Reports1422 results
Signal: Trustless Curation with The Graph
The Graph’s incentive model iterates on comparable incentivised prediction/curation models from Steemit, prediction markets, Aragon Court and many more. Such models are enabled by token economic desig...
6 Min
Layer 1 / L1
Oct 2020
Bitcoin and DeFi are Symbiotic
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...
8 Min
AMM
Oct 2020
Barnbridge Brings Structured Finance to DeFi
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...
6 Min
DeFi
Oct 2020
It Might Soon Be Flow Time
Keep an eye on Flow as they leverage their unique market insights into creating a network specifically for open worlds. If they can build upon their early momentum in the partnerships domain, then the...
9 Min
Layer 1 / L1
Oct 2020
Bancor v2.1: Can’t Solve Impermanent Loss? Ok, let’s insure it
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....
5 Min
DeFi
Oct 2020
A Quick Update on Aragon & ANJ
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....
3 Min
DAO
Oct 2020
The Aftermath of One Big Macro Trade
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....
6 Min
Derivatives
Oct 2020
What’s Next for Gnosis?
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....
5 Min
Asset Management
Oct 2020
Nexus Mutual Proposal Aftermath
Our proposal to pause MCR has been successfully accepted. We walk through what happens next....
3 Min
Insurers
Oct 2020
Do Vested Rewards Work?
Liquidity incentive programs have become a cornerstone of growth strategies for projects in the space. Today, let’s take a look at an important question: do vested rewards work?...
8 Min
Infrastructure
Oct 2020
Evolution of Treasury Management
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...
7 Min
Asset Management
Oct 2020
Wormhole: A Solana/Ethereum Bridge ?
Certus One has released Wormhole, a bidirectional bridge ERC-20 and SPL Token bridge between Ethereum and Solana....
5 Min
Infrastructure
Oct 2020
YFI Price Action - A MasterClass By SBF
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....
4 Min
Lending / Borrowing
Oct 2020
The Evolution of yEarn Finance
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,...
5 Min
Asset Management
Oct 2020
Crypto Artists
In this report, we explore an eclectic mix of the artists contributing to the growing Crypto Art ecosystem. We provide an overview of the marketplaces currently available, as well as brief commentary...
2 Min
NFTs
Oct 2020
Nexus Mutual Proposal to Pause MCR Growth
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...
3 Min
Insurers
Oct 2020
Bitmex and Identity as an Attack Vector
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...
4 Min
Asset Management
Oct 2020
Crypto Taxation
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...
1 Min
DeFi
Oct 2020
The Ripple Effects of the BitMEX Takedown
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...
6 Min
Spot Exchange
Oct 2020
CSOs & The Evolution of Capital
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...
7 Min
Structured Products
Oct 2020