DODO Research Reports

AMMFrom 1 to 100: What the Future Holds for DEXs
By
Anil Lulla•
The issues that plagued centralized exchanges (CEX) in their infancy have still not been eradicated. In the grand scheme of things, we’ve made some vast improvements to CEX performance. Some are better than others, but every subsequent collapse in the industry gets bigger and more bizarre.

Macro & MarketsWake Me Up When September Ends
By
Anil Lulla•
📊 Food For Thought Pt 2 In last week’s edition of Market Insights, “Markets Gear Up For Dreaded September”, we […]

AMM$UNI Moves The Goalposts Higher, Will $SUSHI Follow?
By
Anil Lulla•
Historically, Sushiswap's rolling price-to-sales (P/S) ratio has been higher than Uniswap's, but that recently changed as the valuation of UNI has surged higher. Currently, on a rolling 7-day basis, SUSHI is trading at a cheaper P/S ratio of 2.23 relative to UNI which is trading at 3.78 P/S ratio. We believe a relative value trade may be in play here.
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