Defi

June 28, 2024

Maple Finance & Syrup with Joe Flanagan

How Maple Originated $4b in Institutional DeFi Loans
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December 20, 2023

Solana Liquid Staking

Revisiting the thesis
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December 8, 2023

Episode 4: The Economics of Uniswap

How good is Uniswap at capturing the value it's creating?
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October 2, 2023

Permissioned DeFi & Tokenized Equities

TradFi and DeFi are merging faster than the market appreciates
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August 21, 2023

Where's the Signal in DeFi? Blue Chips: Pt. 2

Business models are converging.
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August 14, 2023

Where's the Signal in DeFi?

Past innovation cycles give us a glimpse of the future.
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May 9, 2023

The Liquid Staking Set-Up on Solana

And an analysis of Marinade Finance
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January 30, 2023

The Business of Liquid Staking

And an analysis of Lido Finance
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