Reports1415 results
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
null
Jul 2020
The Incoming Stimulus "Cliff"
Another round of fiscal stimulus is all but guaranteed but how far will policymakers go in their attempt to pave over the gaping hole in the economy and what will their impact be on asset prices?...
8 Min
DeFi
Jul 2020
$AMPL -  The Not So Stable Stablecoin
Since June 23rd, AMPL has traded above its price threshold of $1.06 and never looked back. Let's dive into why....
6 Min
DeFi
Jul 2020
$AMPL -  The Not So Stable Stablecoin
Since June 23rd, AMPL has traded above its price threshold of $1.06 and never looked back. Let's dive into why....
6 Min
DeFi
Jul 2020
King Dollar: Network Effects & Safe Havens (Inst. Crypto - Part II)
Political responses to the coronavirus outbreak have exposed just how deeply-rooted today’s “Dollar Standard” is and the potential consequences of such a dominant world reserve currency....
Asset Management
Jul 2020
KNC's Katalyst
We first wrote about this change back in early December of last year. With the market anticipating this update for months, the price of KNC has been on an absolute tear YTD rising 785%....
2 Min
DeFi
Jul 2020
Grab A Slice of DeFi with PieDAO
PieDAO is an interesting project which combines DAOs and DeFi to create a new way to manage and create crypto index funds....
5 Min
DeFi
Jul 2020
Curve: Hypergrowth Stablecoin Exchange
Volume on Curve has picked up, in part due to yield farming activities....
6 Min
DeFi
Jul 2020
Bitcoin vs. Stocks: The Great Decoupling
We have been asked to weigh in on the “great decoupling” debate quite a bit recently, so here’s some quick thoughts on the evolving relationship between BTC and the performance of risk assets....
4 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
Infrastructure
Jun 2020
The Institutional Argument for Crypto (Part I)
An update to our popular series focused on making the argument for traditional money managers to look at crypto....
Asset Management
Jun 2020