Latest
The latest from across Etherbridge.
Articles, market updates, and tools as they're published. Sign up free to read every piece end-to-end.
Latest
Articles, market updates, and tools as they're published. Sign up free to read every piece end-to-end.
Metrics That Matter is a live, evidence-driven dashboard that tracks the six secular forces (Regulation, Stablecoins, Tokenisation, AI Agents, DeFi Mullet, Token Rights) plus a cross-cutting Utilisation layer, proving in real time that crypto's multi-year consolidation is resolving as blockchain becomes institutional productivity technology.
Research
Part 5 of the Chain Street series breaks down what you’re actually buying when you hold a protocol token, with a framework for assessing token rights, holder revenue, and the multiples that matter.
Part 4 of the Chain Street series introduces the DeFi Mullet, fintech in the front and Chain Street in the back, as the trojan horse that brings open finance to billions of normal humans.
Part 3 of the Chain Street series argues that history’s long battle between open and closed systems always ends the same way, and finance is next.
Market commentary
Sign up free to read every piece end-to-end, save themes you're tracking, and get our market commentary.
Commentary
Crypto is in the same brutal mid-consolidation phase that Amazon, Microsoft, and Apple all endured before secular forces forced the market to recognise what they had quietly become.
Six months into a brutal drawdown, with crypto obituaries everywhere and the fear and greed index at all-time lows, the indicators say the bottom is in or close to it and the next bull market’s narratives are already taking shape.
Crypto enters 2026 hated, dismissed, and contrarian, but the macro setup, network fundamentals, and DeFi multiples all argue the four-year cycle is dead and the bull thesis has never been stronger.
Investor toolkit
The US owes $28.8 trillion, can’t cut spending, can’t grow out of it, can’t hike rates without detonating the deficit, and can’t find enough buyers for new debt, leaving money printing as the only door still open and Bitcoin as the only purpose-built escape hatch.
A tool that looks at ETH through 13 independent valuation lenses, and then distils them into the 6 we believe matter most.
Onchain data dashboard covering BTC and ETH.