Convex Finance Research Reports

VaultsA Look at Convex's Business Model and a Looming Catalyst
By
Anil Lulla•
Yield farming, or some form of token-based bootstrapping, has become a core component of every project’s go-to-market strategy. Protocols actively think about how best to employ game theory to attract users. At the same time, DeFi summer taught us that incentives and game theory aren’t enough to sustain a project.

Macro & MarketsDelphi Office Hours Call (December 15th, 2022)
By
Anil Lulla•
Join us as we discuss the recent CPI print, concentration of volume in DEXs and NFTs, daily active users of prominent dApps, the veToken model, and more.

OptionsThe Year Ahead for DeFi
By
Anil Lulla•
In this report, we look to highlight some key opportunities and challenges for DeFi and spell out the reasons we remain optimistic that DeFi will thrive.

Macro & MarketsDelphi Office Hours Call (December 1st, 2022)
By
Anil Lulla•
Join us as we discuss SUAVE from Flashbots, how DeFi trading infrastructure can be improved, Uniswap's NFT plans, RPC alternatives, Frax's staked ETH growth, and more.

DeFiDo Fundamentals Matter in Crypto Markets?
By
Anil Lulla•
Introduction There are a number of crypto projects that generate revenue and simultaneously reward their users and token holders. Sometimes […]

DAOAave Decides to $GHO and Cosmos Interchain Security Becomes A Reality
By
Anil Lulla•
Discord News Bancor posts a recording of their community call. The DAO scheduled the call to discuss possible actions to […]
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