PLAY also connects users to the broader ecosystem, including DeFi applications, crypto-enabled webshops...Their DeFi offering is basic but functional....The token briefly ran 50% ($2-$3) in the weeks leading up to release before continuing to chart a seemingly...

Part 2 – Applications In Part 1 we have overviewed Anoma’s intents and seen how they compare to Ethereum-style...“Part 2: WTF are intent-based apps?”...has 2 sections; First, we take a look at some existing intent-based apps across various verticals that...It has 2 modes of operation; fast and slow.

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...Our first rule: The protocol must have been deployed in the past 2 years, or since June of 2021.

The Year Ahead for Crypto 2025 – Full Series: AI+DePIN DeFi Gaming Infrastructure Markets Consumer DeFi...Gen 2 cards often have interesting features that differentiate themselves from vanilla gen 2 cards....Gnosis Pay Safe has 2 custom modules, a roles module and a delay module....Tether and Circle) and (2) stablecoin distributors (i.e., apps).

Bitcoin DeFi and the Opportunity for Zetachain DeFi was the first large-scale success of Ethereum’s smart...Ethereum’s DeFi ecosystem has lending apps, exchanges, derivatives, and more....Bitcoin-focused DeFi is tiny compared to most ecosystems – let alone Ethereum....However, Ethereum’s DeFi ecosystem has actual user demand.

They recently announced Sanctum Infinity with plans to go live in the next ~2 months.”...Theme 2: All Eyes on Uniswap Liquidity Uniswap is the most dominant protocol in the history of crypto...soon bring TradFi yields on-chain and has begun teasing this feature on their IPOR index analytics page...

...resources and involvement bring more institutional-grade liquidity, exchange integration with Layer 2...evolving circumstances will be explored later in this report, but first, we must understand Mantle’s Layer 2...Mantle Network Architecture Modular Layer 2 Mantle network differs from most Layer 2s on Ethereum through...

Price action following the COVID crash saw DeFi outperform pretty much every asset....Several 0-1 DeFi innovations helped generate interest and attract additional capital flows....This is especially true for DeFi....Since DeFi Summer in 2020, DeFi has largely underperformed ETH throughout the previous bull market as...

Theme #2: DeFi Blue Chips Rise From the Ashes 2022 was a brutal year for DeFi blue chips, but these projects...Surprise #2: Saturation of the Structured Products Space When Ribbon Finance launched in Q2 2021, it...setup is semi-centralized, with a multisig wallet where the platform holds 1/3 keys and the user holds 2/...

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.

Axie floor prices increased from 0.03 ETH to around ~0.066 ETH, and MEO 2 Axie prices rose from 0.084...flat throughout the month while Mystic 1 Axie floor price grew from 5.5 ETH to 9.99 ETH and Mystic 2...With the Axie community thriving like never before, economic growth rivaling even the largest DeFi applications...

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...Theme #1: Competition Between LSDs and the Restaking Economy Theme #2: All Eyes on Uniswap Liquidity...

Is DeFi Broken?...DeFi’s ability to cross the chasm....that either (1) oracle providers are only able to securely support a handful of short-tail assets or (2)...The net effect is three fold: (1) Protocols become more fragile as they scale (2) Users are forced to...

Internet Game is an interactive entertainment platform that is launching its Season 2, titled “Bear Market...There are 2 parts to the games....Part 2 is a live finale with 3 multi-player games hosted by Gmoney & Leah Lamarr.

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...trading bot, and track record are most comparable to the hedge fund experience that would warrant a 2...

State of Lending in DeFi DeFi lending and borrowing protocols have seen a resurgence in activity, with...Morpho’s solution to develop Modular lending markets consists of 2 separate offerings – Morpho Blue and...An Isolated lending pool refers to a lending market between just 2 assets – one collateral and one borrowable...

Market Update With L1 szn taking hold of crypto markets, DeFi coins have fallen out of favor over the...into an index for Solana and Ethereum DeFi tokens....its outperforming individual DeFi tokens in light of SOL’s stellar rally....fit relative to all other sectors of DeFi....DeFi money markets are as strong as they ever have been.

In this report, we look at how the Layer 2 ecosystem is shaping up and dive into the varying rollup solutions...

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,...

DeFi is yet to see an efficient model for spot leverage....Depositing 2 ETH and taking an 8 ETH loan — implying 5x leverage, since collateral is usable too — would...allow a user to earn Yearn’s 4% APY on 10 ETH instead of just 2 ETH....With 2 ETH of principal, the user would now earn 20% APY.