HOLD

Coinbase Wrapped Staked ETH (CBETH)

Coinbase's centralized ETH liquid staking token; simplest onramp but carries custodial risk and Coinbase counterparty exposure

Ranked 15th of 251 rated tokens. Scoring pass 11 Jun 2026.

Score
158/250
15th of 251
Percentile
94.4%
of the rated universe
Circulating
43.6%
56.4% of value still to vest
Off all-time high
-60%
2.5x to recover
EthereumERC-20+18 since last pass
01

What the numbers say

CBETH scores 158 of 250 across the 25-variable framework, which places it 15th of 251 rated tokens and inside the top 10% of the set. The framework verdict is HOLD.

CBETH is a top-10 name in the set on 4 variables. The score rests on Vesting Schedule 10/10, 1st of 251, Circulating / FDV Ratio 10/10, 1st of 251, Holder Concentration 6/10, 1st of 251 and Real Staking Yield 8/10, 3rd of 251.

Only 43.6% of CBETH's total supply is in circulation, so 2.3x the current float is still scheduled to arrive. Holding price per token flat while the rest enters circulation implies 56.4% of the fully diluted value sitting ahead of today's holders. That is a heavy overhang: most of the eventual supply has not reached the market yet.

CBETH is 60% off its all-time high of $5,441, a 2.5x round trip from here.

The framework score gained 18 points against the previous pass (140 to 158). Revisions of this size follow a change in the underlying variables, not a change in price.

$1.80B sits in the protocol. The token is capitalised below the value locked in the protocol.

02

25-variable breakdown

Each variable is scored 1 to 10 and ranked against every other rated token, so a 7 that ranks 20th means something different from a 7 that ranks 180th. The rank is the part that is hard to get anywhere else.

Cash flow

Cash flow variables for CBETH, scored 1 to 10 and ranked against 251 tokens
Protocol Revenue
621st of 251
Revenue Trend
615th of 251
P/S Multiple
623rd of 251
Real Staking Yield
83rd of 251

Supply

Supply variables for CBETH, scored 1 to 10 and ranked against 251 tokens
Supply Inflation
88th of 251
Vesting Schedule
101st of 251
Circulating / FDV Ratio
101st of 251
Buyback and Burn
440th of 251

Ownership

Ownership variables for CBETH, scored 1 to 10 and ranked against 251 tokens
Smart Money Flows
712th of 251
Insider Selling
78th of 251
Holder Concentration
61st of 251

Traction

Traction variables for CBETH, scored 1 to 10 and ranked against 251 tokens
TVL Trend
530th of 251
Active Users
624th of 251
Developer Activity
583rd of 251
Network Growth
552nd of 251

Position

Position variables for CBETH, scored 1 to 10 and ranked against 251 tokens
Market Share
636th of 251
Competitive Moat
557th of 251
Institutional Adoption
89th of 251
Exchange Depth
573rd of 251
Social Mindshare
541st of 251

Risk

Risk variables for CBETH, scored 1 to 10 and ranked against 251 tokens
Regulatory Safety
652nd of 251
Catalyst Calendar
550th of 251
BTC Alpha Potential
513th of 251
Team Execution
630th of 251
Treasury Runway
84th of 251

The vertical tick on each bar marks the median score across all 251 rated tokens, so a bar ending left of the tick is below the universe on that variable.

03

Catalyst and risk

Next catalyst

Coinbase institutional distribution gives cbETH unique access to TradFi investors; ETF integrations possible

Principal risk

Fully custodial, Coinbase controls withdrawal keys; regulatory risk against Coinbase directly impacts token; lower yield than competitors

04

Market and supply

Price$2,174
Market cap$353.6M
All-time high$5,44124 Aug 2025
Circulating supply162,657
Eventual supply (total supply)373,334
Dilution to full supply2.3x
Total value locked$1.80B
Listed onCoinbase, Uniswap, Curve

Price, market cap, supply and all-time high from CoinGecko, fetched 6 Aug 2026. The 25 scores come from the research pass dated 11 Jun 2026 and don't move with price.

05

Tokens with a similar profile

These are the closest matches to CBETH measured on the shape of all 25 variables after removing overall quality, so what they share is a pattern of strengths and weaknesses rather than a similar size or price.

06

Sources

  • [Coinbase] cbETH exchange rate vs ETH is 1.13078, reflecting accumulated staking rewards since launch
  • [DeFiLlama LST Rankings] cbETH market cap ~$1.82B making it the 3rd largest ETH LST by TVL
  • [SEC v. Coinbase] cbETH carries Coinbase custodial risk, SEC enforcement actions against Coinbase remain a tail risk
07

Common questions

What is the Early Thunder score for Coinbase Wrapped Staked ETH (CBETH)?
CBETH scores 158 out of 250 on the 25-variable framework, ranking 15th of 251 rated tokens (top 10%). The framework verdict is HOLD.
What are CBETH's strongest fundamentals?
CBETH ranks highest on Vesting Schedule 10/10, 1st of 251, Circulating / FDV Ratio 10/10, 1st of 251, Holder Concentration 6/10, 1st of 251 and Real Staking Yield 8/10, 3rd of 251. Ranks are measured against all 251 tokens in the same scoring pass.
How much CBETH supply is still to enter circulation?
43.6% of eventual CBETH supply is circulating today, leaving 2.3x the current float still to arrive. At a flat price per token that is 56.4% of fully diluted value ahead of current holders.
How far is CBETH from its all-time high?
CBETH trades 60% below its all-time high of $5,441. Returning to that high requires a 2.5x move from the level used in this scoring pass.
Which tokens have a similar profile to CBETH?
Measured on the shape of all 25 scored variables rather than on price, the closest matches to CBETH are THETA (105), QTUM (61), RETH (159) and XTZ (88). Similarity here means the same pattern of strengths and weaknesses, not a similar market cap.
What is the next catalyst for CBETH?
Coinbase institutional distribution gives cbETH unique access to TradFi investors; ETF integrations possible

Keep reading

Research and analysis, not investment advice. Scores are one framework applied consistently across 251 tokens, not a prediction of price.