Reports1428 results
The Curve Bull Case, StakeDAO Strategies and Managing Mbappé
In this piece, I share some highlights and after-thoughts from a conversation with Julien Bouteloup, who I hosted on the Delphi Podcast last week....
8 Min
Asset Management
Feb 2021
Revenge of the Yams (Yam Finance)
With the rally in DeFi, many projects are getting second chances and capitalizing. Yam Finance as one may recall had a short stint in the spotlight this past summer. In this daily, I dive into the pro...
9 Min
Derivatives
Feb 2021
February 2021 Analyst Call
Our February Analyst Call in an updated format where we cover Bitcoin, Ethereum, SUSHI, UNI, NBA TopShots, Mirror, Luna, and more!...
2 Min
Asset Management
Feb 2021
Ethereum Ecosystem Analysis
The developments made during the bear market are paying off. Innovation on Ethereum continues at a torrid pace thanks to the composability of lego blocks built in DeFi. In this issue, we dive into var...
1 Min
Layer 1 / L1
Feb 2021
As Aave Soars, Maker Eyes Rate Hike
Aave, Compound and Maker's combined circulating market caps sit at a lofty $9.95 billion, having grown +46% over just the past 24 hours. The majority of those gains came from Aave alone, which added $...
2 Min
DeFi
Feb 2021
Building Conviction In Magical Founders and Projects
Building conviction in magical founders and projects takes time, and falls along four key cornerstones. In this post, we dive into what to look for while you’re on the hunt for the next great project....
11 Min
Vaults
Feb 2021
Building Conviction In Magical Founders and Projects
Building conviction in magical founders and projects takes time, and falls along four key cornerstones. In this post, we dive into what to look for while you’re on the hunt for the next great project....
11 Min
Infrastructure
Feb 2021
Speculation Spillover
Understanding parallels we can draw to traditional markets and how they may impact our neck of the woods....
6 Min
Indices
Feb 2021
Mirror vs Synthetix? How About Terra
Mirror Finance is a new synthetic asset protocol built on top of the Terra blockchain. While Mirror ($MIR) is attracting much of the attention right now, we’ve pursued a different strategy by investin...
16 Min
DeFi
Feb 2021
Curve: Crypto’s Forex Leader
Can Curve generate so much volume and trading fees that people stake CRV faster than it’s released? Let's analyze the data to find out!...
7 Min
DeFi
Feb 2021
$UNI Moves The Goalposts Higher, Will $SUSHI Follow?
Historically, Sushiswap's rolling price-to-sales (P/S) ratio has been higher than Uniswap's, but that recently changed as the valuation of UNI has surged higher. Currently, on a rolling 7-day basis, S...
3 Min
AMM
Feb 2021
How the GameStop Fiasco Exposed the Ultimate DeFi Bull Case
The culprit for the recent GameStop debacle was believed to be censorship by financial institutions, but it was later revealed that financial infrastructure and processes were to blame. Crypto network...
9 Min
Synthetic Assets
Feb 2021
Into The Void: Where Crypto Meets The Metaverse
The Metaverse: a persistent, live digital universe that affords individuals a sense of agency, social presence, and shared spatial awareness, along with the ability to participate in an extensive virt...
4 Min
NFTs
Jan 2021
Teller Aims To Decollateralize DeFi
While prominent blue chips dominate secured lending, unsecured lending is still perhaps the least penetrated vertical in all of DeFi. Teller is looking to change that by bringing existing credit score...
4 Min
DeFi
Jan 2021
Bitcoin's Seasonal Struggles
The early months of a new year are typically the most challenging for bitcoin, especially in years following massive Q4 gains....
4 Min
Spot Exchange
Jan 2021
The Launch Of Armor Protocol
In this piece, I take a look at what products Armor is launching and how it’ll coexist with Nexus Mutual....
4 Min
Insurers
Jan 2021
The Launch Of Armor Protocol
In this piece, I take a look at what products Armor is launching and how it’ll coexist with Nexus Mutual....
4 Min
Layer 1 / L1
Jan 2021
Dapper Does It Again
Yesterday marked a historic day for Dapper Labs as their latest product called NBA Top Shot which operates on Flow, hit a $7M day of volume and in doing so took the collectible podium from CryptoKitti...
5 Min
Infrastructure
Jan 2021
PowerPool: The Missing Piece of Yearn’s Ecosystem
Let me be clear. I’d be lying if I said our team foresaw just how pro-active the PowerPool community would […]...
10 Min
DeFi
Jan 2021
Bitcoin Outlook Jan. 2021
On-chain analysis, market indicators, and cycle comparisons to understand the current state of Bitcoin....
Spot Exchange
Jan 2021