Reports581 results
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...
1 Min
Layer 1 / L1
Feb 2021
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 $...
2 Min
DeFi
Feb 2021
Building conviction in magical founders and projects takes time, and falls along four key cornerstones. In this post, we dive into what to look for while you’re on the hunt for the next great project....
11 Min
Vaults
Feb 2021
Mirror Finance is a new synthetic asset protocol built on top of the Terra blockchain. While Mirror ($MIR) is attracting much of the attention right now, we’ve pursued a different strategy by investin...
16 Min
DeFi
Feb 2021
Can Curve generate so much volume and trading fees that people stake CRV faster than it’s released? Let's analyze the data to find out!...
7 Min
DeFi
Feb 2021
Historically, Sushiswap's rolling price-to-sales (P/S) ratio has been higher than Uniswap's, but that recently changed as the valuation of UNI has surged higher. Currently, on a rolling 7-day basis, S...
3 Min
AMM
Feb 2021
The culprit for the recent GameStop debacle was believed to be censorship by financial institutions, but it was later revealed that financial infrastructure and processes were to blame. Crypto network...
9 Min
Synthetic Assets
Feb 2021
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
The early months of a new year are typically the most challenging for bitcoin, especially in years following massive Q4 gains....
4 Min
Spot Exchange
Jan 2021
In this piece, I take a look at what products Armor is launching and how it’ll coexist with Nexus Mutual....
4 Min
Insurers
Jan 2021
Let me be clear. I’d be lying if I said our team foresaw just how pro-active the PowerPool community would […]...
10 Min
DeFi
Jan 2021
On-chain analysis, market indicators, and cycle comparisons to understand the current state of Bitcoin....
Spot Exchange
Jan 2021
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...
13 Min
DeFi
Jan 2021
This model accompanies the Frax Finance research report. To calculate boosted staking APYs, you can toggle different base yields, collateral ratios and days locked....
1 Min
DeFi
Jan 2021
In this piece I explore DODO’s evolution up until now and what we can expect for the upcoming v2.0....
8 Min
DeFi
Jan 2021
In this daily, we look into BadgerDAO, a community driven project aiming to accelerate the growth of BTC on Ethereum...
8 Min
Vaults
Jan 2021
Due to ETH's recent rise, the $ value of Nexus' capital pool is hovering around all time highs and the market price of wNXM is trading at only an ~11% premium to its book value. Is Nexus ready to awak...
4 Min
Insurers
Jan 2021
Andre Cronje, the creator of Yearn Finance wrote an article called “Building in defi sucks (part 2)” in which he expresses his frustrations in dealing with the crypto community. We talked to a few dev...
3 Min
Vaults
Jan 2021
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...
8 Min
DeFi
Jan 2021
Bitcoin experienced its worst one-day % decline since March 12th last year. Historically, similar sell-offs have proven to be attractive entry points with bitcoin averaging a ~28% return in the 14 day...
5 Min
Asset Management
Jan 2021


















