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Defi
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The Watch List
Portfolio Alerts
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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