The hottest DeFi Substack posts right now

And their main takeaways
Category
Top Crypto Topics

Frog Nation Series: Wonderland Money (TIME)

DeFi Education • 1278 implied HN points • 09 Jan 22
🔮 Crypto Blockchain DeFi Investing Tokens Market Trends
  1. Wonderland Money (TIME) is built on the Avalanche Network and is a popular version of another project called OHM. It has a large market cap, making it one of the most successful forks.
  2. TIME is considered a 'stablecurious coin', which means it tries to maintain a stable value in the market. Its value is closely watched by investors.
  3. This content is meant for paid subscribers, indicating that it offers in-depth information not available to the general public. If you want more insights, you need to subscribe.

Welcome to the BTB DeFi Substack

DeFi Education • 1798 implied HN points • 15 Jun 21
🔮 Crypto DeFi Investing Education Finance Technology
  1. A team is dedicated to DeFi because many people are interested in it. They are starting with a free Substack that will later become paid.
  2. Subscribers will get examples of paid posts first. This way, they can decide if they want to invest based on the information provided.
  3. The DeFi substack offers in-depth analysis of DeFi coins to help people make informed investment decisions, even if the team isn't investing in specific projects.

Overview of Portfolio Construction & Risk Management - Owl and Iguana

DeFi Education • 1398 implied HN points • 12 Nov 21
🔮 Crypto Investing Finance Portfolio Management Risk management DeFi
  1. When building a crypto portfolio, it's important to balance between keeping your money safe, growing your investments, and managing your emotions. This helps ensure you're making smart decisions.
  2. It's smart to have a good chunk of your portfolio in Bitcoin and Ethereum before diving into other high-risk projects. This way, you can still benefit from their growth while taking some risks with other assets.
  3. Understanding the volatility of your investments can help you decide how much to invest in each asset. More volatile assets might require smaller investments to manage risk and avoid big losses.

$200 Billion in Bank Scams

DeFi Education • 739 implied HN points • 20 Sep 22
🔮 Crypto DeFi Fraud Banking Regulation Market Manipulation
  1. The banking industry has a long history of fraud and scandals, with $200 billion in fines paid for various crimes like money laundering and market manipulation. This shows that big banks often get away with serious misconduct.
  2. Critics argue that crypto is a hotbed for crime, but it's clear that traditional banks have also facilitated illegal activities repeatedly without facing serious consequences. This double standard highlights the need for fair scrutiny of both systems.
  3. DeFi (decentralized finance) offers solutions to prevent manipulation and enhance transparency. Technologies like blockchain could potentially do a better job of reducing financial crimes compared to traditional banks.

How to Use a Block Explorer

DeFi Education • 1039 implied HN points • 19 Apr 22
🔮 Crypto Blockchain Investing DeFi NFTs Security
  1. A block explorer like Etherscan lets you see Ethereum addresses and their transactions without needing to run a full node. It's much easier than downloading all the blockchain data yourself.
  2. You can use block explorers to interact with smart contracts, mint NFTs, revoke token approvals for security, and check if influencers actually minted NFTs or were sent them by others.
  3. Checking token vesting schedules and verifying contracts is important to avoid scams. Always verify contracts and be cautious about unverified ones, as they can be tied to risky projects.
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Year in Review + 2022 Predictions!

DeFi Education • 1278 implied HN points • 30 Dec 21
🔮 Crypto Blockchain Investing DeFi Market Trends Predictions
  1. The year 2021 was very eventful for the crypto market, filled with many developments. It felt like a lot happened in just six months of being involved.
  2. Crypto markets operate 24/7, which creates constant opportunities for profit. This means there's always movement and change in the market.
  3. Global participation in crypto is increasing, making it a truly worldwide financial system. The market's growth and interest are unlikely to slow down anytime soon.

crvUSD Deep Dive

DeFi Education • 279 implied HN points • 21 Jul 23
🔮 Crypto Blockchain DeFi Tokens Investing Finance
  1. crvUSD is a new stablecoin from Curve, and it might change the DeFi space. It could provide more options for users in decentralized finance.
  2. Borrowers need to consider if crvUSD is right for them. It's important to think about how borrowing this token can affect their financial situation.
  3. The post aims to dive deeper into the potential effects of crvUSD. It encourages readers to look at its impact on both the market and individual users.

Yield Farming Model v1.0

DeFi Education • 999 implied HN points • 21 Apr 22
🔮 Crypto DeFi Investing Finance Risk management Liquidity
  1. Providing liquidity is not just free money; it's an investment. You need to know the risks and possible rewards before jumping in.
  2. To really get into yield farming, it's helpful to understand liquidity providing first. It's good to have some hands-on experience with it.
  3. This discussion builds on previous knowledge, so it's a bit more advanced. Make sure you're comfortable with the basics before diving deeper.

What's Holding DeFi Back From Mass Adoption

DeFi Education • 939 implied HN points • 10 May 22
🔮 Crypto DeFi Blockchain Financial Systems Investment Regulation
  1. DeFi is too complicated for many people. Setting up wallets and understanding terms like 'yield farming' can be overwhelming.
  2. There’s a perception problem with DeFi, as some see it as risky and full of scams. Building trustworthy and useful projects can help improve this image.
  3. Many institutions are hesitant to adopt DeFi without clear regulations. They want to know how regulators will treat their activities in this space.

The DeFi Roundup (August 13, 2022)

DeFi Education • 759 implied HN points • 14 Aug 22
🔮 Crypto DeFi Blockchain Regulation Investing Market Trends
  1. A major government has added a DeFi protocol to its economic sanctions, which could change things in the cryptocurrency space. This is important because it shows how officials are reacting to decentralized finance.
  2. The consequences of these sanctions could impact users and projects associated with the affected DeFi protocol. People involved in DeFi need to stay updated on how these changes can affect their investments.
  3. Staying informed about crypto developments is crucial since the landscape is constantly changing. Following reliable crypto news can help you understand what's happening.

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

What To Do If Your Data Was Leaked by Celsius + Other Privacy Considerations

DeFi Education • 639 implied HN points • 12 Oct 22
🔮 Crypto Privacy Security Regulation Blockchain DeFi
  1. If your data leaks online, it’s important to switch to a new and common device just for crypto activities. This helps keep your identity and transactions safer.
  2. When you connect your wallet to a dApp, a lot of your device information can get shared without you knowing. It’s important to be aware of this so you can protect your privacy better.
  3. If your crypto data was exposed, consider starting fresh with a new wallet and using cash to buy crypto. Keep your identity separate from your crypto activities to avoid future risks.

The DeFi Roundup (January 7, 2023) + Q&A!

DeFi Education • 499 implied HN points • 07 Jan 23
🔮 Crypto Blockchain DeFi Investing Finance Technology
  1. DeFi is constantly changing, and it's important to stay updated on the latest news and trends. Keeping an eye on the upcoming week can help you be prepared.
  2. This platform focuses on delivering important information about various DeFi protocols, which helps users know what to watch for.
  3. The content is created for paid subscribers, ensuring that they receive exclusive and actionable insights.

What Is DeFi Education?

DeFi Education • 719 implied HN points • 18 Aug 22
🔮 Crypto DeFi Blockchain Finance Investing Education
  1. DeFi Education offers independent and high-quality research on crypto. They focus on helping people understand complex topics in the crypto world without the influence of paid promotions.
  2. The mission is to empower individuals with the knowledge to make informed decisions in the crypto space, avoiding scams and bad investments.
  3. They have built a strong community of readers, ranging from beginners to experts, who share valuable insights and support each other in navigating the fast-changing crypto landscape.

How to Navigate Your First 21 Days in DeFi

DeFi Education • 959 implied HN points • 08 Mar 22
🔮 Crypto DeFi Trading Security Investment Community
  1. The first step in DeFi is setting up your accounts and wallets. Make sure to use a secure wallet like Metamask and protect your privacy with a VPN.
  2. You can start using DeFi by making simple transactions like lending tokens for interest or swapping them. Using networks with lower fees, like Fantom, can help you learn without risking too much.
  3. Participating in DeFi communities can lead to surprises, like airdrops or early access to token sales. Being active and helpful in these communities can reward you with tokens and good investment opportunities.

Update on Valuations and The State of DeFi

DeFi Education • 819 implied HN points • 25 May 22
🔮 Crypto DeFi Blockchain Investing Market Trends Tokenomics
  1. DeFi has changed a lot in the last year. Many new ideas have appeared, but not all have lasted, and lending has dropped due to less interest.
  2. Trading on decentralized exchanges is still strong, showing that people keep trading even in a down market. Innovations in exchange technology are also happening.
  3. The overall value in DeFi is up, but many tokens have dropped in price. Investors need to be careful and are looking for undervalued options as the market evolves.

The DeFi Roundup (September 17, 2022)

DeFi Education • 619 implied HN points • 17 Sep 22
🔮 Crypto Blockchain DeFi Digital Assets Ethereum Market Trends
  1. Ethereum has successfully merged, which many people have been waiting for a long time. This is a big step for the future of this cryptocurrency.
  2. The weekly roundups help subscribers stay updated on major events in the DeFi sector quickly. It’s a good way to catch up on important news in just five minutes.
  3. The White House has released a framework for the responsible development of digital assets. This could impact how cryptocurrencies and digital assets are regulated in the future.

The DeFi Roundup (September 10, 2022)

DeFi Education • 619 implied HN points • 11 Sep 22
🔮 Crypto DeFi Trading Blockchain Market Analysis Cryptocurrency
  1. This week focuses on the Merge and how it affects trading options for any potential forks. Understanding these changes is important for making smart trading decisions.
  2. The re-allocation of GPU hashpower has positively impacted some other blockchain networks. This shift shows how interconnected different chains can be.
  3. The roundup provides key insights quickly, making it easy for users to stay informed about the DeFi market. It's a convenient way to catch up on important events.

The DeFi Roundup (December 3, 2022)

DeFi Education • 499 implied HN points • 04 Dec 22
🔮 Crypto DeFi Blockchain Investing Finance Technology
  1. The DeFi Roundup keeps you updated on important events and trends in decentralized finance. It's a great way to stay informed while others focus on major news.
  2. This report offers actionable insights and fun topics that can help you explore opportunities in DeFi. It's more about excitement than the usual heavy news.
  3. Instead of diving deep into negative stories, the roundup focuses on cooler and engaging content in the DeFi space that you might find useful.

How to Earn Higher Interest Than Banks with Fantom DeFi - Hint Banks Are Zeros.

DeFi Education • 1019 implied HN points • 12 Jan 22
🔮 Crypto DeFi Investing Yield Farming Stablecoins Blockchain
  1. Using Fantom DeFi, you can earn higher interest on your savings compared to traditional banks. Depositing stablecoins, like USDC, can give you returns up to 13% a year.
  2. Fantom’s blockchain allows for very low transaction fees and fast transactions, making it user-friendly. It's compatible with popular wallets like Metamask and platforms like Curve and Yearn.
  3. While the yield farming options are good now, they may not last forever. The DeFi space is competitive, and it’s beneficial to start early to make the most of these high yields.

Deep Dive: Maple Finance

DeFi Education • 499 implied HN points • 30 Nov 22
🔮 Crypto DeFi Fintech Blockchain Investments Finance
  1. DeFi stands for decentralized finance, which means financial services that operate without central authorities or intermediaries. It's like banking without a bank, where everybody can access services freely.
  2. Maple Finance is a platform that combines finance technology with decentralized finance. It offers users a chance to lend and borrow funds in a decentralized way.
  3. The goal of DeFi is to create an open finance system accessible to anyone. It aims to improve transparency and inclusivity in financial transactions.

TradFi 2.0

DeFi Education • 699 implied HN points • 05 Jul 22
🔮 Crypto DeFi Protocols Investing Blockchain Financial Models
  1. TradFi 2.0 refers to a next-level iteration of traditional finance that mixes with new innovations. This means using technology to improve and change how financial systems work.
  2. Decentralized finance (DeFi) aims to provide financial services without central authorities. It represents a shift towards transparency and independence in finance.
  3. Critiques are common within DeFi spaces to ensure that protocols are held accountable. It's important to recognize mistakes and learn from them for better future decisions.

Railgun: Hide Your DeFi Private Parts

DeFi Education • 939 implied HN points • 10 Feb 22
🔮 Crypto Blockchain DeFi Privacy Transactions Finance
  1. DeFi transactions are public, which can expose your entire financial history. This means it's easy for anyone to see what you've been doing financially.
  2. Using the same device for different tasks can link your real identity to your DeFi activities, even if you think you're being anonymous.
  3. Railgun is a tool designed to help protect your privacy in DeFi, allowing you to manage your transactions more discreetly.

The DeFi Roundup (July 16, 2022)

DeFi Education • 679 implied HN points • 16 Jul 22
🔮 Crypto Blockchain DeFi Investing Market Trends Technology
  1. There is always something happening in the crypto world, even when prices are stable. This shows that the industry is active and dynamic.
  2. The roundups are designed to help paid subscribers catch up on important market events quickly. They can stay informed in just a few minutes.
  3. The content aims to keep readers engaged and provide updates on the latest happenings in DeFi, which is important for anyone interested in cryptocurrency.

Straight Outta DeFi - R.W.A

DeFi Education • 839 implied HN points • 05 Apr 22
🔮 Crypto DeFi Blockchain Investing Lending Market Analysis
  1. Real World Assets (RWAs) have a huge potential market, which could greatly impact both crypto and traditional finance. It's a new area where the value of physical things can be brought onto the blockchain.
  2. DeFi protocols are strongly influenced by speculative behavior in crypto markets. When prices go up, there's more trading and borrowing, but when the market cools down, activity drops significantly.
  3. Challenges like legal issues and the need for standardized processes exist in the RWA space. However, if solved, RWAs could provide stable investment opportunities even during crypto market downturns.

How to Read Smart Contracts Part 1

DeFi Education • 859 implied HN points • 23 Mar 22
🔮 Crypto Smart Contracts DeFi Blockchain Cryptocurrency Finance
  1. This post gives an overview of how to read smart contracts, focusing on Uniswap v2's structure. It's meant for those interested in understanding the basics of smart contracts.
  2. The author introduces key terminologies related to smart contracts, which will help readers grasp the concepts better.
  3. In the next part, the author will break down the code line by line, making it easier to understand what each part does.

DeFi Education Core Principles

DeFi Education • 639 implied HN points • 04 Aug 22
🔮 Crypto DeFi Blockchain Tokenomics Security Regulation
  1. DeFi projects should focus on long-term growth and sustainability, moving away from relying solely on token incentives. It's important for apps to build a future without depending on constant rewards.
  2. User-friendliness is key. DeFi projects should create easy-to-use interfaces that average people can navigate, not just designed for tech experts.
  3. Strong technical quality matters. Experienced developers are essential for creating secure and reliable software, and protocols should regularly invest in improving their systems.

Why P/E Ratios Are Broken In Crypto

DeFi Education • 699 implied HN points • 22 Jun 22
🔮 Crypto Finance Investment Tokenomics Market Analysis DeFi
  1. P/E ratios aren't very useful in crypto because they rely on earnings that can fluctuate wildly. DeFi protocols often make money one month and lose it the next, making it hard to predict overall earnings.
  2. Crypto tokens have different roles than stocks and aren't just about cash flow. They can be used for voting or earning more tokens, which makes comparing them using P/E ratios tricky.
  3. It's better to focus on cash flows rather than P/E when analyzing crypto. Ignoring token issuance costs and looking at other measures like Price to Sales (P/S) can give a clearer picture of value.

Back to Basics: Market Cap and FDV

DeFi Education • 939 implied HN points • 20 Jan 22
🔮 Crypto Blockchain Tokens DeFi Investing Market Analysis
  1. Market Cap shows how much a token is currently valued in the market based on its circulating supply and price. It's important to recognize that this value can change constantly with trades.
  2. Fully Diluted Valuation (FDV) estimates what the token's total market cap could be if all tokens were available. Understanding FDV helps you avoid tokens that may be overvalued at first glance.
  3. Investors should be mindful of token unlock schedules and how much supply is available. A low percentage of circulating supply can lead to future price drops if many new tokens flood the market.

Farming Risks, Fees and Crypto Information Sources

DeFi Education • 1298 implied HN points • 11 Jul 21
🔮 Crypto DeFi Investing Security Data Analysis Market Trends
  1. There are major risks in DeFi farming like smart contract failures and rug pulls. It's important to be aware of these risks before investing.
  2. Fees can add up quickly when using DeFi projects, so timing your transactions wisely can help save money.
  3. Finding reliable data about DeFi projects is hard, and many sources might not give accurate information. It's crucial to do your own research before investing.

Regulatory update: self-custody

DeFi Education • 819 implied HN points • 01 Apr 22
🔮 Crypto Regulations DeFi Exchanges Risks
  1. It's important to keep your own cryptocurrency keys because if you don't have them, you don't really own the coins.
  2. Both centralized exchanges and self-custody have their own risks, so it's good to know the difference and make informed choices.
  3. Upcoming regulations might change how you should manage your digital assets, so it's wise to prepare before those rules take effect.

AAVE Part 2 - Valuation Methodology and Q&A Is Open!

DeFi Education • 1278 implied HN points • 19 Jul 21
🔮 Crypto Blockchain DeFi Investing Valuation Income
  1. AAVE earns most of its money by charging interest on loans, much like a traditional bank. This means that understanding interest rates is key to their success.
  2. Valuing AAVE involves analyzing its potential for growth and how well it can generate income in the future. This is important for investors to know before putting money in.
  3. There is an opportunity for discussion and questions about AAVE's valuation, indicating that community engagement is encouraged. People are invited to join in and share their thoughts.