We recently hosted our bi-weekly live analyst call (03/05) where we discussed our outlook for markets and several recent notes & reports exclusively for our Institutional members....
With the recent launch of its cross-chain bridge, ~$200m has flowed back and forth between Ethereum <> Avalanche over the past couple of weeks. Let's dive into the data....
The developments made during the bear market are paying off. Innovation on Ethereum continues at a torrid pace thanks to the composability of lego blocks built in DeFi. In this issue, we dive into var...
Aave, Compound and Maker's combined circulating market caps sit at a lofty $9.95 billion, having grown +46% over just the past 24 hours. The majority of those gains came from Aave alone, which added $...
Mirror Finance is a new synthetic asset protocol built on top of the Terra blockchain. While Mirror ($MIR) is attracting much of the attention right now, we’ve pursued a different strategy by investin...
While prominent blue chips dominate secured lending, unsecured lending is still perhaps the least penetrated vertical in all of DeFi. Teller is looking to change that by bringing existing credit score...
Frax Finance leverages a two-token model to create an algorithmic, partially-collateralized stablecoin. In this report, we analyze the design mechanics and explain the rationale behind our yield farmi...
This model accompanies the Frax Finance research report. To calculate boosted staking APYs, you can toggle different base yields, collateral ratios and days locked....
Uniswap is the top DEX by various metrics but it faces stiff competition from Sushiswap. As both seek to become high-performing DEXes through different paths, investors must understand the cultural an...
A free weekly digest of the latest analysis and content from Delphi Digital's research team, including key takeaways from Delphi Digital's latest research reports, bite-sized summaries of every Delphi...
As 2020 came to an end, which aptly coincided with the launch of the 1inch token (DEX aggregator), talks surrounding aggregation theory and its relationship to defi protocols resurfaced. 1inch, in par...
On November 10th, we put forth a proposal to fundamentally revise Aave’s current token architecture. Having received excellent feedback from the community, we are thrilled to present V2 which incorpor...