Reports35 results
Restaking Games: Chasing for Yield
By this point, the restaking pitch is well-known: use the already bootstrapped economic security of another asset to secure your app, instead of bootstrapping security from scratch with your own token...
53 Min
Staking
Nov 2024
Solo, Liquid, or Centralized: A Guide to Staking ETH
The launch of Ethereum's Shapella upgrade marks a significant moment that allows the withdrawal of staked ETH from the Beacon Chain, a feature that was previously unavailable. As highlighted in our ea...
16 Min
Liquid Staking
Jun 2023
Vitalik's Warning
Ethereum is known to be the most secure layer-1 blockchain. Part of the reason why it has attracted so much volume and liquidity is due to the security it can provide to applications that deploy on it...
7 Min
Staking
Jun 2023
Lido's Game Theory
Liquid Staking Derivatives (LSDs) enable users to swap ETH in return for a derivative token that represents staked ETH. LSDs let users bypass the frictions of staking ETH: (i) the technical know-how o...
5 Min
DeFi
May 2023
Brace Yourselves, Shanghai Is Coming
Do you hear that? That’s the sound of 17M ETH getting ready to be withdrawn from staking, nearly $30B of ETH supply previously locked up coming onto the market ready to be sold. Or at least, this is w...
21 Min
Liquid Staking
Mar 2023
The Future of ETH Liquid Staking
In this report, we analyze the ETH staking market from a business and financial perspective. The end goal of this exercise is to try and ascertain these protocols' potential for value generation....
15 Min
Liquid Staking
Jan 2023
stETH on Ethereum Bridges Skyrockets
🌅 Welcome! The drama between CZ and SBF likely comes to an end as Binance signs a non-binding agreement to […]...
5 Min
Liquid Staking
Nov 2022
ATOM 2.0: Building the Hub's Economy
On September 26th the long awaited ATOM 2.0 whitepaper was released, a new vision for the Cosmos Hub and its place in the Cosmos ecosystem....
19 Min
Proof-of-Stake
Oct 2022
The Root of Lido's stETH Peg Troubles
The current Ethereum Proof of Work (PoW) chain will be “merged” with its Proof of Stake (PoS) Beacon Chain (hopefully) […]...
6 Min
Liquid Staking
Jun 2022
Lido Leads, Crypto Unicorns Launches, STEPN Sprinting Away
Chart of The Day: Lido Now the Top Protocol by TVL Lido overtook Curve today to become the leading protocol […]...
9 Min
Liquid Staking
May 2022
ENS Soars, Whirlpool Farms, & Valuing L1s
Chart of The Day: ENS Reignites Growth Ethereum Name Service (ENS) is a protocol for decentralized domain names on Ethereum. […]...
5 Min
Layer 1 / L1
Apr 2022
Managing Expectations Heading Into "The Merge"
Introduction While the nomenclature around the project has changed over the past few years, “The Merge” refers to the Ethereum […]...
11 Min
Proof-of-Stake
Apr 2022
The Race To Become Solana's Liquid Staking Winner
Introduction Staking is one of the largest and fastest growing industries in crypto, but most staking solutions today have a […]...
18 Min
Proof-of-Stake
Apr 2022
An Alternative Implementation of veToken Economics
Curve and veToken Economics The rise of crypto and tokenization has blown the design space for protocol economics wide open, […]...
21 Min
AMM
Apr 2022
Lido's Lead, ApeCoin Governance, & The BreederDAO Factory
Chart of The Day: Lido Holds 25% of ETH2 Deposits Lido is a liquid staking protocol for Proof-Of-Stake blockchains to […]...
9 Min
Staking
Mar 2022
Is the Convex Flywheel Sustainable?
Introduction: Understanding the Convex Flywheel Through the latter half of 2021, Curve and Convex were the talk of the town. […]...
17 Min
AMM
Feb 2022
Platypus' Growth, Fantom Bridgoors, & BTC Fishes Accumulate
Bridgooors Heading To Fantom Note: The data above shows transfers via the Ethereum-Fantom (Anyswap + Multichain.xyz) and BSC – Fantom […]...
3 Min
Staking
Jan 2022
Terra's TVL Growth, Lido's LUNA Benefits, DEX Valuations
Terra’s TVL Overtakes Solana and Avalanche Total Value Locked on Terra Network overtook Avalanche and Solana, now making it the […]...
4 Min
Staking
Dec 2021
Anchor Runs A Surplus After Adding bETH
Layer 1 tokens have been in the spotlight lately, with AVAX on a tear while LUNA and SOL hit all […]...
6 Min
Derivatives
Aug 2021
Lido Dominates Liquid Staking
Lido is the current market leader in the liquid staking space and, as of now, the race isn't very close. Will this dominance continue? The data indicates that Lido may just be warming up....
10 Min
Liquid Staking
Aug 2021