Reports578 results
Aragon Court
In our recent report on Nexus, we discussed the opportunity and importance of smart contract insurance to hedge technical risk. There are other forms of risk in need of mitigation as well though, and...
1 Min
Insurers
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
$SHROOM Showing Potential
Shroom Finance proposes to be a 100% community owned DeFi protocol, governed through a DAO, that focuses on in-game asset minting, launches, and trading. The platform could ultimately become a useful...
5 Min
Vaults
Sep 2020
Keep’s tBTC: Re-entering the Race
On the back of Keep Network re-launching tBTC, we take a look at the latest developments and what to expect given the high demand for tokenized BTC on Ethereum....
6 Min
Layer 1 / L1
Sep 2020
One Big Macro Trade - Macro Monthly
Financial markets are increasingly driven by global policy rather than underlying fundamentals. Elevated intermarket correlations between major asset classes puts financial markets on fragile ground,...
2 Min
Asset Management
Sep 2020
Proposed PowerPool LM Model
We propose a comprehensive, long-term oriented model that charts a sustainable path forward for the community heading into the mainnet launch of the PowerIndex....
1 Min
DAO
Sep 2020
Pickle Finance: More Than Just A Meme
Pickle is a new protocol with the basic goal of using farming incentives and strategies to bring stablecoins back to their pegs. This strategy is cycle agnostic and can generate alpha in DeFi bull or...
10 Min
Stablecoins
Sep 2020
Unforkable Moats in DeFi
While moats are crucial to long-term value accrual and sustainability, DeFi’s open, permissionless nature makes it difficult to establish moats due to the possibility of forking. We explore four unfor...
8 Min
Spot Exchange
Sep 2020
$GHST Coming Out Of Its Shell
Unlike other NFT projects, rarity is not fixed in the Aavegotchi universe. It is constantly fluctuating based on a number of inter-woven dynamics. Your ultra-rare NFT might become less rare the follow...
8 Min
NFTs
Sep 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
Bitcoin Breakout Tease & Looming Market Risks
Bitcoin flirts with a breakout while market risks begin to surface....
9 Min
Spot Exchange
Sep 2020
Ethereum Ecosystem Analysis
In this report, we analyze the increased usage on Ethereum and explain the impacts of the continuation of yield farming and experimentation on various sectors ranging from DEXs to stablecoins. We also...
1 Min
Derivatives
Sep 2020
All For UNI and UNI For All
After much anticipation, Uniswap finally released its protocol token, UNI, late last night. Through its use of retroactive rewards, virtually every DeFi user instantly became a member of the Uniswap c...
6 Min
Spot Exchange
Sep 2020
Percent.Finance Attracts $125M In TVL In A Few Hours
Percent Finance has launched a fork of Compound that features a 20M hard-capped PCT supply and aggressive yield farming issuance rewards....
4 Min
Spot Exchange
Sep 2020
The Smallest Market Everyone Knows About
Last month, our own Kevin Kelly was asked to write a contributor piece for Global Macro Investor, Raoul Pal’s flagship research service. The report is packed with charts and interesting perspective on...
1 Min
DeFi
Sep 2020
Follow Up To Our PowerPool Proposal
The best way to learn in this space is to participate. Here’s a follow up to our proposal for PowerPool, while also diving into our thought process behind it....
15 Min
DeFi
Sep 2020
When Vampires Attack: SushiSwap and Uniswap
Sushiswap has garnered significant attention in the market as the decentralized exchange, with a native token SUSHI, has successfully completed its migration from Uniswap....
5 Min
DeFi
Sep 2020
Was That The Top? Ruminations on the Alleged DeFi Bubble
In the context of the recent market drop and macro climate, we take a step back to fundamentally understand DeFi’s long-term thesis, yield farming, and where we are in the cycle....
9 Min
DeFi
Sep 2020
Get Ready for Balancer’s First-Ever Liquidity Bootstrapping Pool ($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