Reports1415 results
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
Aragon Court
In our recent report on Nexus, we discussed the opportunity and importance of smart contract insurance to hedge technical risk. There are other forms of risk in need of mitigation as well though, and...
1 Min
Insurers
Oct 2020
Smart Stablecoins and its Emerging Stack
The composable nature of Ethereum begets the layering of defi primitives and assets. One clear, but a generally underappreciated example of this is smart’ stablecoins. While catalyzed by the yield far...
5 Min
DeFi
Oct 2020
For our Sept 2020 analyst call, we spent time covering our recent Mystic Axie purchase and our proposals for the DXdao, PowerPool, and Pickle communities....
1 Min
NFTs & Gaming
Sep 2020
Bonding Curve & Governance Model for DXdao v1.0
In our new report, we made three proposals to DXdao. This model contains the formulas for the new governance methodology and bonding curve shape that we proposed....
1 Min
DAO
Sep 2020
Three Proposals for DXdao
Since the release of our report in August, the engagement we’ve encountered from DXdao’s community has been nothing short of incredible. In this follow-up, our team presents three proposals focused on...
2 Min
DAO
Sep 2020
$SHROOM Showing Potential
Shroom Finance proposes to be a 100% community owned DeFi protocol, governed through a DAO, that focuses on in-game asset minting, launches, and trading. The platform could ultimately become a useful...
5 Min
Vaults
Sep 2020
Keep’s tBTC: Re-entering the Race
On the back of Keep Network re-launching tBTC, we take a look at the latest developments and what to expect given the high demand for tokenized BTC on Ethereum....
6 Min
Layer 1 / L1
Sep 2020