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DeFi

How to DeFi
DeFi will eat Tradfi
Defiant's Guide to DeFi
Messari 2021 Q2 Report
Why Finance is ripe to be disrupted
DeFi Infrastructure 101
The Brilliance of Yield Farming, Liquidity Providing and Valuing Crypto Projects
A Legacy Guy Considers DeFi
DeFi Primer : Emerging Valuenet and wallstreet api
How DeFi protocols create and capture value
Unforkable Moats in DeFi
The DeFi Stack
What constitutes a DeFi Token
Biggest DeFi events of 2020
What's wrong, what's broken
The DeFi Senior / Subordinated Relationship
Understanding DeFi : a beginner’s guide
DeFi Q1
Yield TV - Best of DeFi 2020
Retails are coming to DeFi - Jason
DeFi -> Future of Finance
DeFi Pooling
A thread on airdrops
The end of the beginning for DeFi: 2.0 is coming
Funnyside of DeFi
Cohort analysis of the largest defi protocols on ETH
Mapping out the macro endgame
ScribeDAO: Legacy guy considers DeFi
Consensys Q2 Defi Report
ETH Dapps that can disrupt finance
Jim on DeFi projects
Takeaways from How to think about TGE using DeFi
DeFi on The Economist
Designing in DeFi Twitter Spaces
Mapping out ETH’s DeFi ecosystem
Portfolio Director of $5 billion fund Pantera Capital believes DeFi market is undervalued
DeFi 2.0
After sell off why did Defi stay so sticky
End of 2021 DeFi shoutouts
DeFi 2.0
Leverage. In crypto
New approaches to liquidity In DeFi
On where Defi goes next and why DeFi summer was not the zenith
New DeFi primitives
Analysis on treasury backed instruments
Analysis on Treasury Backed Instruments
Why haven’t we seen a killer app in decentralized social network yet
Defining Defi 2.0
A theory of Defi
Current state of Defi in 2021 part 2
Competitive outlook for Defi in 2022
Basilisk
Defining L1 Defi
EoY Defi shoutout thread
ETH DeFi Tier List
DeFi Tier List #2
Why ETH defi has been underperforming
Goldman Sachs DeFi report
True sources of Defi yield
https://twitter.com/knowerofmarkets/status/1487166319506059267?s=21
List of open problems in DeFi
Zeus on debt in defi
Wtf is a LBP
Stats on DeFi heading into 2022
DeFi 2.0
https://twitter.com/AnalystDao/status/1493315143563890694?s=20&t=7aEYAqlSKRcTNfL-YcyiJw
Levelable NFTs in DeFi
Gelato
Guide to defi fixed interest rates
Defi flywheel
Tradfi to defi
Not3Lau w Yunts
dApps in DeFi
How Fixed Rate Primitives Work in a World of Degens and Rugpulls
Baseplate thesis
DeFi liquidity management via Optimal Control: Ohm as a case study
An argument for defi 3.0
Defi, where we are today
FaaS
State of crypto portfolio trackers
DeFi 2.0: A magnum copeus
DeFi business models
Pegasys DEX
State of Centrifuge
Yield farming
Crocswap
Exciting projects in DeFi
A Superfluid Evolution of Stake
DeFi Predictions (bet on big and boring)
Strategies to earn ETH w ETH
Angel Vaults by Ichi
Price-oracle AMMs Aren’t Perfect
A study on ape
Morpho, Gentleman Vampire
Concave analysis on their bonding
How to value ReFi
Decentralised Monetary Authority by Ichifarm
Has defi innovation stalled
Vaultification of DefI: Crypto structured products and their future
Replicated Market Makers: Oracle-Free DeFi
Value Accrual for STRP
Yield opportunities
Powering up DeFi 2.0 with Uncollateralized Lending
Concave
Capital Inefficiency & DeFi Options
On Real World Assets
How should defi insurance brand look like
Future of Terra Defi
Why DeFi Should Make Markets Like Wall Street Banks
A lof of on-chain options, but few to exercise
The trouble w defi options and how to fix em
Centrifuge Deep Dive
TechCrunch: What is the state of DeFi today and why is it thriving
What happened in DeFi Q1
ICHI
role of token in DeFi Insurance
Deep Dive : AMMs
The CEX Stack is recession proof
What happened w Ichi
The VE Fat Middle Thesis
Breaking Down the Design Space of Money Market Liquidations
Permissionless lending v2
Stablecoin wars
Will DAI Die? A Deep Dive Into DAI, the 3pool and the 4pool
Dexyperps
Data Extrapolation Framework for Risk Assessment of DeFi Lending Platforms
On Perp and Drift
Defi summer throwback
An esoteric eulogy for defi
Evolution of DeFi
Tarun on The Scoop
Blueprint 001: SLOB
0xngmi on Blueprints 001: SLOB being a terrible idea
DeFi Sector Map
Zeus on OIP 94
Can you actually make money w concentrated liquidity
4 Perps of the apocalypse
Inflation-Resistant Stablecoins: CPI coins, FPI & Volt
Pegasys
Stablecoins in unstable times
The liquid staking revolution
How we evolve from (over) convicted standalone dapps -> self-sustaining & neutral liquidity vortexes
Thoughts on onchain derivatives
Very stable geniuses: The race to build regulation-proof stablecoins
Notable stats in Defi
Thoughts on the tradfi+crypto structured products space
Does it have PMF?
Bankless token Report: BTRFLY, LDO, DYDX, PERP and COMP
An Updated Look at On-Chain Structured Product Protocols
7 limitations of Defi
ERC-4626
Intro to DeFi
Defi improvements Wishlist
State of decentralised derivatives trading
Yield Farming tools
Incentive spend: efficiency and effectiveness
Clearpool
The crypto loan economy
DeFi’s original sin
A study on the inalterability of Defi protocols
A tale of two auctions - DOVs
Fluidity
Defi recapture problem
OurNetwork - DeFi Derivatives
The Current State of Under-Collateralised Lending in DeFi
Is defi dead
Fundamental Design Principles for DeFi:
Onchain analytics w llama
Fixed-rate DeFi Protocols:Bear Market Haven?
Value accrual
Spreek on Parsec podcast
Concave Simplified
Decentralised Asset Management 2022
Antonio Juliano on The Scoop
Pooled Liquidity Provision in DeFi: Concentrated Liquidity
Cambrian DEXplosion
The hitchhiker’s guide to yields
Brave new world
BETA Investor unlock onchain analysis
On protocol controlled value
How Defi’s liquidity contraction breaks liquidation bots
Derisking defi: analysing systemic risk in decentralisation systems
Reevaluating the decentralised derivatives landscape
Sam from Frax on Market Capping
Sense Critical Bug disclosure
Compound and aave basics
The State of Liquify
Reviewing DeFi’s progress overr the past cycle
What DeFi projects that collapsed have in common
It’s all a defi thesis
Tokenised Real World Assets
State of Defi lending #2
How do real-world assets make their way into DeFi?
Search for sustainable liquidity
The lending edition / defi download
Hubble vs Other borrowing platforms
State of Defi lending #3
The source of yield
Defi worked great
Critical opinion piece on GHO
Avi on CPI/earnings
Treasury management in Defi: magic of fixed income
STFX
First credit score for defi
A look at defi treasuries and protocol revenues
Brex for crypto: rain
Defi existential crisis
DeFi mafias
Analysing OHM, TIME and BTRFLY
Can Defi break out of the partisan trap in 2022
ATOM vs FTM vs NEAR threads
Cash flow protocols
How to Hack IL
DeFi Saver - Automating DeFi, One Contract at a time.
Uniswap vs Curve: which is the best dex
Deconstructing defi returns: harvesting risk premier
Defi market map
Defi is dysfunctional
NFTs and Defi lending markets
Brief overview of 1st gen AMMs
Institutional loans in crypto
Mechanism Capital on Defi areas they’re tracking closely
DeFi Sector Update: Searching for Hope (https://messari.io/article/defi-sector-update-searching-for-hope?utm_source=newsletter_top&utm_medium=organic_email&utm_campaign=defi_sector_update_hope)
Hunt for sustainable yields in defi 3
Brief look into 2nd generation AMMs part 2
Which DeFi Protocols Are Profitable?
Clearpool thesis
What are we punting w Dan and Avi
How to fix Defi Tokens
State of Defi Lending #5
A Look at Under-Collateralized Lending Protocols
DEX Fundamental analysis and relative value comparison
The Path Forward for DeFi Fixed Income and Yield Tokens
State of Defi lending #6
History of AMMs
Toxic Crypto Liquidity - An infectious issue & Olympus' solution
Contango <> Element
The Great Convergence: $GHO and the Story of the Five Old Kings
From Defi to gamefi to socialfi
Defi: Reborn, State of Defi Industry Report
Protecting Retail Capital in DeFi - The Promise of Single-Sided Liquidity
Stablecoin growth and NFT Brand revenues
Fluidity money
Defi narrative: Real Yield and cash flow tokens
Real Yields in Defi
Opportunities and challenges of Web3 Loans
NFT Lending: A Rising Opportunity When NFTs Meet DeFi
Undercollateralised Loans
Best defi business models
The Macro King Arthur of Crypto
20 interesting new defi projects
State of Defi Lending 9
Exploring defi stability
Tying the ribbon on structured products
State of Liquity Q3 2022
Consensus company intelligence
The State of Undercollateralized DeFi Lending
# 48 | Liquity + a Glimpse of (My) Future
State of Defi Lending 11
A look at decentralised insurance
The Emergence of Principal-Protected Yield in DeFi
Everything you need to know about on-chain bonds and how to invest in them
Real World Assets: Finance’s bridge to crypto
A Crypto Pragmatist Deep Dive: Integral Size
Rethinking Defi tokenomics
Do defi tokens need tokens to work?
Measuring risk for DeFi yield strategies
Defi risk management
Rage Trade’s Upcoming DN Vaults
 
 
 
 
 
 
 
 
 
Podcast:
Ali Yahya on Defiant