Reports271 results
Coordination, Public Goods and Crypto (Part 1)
While private property rights and markets have led to massive progress, underfunded public goods are a class of coordination problem which cannot be solved solely using markets. In this post, I explor...
6 Min
DeFi
Nov 2020
Coordination, Public Goods and Crypto (Part 1)
While private property rights and markets have led to massive progress, underfunded public goods are a class of coordination problem which cannot be solved solely using markets. In this post, I explor...
6 Min
DeFi
Nov 2020
Gauge Weight Shifts & The Impact on Vaults
Assuming boosts remain constant, we expect the yUSD Vault to see its APY jump from 11.1% to 20.0% as a result of tomorrow's gauge weight shift, which may attract inflows....
3 Min
Asset Management
Nov 2020
Ethereum Ecosystem Analysis
In this report, we take a look at how the Ethereum ecosystem is holding up in light of the DeFi cool down and the market cycle rotation of alts into BTC with the favorable macro environment. We dive i...
1 Min
Layer 1 / L1
Nov 2020
A Sneak Peak at the Future of ETH
There were over 200 projects which were submitted to ETHOnline’s Hackathon this past month. In today’s Daily, I cover some of my favorites and what they tell us for the future of ETH....
12 Min
Infrastructure
Oct 2020
Barnbridge Brings Structured Finance to DeFi
Risk mitigating protocols help investors and traders hedge their exposure to a financial instrument. Barnbridge is a new DeFi project bringing CDOs to DeFi and pioneering permissionless risk managemen...
6 Min
DeFi
Oct 2020
Bancor v2.1: Can’t Solve Impermanent Loss? Ok, let’s insure it
AMMs and IL are hot topics on crypto-twitter at the moment. With that in mind, let’s look at Bancor’s new v2.1 AMM design....
5 Min
DeFi
Oct 2020
Crypto Taxation
October 15th is the final extension deadline to submit tax returns for the 2019 tax year. Our team felt it would be helpful to put together a brief report to help all our clients better understand thi...
1 Min
DeFi
Oct 2020
Smart Stablecoins and its Emerging Stack
The composable nature of Ethereum begets the layering of defi primitives and assets. One clear, but a generally underappreciated example of this is smart’ stablecoins. While catalyzed by the yield far...
5 Min
DeFi
Oct 2020
Bitcoin Outlook 9/21/2020
In this report, we dig into Bitcoin’s outlook amidst an uncertain macro backdrop. We unpack notable long-term miner, exchange, and holder base metrics, as well as touch on where Bitcoin could move in...
1 Min
DeFi
Sep 2020
The Smallest Market Everyone Knows About
Last month, our own Kevin Kelly was asked to write a contributor piece for Global Macro Investor, Raoul Pal’s flagship research service. The report is packed with charts and interesting perspective on...
1 Min
DeFi
Sep 2020
Follow Up To Our PowerPool Proposal
The best way to learn in this space is to participate. Here’s a follow up to our proposal for PowerPool, while also diving into our thought process behind it....
15 Min
DeFi
Sep 2020
When Vampires Attack: SushiSwap and Uniswap
Sushiswap has garnered significant attention in the market as the decentralized exchange, with a native token SUSHI, has successfully completed its migration from Uniswap....
5 Min
DeFi
Sep 2020
Was That The Top? Ruminations on the Alleged DeFi Bubble
In the context of the recent market drop and macro climate, we take a step back to fundamentally understand DeFi’s long-term thesis, yield farming, and where we are in the cycle....
9 Min
DeFi
Sep 2020
Get Ready for Balancer’s First-Ever Liquidity Bootstrapping Pool ($PERP)
As mentioned in previous Daily’s, Perpetual Protocol plans to list on their $PERP token on a Balancer liquidity bootstrapping pool (LBP). This will be the first Initial Dex Offering (IDO) on an LBP -...
4 Min
DeFi
Sep 2020
Bitcoin Slides as Crypto Market Pulls Back
Bitcoin has fallen ~11% since Tuesday, putting it on pace for its worst two-day stretch since the second week of May. The latest DeFi craze was arguably overdue for a pullback, but bitcoin’s slide ind...
4 Min
DeFi
Sep 2020
yETH: Now Do You Understand?
yETH is here and there's a reason why people are so excited. In this daily, we dive into what yETH means for the space and YFI in particular....
8 Min
DeFi
Sep 2020
CREAM Finance: Crypto Rules Everything Around Me ?
This July, CREAM Finance launched; a decentralized money market protocol and fork of Compound to allow users to lend or borrow different tokens....
6 Min
DeFi
Sep 2020
We explore the parallels between AMMs and Airlines and discuss the long-term value extraction potential of AMM governance tokens...
4 Min
DeFi
Aug 2020
Perpetual Protocol (Strike) - $PERP Listing Soon
Perpetual Protocol, previously Strike Protocol, has plans to list their $PERP token soon. Since writing about Perpetual Protocol in May, its name isn’t the only thing that has changed. Let’s break dow...
5 Min
DeFi
Aug 2020