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Join date: Nov 11, 2022
Posts (4)
Sep 11, 2023 ∙ 4 min
Uniswap Governance Update
In this short note, we summarize our understanding of Uniswap's latest progress surrounding the fee switch.
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Aug 24, 2023 ∙ 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...
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Aug 16, 2023 ∙ 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.
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Asa Li
Writer
Research Lead
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