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Lido's Treasury Diversification and Aave L2 Governance
Discord News Alchemix hints at veALCX. FujiDAO teases a new concept in their discord. GnosisDAO discloses SAFE token allocations. JonesDAO […]...
9 Min
DAO
Jul 2022
King $COIN Marches On
This means about 22% of all revenue comes from $USDC, illustrating continued revenue diversification.
7 Min
Macro & Markets
Feb 2024
An Ode To Bitcoin
One hallmark section of that report focused on portfolio diversification and the benefits even a small...
12 Min
Other
Dec 2024
The State of Undercollateralized DeFi Lending
On TrueFi, every USDC lender and borrower deposits and earns from the same pool, allowing for risk diversification...Within each lending pool, one should also be aware of the amount of borrower concentration and diversification...To say it differently, it has heightened counterparty risk through a lack of diversification.
10 Min
Unsecured Lending
Oct 2022
Squads' Expansion from Multisigs to Crypto-Native Fintech Infrastructure
In the long term, these businesses will bring about a diversification of transaction activity which is...This allows teams to manage their treasury diversification initiatives directly from the Squads app....The infrastructure enables companies to improve customer outcomes, increase retention, and diversify...
26 Min
Infrastructure
Feb 2025
USD.AI: Financing the Future of AI Infra
Adequate diversification should be able to contain tail risk in the core business.
14 Min
Infrastructure
May 2025
Engineering Real Credit Onchain: The 3Jane Bet
Tranching for Risk Diversification Lenders provide USDC and receive either USD3 (senior tranche) or further...
18 Min
DeFi
Jul 2025
The Evolution of Digital Asset Secondary Markets - 2025
...increases in deal activity, reduced closure times, tighter bid-ask spreads, and institutional appetite for diversified...This diversification has shaped the market, introducing varied horizons, strategies, and influences.
14 Min
Financial Market Themes
Aug 2025
The Year Ahead for Apps 2026
Financial Diversification The clearest proof is the revenue mix shift....This is how revenue diversification should happen....International Exchange and Derivatives The final piece of the business diversification is the expansion...The Superapp Buildout: Base L2 (OS) + The Base App (Interface) With the financial diversification in...
96 Min
DeFi
Dec 2025
The State of NFT Lending — Opportunities & Risks
Savvy lenders can mitigate some risk through portfolio diversification, focusing on high-quality NFTs...If Sablier gains significant traction, it will not only diversify the types of assets that can be used...This goes beyond mere diversification, as it allows users to earn tokens through farming and potential...
36 Min
NFTs
Sep 2023
Ostium: The Gateway to Global Markets
...primarily traded by institutions are increasingly becoming focal points for retail traders seeking diversification...contrast, remain heavily concentrated around crypto-native assets despite clear demand for broader diversification...The base case ($534M) assumes stable volume with modest diversification.
Perpetual Futures
Apr 2026
zkVerify Memo: Integration Flow, Potential Markets, and Token Economics
The reason for adoption might vary, be it diversification or hedging against the dollar debasement, but...
22 Min
Infrastructure
Apr 2025
Getting a BIT Mantle
This diversification provides Mantle with a significant advantage over competitors like Arbitrum and...
15 Min
Layer 2 / L2
Jul 2023
A Fragile Absorption: The 2025 TGA Refill and the New Liquidity Regime
This pullback reflects a mix of drivers from geopolitical friction and diversification goals, to domestic...Major reserve holders are diversifying into other assets and currencies such as Gold....reserve currencies, bilateral trade arrangements and alternative settlement systems in an effort to diversify...
26 Min
Macro & Markets
Aug 2025
If the ETF Era Made Bitcoin Investable, the 401(k) Era Could Make It Unavoidable
Create CIT wrappers that blend Bitcoin exposure into diversified products....Adoption expands steadily, led by younger participants, self-directed accounts and diversified target-date...reflects the most probable adoption path, one in which Bitcoin quietly becomes an incremental addition to diversified...
22 Min
Macro & Markets
Nov 2025
Real-World Assets in Decentralized Finance
The senior pool provides both diversification across borrower pools and seniority to the first-loss capital...This phenomenon underscores the advantages of diversifying Maker’s collateral base.
11 Min
Money Markets
Jan 2023
The Emergence of Principal-Protected Yield in DeFi
Modern portfolio theory, diversification, and advanced risk metrics are likely to become prominent narratives...
10 Min
Structured Products
Oct 2022
The Public Crypto Accumulator Era - Part 1
This marks a structural break from past cycles where diversification dominated treasury logic....Under new leadership, the firm replaced its diversified crypto treasury with a concentrated Solana reserve...The firm rebranded from a diversified crypto holding company into a Solana-native entity.
31 Min
Macro & Markets
Jun 2025
Gho is a Go, and Sushi Chef Troubles
Lido is voting on the reworked treasury diversification proposal that caused so much controversy last...
9 Min
DAO
Aug 2022
The Race To Become Solana's Liquid Staking Winner
First, liquid staking tokens will delegate to numerous validators to diversify/decentralize network stake...Users (and the network) will be able to get the benefit of diversification/decentralization but will...Stake Pool Strategies As noted above, one of the core benefits of liquid staking is to diversify validator...
18 Min
Proof-of-Stake
Apr 2022