Proposals 1.1: October-November 2022
I want to see if it’s worth keeping a track of governance moves (especially if they are remotely interesting/related to tokenomics). This is for two reasons in particular:I imagine a lot of DeFi protocols with underperforming tokens & substandard tokenomic designs will attempt to fix this, by either limiting emissions or implementing a more explicit value accrual system.Proposals can help understand partnerships, new launches, new narratives, where the money/developers are flowing towards etc...
Proposals 1.1: October-November 2022
I want to see if it’s worth keeping a track of governance moves (especially if they are remotely interesting/related to tokenomics). This is for two reasons in particular:I imagine a lot of DeFi protocols with underperforming tokens & substandard tokenomic designs will attempt to fix this, by either limiting emissions or implementing a more explicit value accrual system.Proposals can help understand partnerships, new launches, new narratives, where the money/developers are flowing towards etc...
ATOM 2.0 Issuance
ATOM 2.0 tokenomics were proposed on the 26th of September. Since then there have been 3 versions released (the last one (v1.2) was proposed last night). The first ATOM 2.0 proposal released (v1.0):New issuance schedule starts at 10m ATOM per month and declines 10% per month over 36 months, until a steady rate of emissions of 300,000 ATOM per month is reached. This steady rate would go on indefinitely.During the transition phase (first 36 months) of this issuance is given as a security subsid...
ATOM 2.0 Issuance
ATOM 2.0 tokenomics were proposed on the 26th of September. Since then there have been 3 versions released (the last one (v1.2) was proposed last night). The first ATOM 2.0 proposal released (v1.0):New issuance schedule starts at 10m ATOM per month and declines 10% per month over 36 months, until a steady rate of emissions of 300,000 ATOM per month is reached. This steady rate would go on indefinitely.During the transition phase (first 36 months) of this issuance is given as a security subsid...
Notes v3.1 October 2-October 9
AEVO - AMA NotesWhy are they building AEVO?Ribbon started off as options vaults, they help sell covered calls to generate yield.When you build something in crypto that works, you have 10 copycats:There has been a lot more interest in DOV space, with similar strategies or small tweaks on existing strategiesA lot of these products were very similar to each otherThere isn't a strong moat in the business, especially if all DOV's are doing the same thing and trading against the same 10 i...
Notes v3.1 October 2-October 9
AEVO - AMA NotesWhy are they building AEVO?Ribbon started off as options vaults, they help sell covered calls to generate yield.When you build something in crypto that works, you have 10 copycats:There has been a lot more interest in DOV space, with similar strategies or small tweaks on existing strategiesA lot of these products were very similar to each otherThere isn't a strong moat in the business, especially if all DOV's are doing the same thing and trading against the same 10 i...
Notes v2.2 September 4-September 11
I’ve been working on a scraper and wanted to share some of the protocols/products that I found.Upcoming Berachain Protocols:Berachain is quite new/hasn’t launched yet - so most of the protocols built natively have little information available.Native Protocols:(Protocols being built for Berachain) Name: Berasino Twitter: https://twitter.com/berasinocom Description: On-chain trustless games without KYC. Developing own gambling games. Name: BeraBets Twitter: https://twitter.com/BeraBetsGG Descri...
Notes v2.2 September 4-September 11
I’ve been working on a scraper and wanted to share some of the protocols/products that I found.Upcoming Berachain Protocols:Berachain is quite new/hasn’t launched yet - so most of the protocols built natively have little information available.Native Protocols:(Protocols being built for Berachain) Name: Berasino Twitter: https://twitter.com/berasinocom Description: On-chain trustless games without KYC. Developing own gambling games. Name: BeraBets Twitter: https://twitter.com/BeraBetsGG Descri...
Umami Finance
Report on Umami Finance. Done August 1st (so data is outdated).OverviewDescriptionUmami Finance is a yield protocol built on Arbitrum that provides liquidity-as-a-service to other protocols on Arbitrum and returns the yield generated to its users. The protocol initially launched as a rebase protocol, modelled after Olympus (OHM), on Arbitrum. Following the failure of OHM and the rebase protocol model, Umami Finance remodelled their tokenomics and protocol offerings. Since the release of Umami...
Umami Finance
Report on Umami Finance. Done August 1st (so data is outdated).OverviewDescriptionUmami Finance is a yield protocol built on Arbitrum that provides liquidity-as-a-service to other protocols on Arbitrum and returns the yield generated to its users. The protocol initially launched as a rebase protocol, modelled after Olympus (OHM), on Arbitrum. Following the failure of OHM and the rebase protocol model, Umami Finance remodelled their tokenomics and protocol offerings. Since the release of Umami...
