Reports1427 results
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 $AN...
2 Min
Asset Management
Nov 2020
Our New PowerPool Proposal (#9) Ahead of Next Week’s PowerIndex Launch
It’s time for the main Power Index to launch. The purpose of this proposal is to create a smooth transition from the current baby index to the main index, while incorporating a few improvements to the...
9 Min
Infrastructure
Nov 2020
Modifications to Our CVP Proposal
With the launch of the PowerIndex right around the corner, our team has been spending more time finalizing a few tweaks to hopefully help make the launch as successful as possible....
5 Min
DeFi
Nov 2020
The State of Yearn ($YFI)
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...
8 Min
Vaults
Nov 2020
Aave Proposal Walkthrough
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...
2 Min
Lending / Borrowing
Nov 2020
No, This is Not Your 2017 Bitcoin...
Despite its latest surge, bitcoin’s total market value still represents less than ~0.4% of global M2 money supply....
5 Min
DeFi
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
DAO
Nov 2020
The Butterfly Effect of UNI Rewards Ending - Part I
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....
7 Min
AMM
Nov 2020
Delphi Radar Webinar Replay - Nov 12 2020
We have a video replay of the Delphi Radar webinar for those interested in learning more about this exciting new product!...
1 Min
DeFi
Nov 2020
Bitcoin for Advisors [Presentation]
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”....
7 Min
DeFi
Nov 2020