The hottest Decentralized Finance Substack posts right now

And their main takeaways
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Top Technology Topics

Ethena: Fundamentally Flawed?

DeFi Education • 819 implied HN points • 21 Feb 24
🔮 Crypto Decentralized Finance Stablecoins Ethereum Trading Strategies Risk management
  1. Ethena aims to provide attractive yields through a unique trading strategy that combines staking ETH and selling futures contracts. This could help users earn money while managing risk.
  2. There are concerns about Ethena's design, including the fact that it relies on staked ETH, which carries more risks. If things go wrong, users might face significant losses.
  3. While Ethena might seem like a good option now, it's important for investors to be cautious and understand the risks involved, as past attempts in this area have often failed.

How to Create Token Value

DeFi Education • 759 implied HN points • 14 Feb 24
🔮 Crypto Digital Assets Tokenomics Market Making Decentralized Finance Blockchain Technology
  1. Crypto tokens are different from stocks because they don't give you ownership rights. They're like digital assets that operate in a coded system rather than through traditional laws.
  2. Creating value for tokens isn't just about profits or revenues; it's really about what makes them desirable in the market. Factors like user engagement and market attention play big roles in their success.
  3. Market makers help improve the trading experience for tokens by providing liquidity and stabilizing prices. They make it easier for people to buy and sell tokens without too much hassle.

Academy Discount is LIVE! (+ The Next Bull Run)

DeFi Education • 659 implied HN points • 07 Nov 23
🔮 Crypto Investing Market Analysis Blockchain Decentralized Finance Cryptocurrency
  1. There is a $100 discount available for the DeFi Academy until November 9, 2023. This is a good chance for new members to join.
  2. Despite some ongoing challenges in the crypto market, there are signs of recovery and potential for a bull run. Staying informed and prepared can help capitalize on this.
  3. Building skills, capital, and the right mindset is essential for success in crypto. Focus on what you're good at and keep improving yourself.

The $WF Token is LIVE on Ronin!

Ronin’s Newsletter • 36 implied HN points • 12 Dec 24
🔮 Crypto Blockchain Tokens NFTs Decentralized Finance Gaming
  1. The $WF token is now available on the Katana platform, which powers the Wild Forest game. This token enhances the gameplay and allows players to trade and interact more within the game.
  2. Players can claim their $WF tokens from various locations like in-game balances and wallets, making it easy to access what they've earned.
  3. Users can trade and provide liquidity for the $WF token, which helps grow the game's ecosystem and potentially earn rewards.

Safary Hack, Paid Post Explains How to Avoid the Losses...

DeFi Education • 439 implied HN points • 29 Nov 23
🔮 Crypto Blockchain Security Investing Decentralized Finance Hacking
  1. Check your DeFi transactions carefully before approving them to avoid losing funds. Malicious attacks can trick you into giving away your money.
  2. Frontend attacks can make trusted websites seem normal but steal your crypto. Always be cautious when interacting with these sites.
  3. Even experienced users can fall victim to these hacks, so it's important to stay informed and learn how to protect your assets.
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DeFi Lives to Fight Another Day

DeFi Education • 699 implied HN points • 02 Aug 23
🔮 Crypto Decentralized Finance Blockchain Technology Smart Contracts
  1. DeFi is trying to replace traditional banks with software, helping avoid the risky loans and bailouts associated with banks. It offers more transparency since anyone can see a DeFi bank's financial activities.
  2. Smart contracts are working well, allowing for borrowing, lending, and trading without the need for trust in government or banks. This makes it easier for people to control their assets, especially in emergencies.
  3. There are both opportunities and challenges within DeFi. While it has potential for profits and security advancements are improving, issues like software security and human behavior still need attention.

Crypto's Fork in the Road

DeFi Education • 579 implied HN points • 20 Aug 23
🔮 Crypto Digital Assets Investment Strategies Market Dynamics Decentralized Finance
  1. The cryptocurrency market is splitting into two main groups: builders and institutions versus casual or speculative traders. This means that projects may start focusing more on serious investors rather than just the retail crowd.
  2. Institutional investors work differently than retail traders. They think long term and have to follow strict rules, while retail traders can move quicker and are less regulated.
  3. For those involved in crypto, being open about your identity can help you gain more trust and attention, as doxxed individuals may have an edge over those who stay anonymous.

Arbitrum Airdrop: How to play it (even if you missed it!)

DeFi Education • 959 implied HN points • 16 Mar 23
🔮 Crypto Airdrops Tokens Trading Blockchain Decentralized Finance
  1. The Arbitrum airdrop is launching on March 23, 2023, and the token is called ARB. Make sure not to buy the wrong token before it's officially available.
  2. To be eligible for the airdrop, you had to complete certain actions in the Arbitrum ecosystem before February 6, 2023. Checking your eligibility is easy—just connect your wallet to their official website.
  3. The token distribution includes a large portion going to the DAO treasury and team, while a small percentage goes to the airdrop eligible wallets. It's good to know how these tokens are being allocated.

Frax at the Forefront

DeFi Education • 519 implied HN points • 12 Aug 23
🔮 Crypto Blockchain Decentralized Finance Cryptocurrencies Investment Yield Farming
  1. Frax Finance is always trying new things and expanding with products and features.
  2. They want to be a go-to place for earning money from three main sources: the US dollar's safe rate, Ethereum staking fees, and interest from borrowers.
  3. This approach combines traditional finance with cryptocurrency to create more earning opportunities.

Dopex: The rDPX Trade

DeFi Education • 1119 implied HN points • 11 Mar 22
🔮 Crypto Decentralized Finance Blockchain Technology Tokenomics Digital Assets
  1. Dopex is a decentralized options exchange that offers new products and features for trading. It's a good option for those looking to trade digital assets.
  2. They are planning updates to their tokenomics, which means changes in how their tokens work. This could create new trading opportunities.
  3. The focus is on event-driven trades, which are strategies that react to market events, helping traders potentially make better decisions.

The DeFi Roundup (October 1, 2022)

DeFi Education • 699 implied HN points • 01 Oct 22
🔮 Crypto Blockchain Decentralized Finance Smart Contracts Market Analysis
  1. Ethereum is moving from miners to validators with the new proof-of-stake system. This change affects how transactions are processed and who earns transaction fees.
  2. There are new opportunities for value extraction in this system, known as MEV. It's important for users to understand how this impacts their transactions.
  3. Staying updated with weekly roundups can help investors keep track of major events in the decentralized finance (DeFi) market. This can save time and provide valuable insights.

Sushi Part 2, Valuation and Consolidated Q&A

DeFi Education • 1418 implied HN points • 18 Aug 21
🔮 Crypto Decentralized Finance Blockchain Technology Market Analysis Investment Strategies
  1. Valuation of the protocol and its income are key topics discussed. Understanding how much a protocol is worth and how it generates money is important.
  2. The aggressive pressure from venture capitalists appears to be easing off. This change can affect the market price positively.
  3. The price of the asset has finally moved back into the teens after some fluctuation. Tracking these price movements can help investors make informed decisions.

How to think about token prices, emissions, and liquidity

DeFi Education • 539 implied HN points • 30 Aug 22
🔮 Crypto Tokenomics Investing Market Analysis Decentralized Finance Trading Strategies
  1. Market cap is more important than token price. You should look at the total value of all tokens, not just how much one token costs.
  2. Keep track of token emissions and unlock schedules. Knowing when new tokens enter the market can help you predict price changes.
  3. High trading volume is vital for token participation. A token with low volume isn't worth your time because it can be hard to buy or sell without affecting the price.

Frog Nation (Part 1/2 for *today*): TIME to cast an ICE SPELL

DeFi Education • 839 implied HN points • 07 Jan 22
🔮 Crypto Blockchain Decentralized Finance Tokens Ecosystems
  1. Frog Nation includes platforms like Abracadabra Money, Popsicle Finance, and Wonderland Money. These platforms are popular and their tokens are worth a lot of money.
  2. This series will help you understand the Frog Nation ecosystem better. It aims to explain how these different platforms work together.
  3. The post is part of a subscription service, meaning it's designed for paying readers who want deeper insights into decentralized finance.

Assessing project safety without software knowledge

DeFi Education • 619 implied HN points • 02 Jun 22
🔮 Crypto Blockchain Investment Security Decentralized Finance Technology
  1. It's important to look beyond audits when assessing a project's safety. You should also consider the team's reputation and their commitment to the project.
  2. Avoid projects that use dubious marketing techniques or create a strong cult-like following. These can be signs of potential fraud.
  3. Check the project's partnerships and how they manage security. Just using a well-known service doesn't guarantee protection against vulnerabilities.

Options for Beginners

DeFi Education • 799 implied HN points • 17 Dec 21
🔮 Crypto Finance Investing Risk management Options trading Decentralized Finance
  1. Options are contracts giving you the right to buy or sell an asset at a set price before a certain date. They help in managing risk and leveraging investments.
  2. Trading options is becoming popular, especially in DeFi. Understanding how to use options can create big opportunities as the market grows.
  3. When using options, be cautious of risks like time decay and volatility. It's important to know what you're doing to avoid costly mistakes.

Raising DeFi's Standards: Where We Need to go if We Want Institutions to Buy Our Bags

DeFi Education • 699 implied HN points • 01 Feb 22
🔮 Crypto Decentralized Finance Blockchain Technology Investment Strategies Financial Regulations Market Trends
  1. DeFi needs to improve its standards to attract institutional investors. Nobody wants to invest in low-quality or risky projects.
  2. Investors should be more careful with where they put their money. Supporting better projects could lead to a healthier market.
  3. The crypto space should focus on creating long-term value rather than quick gains. This will benefit everyone in the long run.

1Inch - Valuation and Risks (Part 2)

DeFi Education • 659 implied HN points • 05 Sep 21
🔮 Crypto Decentralized Finance Valuation Risks Governance
  1. 1Inch's valuation is tied to its governance rewards, which come from fees on swaps and price impacts. This means their income depends on how much the platform is used.
  2. There are risks associated with the 1Inch protocol that investors need to consider. Understanding these risks can help in making better investment decisions.
  3. Improvement ideas for 1Inch could enhance its performance and income generation. It's important to think about ways to attract more users to the platform.

Tokemak Farming Alert for ALCX and Larger OHM Holders

DeFi Education • 559 implied HN points • 20 Oct 21
🔮 Crypto Cryptocurrency Blockchain Decentralized Finance Investing Market Analysis
  1. You can earn a very high return by staking ALCX on Tokemak, around 600% APR in TOKE rewards. Just be mindful of gas fees if you decide to unstake.
  2. If you want to use OHM in the reactor, you must unstake it first, which means you will lose any rebases you've earned.
  3. This information is specifically for paid subscribers, so it’s aimed at those who are more invested in the project.

Alchemix Overview - Part 2 of 2

DeFi Education • 559 implied HN points • 15 Oct 21
🔮 Crypto Blockchain Decentralized Finance Tokens Market Analysis Valuation
  1. Alchemix uses a Price to Earnings analysis to determine its value based on how much money it makes. This helps understand how profitable the protocol is.
  2. The protocol earns a 10% performance fee as an affiliate, meaning it gains a portion of the earnings from Yearn Finance's activities.
  3. There is a comparison table included that shows how Alchemix stacks up against other tokens in terms of various financial metrics.

Onchain Namespaces: An Emerging Crypto Business Model

Unsyndicated by Mason Nystrom • 39 implied HN points • 25 Jan 24
🔮 Crypto Business Model Blockchain Social Networks Cryptocurrency Decentralized Finance
  1. Unique digital identifiers like domain extensions are valuable in the crypto world.
  2. Blockchain-based namespaces offer new business opportunities for crypto consumer applications.
  3. Companies can choose between leveraging existing namespace platforms like ENS or creating their own namespace protocols.

Pendle Finance: Decentralized Yield Trading (Part 2)

DeFi Education • 299 implied HN points • 26 Jan 22
🔮 Crypto Decentralized Finance Investors Security risks Market Analysis
  1. Pendle Finance focuses on decentralized yield trading, allowing investors to trade and maximize their yield. It's a new way for people to earn money on their crypto assets.
  2. There are various investors and top holders involved with Pendle, indicating interest and confidence in the platform. Knowing who the investors are can help understand the project's potential.
  3. The post mentions potential risks and security concerns associated with Pendle Finance. It's important to be aware of these factors when considering investment in any decentralized finance project.

Degenesis: How to source memes to trade, perform DD, and size your bets

Boltzmann Soul • 2 HN points • 28 Jun 24
💰 Finance Cryptocurrency Trading Investing Risk management Decentralized Finance
  1. Understand how to source memes for trading by looking at opportunity identification and filtering through platforms like Dexscreener.
  2. Perform due diligence on meme coins by checking for burned liquidity, mint and freeze authorities, holder distribution, and top trader PnL health.
  3. Size your bets based on the Kelly criterion formula, considering probabilities of success and potential bet gains. Tactical execution includes recycling costs, dollar-cost averaging, and follow-on investments.

Decentralize Your Data Journey: Introducing Web3 for Analytics Engineers Newsletter!

Web3 for Analytics Engineers • 0 implied HN points • 06 Jun 24
🕹 Technology Web3 Analytics Blockchain Decentralized Finance Data Analysis
  1. Web3 is transforming the world of data analytics, offering transparency, security, and immutability.
  2. The newsletter "Web3 for Analytics Engineers" provides exclusive tutorials, resource round-ups, best practices, and more to stay ahead in Web3 analytics.
  3. Topics covered include blockchain data analysis, decentralized finance, analytics tools like The Graph, and career growth strategies in Web3.