Reports271 results
The Graph: Our Experience Creating a Subgraph for Empty Set Dollar
We decided to take this opportunity to create our first subgraph on The Graph to allow us to get the data we need, and also to make this data more accessible to others in the future. In this daily we’...
7 Min
DeFi
Dec 2020
Analyzing MKR's Underperformance
Despite being the largest DeFi protocol by TVL, Maker's governance token, MKR, has underperformed fellow blue chips by a wide margin YTD. Let's dive into a few reasons why that might have happened....
8 Min
Cash-Backed (Custodian) Stablecoins
Dec 2020
Bancor v2.1: IL Insurance Check-In
Bancor recently upgraded to Bancor v2.1 - which uniquely featured Impermanent Loss insurance facilitated by elastic BNT supply. Let’s take a look at how Bancor’s v2.1 has gone so far....
4 Min
DeFi
Dec 2020
Bancor v2.1: IL Insurance Check-In
Bancor recently upgraded to Bancor v2.1 - which uniquely featured Impermanent Loss insurance facilitated by elastic BNT supply. Let’s take a look at how Bancor’s v2.1 has gone so far....
4 Min
DeFi
Dec 2020
STABLE Act: Impending Regulation or Political Wish List?
Will the new STABLE Act stifle innovation or is it a political wish list with no path forward?...
6 Min
DeFi
Dec 2020
The Beginning of the Journey for the Aave Safety Module
In this piece I share my thoughts on the recent ARC posted on the Aave governance forum that touches on some important upgrades to the Aave Safety Module....
8 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
Our New PowerPool Proposal (#9) Ahead of Next Week’s PowerIndex Launch
It’s time for the main Power Index to launch. The purpose of this proposal is to create a smooth transition from the current baby index to the main index, while incorporating a few improvements to the...
9 Min
Infrastructure
Nov 2020
Modifications to Our CVP Proposal
With the launch of the PowerIndex right around the corner, our team has been spending more time finalizing a few tweaks to hopefully help make the launch as successful as possible....
5 Min
DeFi
Nov 2020
No, This is Not Your 2017 Bitcoin...
Despite its latest surge, bitcoin’s total market value still represents less than ~0.4% of global M2 money supply....
5 Min
DeFi
Nov 2020
Delphi Radar Webinar Replay - Nov 12 2020
We have a video replay of the Delphi Radar webinar for those interested in learning more about this exciting new product!...
1 Min
DeFi
Nov 2020
Bitcoin for Advisors [Presentation]
Key discussion points from my presentation at the Bitcoin for Advisors conference earlier this week titled, “Global Macro Outlook and What It Means for Bitcoin”....
7 Min
DeFi
Nov 2020
Institutional Chat AMA - Nov 4 2020
To be sure all our Institutional members were able to benefit from the open conversations with strong teams building and investing in the space, we’re sharing a transcript of the first official AMA we...
1 Min
DeFi
Nov 2020
Empty Set Dollar: A Game Theoretical Approach to Elastic Stablecoins
Empty Set Dollar (ESD) is an elastic, algorithmic stablecoin that uses in-built monetary incentives to maintain its peg. The protocol is still experimenting with the overall mechanism design with an a...
9 Min
DeFi
Nov 2020
The Shift to Layer 2: A Potential Disruption Catalyst for the AMM Ecosystem
Layer two solutions such as optimistic and zero-knowledge rollups promise reduced latency and cost, but these present a further liquidity fragmentation problem as AMMs will need to launch copies of th...
5 Min
Layer 2 / L2
Nov 2020
Towards Aave as a Credit Protocol: Tranching Risk To Enable Greater Capital Efficiency, Innovation and Robustness
Having worked closely with the Aave team for months, in this post we propose a new token architecture for Aave that we believe will lead to greater capital efficiency, innovation and robustness....
1 Min
DeFi
Nov 2020
Towards Aave as a Credit Protocol: Tranching Risk To Enable Greater Capital Efficiency, Innovation and Robustness
Having worked closely with the Aave team for months, in this post we propose a new token architecture for Aave that we believe will lead to greater capital efficiency, innovation and robustness....
1 Min
DeFi
Nov 2020
Empty Set Dollar: A Game Theoretical Approach to Elastic Stablecoins
Empty Set Dollar (ESD) is an elastic, algorithmic stablecoin that uses in-built monetary incentives to maintain its peg. The protocol is still experimenting with the overall mechanism design with an a...
9 Min
Stablecoins
Nov 2020
Polkadot’s DeFi Stack
Polkadot was one of 2020’s most anticipated mainnet launches. Despite launching in May 2020, the Web 3 Foundation – which developed Polkadot – has been hard at work with other teams to create an ecosy...
1 Min
DeFi
Nov 2020