The hottest DeFi Substack posts right now

And their main takeaways
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Top Crypto Topics

DeFi: Frax Finance completes V3 rollout with on-chain bonds

The Fintech Blueprint • 275 implied HN points • 25 Jan 24
💰 Finance DeFi Digital Assets Stablecoins NFTs
  1. Frax Finance introduces on-chain bonds called FXBs, resembling zero-coupon bonds and converting to FRAX stablecoin upon maturity.
  2. The emergence of interest-bearing stablecoin projects like sFRAX and USDe is likely to shift focus from non-interest paying stablecoins like USDT.
  3. There has been a significant growth in Total Value Locked (TVL) in tokenized securities with U.S. Treasury exposure, reaching around $790MM.

DeFi: Portal Network raises $34MM to bypass bridge hacks - will it also unify modular chains?

The Fintech Blueprint • 235 implied HN points • 01 Feb 24
🕹 Technology DeFi Digital Assets NFTs
  1. The system of bridging in DeFi faces challenges like inefficiencies, centralization, and risky synthetic asset replication
  2. Portal Network raised $34MM to create a decentralized exchange network without the need for bridges or custodians
  3. Portal Network's innovative features aim to address liquidity fragmentation and inefficiencies in cross-chain swaps

DeFi: Jupiter breaks Solana's airdrop records

The Fintech Blueprint • 196 implied HN points • 08 Feb 24
🔮 Crypto DeFi NFTs Metaverse
  1. Jupiter airdropped $700MM in JUP tokens to Solana users, making it a top 10 largest airdrop of all time.
  2. Despite Solana's growth, it faced a significant downtime issue recently, highlighting the need for decentralization.
  3. Jupiter's tokenomics strategy of distributing tokens evenly and focusing on community growth has been successful in fostering user engagement.
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Introducing The Daily Edge

Onchain Wizard's Cauldron • 176 implied HN points • 31 Jan 24
🔮 Crypto Altcoins DeFi NFTs Tokens Blockchain
  1. The Daily Edge is a new daily newsletter focused on providing insights on emerging tokens/projects in under 5 minutes.
  2. The newsletter highlights upcoming projects like Clustersxyz, Trestle, JUP Airdrop, and JUDGE AI.
  3. Solana dominates degen volume, but Ethereum is seeing a revival with projects like PepeFork gaining traction.

Long Take: How Wise disrupted $150T of Cross-Border Payments and earns $1B in revenue

The Fintech Blueprint • 511 implied HN points • 18 Oct 23
💰 Finance Payments Valuations Stablecoins DeFi Investments
  1. Wise disrupted the costly traditional cross-border payment system by using a peer-to-peer platform and offering transparent, low fees.
  2. The company earned $1.2B in revenue in 2021 with a significant portion coming from its margin on FX transfers.
  3. Wise's growth and profitability are driven by its innovative approach to simplifying and optimizing cross-border transactions.

Solana's Triangular Arbitrage Explored: A Case Study on Jito

Wisdom of DeFi by EigenPhi • 58 implied HN points • 26 Jan 24
💰 Finance Cryptocurrency Trading Blockchain DeFi
  1. On Solana blockchain, arbitrage transactions don't always rely on signals and bots execute transactions frequently
  2. Built-in computation might facilitate executing arbitrage in Solana
  3. Understanding intricacies of arbitrage on Solana can provide insights into the ecosystem and help in devising efficient trading strategies

Where Whales Went to Work in H2 2023

David’s Substack • 58 implied HN points • 25 Jan 24
🔮 Crypto DeFi Staking Protocols
  1. Free markets can lead to global optimizations but leave local economies vulnerable to shifts in market winds
  2. Maker's sDAI offered attractive yields by backing DAI with off-chain assets and partnering with treasury bills
  3. New projects like Blast and Mantle quickly gained TVL through innovative strategies and partnerships in the crypto market

DeFi: Tokenization is cool again, from Franklin Templeton, to Fasanara's Untangled Finance, & SC Ventures Libeara

The Fintech Blueprint • 58 implied HN points • 18 Jan 24
💰 Finance DeFi Tokenization Blockchain
  1. The tokenized funds market issuance on public blockchains grew from $100 million to over $800 million in 2023.
  2. DeFi tokenization is gaining popularity among financial institutions like Franklin Templeton and Fasanara's Untangled Finance.
  3. There are exclusive insights and analyses available for paid subscribers in the DeFi tokenization space.

Curve’s Possible DeFi Contagion

Daily Digest • 196 implied HN points • 01 Aug 23
💰 Finance DeFi Protocols
  1. Yesterday, Curve was attacked with 8% of CRV tokens compromised
  2. CRV founder took a $100 million debt backed by 47% of circulating CRV supply, risking liquidation with falling CRV prices
  3. DeFi protocols accepting CRV as collateral are at risk of contagion from the current crisis

A Beginner's Guide to Crypto: Trials and Tribulations of a Web3 Newbie

The Otonomist • 19 implied HN points • 31 Jan 24
🔮 Crypto Wallets Exchanges Investing DeFi
  1. The first step in the crypto world is understanding the difference between centralized and decentralized wallets.
  2. When navigating through buying and trading cryptocurrencies, it's important to be mindful of transaction fees and how they can impact your investments.
  3. Crypto offers opportunities beyond traditional payments, such as swapping coins, investing for profit, and exploring the world of decentralized finance (DeFi).

Enhancing DeFi: Using Concordium's feature-rich blockchain

Concordium Monthly Updates • 137 implied HN points • 24 May 23
🔮 Crypto Blockchain DeFi Scalability Security
  1. DeFi has the potential to revolutionize traditional finance by creating a more open and accessible financial ecosystem.
  2. To address security concerns, Concordium offers privacy-enhancing features to protect user identities.
  3. Concordium tackles scalability issues by implementing a unique architecture that ensures high throughput and efficiency.

"Products" & "Protocols" are NOT the same

@MacBrennan’s Investor Updates • 58 implied HN points • 08 Aug 23
🔮 Crypto Products Protocols DeFi Infrastructure Market
  1. Products are applications that define user experiences and focus on capturing markets.
  2. Protocols are infrastructure enabling specific product experiences and compete on resources and architecture.
  3. Successful products retain and grow through effective distribution, while successful protocols aggregate resources and serve multiple products.

Top Reasons to Build DeFi dApps on Concordium

Concordium Monthly Updates • 39 implied HN points • 01 Jun 23
🕹 Technology Blockchain DeFi Cryptocurrency Privacy Security
  1. Concordium offers sponsored transactions to cover transaction fees, reducing barriers for users and encouraging wider adoption.
  2. Verifiable credentials on Concordium enhance identity verification, privacy, and compliance in DeFi applications.
  3. Concordium features fast finality, shielding transactions, high throughput, low fees, and a secure platform for efficient and secure DeFi dApps.

What are Token Bound Accounts?

skry • 19 implied HN points • 20 Jun 23
🕹 Technology Blockchain NFTs Ethereum DeFi AI
  1. EIP-6551 proposes Token Bound Accounts for ERC-721 NFTs without requiring changes to existing contracts.
  2. Token Bound Accounts enable diverse functionalities like NFT composability and on-chain reputation tracking.
  3. Token Bound Accounts face challenges like gas costs, delegated permissions, front running, and malicious implementations which are being addressed.

Step 1: Intro to Impact DAOs

Crypto Good • 0 implied HN points • 05 May 23
🔮 Crypto DeFi Blockchain Web3 Tokenomics
  1. Impact DAOs are decentralized organizations focused on doing good for people and the planet.
  2. Core purpose is crucial and should drive all actions, not just be an afterthought.
  3. Advantages of Impact DAOs include global participation, borderless setup, and decentralized decision-making.