Investor Tools
Dashboards, valuation models, and interactive explainers we use ourselves. Built to support real allocation decisions, not just clicks.
Track
Dashboards we keep open during the trading day.
Value
Valuation lenses we use to size positions.
Valuation model
A tool that looks at ETH through 13 independent valuation lenses, and then distils them into the 6 we believe matter most.
Understand
Interactive long-reads that build a case from first principles.
Interactive explainer
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.
Interactive explainer
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.