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OpenSea Competition, NEAR Outperformance, & Short-Term Capitulation
NEAR and ATOM Leads January Performance NEAR and ATOM have been the top performers in the past month...NEAR price has benefited from the launch of Aurora, which allowed EVM-compatible dApps on their network...auditing phase and will be added as collateral assets on Anchor Borrow in the coming weeks. — Anchor Protocol...
4 Min
NFT Marketplace
Jan 2022
Aurora: Another EVM Chain, or the Beginning of Near?
Near economics are as follows: Create 5% new supply a year: 0.5% for protocol development, 4.5% to stakers...The top protocols are subsidizing the rest of the chain. Near rewards apps for their activity....Back in November, Trisolaris (a Sushiswap fork) was pretty much the only used protocol on Aurora and...
28 Min
Infrastructure
May 2022
Set Protocol
Set Labs Inc. is the company developing the protocol....Set Protocol does not have its own token....While Set Protocol does not charge any additional fees at the moment, once the protocol sees increased...available and how the protocol operates.
Asset Management
Jul 2019
Bitcoin Stumbles as Markets Near Inflection Point
Bitcoin Stumbles as Markets Near Inflection Point Happy Friday everyone!...cid=516a1f68-7b95-4229-9bd0-d955b2c257bf#/main 1/8 7/8/2020 Bitcoin Stumbles as Markets Near Inflection...cid=516a1f68-7b95-4229-9bd0-d955b2c257bf#/main 2/8 7/8/2020 Bitcoin Stumbles as Markets Near Inflection...
Perpetual Futures
Feb 2020
The Launch Of Armor Protocol
Armor Protocol is a DeFi insurance broker and aggregator that is positioning itself to solve some of...removing the need for KYC and offering a streaming ‘Pay As You Go’ coverage model for users across various protocols...
4 Min
Insurers
Jan 2021
The Launch Of Armor Protocol
Armor Protocol is a DeFi insurance broker and aggregator that is positioning itself to solve some of...removing the need for KYC and offering a streaming ‘Pay As You Go’ coverage model for users across various protocols...
4 Min
Layer 1 / L1
Jan 2021
The Rise of Lens Protocol in 2023
🔍 The Rise of Lens Protocol in 2023 Traditional social media companies have had a tenuous relationship...Lens Protocol has seen a substantial spike in monthly transactions and users since the beginning of the...This is even more impressive, considering the protocol is still in closed beta with an allowlist for...of Farcaster, Nostr, and Lens Protocol.
7 Min
Social Media
Apr 2023
Hop Protocol - A Hare, or a Tortoise?
...fragmentation; when all activity is on a single layer there is one representation of each asset and all protocols...The protocol revolves around the Hop bridge and Hop tokens....A Year of Hopping It has been about a year since the Hop protocol launched, originally on the PoS sidechains...
26 Min
Bridges
May 2022
Anchor Protocol
Anchor is a savings protocol built on Terra offering a stable yield (initially 20% APR) subsidized by...to become the Stripe for savings, allowing any business to seamlessly integrate the Anchor savings protocol...DELPHI DIGITAL ANCHOR SPV Summary Anchor is a savings protocol built on Terra offering a stable yield...
1 Min
Vaults
Mar 2021
Decibel Protocol
One deposited dollar at Decibel does three jobs, and a second revenue stream holds when fees compress. The broadest roadmap in the category, and whether it ships is the test....
Infrastructure
May 2026
Story Protocol: Does IP Need a Chain?
Why Story Protocol?...Story Protocol attempts a new approach designed specifically for the digital and AI-driven creative economy...Story Protocol enters a landscape dominated by three main categories of IP management systems....protocols like LayerZero, deBridge, and Stargate for broader, multi-chain communication.
24 Min
Layer 1 / L1
Apr 2025
Perpetual Protocol Private Markets - Part II
Over the past few months we’ve been working closely with Perpetual Protocol to design a framework for...Private Markets for the protocol....If you’d like to get involved in the discussion on the Perpetual Protocol governance forum you can do...In this piece, we cover the second part of our recent proposal for Perpetual Protocol, where we explore...
1 Min
DAO
Sep 2021
Perpetual Protocol Private Markets - Part I
Over the past few months we’ve been working closely with Perpetual Protocol to design a framework for...Private Markets for the protocol....this piece, we’ll refer to Private Markets as perpetuals markets that can be deployed on the Perpetual Protocol...These markets would coexist and complement the current markets deployed on Perpetual Protocol (which...
2 Min
Perpetual Futures
Aug 2021
DeFi
Sep 2019
The DeSocial Protocols
Protocol vs....Nostr, Lens Protocol, and Farcaster are communication protocols rather than centralized apps....Lens Protocol The final protocol we want to highlight is Lens....its protocol....Lens Protocol’s NFT social graph is the foundation of their protocol.
25 Min
Social Media
Apr 2023
DeFi
Jan 2020
0x Protocol: A DeFi Pioneer Making Waves
From Aug. 2020 onwards, several new dApps and protocols that use 0x for liquidity popped up....ZRX Token Economics In Dec. 2019, 0x was upgraded to the third iteration of the protocol (0x v3)....Market makers on 0x are entitled to earn protocol fees 0x charges takers....As previously mentioned, a majority of protocol fees were earned in 2021.
13 Min
Spot Exchange
Apr 2021
Vega Protocol Update: Evaluating Value Accrual
Earlier this month, we published a deep dive on Vega Protocol, one of the most ambitious attempts to...The protocol has options vaults, some of which are already live....Perpetual Protocol is an on-chain perpetuals exchange on Arbitrum and xDAI....Unlike dYdX, which employs a central limit orderbook model, Perpetual Protocol uses an AMM to facilitate...
9 Min
Spot Exchange
Feb 2022
Angel Protocol Token Design
Over the past few months we’ve been working with Angel Protocol to design their HALO token.
1 Min
Asset Management
Dec 2021
Another Protocol for Yield Farmers - Enter mStable
...farming” and “liquidity mining” within the defi ecosystem. mStable, a stablecoin liquidity and lending protocol...The protocol charges a 30bps fee, but this is temporarily dropped to 2.5 bps....With a 1:1 exchange rate, the protocol can institute higher fees as there is no slippage.
4 Min
Stablecoins
Jun 2020