Reports1422 results
The Smallest Market Everyone Knows About
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...
1 Min
DeFi
Sep 2020
Follow Up To Our PowerPool Proposal
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....
15 Min
DeFi
Sep 2020
Reimagining The PowerPool
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...
7 Min
Indices
Sep 2020
Low-Mid Market Cap DMR
This dashboard monitors all projects with market caps of greater than $1M, deriving a DMR rating representing the ratio of developer activity to the project's market cap, and displaying here all proje...
1 Min
Infrastructure
Sep 2020
When Vampires Attack: SushiSwap and Uniswap
Sushiswap has garnered significant attention in the market as the decentralized exchange, with a native token SUSHI, has successfully completed its migration from Uniswap....
5 Min
DeFi
Sep 2020
Was That The Top? Ruminations on the Alleged DeFi Bubble
In the context of the recent market drop and macro climate, we take a step back to fundamentally understand DeFi’s long-term thesis, yield farming, and where we are in the cycle....
9 Min
DeFi
Sep 2020
Social Tokens: The Rise of the Coin’s E-Den Syndicate
Social tokens enable an interesting take on speculative assets that trade based off personal brands in a manner we haven’t quite seen before. What’s more, they can be used to incentivize certain actio...
4 Min
NFTs & Gaming
Sep 2020
Get Ready for Balancer’s First-Ever Liquidity Bootstrapping Pool ($PERP)
As mentioned in previous Daily’s, Perpetual Protocol plans to list on their $PERP token on a Balancer liquidity bootstrapping pool (LBP). This will be the first Initial Dex Offering (IDO) on an LBP -...
4 Min
DeFi
Sep 2020
Bitcoin Slides as Crypto Market Pulls Back
Bitcoin has fallen ~11% since Tuesday, putting it on pace for its worst two-day stretch since the second week of May. The latest DeFi craze was arguably overdue for a pullback, but bitcoin’s slide ind...
4 Min
DeFi
Sep 2020
yETH: Now Do You Understand?
yETH is here and there's a reason why people are so excited. In this daily, we dive into what yETH means for the space and YFI in particular....
8 Min
DeFi
Sep 2020
CREAM Finance: Crypto Rules Everything Around Me ?
This July, CREAM Finance launched; a decentralized money market protocol and fork of Compound to allow users to lend or borrow different tokens....
6 Min
DeFi
Sep 2020
How NXM Accelerates With Scale
In this post, we explore how NXM transitions from a programmatically grown MCR to a gearing factor-based one. Few understand what this means long term for Nexus....
9 Min
Insurers
Sep 2020
A Collection of ETH Supply Sinks
With ETH locked in DeFi, Phase 0 of ETH 2.0, and now the newly created yETH Vaults, we take a look at the increasing ETH supply sinks and the dynamic between them....
4 Min
Infrastructure
Sep 2020
How NXM Accelerates With Scale
In this post, we explore how NXM transitions from a programmatically grown MCR to a gearing factor-based one. Few understand what this means long term for Nexus....
9 Min
Insurers
Aug 2020
A Power Play For PowerPool
PowerPool might capture a sizable governance stake in the top DeFi projects across the sector. With a slight change to their strategy, it could even become a governance blackhole....
5 Min
Infrastructure
Aug 2020
SushiSwap Takes a Shot at Uniswap
SushiSwap has hit the scene to compete with Uniswap, one of the most popular decentralized exchanges on Ethereum....
3 Min
Infrastructure
Aug 2020
We explore the parallels between AMMs and Airlines and discuss the long-term value extraction potential of AMM governance tokens...
4 Min
DeFi
Aug 2020
The Shadow of Mordor: Facebook, Oculus, and Closed Ecosystems
The metaverse will be complicated, driven by standards & protocols, mediums through which to interact with it, hosting infrastructure to power it, content with which to fill it, and a cultural shi...
5 Min
NFTs & Gaming
Aug 2020
Perpetual Protocol (Strike) - $PERP Listing Soon
Perpetual Protocol, previously Strike Protocol, has plans to list their $PERP token soon. Since writing about Perpetual Protocol in May, its name isn’t the only thing that has changed. Let’s break dow...
5 Min
DeFi
Aug 2020
Delphi Enters DXdao
Delphi Digital is officially joining DXdao as a member and we wanted to share why. A few proposals included inside the report....
2 Min
DeFi
Aug 2020