Assuming boosts remain constant, we expect the yUSD Vault to see its APY jump from 11.1% to 20.0% as a result of tomorrow's gauge weight shift, which may attract inflows....

In this report, we take a look at how the Ethereum ecosystem is holding up in light of the DeFi cool down and the market cycle rotation of alts into BTC with the favorable macro environment. We dive i...

There were over 200 projects which were submitted to ETHOnline’s Hackathon this past month. In today’s Daily, I cover some of my favorites and what they tell us for the future of ETH....

In this report, we're going to cover two of the most important, yet complex, projects in the DeFi sector - Yearn and Curve. This will serve as part 1 of our series on Yearn and Curve, with additional...

As analysts, a key part of our research involves spending time reading and engaging in community governance discussions. In this post, we highlight a recent discussion we participated in on the Aave g...

The recent Bitcoin price rise has sucked the air out of alts and also brought back to the fore tensions between the Bitcoin and DeFi communities. In this post, we argue that these tensions are short-s...

Risk mitigating protocols help investors and traders hedge their exposure to a financial instrument. Barnbridge is a new DeFi project bringing CDOs to DeFi and pioneering permissionless risk managemen...

AMMs and IL are hot topics on crypto-twitter at the moment. With that in mind, let’s look at Bancor’s new v2.1 AMM design....

Since our Aragon Court Report earlier this month, a lot has happened with the project. Here’s a rough timeline of events until today for our Institutional members....

Rising risks of insolvency and deflation could serve as a headwind to Bitcoin and crypto, but the long-term consequences highlight the value proposition of digital scarcity....

One of the first Dapps built on the Ethereum Ecosystem is at a crossroads. Today, we will take a deeper look at the evolution of Gnosis and why investor's patience is wearing thin....

Our proposal to pause MCR has been successfully accepted. We walk through what happens next....

As we transition to more community owned projects, this in turn means greater accessibility to project treasuries. We take a look how treasury management has evolved to greater align with long term in...

SBF borrows big from Aave and YFI volatility ensues. We try to piece together the strategy of one the top traders in crypto using on-chain data....

As the DeFi sector started to cool down following triple digit percentage gains, yEarn’s ability to generate cash flows has deteriorated. The yEarn core team announced the initial spec for yVaults v2,...

We propose to pause the programmatic growth of MCR after taking into consideration the amount of cover capacity that will be opening up shortly, the current state of the market, and the amount that MC...

Historically in crypto anonymous teams have been seen as a risk and avoided by investors. We argue that the Bitmex charges and other cases like it will increasingly drive the realization that in some...

October 15th is the final extension deadline to submit tax returns for the 2019 tax year. Our team felt it would be helpful to put together a brief report to help all our clients better understand thi...

Breaking down the BitMEX takedown and its implications for DeFi and crypto writ large. Perhaps neither bullish nor bearish, it serves as a reminder there may have to be some compromises along the way...

Continuous securities offerings are a way to align incentives between a company and its key stakeholders more directly in a world in which strong community engagement will become increasingly importan...