Reports748 results
Pickle Finance: More Than Just A Meme
Pickle is a new protocol with the basic goal of using farming incentives and strategies to bring stablecoins back to their pegs. This strategy is cycle agnostic and can generate alpha in DeFi bull or...
10 Min
Stablecoins
Sep 2020
Unforkable Moats in DeFi
While moats are crucial to long-term value accrual and sustainability, DeFi’s open, permissionless nature makes it difficult to establish moats due to the possibility of forking. We explore four unfor...
8 Min
Spot Exchange
Sep 2020
Bitcoin Outlook 9/21/2020
In this report, we dig into Bitcoin’s outlook amidst an uncertain macro backdrop. We unpack notable long-term miner, exchange, and holder base metrics, as well as touch on where Bitcoin could move in...
1 Min
DeFi
Sep 2020
Bitcoin Breakout Tease & Looming Market Risks
Bitcoin flirts with a breakout while market risks begin to surface....
9 Min
Spot Exchange
Sep 2020
Ethereum Ecosystem Analysis
In this report, we analyze the increased usage on Ethereum and explain the impacts of the continuation of yield farming and experimentation on various sectors ranging from DEXs to stablecoins. We also...
1 Min
Derivatives
Sep 2020
All For UNI and UNI For All
After much anticipation, Uniswap finally released its protocol token, UNI, late last night. Through its use of retroactive rewards, virtually every DeFi user instantly became a member of the Uniswap c...
6 Min
Spot Exchange
Sep 2020
Percent.Finance Attracts $125M In TVL In A Few Hours
Percent Finance has launched a fork of Compound that features a 20M hard-capped PCT supply and aggressive yield farming issuance rewards....
4 Min
Spot Exchange
Sep 2020
Fork Defense Strategies in DeFi
Competitive strategy is now critical to crypto projects and founders who aspire to build something valuable, defensible, and lasting in our space. A special Guest Post by Ian from the IDEO team!...
13 Min
Infrastructure
Sep 2020
The Smallest Market Everyone Knows About
Last month, our own Kevin Kelly was asked to write a contributor piece for Global Macro Investor, Raoul Pal’s flagship research service. The report is packed with charts and interesting perspective on...
1 Min
DeFi
Sep 2020
Reimagining The PowerPool
What if we redesigned PowerPool as a liquidity pool rather than a lending protocol? LP shares effectively become an ETF token for the DeFi sector, with PowerPool acting as the governance layer built o...
7 Min
Indices
Sep 2020
Low-Mid Market Cap DMR
This dashboard monitors all projects with market caps of greater than $1M, deriving a DMR rating representing the ratio of developer activity to the project's market cap, and displaying here all proje...
1 Min
Infrastructure
Sep 2020
When Vampires Attack: SushiSwap and Uniswap
Sushiswap has garnered significant attention in the market as the decentralized exchange, with a native token SUSHI, has successfully completed its migration from Uniswap....
5 Min
DeFi
Sep 2020
Was That The Top? Ruminations on the Alleged DeFi Bubble
In the context of the recent market drop and macro climate, we take a step back to fundamentally understand DeFi’s long-term thesis, yield farming, and where we are in the cycle....
9 Min
DeFi
Sep 2020
Social Tokens: The Rise of the Coin’s E-Den Syndicate
Social tokens enable an interesting take on speculative assets that trade based off personal brands in a manner we haven’t quite seen before. What’s more, they can be used to incentivize certain actio...
4 Min
NFTs & Gaming
Sep 2020
CREAM Finance: Crypto Rules Everything Around Me ?
This July, CREAM Finance launched; a decentralized money market protocol and fork of Compound to allow users to lend or borrow different tokens....
6 Min
DeFi
Sep 2020
A Collection of ETH Supply Sinks
With ETH locked in DeFi, Phase 0 of ETH 2.0, and now the newly created yETH Vaults, we take a look at the increasing ETH supply sinks and the dynamic between them....
4 Min
Infrastructure
Sep 2020
A Power Play For PowerPool
PowerPool might capture a sizable governance stake in the top DeFi projects across the sector. With a slight change to their strategy, it could even become a governance blackhole....
5 Min
Infrastructure
Aug 2020
SushiSwap Takes a Shot at Uniswap
SushiSwap has hit the scene to compete with Uniswap, one of the most popular decentralized exchanges on Ethereum....
3 Min
Infrastructure
Aug 2020
The Shadow of Mordor: Facebook, Oculus, and Closed Ecosystems
The metaverse will be complicated, driven by standards & protocols, mediums through which to interact with it, hosting infrastructure to power it, content with which to fill it, and a cultural shi...
5 Min
NFTs & Gaming
Aug 2020
Perpetual Protocol (Strike) - $PERP Listing Soon
Perpetual Protocol, previously Strike Protocol, has plans to list their $PERP token soon. Since writing about Perpetual Protocol in May, its name isn’t the only thing that has changed. Let’s break dow...
5 Min
DeFi
Aug 2020