Reports1415 results
Update: Ethereum's Network Activity
In this piece, we provide updates on the rate of ETH deposits vs. ETH supply issuance, the latest Beacon Chain stats, and metrics for assessing Ethereum’s network health....
4 Min
Infrastructure
Dec 2020
Bancor v2.1: IL Insurance Check-In
Bancor recently upgraded to Bancor v2.1 - which uniquely featured Impermanent Loss insurance facilitated by elastic BNT supply. Let’s take a look at how Bancor’s v2.1 has gone so far....
4 Min
DeFi
Dec 2020
Bancor v2.1: IL Insurance Check-In
Bancor recently upgraded to Bancor v2.1 - which uniquely featured Impermanent Loss insurance facilitated by elastic BNT supply. Let’s take a look at how Bancor’s v2.1 has gone so far....
4 Min
DeFi
Dec 2020
Bitcoin Following the ATH Playbook
Bitcoin is more than 6% off its new all-time high but so far its following its early 2017 playbook....
4 Min
Macro & Markets
Dec 2020
STABLE Act: Impending Regulation or Political Wish List?
Will the new STABLE Act stifle innovation or is it a political wish list with no path forward?...
6 Min
DeFi
Dec 2020
A Look Into Public DeFi Treasuries
In order to be truly decentralized, crypto protocols need to find a sustainable way to fund development and operations. As DeFi embraces DAOs, it’s becoming increasingly important to understand commun...
1 Min
Asset Management
Dec 2020
The Beginning of the Journey for the Aave Safety Module
In this piece I share my thoughts on the recent ARC posted on the Aave governance forum that touches on some important upgrades to the Aave Safety Module....
8 Min
DeFi
Dec 2020
The Bitcoin Bull Case: 2021 & Beyond
Market cycle forecasts leveraging UTXO analysis, institutional demand, and a conducive macro backdrop make the bullish setup for Bitcoin over the next 12 months hard to ignore....
1 Min
DeFi
Dec 2020
The Bitcoin Bull Case: 2021 & Beyond
Market cycle forecasts leveraging UTXO analysis, institutional demand, and a conducive macro backdrop make the bullish setup for Bitcoin over the next 12 months hard to ignore....
1 Min
Infrastructure
Dec 2020
ETH 2.0 and Ethereum Ecosystem Analysis
We dive into the kick-off of the multi-year transition to ETH 2.0. The launch has partially fueled an ETH rally for which we dig into deeper and we also cover the growth of DeFi underpinning the succe...
2 Min
Infrastructure
Dec 2020
THORChain ($RUNE)
Almost exactly a year ago, our team sent our Institutional clients a deep-dive report on THORChain, highlighting its native asset $RUNE. Today, we make that report public....
1 Min
Infrastructure
Dec 2020
The Great yBundling (YFI)
Yearn (YFI) is both horizontally and vertically integrating DeFi legos. In this piece we dive into where value will accrue; YFI or its “acquired” tokens....
10 Min
Asset Management
Dec 2020
Layer 2s: Betamax vs VHS?
This first mover advantage combined with simple onboarding and backing could give Optimism enough adoption by the time that zero knowledge proof solutions are sufficiently mature that the network effe...
6 Min
ZK-Rollups
Nov 2020
Coordination, Public Goods and Crypto (Part 2)
Having discussed what the underfunded public goods problem is and why it matters in part 1, we now turn our attention to solutions to this problem. We begin by describing existing solutions, why they...
11 Min
Asset Management
Nov 2020
Coordination, Public Goods and Crypto (Part 2)
Having discussed what the underfunded public goods problem is and why it matters in part 1, we now turn our attention to solutions to this problem. We begin by describing existing solutions, why they...
11 Min
Asset Management
Nov 2020
The Implications of yEarn’s Acquisition of Pickle on Token Holders
yEarn Finance announced the friendly acquisition of its competitor, Pickle Finance. The move entails rebranding Pickle vaults in yEarn vaults, and has beneficial short-term effect for both YFI and PIC...
7 Min
Vaults
Nov 2020
Bitcoin Eyes New High, ETH 2.0 Has Liftoff ?
BTC is hovering around $19,000, a level we experienced only ever so briefly in mid-December 2017. An ATH seems right around the corner and meanwhile, ETH 2.0 is a go!...
5 Min
Staking
Nov 2020
The Roblox IPO Filing & Crypto Sandboxes
Appetite for blockchain-based virtual worlds appears to be strongly correlated across major peers. The year-to-date sales for 3 of the top 4 (excluding Decentraland) all hover near $2.5 million. What...
8 Min
Virtual Real Estate
Nov 2020
Our ANT Proposal Passes, Yielding 2.9x Premium for $ANJ Holders
Today, after 1 month of working closely with the Aragon team and community on several different proposals regarding the future of $ANJ, our proposal to buyout $ANJ holders who lock their converted $AN...
2 Min
Asset Management
Nov 2020
Our New PowerPool Proposal (#9) Ahead of Next Week’s PowerIndex Launch
It’s time for the main Power Index to launch. The purpose of this proposal is to create a smooth transition from the current baby index to the main index, while incorporating a few improvements to the...
9 Min
Infrastructure
Nov 2020