DeFi Digest
Crypto Research
DeFi Digest
Crypto Research
- DeFi Digest
- DeFi Digest
Degen Edition 3 - Conic Finance
FIGURE: PEPES WEARING CONES TO CELEBRATE NEW CURVE ECOSYSTEM PROTOCOL INVESTMENT THESIS Out of the numerous tokenomic designs that emerged (and failed) last cycle, the vote-escrowed model proved objectively most ‘feasible’, as evidenced by Curve’s dominant position in TVL amongst DEXs. Control over a protocol’s gauge emissions made sense to...
- DeFi Digest
Degen Edition 2 - unshETH
FIGURE: PEPE UNSHETH-ING ITS ETH TO SOLVE MULTIPLE DEFI PAINPOINTS Since the Beacon Chain launch in Dec 2020, Ethereum users could stake bundles of 32 ETH to secure the network in exchange for priority fee rewards. While these staked ETH[1] are ‘productive,’ many have opted against staking given its operational...
DeFi Digest
Long Thesis - Aave
FIGURE: PEPE LEARNING ABOUT GHO AFTER BEING RUGGED BY UST Source: Fundstrat INTRODUCTION Founded by Stani Kuchelov, Aave (formerly LEND) is the largest DeFi lending...
DeFi Digest
ETH Denver 2023
FIGURE: WASSIE TAKING NOTES AT ETH DENVER MAIN STAGE We recently attended the main conference and side events spanning throughout ETH Denver and have put...
DeFi Digest
Portfolio Yield Strategies
Fundstrat’s recently launched Crypto Core Strategy offers subscribers a digestible tool to manage their crypto portfolio, with the goal of outperforming bitcoin. For those looking...
- DeFi Digest
Canto: The Experimental Layer 1
FIGURE: PEPE EXPLORING THE CANTO ECOSYSTEM & ITS NFTS From L to R: Cantillionaires, Speranza, Pepe, Canto Longnecks, Shnoises INTRODUCTION & CONTEXT 2021 saw the rise of numerous VC-backed Layer 1s, the most prominent of which includes Solana, Luna, and Avalanche, known to many in the fold as ‘SoLunAvax.’ Their...
DeFi Digest
Degen Edition - STFX
FIGURE: GMX BLUEBERRY CLUB MEMBER AND STFX PEPE ATTRACTING RETAIL LIQUIDITY TO THE SLAUGHTERHOUSE UNDER THE GUISE OF EDUCATION In our last issue of DeFi...
DeFi Digest
On Tokenomics
FIGURE: A TEAM OF PEPES CONCOCTING THE PERFECT TOKENOMICS Tokenomics (a portmanteau for token and economics) represents the monetary policy of tokens that directly contributes...
DeFi Digest
Z2O - Decentralized Perpetual Futures
FIGURE: GMX BLUEBERRY CLUB MEMBER TRADING USING GNS NFTS WHILE DYDX HEDGIES WATCH INTRODUCTION AND OPPORTUNITY In the last issue of DeFi Digest, we dove...
DeFi Digest
Z2O - Decentralized Options
FIGURE: QUANT PEPES TAKING TURNS PREACHING DECENTRALIZED OPTIONS INTRODUCTION AND OPPORTUNITY Options are one of the most popular derivatives in traditional markets among institutional and...