Macro Analysis
Understanding the fundamentals of how money enables societies to function and how DeFi presents a viable alternative for people prioritising financial autonomy. By analysing cash flows, we can also discern a lot about society and where there is money, there will always be profit-seekers.
Telegram Trading Bots: The Rapid Rise Of A $200M+ Sector
Faster, automated, and more convenient DeFi swaps via Telegram. Is it the future of DeFi?
What are the risks and benefits of Telegram Trading Bots?
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Airdrops: A Guide To Token Distribution & Rewards
What are airdrops and why are token teams giving away their tokens for free?
A look into the tokenomics behind airdrops and how you can potentially participate in future airdrops by meeting the undisclosed qualification criterias.
DEX Aggregators: An Introduction to Liquidity Optimisation
What are aggregators and how do they enable traders to achieve the best swap rates?
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An introduction to the aggregator concepts and hot it increases capital efficiency and market stability through optimising liquidity flows
DeFi Value Flows: Understanding DeFi Business Models and Revenues
Understanding how value is created in the DeFi space and visualising the value flows between various layers in the ecosystem.
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A framework for conceptualising opportunities for revenue generation through demand/supply drivers.
DeFi Ecosystem: Primitives and Technology Stack
The DeFi ecosystem is bursting with innovation as the community continues to build new primitives, assets, and rails which promises greater value.
A quick overview of DeFi contextualising DeFi primitives within the technology stack
The Politics of Web3: Violence, Technology, & Empowerment
Web3 is divisive precisely because of how it reconfigures power between individuals and institutions.
How Web3 is changing the political landscape through redefining violence, security, and ownership.
Self-Custody: The Power Of Ownership
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"Not Your Keys, Not Your Crypto" is easier said then done when users are faced with the convenience of custodial solutions.
How each iteration of scandals is different and understanding the power of ownership.
Project Orchid: Singapore’s Take on Retail CBDCs
Singapore's latest retail CBDC experiment superimposes Web3 concepts on top of traditional finance structures
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A summary of Project Orchid and it's implications for the future of DeFi and Decentralised Identity
Project Guardian: Singapore’s Attempt At Centralised-DeFi (CeDeFi)
Core to Project Guardian are "trust anchors" which gate-keeps access to "permissioned liquidity pools ... on a public blockchain-based network"
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An analysis of Singapore's attempt at centralising DeFi
Why your token is likely a bad investment & why Bitcoin scalability is secondary
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To understand the crypto economy, we must first understand what money is used for.
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A look at why coins and tokens have different valuations due to 3 main characteristics of money: store-of-value, medium-of-exchange, unit-of-account
Art of the Trade: TradFi vs Defi 1.0 Concepts
Breaking down perspectives and objectively approaching new financial technologies.
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A side-by-side comparison of a trade in the traditional finance space versus the decentralised finance space.
DeFi Liquidity: What would you do with $5.7B SHIB?
A look at why liquidity is crucial and how DeFi differs from the TradFi when it comes to executing a trade.
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Comparing the benefits of the traditional order book model with the DeFi Automated Market Maker model in terms of price, quantity, and time.
Crypto Passive Income Strategies: Steps to Financial Freedom
Comparing the risk & rewards of the different strategies to achieve yield in both the CeFi and DeFi space.
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Understanding how each strategy is able to generate the cash flow required to pay out interest.
MEV: The Scalpers of Web3
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What is Miner Extractable Value and why have some question whether it is an existential threat to ETH?
How DeFi users have cumulatively lost >660M to scalpers without even realising it.
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The Future of Stablecoins
Why there is going to be an explosion of stablecoin variants and why the USD peg dominance won't last. How Web3 modularity ensures users are not forced into a specific monetary system.
The Future of Stablecoins: A Macro Lens
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An overview of how the different stablecoin variants address the subjectivity of valuations through adopting differing trust assumptions.
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Why the USD dominance is unlikely to last and how these will lead to a multi-stablecoin future.
Decentralised Exchanges (DEX): Supercharging Stablecoin Diversity
Decentralised Exchanges will be key towards stablecoin adoption as it enables instantaneous liquidity while encouraging an increasingly frictionless way to trade.
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A dive into stablecoin market dynamics.
Stablesats: Are Perpetual Inverse Swaps The Next Stablecoin?
Exploring Galoy's implementation of Stablesats by gaining an understanding of the derivatives markets.
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How this stablecoin implementation might significantly increase capital efficiency while still being fully collateralised by BTC.
DeFi Liquidity Provision
Yield generation in DeFi fundamentally diverges from the traditional order book model. Deep dive into concentrated liquidity and explore how various configurations affect automated market making returns.
Step-by-step Guide To Choosing The Best Range
Demystifying range selection through an interactive walkthrough.
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Understand how ranges should be adjusted based on various token, chain, pool, as well as position specific factors.
A Practical Look at Selecting the Best Position Ranges
With real money on the line, we put to test how different position ranges affect an LPs return for concentrated liquidity pools.
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Which range provided the best yields given the various token and market specific factors involved?
Why Narrower Ranges Result in Higher APRs but Greater Risks?
How does concentrated liquidity range affect your DeFi yields? What are the risks when providing liquidity to DEXs?
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A deep dive into the AMM mechanism and different factors that affect a LP's potential returns.
Step-by-step Guide To Optimizing Fee Tiers
Simplifying fee tier selection through an interactive walkthrough.
Understand how trading fees should be adjusted based on various token, chain, as well as market specific factors.
A Practical Look At Choosing The Best Fee Tier
What is the best fee tier when providing liquidity to concentrated liquidity AMMs?
With real money on the line, we chose 4 token pairs, 3 fee tiers each to see which position had the best real returns.
How Fee Tiers Make Or Break Your DeFi Returns
Understanding how different AMM pool fee tier configurations affects trade routing and therefore a LP's potential returns.
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A deep dive into DEX trading fee market dynamics and how it relates to capital efficiency.
Elastic Zap: A New Age Of DeFi Wizardry
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What are DeFi zaps? How does it reduce gas costs and LP risks?
Maximize your yields and save time with concentrated liquidity Elastic Zaps. Specify your desired liquidity position and zaps will get you there instantly.
Bancor3
A deep dive into the Bancor3 tokenomics and how it is radically redesigning the AM model to address impermanent loss and dual-sided staking.
Bancor3: Redefining DeFi Playbooks Once Again
Exploring how the Bancor team has completely redesigned AMM mechanics in order to address impermanent loss and dual-sided staking exposure.
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Through co-investments, Bancor insures against IL, introduces single-sided staking, & reduces gas fees.
Bancor3: Key Concepts Driving The Next DeFi Wave
An in-depth look at the key concepts behind the Bancor3 design.
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The concepts are broken into its own standalone sections and sequenced according to their relative complexity
Bancor3 Tokenomics: A New Token Model
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Evaluating the value flows within the Bancor3 ecosystem through a new tokenomic analysis model.
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By analysing Bancor3 tokenomics, we are able to discern for ourselves how the protocol is able to protect against impermanent loss.
Bancor3 Governance Tokenomics: The Voting Premium
A look into Bancor3 DAO governance tokenomics and how it has created a new frontier in capital efficiency for traders shorting vBNT.
How is a BancorDAO vote priced and how does the Vortex burn rate affect the DAOs solvency?