Top Results341 results
USD.AI: Financing the Future of AI Infra
It represents wiggle room to absorb declines in collateral value, reducing the lender’s risk of loss...Preventing loss, given default: Equity cushion – 70% Loan-to-Value (LTV) ratio provides a safety margin...their loan via monthly coupons, requiring the drop in value to be increasingly steeper to result in a loss...
14 Min
Infrastructure
May 2025
Programmable Asset Ledgers Will Eat The World
...tiers rather than continuous price curves, the existing system trades off predictability for deadweight loss...model is in its ability to more granularly match supply and demand and in the process reduce deadweight loss...falls, telecoms are nonetheless stuck paying to maintain this infrastructure, resulting in deadweight loss...
25 Min
DeFi
Mar 2025
Engineering Real Credit Onchain: The 3Jane Bet
Whatever the method, there must be a credible path to recover capital, or at least absorb its loss without...The junior tranche absorbs first-loss risk but earns a higher yield, mirroring traditional structured...
18 Min
DeFi
Jul 2025
The Fat App Thesis: An Inflection Point in Value Accrual
LPs no longer passively absorb loss versus rebalancing (LVR)....and L2s with more interoperability and near-zero fees – even stating that this would initially be a loss-leader...Although it’s currently a loss-leader, the idea of adjusting minimum gas and DA fees will be the likely...
43 Min
Layer 1 / L1
Apr 2025
Covalent: On-chain Data Meets Agency
...blockchain data across multiple chains Share context between specialized agents without information loss...
13 Min
Infrastructure
Jun 2025
Death by Design – The Fate of Ethereum
...and L2s with more interoperability and near-zero fees – even stating that this would initially be a loss-leader...Although it’s currently a loss-leader, the idea of adjusting minimum gas and DA fees will be the likely...The Hyperscale Effect – A Loss-Leader for Chains The protocol layer has 3 main sources of revenue: base...
7 Min
Layer 1 / L1
May 2025
Move over Foundation, Solana wants to decentralize
The income that it would receive, wouldn’t be able to offset the loss, eventually spiraling and shutting...
2 Min
Validators
Apr 2025
April Showers… May Flowers? - Macro & Markets May 2025
The loss of alignment between price and sentiment in the second half of the month adds a note of caution...
25 Min
Macro & Markets
Jun 2025
Running it back up again with YTs?
...core, the pool pairs Income Tokens (PTs) with their underlying yield-bearing assets (YBA) to minimize impermanent...loss through natural price correlation.
5 Min
DeFi
Feb 2025
Aptos: Infrastructure for the Financial Internet
On-chain key rotation and recovery mechanisms mitigate the risk of key loss.
30 Min
Infrastructure
Apr 2025
The Circle IPO: Caveat Emptor?
...picture, it really tempers the initial excitement of seeing the income portion of the Profit & Loss...
4 Min
Stablecoins
Apr 2025
Delphi's Market Matters - June 2025
That’s very like a clear loss of momentum. Yeah....Um, I mean I think LTR: another one here, to me it does look like a loss of [00:16:15] momentum, especially...That was a loss of like 30%. But, uh, MicroStrategy put in a downside move of 55%, 57.
64 Min
Macro & Markets
Jun 2025
The Upcoming Rise of Humanoid Robotics
People often talk about the white collar job loss that will come from AI, but there are even more blue...
7 Min
Global Macro Themes
May 2025
Bounce? - Market Update 3/17/2025
Same trader previously executed a controversial trade forcing HLP vault to warehouse positions at a loss...
3 Min
Macro & Markets
Mar 2025
The Power of Algo Pools: Astroport's Passive Liquidity Solution
...occurs only if the net gains from accrued fees are sufficient to offset at least half of the potential impermanent...loss (IL) resulting from the repegging action.
18 Min
DeFi
Jul 2024
Paladin of the Solana Round Table
The potential loss of remaining PAL tokens and reputation loss among users and RPCs that send transactions...Reputational Stakes: The risk extends beyond token monetary loss—it’s about standing in the Solana community...
21 Min
DeFi
Sep 2024
Elixir: Democratizing Liquidity Provisioning in the Age of Orderbooks
More specifically, AMMs are subject to two symptoms of MEV: (1) slippage and (2) Loss-Versus-Rebalancing...
14 Min
Orderbook
Oct 2024
Reassessing Monetary Architecture in the Age of Crypto
Even without yield, the run risk remains: a loss of confidence in reserve quality or regulatory treatment...
9 Min
Stablecoins
Jun 2025
The Year Ahead for DeFi 2025
Liquidity Providers: Today’s LPs face several critical challenges limiting their participation: LVR (Loss-Versus-Rebalancing...However, this isn’t sustainable in the long-run because prediction markets cannot operate at a net-loss...
72 Min
DeFi
Dec 2024
Rho's Rate Edge
...profit, keeping your total at $5/day; if they drop towards 0%, Binance costs $0/day, Rho nets a $5/day loss...
4 Min
DeFi
Mar 2025