Uniswap Governance Update
In this short note, we summarize our understanding of Uniswap's latest progress surrounding the fee switch.
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Lydia Wu
- Sep 8
- 11 min
Uniswap: Solid Fundamentals and Its Road to the Global Liquidity Layer
This data-driven research is all about Uniswap's fundamentals and its road to an open global liquidity layer.
Asa Li
- Aug 24
- 5 min
(Over)simplified: Quantifying Frax the CRV Farm + Hype Machine
TLDR Frax is essentially a CRV Farm that rewards TVL with CRV emissions. Frax pools currently control 35% of CRV emissions, we estimate...
Asa Li
- Aug 16
- 7 min
Counterpoint on Lido (LDO): Declining Momentum and Overshot Expectations
a short note on what we see as the worse-than-expected adoption of stETH and Ethereum Liquid Staking in general.
Asa Li
- Mar 13
- 11 min
Our Questions About Web 2.5 Gaming
Today, the dominant crypto gaming "meta" is broadly speaking variations of "Web 2.5 Gaming", to which we have several questions.
Simiao Li
- Nov 24, 2022
- 4 min
(2/2) The (Pragmatic) Token Maxi: an Investor's Perspective
Tokens are the ultimate vehicle where value, commerce, and laws travel at the speed of light.
Simiao Li
- Nov 24, 2022
- 5 min
(1/2) Ultra-Liquid Crypto Capitalism
How will tokens challenge digital feudalism for capitalism's next evolution?
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