Layer-1 Vertical Analysis
Vertical Analysis: Layer-1 blockchain architectures, usage, and token economics| Coin Metrics' State of the Network
Vertical Analysis: Layer-1 blockchain architectures, usage, and token economics| Coin Metrics' State of the Network
Supply Dynamics, Ecosystem & On-Chain Impact of ETH Treasury Companies| Coin Metrics' State of the Network
A look at crypto exchanges preparing to go public| coinmetrics.substack.com
The factors fueling crypto's recent climb toward $4T| Coin Metrics' State of the Network
An overview of the Canton Network’s architecture, its native token Canton Coin, and how it aligns participant incentives| coinmetrics.substack.com
A deep dive into Circle's USDC and the factors driving its adoption| Coin Metrics' State of the Network
A data-driven overview of developments shaping crypto markets in Q2-2025| coinmetrics.substack.com
Full archive of all the posts from Coin Metrics' State of the Network.| coinmetrics.substack.com
Examining DYDX tokenomics, market listings and exchange dynamics| Coin Metrics' State of the Network
Inside Circle’s IPO, USDC economics, and long-term revenue outlook| Coin Metrics' State of the Network
A closer look at the factors behind Avalanche’s recent activity growth| coinmetrics.substack.com
A deep dive into Tether’s USDT, covering adoption, utility, and key risk dynamics| Coin Metrics' State of the Network
How WBTC and cbBTC expand Bitcoin’s usage across chains| coinmetrics.substack.com
Assessing Pectra’s impact on Ethereum staking and Layer-2 scalability| Coin Metrics' State of the Network
How options data sheds light on sentiment shifts, directional positioning, and the structure of crypto markets| coinmetrics.substack.com
Sector Analysis #1: Mapping stablecoin sector, covering key categories, issuers, reserve models, and usage trends across major blockchains.| Coin Metrics' State of the Network
Exploring Bitcoin’s behavior across market regimes and relative to other asset classes| Coin Metrics' State of the Network
Understanding dYdX’s transition to a Cosmos app-chain, an overview of its architecture, and exchange activity trends| coinmetrics.substack.com
Get the best data-driven crypto insights and analysis every week:| Coin Metrics' State of the Network
Key insights from Circle's IPO filing and USDC on-chain data| coinmetrics.substack.com
A data-driven look at how Ethereum’s Layer-2 growth is reshaping network economics and ETH’s value accrual| Coin Metrics' State of the Network
Stability of Decentralized Finance| coinmetrics.substack.com
A look into ETH ETF fees, Grayscale funds and demand & supply dynamics heading into Ether ETF Launch| coinmetrics.substack.com
Coin Metrics’ State of the Network: Issue 268| coinmetrics.substack.com
Our quarterly update on Bitcoin mining, focusing in on transaction fee spikes, public miner M&A, and ASIC efficiency improvements| coinmetrics.substack.com
Ethereum ETF Approvals: Market Reactions and Network Implications| coinmetrics.substack.com
A data-driven overview of the Solana Blockchain| coinmetrics.substack.com
An overview of a novel approach in appraising the security of both the Bitcoin and Ethereum networks| coinmetrics.substack.com
A data-driven overview of the Avalanche Blockchain| coinmetrics.substack.com
The Unexpected Challenge of Calculating Ethereum's Total Supply| coinmetrics.substack.com
