Reports99 results
Uniswap v3 Charms The Market
Uniswap v3: New Horizons Uniswap V3 is unlocking greater capital efficiency for liquidity providers and better pricing for traders. It […]...
11 Min
Vaults
Sep 2021
Opyn Options With Ribbon
Opyn and Ribbon have had a symbiotic relationship, with Ribbon's added functionality helping to bolster Opyn's utility. But what does the future have in store for these two protocols?...
7 Min
Options
Aug 2021
Speculators vs. Hodlers, OpenSea Dominance, Uniswap LP Returns
BTC speculators take a big hit, OpenSea is the Uniswap of NFTs, and an analysis of Uniswap LP products....
4 Min
NFT Marketplace
Jul 2021
Load the Bitfinex Shorts, dApp Revenues, ENS Grows
Shorts on Bitfinex are back at it, Axie leads dApp revenue, ENS registrations hit all-time high, and OlympusDAO's ascent....
3 Min
Asset Management
Jul 2021
When Convex & Yearn Compete, Curve Wins
With the recent launch of Convex, more and more CRV is being locked up in governance. How long until there's no more CRV available to lock up?...
4 Min
Vaults
Jun 2021
Don’t Sleep on Yearn
With key integrations in place and its v2 infrastructure now live, Yearn's TVL recently reached a new ATH. Is it off to the races?...
4 Min
Vaults
Mar 2021
Anchor Protocol
There is no excerpt because this is a protected post....
1 Min
Vaults
Mar 2021
Back to Basics: Macro 101 [Interview]
Kevin Kelly sits down with Nathaniel Whittemore (aka “NLW”) on his popular podcast, The Breakdown, to talk through some of the foundational concepts of macro investing and how they relate to the broad...
3 Min
Asset Management
Mar 2021
Harvest Finance
Harvest Finance is a yield aggregator that’s been stuck in yEarn Finance’s shadow. Yet the data indicates there are strong growth prospects for FARM, and the market is already starting to price in the...
6 Min
Vaults
Feb 2021
The Curve Bull Case, StakeDAO Strategies and Managing Mbappé
In this piece, I share some highlights and after-thoughts from a conversation with Julien Bouteloup, who I hosted on the Delphi Podcast last week....
8 Min
Asset Management
Feb 2021
February 2021 Analyst Call
Our February Analyst Call in an updated format where we cover Bitcoin, Ethereum, SUSHI, UNI, NBA TopShots, Mirror, Luna, and more!...
2 Min
Asset Management
Feb 2021
Building Conviction In Magical Founders and Projects
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
Honey Badger Meets Ethereum
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
Building in DeFi doesn't have to suck
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
Sell-off By The Numbers
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
Sell-off By The Numbers
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
A Look Into Public DeFi Treasuries
In order to be truly decentralized, crypto protocols need to find a sustainable way to fund development and operations. As DeFi embraces DAOs, it’s becoming increasingly important to understand commun...
1 Min
Asset Management
Dec 2020
The Great yBundling (YFI)
Yearn (YFI) is both horizontally and vertically integrating DeFi legos. In this piece we dive into where value will accrue; YFI or its “acquired” tokens....
10 Min
Asset Management
Dec 2020
Coordination, Public Goods and Crypto (Part 2)
Having discussed what the underfunded public goods problem is and why it matters in part 1, we now turn our attention to solutions to this problem. We begin by describing existing solutions, why they...
11 Min
Asset Management
Nov 2020
Coordination, Public Goods and Crypto (Part 2)
Having discussed what the underfunded public goods problem is and why it matters in part 1, we now turn our attention to solutions to this problem. We begin by describing existing solutions, why they...
11 Min
Asset Management
Nov 2020