Over the past few weeks, vote-escrow (or ve) tokens have seen an outsized move in both discussion and price. Through the Coins Profile on SigDev, I was able to quickly…
[Webinar Registration] Now You VC Me, Now You Don’t. 8/16 at 12pm Eastern
Join us for Now You VC Me, Now You Don’t: What It Takes To Have Staying Power In Crypto, on August 16th at 12pm Eastern Our Head of Research Jack…
[Webinar Recording] Yield: Too Pedestrian?
The TIE’s Head of Research Jack Melnick is joined by Cosmo Jiang (Head of Strategy, Skolem Technologies & Founder, Nova River), Joshua Lim (Head of Derivatives, Genesis Global Trading), and…
Sudoswap: NFT Concentrated Liquidity
State of NFT Liquidity NFTs are, by nature, non-fungible. This has caused issues around provision of deep liquidity and regular trading markets. Historically, this thin liquidity has been a driven…
The Hitchhiker’s Guide to Yield
Where is the sustainable yield in DeFi? This question remained unanswered in the back of investor’s minds during the two year bull run, where it was sidelined in favor of…
Joepegs: Bringing NFTs to Avalanche
Up until the release of subnets, Avalanche was a primarily DeFi focused ecosystem. Compared to two of its major peers- Solana and Ethereum, NFT protocols remain underutilized. Over the past…
Trial of the Lunatics: The Story of Anchor, UST, and LUNA
As you may have noticed, things in the market have been volatile lately. Yesterday’s lunacy, pun fully intended, was driven by idiosyncratic factors, but there was also secular risk from…
Is Code Law? Meta-Tokenomics and Exploit Risk
Full Disclosure: The intent of this piece is not to pass judgment or take sides. The goal is to spread awareness of governance-related exploits, and explore potential solutions. “Code is…
GMX: Comparative Valuation of DeFi Perp Trading
TL;DR: GMX trades at a very low valuation relative to other peers in the perpetual trading space. I sat down with the team to hear about the roadmap, relative advantages,…
LayerZero: Omnichain Interoperability
Let’s be honest, bridging sucks. More than twice in the past week I have accidentally bridged a stablecoin onto a blockchain where it isn’t tradable, or stranded funds on a…