Why Alchemy is beating ConsenSys on the Ethereum API—and how ConsenSys wins in 2026

ConsenSys

ConsenSys builds Ethereum software and infrastructure—including wallet, developer, protocol, and staking services—to power the shift to open, on-chain finance.

📍 Global (Brooklyn, NY HQ) 📅 December 4, 2025 🌐 https://consensys.io

📚 What You'll Learn: After studying this dashboard, you will understand ConsenSys' complete market position—where they stand ($250M in a $4.5B market), who they compete against, who buys from them, and exactly how they plan to grow—enabling you to make informed decisions on enterprise bundling strategy, developer activation, and institutional partnerships to capture the $98M opportunity within 12 months.

🏢 Company Snapshot

Key metrics and capabilities at a glance

Quick View
📊 FY Performance Metrics
Revenue (USD)$250M
Revenue (INR)₹2,075 Cr
Cohort Share30.6%
Total Funding~$715M
🚀 Key Products & Services
COREMetaMask Wallet
COREInfura APIs
GROWTHLinea zkEVM L2
USPDiligence Audits
ADD-ONProtocol Staking
🎯 Target Customer Segments
PRIMARYWeb3 Developers & Protocols
GROWINGFinancial Institutions
KEYEnterprise/Brands
CORECrypto-Native Businesses
🏭 Top Target Industries

📊 Key Performance Overview

Real-time metrics and targets

Live

🏢 Company Snapshot

Phase 1 — Business overview, products, customers, industries

Phase 1
Key Products & Services
    Target Customers
      Geography & Markets
        Phase 1 Narrative

        🎯 Competitive Landscape

        Phase 2 — Direct competitors benchmarked

        Phase 2
        Competitive Analysis

        📈 Market Sizing & Competitive Split

        Phase 3 — TAM/SAM/SOM with competitive breakdown

        Phase 3
        Total Addressable Market
        Serviceable Available Market
        Serviceable Obtainable Market

        📊 CEO Snapshot

        🔡 Recommendation

        📊 TAM Distribution (Log Scale)

        🎯 Cohort Share (Named Players)

        Table 1 — Competitive Revenue & Market Share

        Company Primary Product Revenue (USD M) Cohort Share TAM Share
        👥Table 2 — Audience & Proposition
        Company Target Segment Customer Count Qualifier Core Risks Value Proposition
        �Table 3 — Investment & Evidence
        Company Funding Key Features Confidence Sources
        [S] Sourced[E] Estimated[P] Proxy[C] Currency

        👤 Customer Personas

        Phase 4 — Buyer profiles and pain points

        Phase 4

        🎯 Strategy & Objectives

        Phase 5 — SMART objectives and KPIs

        Phase 5
        Business Goal

        Marketing Objectives (SMART)

          Key Performance Indicators

          KPI Baseline Target Change Owner

          📈 Revenue Comparison

          🎯 Competitive Positioning

          ⚡ Go-to-Market Design

          Phase 6 — Journey, positioning, 4Ps, funnel, content

          Phase 6

          Customer Journey

          Positioning Statement

          The 4Ps

          Content Pillars

          📢 Channel Mix

          Risks & Mitigation

          📋 Plan, Budget & Calendar

          Phase 7 — Workstreams, budget, calendar, risks

          Phase 7

          Workstream Plan

          Workstream Task Owner Timeline Status Metric
          Budget Allocation
          Total

          �° Budget Distribution

          Launch Calendar

          Top Risks & Mitigation

          ⚙️ Operating System & Governance

          Phase 8 — Dashboard spec, cadence, rules, data sources

          Phase 8

          Dashboard Specification

          Meeting Cadence

          Stop or Scale Rules

          Data Sources & Owners

          Data Source Owner
          Transparency & Governance

            Generated by Imapro Growth OS v5.0 • December 4, 2025

            ConsenSys Marketing Intelligence Dashboard