Cash, Cargo, Cash
What is the wait between shipment and settlement worth?
What is the wait between shipment and settlement worth?
Introduction Over the past week, there has been an extraordinary amount of volatility in pre-IPO markets following the “We Must Pace the Frontier” article by Dario and Anthropic. Below is a short analysis of the various pre-IPO venues, looking at price, volume, liquidity and spreads. Bullets * Price &
Introduction Over the past year, RWA perps have become one of the most exciting verticals in crypto. While most venues are racing to list more markets and build deep orderbooks, Variational is taking a different route: a brokerage-like model that aggregates liquidity and offers zero-fee trading through its
Bitcoin dominance is finally tradable, and it is the first version of a broader trade.
Where the yield is, where the risk is hiding, and which pools most depositors haven't found.
Introduction According to Crypto Twitter, perp dex farming remains the last standing DeFi vertical worth airdrop farming. Other sectors, like stablecoins, are less interesting due to their small valuations and low airdrop percentages at TGE. On the perp dex side of things, however, Hyperliquid set a precedent for a large
Borrow against it. Don't move it.
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Price discovery is on break, yield isn't.
Sponsor - Kamino Finance Today's report is sponsored by Kamino Finance, the premier money market and yield hub on Solana, continues to offer competitive yields across DeFi. The platform's recent RWA integration of PRIME (by Figure) delivers an 8% fixed APY to holders coming from HELOCs ('
Disclaimer This report is made in collaboration with Kamino and is therefore sponsored. All editorial decisions, opinions, and conclusions expressed are entirely those of our own and remain independent of any external influence. In a recent strategic shift, Solana's largest lending and borrowing protocol has taken a sizeable
Elevating user experience through a frictionless and efficient aggregation layer with no ulterior motives
Introduction Since covering LLP 6 months ago, the vault has grown from $20m to $500m in TVL. Despite this growth and potential yield dilution, the APY on LLP remains very attractive at over 34% the past 2 weeks. Today's post will cover the recent growth of Lighter as
Quarterly overview of Solana's biggest decentralized finance powerhouse.
Past performance is not indicative of future results
Disclaimer This report is made in collaboration with Kamino and is therefore sponsored. All editorial decisions, opinions, and conclusions expressed are entirely those of our own and remain independent of any external influence. Introduction Nothing beats the gamification of protocol interactions quite like a points program can. Despite a streak
Will decentralized markets be able to provide reliable spot stock exposure with deep liquidity before GTA VI?
Disclaimer This report is made in collaboration with Kamino and is therefore sponsored. All editorial decisions, opinions, and conclusions expressed are entirely those of our own and remain independent of any external influence. As mainstream adoption is reaching critical mass, the infrastructure supporting a new paradigm must evolve to meet
Introduction Perp dex vaults have historically offered strong risk-adjusted returns. Their traction grew with GLP (the vault on GMX) and was further cemented as a popular yield strategy with Hyperliquid's HLP. Today, there is a sea of vaults across different on chain exchanges - all with different designs
Softening the rough edges of spot trading on the people's chain.