Reports99 results
The Implications of yEarn’s Acquisition of Pickle on Token Holders
yEarn Finance announced the friendly acquisition of its competitor, Pickle Finance. The move entails rebranding Pickle vaults in yEarn vaults, and has beneficial short-term effect for both YFI and PIC...
7 Min
Vaults
Nov 2020
Our ANT Proposal Passes, Yielding 2.9x Premium for $ANJ Holders
Today, after 1 month of working closely with the Aragon team and community on several different proposals regarding the future of $ANJ, our proposal to buyout $ANJ holders who lock their converted $AN...
2 Min
Asset Management
Nov 2020
Modifications to Our CVP Proposal
With the launch of the PowerIndex right around the corner, our team has been spending more time finalizing a few tweaks to hopefully help make the launch as successful as possible....
5 Min
DeFi
Nov 2020
The State of Yearn ($YFI)
In this Daily, we break down how we see the State of Yearn ($YFI). In short, We see Yearn as the protocol well positioned to dictate supply-side liquidity flows through the highest sustainable liquidi...
8 Min
Vaults
Nov 2020
Our New PowerPool Proposal (#9) Ahead of Next Week’s PowerIndex Launch
It’s time for the main Power Index to launch. The purpose of this proposal is to create a smooth transition from the current baby index to the main index, while incorporating a few improvements to the...
9 Min
DAO
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
Yearn & Curve Research Report
In this report, we're going to cover two of the most important, yet complex, projects in the DeFi sector - Yearn and Curve. This will serve as part 1 of our series on Yearn and Curve, with additional...
1 Min
AMM
Oct 2020
What’s Next for Gnosis?
One of the first Dapps built on the Ethereum Ecosystem is at a crossroads. Today, we will take a deeper look at the evolution of Gnosis and why investor's patience is wearing thin....
5 Min
Asset Management
Oct 2020
Evolution of Treasury Management
As we transition to more community owned projects, this in turn means greater accessibility to project treasuries. We take a look how treasury management has evolved to greater align with long term in...
7 Min
Asset Management
Oct 2020
The Evolution of yEarn Finance
As the DeFi sector started to cool down following triple digit percentage gains, yEarn’s ability to generate cash flows has deteriorated. The yEarn core team announced the initial spec for yVaults v2,...
5 Min
Asset Management
Oct 2020
Bitmex and Identity as an Attack Vector
Historically in crypto anonymous teams have been seen as a risk and avoided by investors. We argue that the Bitmex charges and other cases like it will increasingly drive the realization that in some...
4 Min
Asset Management
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
$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
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
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
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