Reports1415 results
Market Commentary - 08.14.20
The last several weeks have been nothing short of crazy in the crypto market. During times like this, it’s difficult […]...
7 Min
DeFi
Aug 2020
$BASED Aims For A Fairer YFI Distribution
Compound started a chain reaction with its COMP token for yield farming; YFI, YAMs (which kept everyone awake during its 24 hour rise and fall), and now BASED....
5 Min
DeFi
Aug 2020
From Direct-to-Consumer to Direct-to-Avatar
The degree to which a user identifies with and feels embodied in their avatar dictates how much money and time they are willing to invest in it. What’s more, is that people want to be able to trust th...
7 Min
Digital Collectibles
Aug 2020
DEX Wars and Aggregation Theory
Aggregation Theory by Ben Thompson describes how the internet changed value capture in business. We explore how this applies to DEXs....
5 Min
DeFi
Aug 2020
BlackHoleSwap - The Unlimited Liquidity DEX
The BlackHoleSwap’s whitepaper and its “Unlimited Liquidity” claims have made its rounds over Twitter and Telegram this week. Let's dive in....
4 Min
DeFi
Aug 2020
The Resurrection of the "Everything Rally"
Gold's latest surge puts it among this year's best performing assets, outpacing global equities by 34 percentage points YTD and marking its largest gain through August 6th since the early 1970s. Notab...
7 Min
DeFi
Aug 2020
Not One, Two Bull Markets Incoming for Crypto
Yesterday, I wrote a piece for CoinDesk where I outlined why I believe there will be two bull markets simultaneously […]...
6 Min
DeFi
Aug 2020
Fill Up The Tank With GasTokens
GasTokens, such as GST2 and CHI, let anyone tokenize gas as a way to hedge against price increases, potentially reducing future transaction fees by up to 42% on exchanges like 1inch....
4 Min
DeFi
Aug 2020
Nexus Mutual Bonding Curve Model v1.1
This model accompanies the research report on Nexus Mutual, published on July 27th, 2020. Version 1.1: Corrected Supply, Updated Historical Data....
1 Min
Insurers
Aug 2020
July Analyst Call
We are thrilled to share our July, 2020 analyst call. Kevin Kelly opens with a Macro/BTC update followed by Alex who covers our latest deep dive on Ethereum and Tom Shaughnessy closes with an update o...
1 Min
DeFi
Aug 2020
Bitcoin Plays Catch Up as Precious Metals Surge
Bitcoin jumped 24% in July amid the most extensive break above $10k we've seen since last summer, finally breaking out of its extended consolidation pattern....
4 Min
DeFi
Aug 2020
Bitcoin Outlook for August
Bitcoin and Ethereum have finally come to life after a DeFi lead 'alt season'. In this Bitcoin Outlook for August, we explore likely reasons why ETH lead this recent rally....
DeFi
Jul 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
The State of Ethereum 2020
Our inaugural monthly Ethereum Ecosystem Analysis report - special edition for ETH's 5th birthday....
1 Min
DeFi
Jul 2020
Exclusive Access To Three Events (Coinfund, Delphi and ARK Invest)
Exclusive Access To Three Oppenheimer Events...
1 Min
Macro & Markets
Jul 2020
Is FTX's Serum The DeFi Cure?
We look at FTX's Serum Project launch and the effect this may have on the broader DeFi space...
5 Min
Infrastructure
Jul 2020
Nexus Mutual
While lending and liquidity protocols have attracted much of the attention in DeFi recently, there are other, more creative ways to bet on DeFi's future....
1 Min
Insurers
Jul 2020
Nexus Mutual Bonding Curve Model v1.0
This model accompanies the research report on Nexus Mutual, published on July 27th, 2020....
1 Min
Insurers
Jul 2020
It’s (Twitch) Prime Time for Crypto
The major Amazon-owned streaming website Twitch has begun to offer a 10% discount on all Twitch Prime subscriptions paid for via crypto with BitPay. It may well be the case that Twitch is looking to c...
4 Min
Gaming
Jul 2020
UMA’s Yield Farming Yield Dollar
UMA, the decentralized financial contract platform, released its third synthetic token - the yield dollar, yUSD. Additionally, UMA decided to add liquidity mining incentives for LPs that provide yUSD...
3 Min
DeFi
Jul 2020