Episode 11: Ethereum Q4 Earnings Call

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

January 26, 2024Michael Nadeau
Episode 11: Ethereum Q4 Earnings Call

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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