Reports156 results
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
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
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
Looking in The Mirror
In this piece I explore the present and future of Mirror, a synthetic assets protocol focused on real world assets....
13 Min
DeFi
Dec 2020
The Bitcoin Bull Case: 2021 & Beyond
Market cycle forecasts leveraging UTXO analysis, institutional demand, and a conducive macro backdrop make the bullish setup for Bitcoin over the next 12 months hard to ignore....
1 Min
DeFi
Dec 2020
The Bitcoin Bull Case: 2021 & Beyond
Market cycle forecasts leveraging UTXO analysis, institutional demand, and a conducive macro backdrop make the bullish setup for Bitcoin over the next 12 months hard to ignore....
1 Min
Infrastructure
Dec 2020
Gauge Weight Shifts & The Impact on Vaults
Assuming boosts remain constant, we expect the yUSD Vault to see its APY jump from 11.1% to 20.0% as a result of tomorrow's gauge weight shift, which may attract inflows....
3 Min
Asset Management
Nov 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
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
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
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
$GHST Coming Out Of Its Shell
Unlike other NFT projects, rarity is not fixed in the Aavegotchi universe. It is constantly fluctuating based on a number of inter-woven dynamics. Your ultra-rare NFT might become less rare the follow...
8 Min
NFTs
Sep 2020
Ethereum Ecosystem Analysis
In this report, we analyze the increased usage on Ethereum and explain the impacts of the continuation of yield farming and experimentation on various sectors ranging from DEXs to stablecoins. We also...
1 Min
Derivatives
Sep 2020
Get Ready for Balancer’s First-Ever Liquidity Bootstrapping Pool ($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
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
The State of Ethereum 2020
Our inaugural monthly Ethereum Ecosystem Analysis report - special edition for ETH's 5th birthday. We dig into the Ethereum ecosystem led by DeFi and unpack the latest on the road to Eth 2.0....
1 Min
DeFi
Jul 2020
Yield Farming Recap
For today’s Daily, let’s take a quick look at the impact of yield farming and liquidity mining on DeFi protocols over the past couple of weeks....
3 Min
DeFi
Jun 2020
Hegic - A New Option for On-Chain Options
On April 23rd, Hegic announced the V1 launch of its protocol, which allows users to buy or sell American put/call options on […]...
2 Min
Derivatives
Apr 2020
Decentralized Perps Are Here
Regardless of what stats you look at, it’s clear that perpetual contracts are the most popular trading product in crypto. […]...
4 Min
Derivatives
Apr 2020