Episode 11 of The Rundown presents like an earnings call for Ethereum :)

Shiv and I covered a subset of the important data and takeaways included in the Q4 issue of The Ethereum Investment Framework — which you can download here if you’re interested.

Topics discussed:

Ethereum's Onchain Profit & Loss
Value Accrual: ETH holders vs ETH Stakers
Tokenomics & circulating supply
Ethereum Comps to the top 10 L1s
Now vs Then (Q4-23 vs Q4-17) by the numbers and fundamentals
BTC vs ETH - Price action through cycles
Ethereum's GDP
Growth of L2s by the numbers (users, transactions, developers, fees)

We hope you enjoy the episode!

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Episode 11: Ethereum Q4 Earnings Call

Key data points & takeaways from the Q4 issue of The Ethereum Investment Framework