Related research

MakerDAO's 2022 Fundamentals
By
Anil Lulla•
All in all, 2022 was a year of survival for Maker. Their fundamentals took significant hits, but so did the rest of the market. Their dominance in the stablecoin sector is as of yet unchallenged, and their exploration of RWAs could be the next catalyst when the market turns around.

Aave: A Review Of The Fundamentals
By
Anil Lulla•
In our Year Ahead report for DeFi, we examined the thesis for so-called DeFi blue chips and their ability to bounce back from a tough year. Aave is one of those projects, and one that virtually everyone in crypto is aware of.

Gaming Governance is Tricky, and Cosmos Begins Their Game of Chains
By
Anil Lulla•
Discord News Abracadabra Money shifts incentives from Fantom pools to Optimism. Gearbox publishes its September 2022 update. Find the full […]

Osmosis Debates Protocol-Owned-MEV, and Sushi Gets a New Head Chef
By
Anil Lulla•
Discord News Gearbox raises $910k out of the $1.58m community round. MeebitsDAO gives its members access to the private beta […]

Bancor Considers a BNT Burn, and a New DAO Model for SafeDAO
By
Anil Lulla•
Discord News Friktion announces geo-restrictions due to regulatory concerns. Gearbox publishes its autumn roadmap. Find the full write-up here. Mars […]

Maker Considers Joking, and Sushi Continues it's Search for a Headchef
By
Anil Lulla•
Discord News Cega publishes results from the recent backtests on their vault performance. Find the full article here. FujiDAO announces […]
Concepts
Access Exclusive Research
With Delphi Pro
Tap into the industry’s most comprehensive research reports and media content
on digital assets.
Be the first to discover exclusive opportunities & alpha
Understand the narratives driving the market
Build conviction with actionable, in-depth research reports
Engage with a community of leading investors & analysts