One day someone told me "When you're rushing to the next thing to do, are you gaining time or wasting it ?" And since it's stuck in my head
From strength to struggle : A deep dive into the Stablecoin Market Game
Stablecoins provide crucial stability in the volatile crypto market, but their success depends on factors like liquidity, collateralization, and integration and much more. In this article, we break down the mechanics of stablecoins, offering a framework to evaluate their peg stability, capital efficiency, and transparency. You'll gain insights into assessing a stablecoin’s long-term viability, giving you the tools to make informed decisions in DeFi. Whether you’re an investor or develope...
From strength to struggle : A deep dive into the Stablecoin Market Game
Stablecoins provide crucial stability in the volatile crypto market, but their success depends on factors like liquidity, collateralization, and integration and much more. In this article, we break down the mechanics of stablecoins, offering a framework to evaluate their peg stability, capital efficiency, and transparency. You'll gain insights into assessing a stablecoin’s long-term viability, giving you the tools to make informed decisions in DeFi. Whether you’re an investor or develope...
Managing Exposure to the Eigenlayer Ecosystem from an Institutional Perspective
What is Eigenlayer? Essentially, Eigenlayer represents a market for security. It leverages Ethereum's greatest asset (its vast and diversified validator set) and creates a market for those building on top of it (economic security). Eigenlayer is constructing an entire ecosystem around re-staking, which will play a crucial role in DeFi in the coming years. By allowing the re-staking of staked ETH, this infrastructure provides new development perspectives for developers while offering bett...
Managing Exposure to the Eigenlayer Ecosystem from an Institutional Perspective
What is Eigenlayer? Essentially, Eigenlayer represents a market for security. It leverages Ethereum's greatest asset (its vast and diversified validator set) and creates a market for those building on top of it (economic security). Eigenlayer is constructing an entire ecosystem around re-staking, which will play a crucial role in DeFi in the coming years. By allowing the re-staking of staked ETH, this infrastructure provides new development perspectives for developers while offering bett...
AMMs strategies I - which Uniswap v3's pools are the most attractive ?
These researches have been made with Redacted Labs as part of our ongoing exploration of AMMs. We have already conducted a study that was released last month, published in the Redacted Labs’ Mirror which was based on data limited to a 90-day history. In this article, we extend our analysis to cover a 365-day historical period to assess the significance and relevance of different approaches.We are embarking on a new series of analyses that will delve into LPing in AMMs. The dominance of Uniswa...
AMMs strategies I - which Uniswap v3's pools are the most attractive ?
These researches have been made with Redacted Labs as part of our ongoing exploration of AMMs. We have already conducted a study that was released last month, published in the Redacted Labs’ Mirror which was based on data limited to a 90-day history. In this article, we extend our analysis to cover a 365-day historical period to assess the significance and relevance of different approaches.We are embarking on a new series of analyses that will delve into LPing in AMMs. The dominance of Uniswa...
The LSD's high yield opportunities you're missing
Disclaimer: This article is for informational purposes only and is not legal, business, investment. Do not base investment decisions on it, nor consider it as accounting, legal, or tax guidance. Mention of specific assets or securities are examples and not endorsements. The author’s views may not reflect those of any affiliations and are subject to change without update. This article has been co-written with Redacted Labs, stemming from our extensive and thorough research on the LSD ecosystem...
The LSD's high yield opportunities you're missing
Disclaimer: This article is for informational purposes only and is not legal, business, investment. Do not base investment decisions on it, nor consider it as accounting, legal, or tax guidance. Mention of specific assets or securities are examples and not endorsements. The author’s views may not reflect those of any affiliations and are subject to change without update. This article has been co-written with Redacted Labs, stemming from our extensive and thorough research on the LSD ecosystem...
DEFi's ultra-composability with the RWA : are we on the right path ?
Disclaimer: This article is for informational purposes only and is not legal, business, investment. Do not base investment decisions on it, nor consider it as accounting, legal, or tax guidance. Mention of specific assets or securities are examples and not endorsements. The author’s views may not reflect those of any affiliations and are subject to change without update. My goal was to identify how capital could transition from TradFi to DEFi, how to incentive insitutionals, what will be the ...
DEFi's ultra-composability with the RWA : are we on the right path ?
Disclaimer: This article is for informational purposes only and is not legal, business, investment. Do not base investment decisions on it, nor consider it as accounting, legal, or tax guidance. Mention of specific assets or securities are examples and not endorsements. The author’s views may not reflect those of any affiliations and are subject to change without update. My goal was to identify how capital could transition from TradFi to DEFi, how to incentive insitutionals, what will be the ...
