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...
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....
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....
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...
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...
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...
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 $AN...
It’s time for the main Power Index to launch. The purpose of this proposal is to create a smooth transition from the current baby index to the main index, while incorporating a few improvements to the...
With the launch of the PowerIndex right around the corner, our team has been spending more time finalizing a few tweaks to hopefully help make the launch as successful as possible....
In this Daily, we break down how we see the State of Yearn ($YFI). In short, We see Yearn as the protocol well positioned to dictate supply-side liquidity flows through the highest sustainable liquidi...
In this video, we walk through our recent Aave proposal where we suggest a fundamental change to the current token architecture. Our goal with this is to move Aave towards becoming a credit protocol r...
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...
UNI rewards have officially ended. Given Uniswap’s strong and engrained position within the market, these rewards going away will impact every facet of the space....
Key discussion points from my presentation at the Bitcoin for Advisors conference earlier this week titled, “Global Macro Outlook and What It Means for Bitcoin”....
To be sure all our Institutional members were able to benefit from the open conversations with strong teams building and investing in the space, we’re sharing a transcript of the first official AMA we...
Empty Set Dollar (ESD) is an elastic, algorithmic stablecoin that uses in-built monetary incentives to maintain its peg. The protocol is still experimenting with the overall mechanism design with an a...
We analyze the significance of the MCR% decline on recent outflows from the Capital Pool, along with what’s being done to potentially curb that outflow and expectations going forward....
Having worked closely with the Aave team for months, in this post we propose a new token architecture for Aave that we believe will lead to greater capital efficiency, innovation and robustness....
Having worked closely with the Aave team for months, in this post we propose a new token architecture for Aave that we believe will lead to greater capital efficiency, innovation and robustness....