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…
[Podcast] Fundamental Value – Bear Market Investing
We are back! The first episode of The TIE‘s Fundamental Value podcast in over a year is live. Danny Kim of FBG Capital joins the pod to discuss investing in…
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,…
Avalanche Subnets vs. Polygon Supernets
The Rise of App-Chain Platforms There have been several recent developments in blockchain launchpads with Avalanche’s release of subnets and Polygon’s release of supernets. While supernets and subnets share many…
[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…
Blockchain vs Traditional Databases
Centralization Risks for Post-Merge Ethereum
The merge will bring new centralization concerns to Ethereum’s forefront, with three obstacles posing potential problems. While solvable, if left unchecked, runaway centralization in the following areas has the potential…
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,…