Reports42 results
BTC on Ethereum Won't Slow Down, Mixed Signals from Spot and Derivatives Market
ETH/BTC nearly retraces dip, Convex and Yearn's battle for veCRV, and receding spot volume....
4 Min
DeFi
Jun 2021
Alchemix: The Yield-Derivative Primitive
Alchemix, a “future-yield-backed synthetic asset platform,” went live this weekend and has already absorbed close to 190M in DAI TVL.  While TVL growth is primarily driven by ALCX farming, the Alchemi...
5 Min
Debt-Backed (CDP) Stablecoins
Mar 2021
As Aave Soars, Maker Eyes Rate Hike
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 $...
2 Min
DeFi
Feb 2021
Teller Aims To Decollateralize DeFi
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...
4 Min
DeFi
Jan 2021
Aave Token Architecture V2: Towards Aave As An Insured Credit Protocol
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...
1 Min
Lending / Borrowing
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
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
Aave Proposal Walkthrough
In this video, we walk through our recent Aave proposal where we suggest a fundamental change to the current token architecture. Our goal with this is to move Aave towards becoming a credit protocol r...
2 Min
Lending / Borrowing
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
YFI Price Action - A MasterClass By SBF
SBF borrows big from Aave and YFI volatility ensues. We try to piece together the strategy of one the top traders in crypto using on-chain data....
4 Min
Lending / Borrowing
Oct 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
KeeperDAO: A Cooperation Black Hole
KeeperDAO is an on-chain liquidity underwriter for DeFi. Using KeeperDAO, people can pool their assets to earn passive income through liquidations, arbitrage, and other opportunities from all across D...
9 Min
Lending / Borrowing
Aug 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
Compound: Community Now, Cashflows Later
Compound is a decentralized lending middleman: anyone can deposit ETH, DAI, USDC or other assets and earn interest as they are lended out to users on the other end....
5 Min
Lending / Borrowing
Jun 2020
Aave Continues To Innovate
While our team has covered flash loans before, we haven’t discussed Aave in detail yet. London based Aave is a non-custodial protocol that lets users either earn interest on deposits or borrow digital...
4 Min
Lending / Borrowing
May 2020
Lending / Borrowing
Feb 2020
Bitcoin Demand Grows as Market Volatility Returns
[pdf-embedder url=”http://cdn.delphidigital.io/uploads/2020/07/Macro-Bitcoin-Demand-Grows-as-Market-Volatility-Returns-5-25-2019.pdf” title=”Macro – Bitcoin Demand Grows as Market Volatility Returns –...
1 Min
Layer 1 / L1
May 2019