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...

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...

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....

We designed this tool to help our Institutional+ members quickly compare the rarity of different Mystic Axies. We'll be adding more functionality in future releases....

Last night our team purchased 5 Axies for 473.5 ETH (worth ~$159k at the time). Here's why we're so excited about this investment....

Financial markets are increasingly driven by global policy rather than underlying fundamentals. Elevated intermarket correlations between major asset classes puts financial markets on fragile ground,...

We propose a comprehensive, long-term oriented model that charts a sustainable path forward for the community heading into the mainnet launch of the PowerIndex....

Pickle is a new protocol with the basic goal of using farming incentives and strategies to bring stablecoins back to their pegs. This strategy is cycle agnostic and can generate alpha in DeFi bull or...

While moats are crucial to long-term value accrual and sustainability, DeFi’s open, permissionless nature makes it difficult to establish moats due to the possibility of forking. We explore four unfor...

Unlike other NFT projects, rarity is not fixed in the Aavegotchi universe. It is constantly fluctuating based on a number of inter-woven dynamics. Your ultra-rare NFT might become less rare the follow...

In this report, we dig into Bitcoin’s outlook amidst an uncertain macro backdrop. We unpack notable long-term miner, exchange, and holder base metrics, as well as touch on where Bitcoin could move in...

Bitcoin flirts with a breakout while market risks begin to surface....

In this report, we analyze the increased usage on Ethereum and explain the impacts of the continuation of yield farming and experimentation on various sectors ranging from DEXs to stablecoins. We also...

After much anticipation, Uniswap finally released its protocol token, UNI, late last night. Through its use of retroactive rewards, virtually every DeFi user instantly became a member of the Uniswap c...

Percent Finance has launched a fork of Compound that features a 20M hard-capped PCT supply and aggressive yield farming issuance rewards....

Competitive strategy is now critical to crypto projects and founders who aspire to build something valuable, defensible, and lasting in our space. A special Guest Post by Ian from the IDEO team!...

Last month, our own Kevin Kelly was asked to write a contributor piece for Global Macro Investor, Raoul Pal’s flagship research service. The report is packed with charts and interesting perspective on...

The best way to learn in this space is to participate. Here’s a follow up to our proposal for PowerPool, while also diving into our thought process behind it....

What if we redesigned PowerPool as a liquidity pool rather than a lending protocol? LP shares effectively become an ETF token for the DeFi sector, with PowerPool acting as the governance layer built o...

This dashboard monitors all projects with market caps of greater than $1M, deriving a DMR rating representing the ratio of developer activity to the project's market cap, and displaying here all proje...