Reports1426 results
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
YFI On Everyone's Mind
All anyone has been able to talk about over the past week is a new project on the scene: Yearn.Finance (YFI). We've been taking our time to fully digest the project to provide you some actionable insi...
8 Min
DeFi
Jul 2020
One Big Macro Trade: Precious Metals Take Off
Precious metals, notably gold and silver, have surged amid dollar weakness and the latest plunge in the US real yields....
5 Min
DeFi
Jul 2020
Oversold US Dollar Isn't Exactly Bullish
The latest drop in the US Dollar Index (DXY) has pushed the currency benchmark into oversold territory for the first time since early June, but that doesn't mean a rapid reversal is on the horizon....
1 Min
DeFi
Jul 2020
U.S. Dollar Faces Major Test
The U.S. dollar is taking it on the chin this week amid renewed strength in both advanced and emerging market currencies. The US Dollar Index (DXY) is more than 7% off its late March high and is now t...
6 Min
DeFi
Jul 2020
Yield Farming Is Musical Chairs At 100MPH
We’re back in the manic phase of crypto, where it’s too hard to keep up with the latest DeFi liquidity mining (yield farming) play. By the time you visit a project’s site, their token is already up an...
4 Min
DeFi
Jul 2020
Finding a Balance: Review of 3 Newly Approved Balancer Governance Proposals
With LPs competing for a scarce weekly resource of 145,000 BAL per week, naturally we are seeing attempts at gaming of the system to maximize farming ROI....
2 Min
AMM
Jul 2020
$MTA Listing On Mesa
DeFi. Stablecoins. Liquidity mining. These are possibly the three most dominant narratives surrounding crypto in the first half of 2020. mStable, a project undergoing its Initial DEX Offering tomorrow...
4 Min
DeFi
Jul 2020
$MTA Listing On Mesa
DeFi. Stablecoins. Liquidity mining. These are possibly the three most dominant narratives surrounding crypto in the first half of 2020. mStable, a project undergoing its Initial DEX Offering tomorrow...
4 Min
DeFi
Jul 2020
The Journey of Delphi: From Wall Street to Crypto
As we close this chapter of Delphi and move towards the launch of Delphi 2.0, it was nice taking a look back at how far we've come....
2 Min
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Jul 2020