pro	DePIN
2024 Election Review: The Rise of Crypto in Politics, Initial Market Reactions, and the Success of Prediction Markets	Nov 8, 2024		Standard Reports	Pro	Macro · Liquid Staking · DeFi · Memecoins · Centralized Exchanges · Policy · DEX · AI · Layer-1 · Tokenomics