Etherbridge
JasonKeeping you updated on crypto assets
| Platform |  | Pricing | Only free issues | Publishes | Monthly |
|---|---|---|---|---|---|
| Issues | 160 | Founded | 6 years ago | Last Issue | 12 days ago |
| Active | |||||
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etherbridge.substack.comLatest Issues
The Long Grind
Investors are exhausted. Five years grinding below the November 2021 highs has shifted the dominant narrative. Crypto is broken. The original thesis was wrong. This time is different.
This time is not different. This is what generational c...
What is ETH Worth?
Over the last six months, I have spent a lot of time thinking about how to value ETH, updating my priors and re-underwriting our investment.
Thanks for reading Etherbridge! Subscribe for free to receive new posts and support my work.
Ther...
Chain Street (Part 5) - Token Rights
This is part five of a series on Chain Street.
Chain Street (Part 1) - The Opportunity
Chain Street (Part 2) - The Challenges
Chain Street (Part 3) - Open vs Closed
Chain Street (Part 4) - The DeFi Mullet
Thanks for readi...
It’s So Over, Right?
I spent last week with the team in Mauritius. We spent our time discussing market conditions and thinking about the path forward for the asset class. This memo summarises those thoughts.
Thanks for reading Etherbridge! Subscribe for...
Chain Street (Part 4) - The DeFi Mullet
This is part four of a series on Chain Street. I will be extending the series as there is so much more to cover.
Chain Street (Part 1) - The Opportunity
Chain Street (Part 2) - The Challenges
Chain Street (Part 3) - Open vs Closed
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Etherbridge is a digital asset research firm helping others invest in and navigate the new emerging digital asset landscape
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