Relative Value (RV) trading is one of the bedrock techniques for traditional stock market analytics. By comparing the fundamental drivers of a company’s growth against its peers, an investor can…
[Podcast] Analyzing Digital Assets with Matthew Sigel (VanEck)
Matthew Sigel (Head of Digital Assets Research at VanEck) joins The TIE’s Fundamental Value podcast to discuss the transition from tradfi to defi, analyzing digital assets, the upcoming ETH merge,…
MEV: An Intro to Value Extraction
Ethereum’s nature to forever grow increasingly complex is also its curse. This complexity is facilitated by its core development: smart contracts. This new, radical tool enabled developers to chart boldly…
Silo Finance: An Isolated Advantage
Introduction Lending protocols in DeFi aim to create decentralized, permissionless loans, which enable capital-efficient strategies for users. Users can lend their money out and earn interest yield. Borrowers can then…
Diving into the Aptos Network
Introduction After years of seeking regulatory compliance, Diem, a cryptocurrency payment project from Facebook/Meta, ended abruptly in 2022. Its assets were sold off, including the underlying blockchain network. Mo Shaikh…
True Network Value: A Novel Throughput Metric
At their heart, blockchains are trust machines. Evaluating trust, let alone a chain’s performance, is not a routine task. Amongst the many tools used to quickly evaluate a chain’s performance,…
Chainlink Staking: v0.1 Roadmap
Introduction In our previous paper on oracles, we dove into the intricacies that make up these networks, both old and new. Among the oracles discussed was Chainlink, the decentralized oracle…
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…
De-Risking DeFi: Analyzing Systemic Risk in Decentralized Systems
There is no one-size-fits-all approach to avoiding financial catastrophes. Systemic risk can only be partially handled in an unpredictable society. Economic conditions, technology, and human behavior all vary over time,…
UMA: Modern Incentive Structures
Introduction A blockchain oracle is a third party data-feed that serves as a bridge between blockchains and data that exists off-chain. In our last piece, we talked about what blockchain…