The Year Ahead for Crypto 2025 – Full Series: AI+DePIN DeFi Gaming Infrastructure Markets Consumer DeFi...Flexible, programmable, capable of interacting with DeFi...., etc. all point towards this next iteration of DeFi....Bitcoin DeFi – Bitcoin DeFi has become a popular talking point over the past few years, and is an inevitable...

Mantle’s journey is a representation of the convergence of CeFi and DeFi, a very pertinent one at that...BitDAO’s original vision was to act as an incubator and decentralized investor in the DeFi sector at...the type of CeFi-DeFi collaboration that Mantle is prioritizing....In contrast, ByReal and the DEX portion can bring DeFi’s transparency and robust settlement. ...

But DeFi is far from dead. In a vacuum, the DeFi sector performed well in 2023....DeFi had never experienced a rising rates environment before....Why Rollapps Can Be a Great Choice for DeFi Rollups are a sound choice for a variety of apps — DeFi just...but plugged into DeFi”....Conclusion DeFi is at a vital inflection point.

DeFi Summer Four years ago, DeFi “Blue-Chips” such as lending protocol AAVE and derivatives protocol...For those of us who remember when AAVE was “ETHLend”, the notion of “DeFi” did not yet exist, and the...But, in the midst of hacks, rug pulls and smart contract exploits…a category of reputable DeFi protocols...

Is DeFi Broken?...DeFi’s ability to cross the chasm....more hidden role oracles have played in stifling DeFi’s ability to scale....The reality is most DeFi users frankly don’t value decentralization and instead use DeFi for the simple...In the context of DeFi protocols, this is usually liquidity and users.

Quick Links Year Ahead for DeFi 2024 – Full Report Year Ahead for DeFi 2024 – Executive Summary Key Themes...DeFi made significant progress in the decentralized perps sector, but these improvements failed to carve...Economy Theme #2: All Eyes on Uniswap Liquidity Theme #3: App-Specific Rollups Will Scale Ethereum DeFi...

Early movers span fintech wallets, centralized exchanges, and increasingly, major DeFi protocols....It’s in DeFi where this trend is most pronounced and where the implications are clearest....From Leakage to Revenue: DeFi’s Stablecoin Playbook This shift is already becoming clear in the onchain...

State of Lending in DeFi DeFi lending and borrowing protocols have seen a resurgence in activity, with...Since Q4 2023, we’ve seen a resurgence in DeFi lending innovations that largely cater to a wider asset...The Morpho team subsequently decided to tackle the broader limitations of DeFi money markets and built...

The Path to DeFi’s ETF Moment: The Rise of Morpho, Curators, and Mullets The state of DeFi today suggests...For DeFi to grow beyond previous highs and achieve mainstream adoption, DeFi and CeFi must converge and...In this report, I’ll outline why vaults, curators, and “DeFi mullets” may help DeFi cross the chasm,...

Introduction Undercollateralized lending accounts for an underwhelming portion of DeFi lending activity...However, unsecured lending is one of the best ways to unlock capital efficiency in DeFi, and various...The State of DeFi’s Unsecured Money Markets It has been a tough year for crypto tokens as a whole, and...DeFi money markets have not been spared.

The State of DeFi and Where It’s Going DeFi was the golden child of 2020, acting as the first true narrative...Ethereum DeFi, which is the largest DeFi ecosystem, saw some of its highest-rated coins take a beating...Despite DeFi’s mechanisms protecting users from this fallout, DeFi tokens didn’t manage to scrape through...

Price action following the COVID crash saw DeFi outperform pretty much every asset....This is especially true for DeFi....Since DeFi Summer in 2020, DeFi has largely underperformed ETH throughout the previous bull market as...Due to the nature of DeFi token launch dates, price history, etc., we have opted to use Binance’s DEFIPERP...

Introduction After two years of free money, DeFi yields have fallen to unimpressive levels....Principal-protected vaults are an emerging niche of DeFi structured products that attempt to provide...portfolio theory, diversification, and advanced risk metrics are likely to become prominent narratives as DeFi...

DeFi is yet to see an efficient model for spot leverage....Opening the Door to New Strategies Access to efficient leverage opens a new door of possibilities for DeFi...But this is the first implementation of a composable leverage primitive in DeFi....reliable venues to obtain yield and trade assets, Gearbox could unlock a whole new look and feel to DeFi...

Table of Contents Purpose-Built for DeFi Optimizing Sei with ABCI++ Colocating Validators With Better...Sei is an upcoming Cosmos chain aiming to be a “DeFi-optimized” layer 1. What does that mean?...To be clear, Sei is not a DEX, it is a layer 1 optimized for DeFi....Sei “trims the fat” and strips out all the non-DeFi activities from their chain.

But the success of DeFi derivatives’ has been restrained to a select few exchanges....DeFi fixed income and yield derivatives seemed like a sure bet to those who believed DeFi trends would...However, IRS in DeFi and IRS in TradFi work very differently....DeFi fixed income is a different beast altogether....But the success of DeFi derivatives’ has […]...

Way To Earn Yields Decentralized Option Vaults (DOVs) are a relatively new product in the world of DeFi...Though the development of DeFi products built around options has been exciting, it’s still relatively...Furthermore, the requirements of full collateralization within the DeFi options market further reduces...

One interesting finding is that the majority of DeFi tokens have underperformed FTX’s DEFIPERP index....And this is because DEFIPERP, while initially curated to track the state of Ethereum DeFi, has evolved...into an index for Solana and Ethereum DeFi tokens....fit relative to all other sectors of DeFi.

Although short-lived, mid-August was reminiscent of the infamous DeFi summer, as traders were blindly...

Introduction In 2020, we had “DeFi Summer.”...In 2022, we see signs of a new emerging narrative: DeFi-type products that enable greater financialization...NFTfi has generated just over $400,000 in lifetime revenue, which is tiny compared to other DeFi protocols...Experiment with making loans on NFTfi, earning yields on ETH more significant than you can get on most DeFi...