We prepare actionable reports along with detailed explanations and analyses of our thought processes. Our Insights teach you to think like an investor.
In this Insight, we provide an in-depth analysis of GMX v2 and its token, $GMX. With a primary goal of forecasting the token’s future price directionality, we examine the factors that may influence its performance after the stealth launch of the protocol’s most recent upgrade.
Published: August 10, 2023
Liquity USD ($LUSD) is a decentralized, immutable, over-collateralized, and governance-free stablecoin. $LUSD is minted when users deposit collateral and take out loans within the Liquity system. In this Insight, we perform a Risk Review of Liquity’s native stablecoin $LUSD
Published: August 2, 2023
In this Insight, we review Uniswap v4 whose vision is to increase the expressiveness of its underlying primitives. Announced as public infrastructure for the Ethereum ecosystem, the goal of Uniswap V4 is to empower developers with the appropriate tools to build their own unique primitives.
Published: July 28, 2023
In this Insight, we explore the Frax ecosystem which is extensive and expands on multiple verticals, from stablecoins to lending markets, DEXs, bridges, and multiple other DeFi primitives such as AMOs (Algorithmic Market Operations), and BAMM (Borrow AMM).
Published: June 29, 2023
In this Insight, we look at Bunni which is changing the game in DeFi tokenomics by selling $LIT call Options as the reward token for LPs. This experimentation can inspire other protocols to find new venues for becoming cash-flow positive and preventing overspending.
Published: June 27, 2023
In this Insight, we look at Swell, a non-custodial liquid Staking protocol, that stands out for offering users a seamless and accessible way to participate in Ethereum Staking. Swell enables users to access both Staking yields and DeFi opportunities through a single interface.
Published: June 21, 2023
In this Insight, we dive into Stacks, a smart contract layer for Bitcoin. The key differentiator between Bitcoin and other blockchains like Ethereum is that Bitcoin can’t natively support Smart Contracts. Stacks presents its own solution, which does not require support from Bitcoiners to be put into place.
Published: June 12, 2023
In this Insight, we explore Mantle, an upcoming optimistic Layer 2 network on Ethereum based on the OP stack. The Mantle blockchain and BitDAO are closely intertwined. To understand the bullish case for Mantle, investors should have a solid understanding of the investor and the DAO backing behind it.
Published: June 7, 2023
In this Insight, we explore Stargate, the bridge that currently has the highest retention rate, closely followed by LiFi. Operating across multiple chains involves a lot of moving parts and things can get messy quickly. Stargate, through its LayerZero technology, simplifies this process by providing a single interface and code base for all cross-chain pairs.
Published: June 3, 2023
In this Insight, we explore Synapse, a cross-chain bridge that connects blockchains and their unique ecosystems. With V2, Synapse’s main attraction is the Interchain Network which introduces two new significant changes to the bridge; Cross-chain Messaging, and the Synapse Chain.
Published: June 2, 2023
In this Insight, we explore Radiant, an omnichain money market that aims to aggregate fragmented liquidity across multiple chains. Our interest in $RDNT derived from the anticipated launch of V2 where an improved tokenomics design has changed how value flows through the protocol, and how users get rewarded for their interactions.
Published: May 4, 2023