The hottest DeFi Substack posts right now

And their main takeaways
Category
Top Crypto Topics

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

DeFi Education • 1278 implied HN points • 19 Jul 21
🔮 Crypto DeFi
  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.

The DeFi Roundup (November 19, 2022)

DeFi Education • 479 implied HN points • 19 Nov 22
🔮 Crypto DeFi
  1. DeFi has been very active this week with important developments. Many people are talking about its potential and future.
  2. The post will discuss the long-term benefits of DeFi. It's important to understand how it can grow and change the financial landscape.
  3. Recent market trends in DeFi are highlighted. These trends give insights into where the market might be headed next.

DeFi for Passive Investors

DeFi Education • 1039 implied HN points • 20 Nov 21
🔮 Crypto DeFi
  1. Passive investing in DeFi can be a way for less active investors to earn returns. It allows them to participate in the market without needing to constantly manage their assets.
  2. Managing a DeFi portfolio still requires some understanding of risk management. Even passive investors should be aware of potential pitfalls and rewards.
  3. DeFi is becoming a major player in finance, and it can be beneficial for investors to explore these opportunities, even without active involvement.

The DeFi Roundup (September 3, 2022)

DeFi Education • 579 implied HN points • 03 Sep 22
🔮 Crypto DeFi
  1. Coingecko has added a new section for 'Tokenomics', but it's still a work in progress. Currently, only some tokens have this information available.
  2. The DeFi Roundup shares interesting updates and events in the crypto space regularly. It's a good resource for those wanting to stay informed.
  3. Subscribers receive detailed analysis and insights in the Roundup, making it valuable for anyone interested in decentralized finance.

The DeFi Roundup (July 30, 2022)

DeFi Education • 619 implied HN points • 30 Jul 22
🔮 Crypto DeFi
  1. Synapse launched an Ethereum Optimistic Rollup, which helps users transfer tokens across different blockchains smoothly. It's popular for its efficiency and has facilitated a lot of transactions.
  2. Weekly roundups help subscribers stay updated on important events in the DeFi market quickly. They can catch up on everything in just five minutes.
  3. The DeFi sector continues to advance with new technologies and protocols, making it important for users to stay informed about these developments. Keeping up-to-date can lead to better investment decisions.
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Uniswap - Getting Rid of CEX

DeFi Education • 1238 implied HN points • 23 Jul 21
🔮 Crypto DeFi
  1. Uniswap is a decentralized exchange that allows trading without a middleman. This means users can trade ERC-20 tokens directly on the Ethereum network.
  2. Uniswap uses a governance token called UNI, which gives users a say in how the platform operates. This helps build a community around the exchange.
  3. The goal of Uniswap is to offer more freedom and privacy in trading, moving away from centralized exchanges (CEX) that can be restrictive. It aims to give users control over their assets.

What Rising TradFi Rates Means for DeFi and Avoiding Rugpulls

DeFi Education • 499 implied HN points • 25 Oct 22
🔮 Crypto DeFi
  1. Rising interest rates in traditional finance (TradFi) are making crypto investments less attractive, leading to a shift of funds back to safer, more stable options like US treasuries.
  2. MakerDAO is taking a risky approach by investing their USDC reserves with Coinbase, which could yield low returns compared to safer investment alternatives.
  3. New scams are emerging in the DeFi space, and investors should be careful to check transaction details to avoid losing money to these tricks.

The DeFi Roundup (July 23, 2022)

DeFi Education • 619 implied HN points • 23 Jul 22
🔮 Crypto DeFi
  1. The Ethereum ecosystem is seeing strong activity, especially related to its merge narrative. This suggests that there is growing confidence in Ethereum's future.
  2. A new type of hack is emerging that can take all of someone's ETH, highlighting the importance of security in cryptocurrency transactions.
  3. An insider trading case involving cryptocurrencies has surfaced, showing that regulatory scrutiny in the crypto space is increasing.

Understanding the Long-term DeFi Ecosystem - Everything is an NFT

DeFi Education • 1159 implied HN points • 21 Aug 21
🔮 Crypto DeFi
  1. Everything can potentially become an NFT, which means you could buy, sell, or trade many physical items as digital assets in the future.
  2. Athletes can tokenize their contracts, allowing them to receive cash upfront while giving investors the chance to earn interest, changing how contracts and investments work.
  3. Creators can use NFTs to control access to their content more securely, making it harder for others to steal or copy their work, and allowing fans to invest in their success.

Terra DeFi (Part 2 of 2)

DeFi Education • 739 implied HN points • 23 Apr 22
🔮 Crypto DeFi
  1. Terra DeFi is focused on the relationship between LUNA and UST, highlighting the importance of how these tokens interact with each other.
  2. Anchor is a key component of Terra's ecosystem, as it provides stability and attracts demand for LUNA.
  3. The $10 million bet between Do Kwon and the trader GCR shows the extreme speculation and interest in the Terra DeFi space.

The DeFi Roundup (January 21, 2023)

DeFi Education • 379 implied HN points • 22 Jan 23
🔮 Crypto DeFi
  1. The major cryptocurrencies had a strong week, showing around a 15% increase. This is good news for those holding these assets.
  2. Ethereum (ETH) is performing well, keeping close to Bitcoin's (BTC) returns. This suggests a healthy market for these leading cryptocurrencies.
  3. For most casual investors, sticking with major coins may provide better returns with less risk compared to trading smaller altcoins.

Diving Deeper on Liquidity Providing

DeFi Education • 879 implied HN points • 17 Jan 22
🔮 Crypto DeFi
  1. Liquidity providing can be complex, and many people don’t fully understand how changing markets can impact their investments. Knowing how to react to market movements is important.
  2. There are strategies to maximize gains and minimize risks when liquidity providing. Understanding the direction of coin movements can help you make better decisions.
  3. It's essential for investors to educate themselves continually about liquidity and market dynamics. Staying knowledgeable can lead to more successful outcomes in yield farming.

The DeFi Roundup (October 22, 2022)

DeFi Education • 479 implied HN points • 22 Oct 22
🔮 Crypto DeFi
  1. Blur is a new NFT marketplace that doesn't charge fees, and it's supported by important players in the industry.
  2. The marketplace has just launched after a long private testing period, hinting at potential popularity.
  3. People are curious about when an audit for this new platform will take place to ensure its security.

The DeFi Roundup (December 10, 2022)

DeFi Education • 419 implied HN points • 11 Dec 22
🔮 Crypto DeFi
  1. Legacy media companies want the FTX bankruptcy court to reveal the names of its top clients. They believe this information should be public.
  2. This week, people are discussing the impact of the FTX situation on the DeFi space. There's a lot of concern among investors and market watchers.
  3. It's important to stay updated on events in the DeFi world, as new developments can affect your investment strategies.

The Great Curve Wars

DeFi Education • 959 implied HN points • 23 Nov 21
🔮 Crypto DeFi
  1. Curve Finance is a key player in decentralized finance, focusing on stable asset trading which helps keep stablecoin prices steady. It does this by incentivizing people to provide liquidity through its governance token, CRV.
  2. The governance of Curve is heavily influenced by veCRV holders who can vote on important decisions. Accumulating these tokens has led to a competitive scene, called the Curve Wars, where different protocols try to gain the most influence.
  3. Convex Finance is a major player in this competition, letting CRV holders stake their tokens for rewards while giving up governance rights. This strategy has shifted the balance of power in the Curve ecosystem, making CVX a valuable asset.

Stablecoins: Reinventing Dollars

DeFi Education • 919 implied HN points • 10 Dec 21
🔮 Crypto DeFi
  1. Stablecoins are a type of cryptocurrency that is usually backed by another asset, like the US dollar. They help make trading easier and allow people to transfer money quickly and cheaply.
  2. There are different types of stablecoins, like centralized ones (USDT and USDC) that are backed by fiat currency, and decentralized ones (DAI) that use overcollateralization to maintain their value. Each type has its pros and cons.
  3. Stablecoins play an important role in the crypto world and traditional finance. There is lots of interest in creating better decentralized stablecoins, as they could improve the overall system and reduce reliance on centralized finance.

No LOVE at Maker

DeFi Education • 599 implied HN points • 12 Jul 22
🔮 Crypto DeFi
  1. A big loan proposal was approved at MakerDAO, even though some people had serious worries about it. This shows that sometimes, important decisions in finance can happen without enough scrutiny from all members.
  2. The decision-making process at MakerDAO is influenced by a few powerful individuals who hold a lot of MKR, which can lead to unfair practices if not balanced.
  3. There was an experimental group, called the Lending Oversight (LOVE) unit, which raised objections to the loan, but their concerns were overlooked, highlighting a gap in governance within the organization.

The DeFi Roundup (February 11, 2023)

DeFi Education • 339 implied HN points • 12 Feb 23
🔮 Crypto DeFi
  1. Local Bitcoins, a popular site for buying Bitcoin, has shut down due to money issues from the ongoing bear market. This shows how tough the current market is for crypto businesses.
  2. People interested in DeFi should keep an eye on weekly updates to stay informed about changes and trends. These updates help in understanding what might happen next in the market.
  3. Engaging with DeFi communities and subscribing for insights can be beneficial for those wanting to learn more. Staying connected can provide valuable information and strategies.

A Wild Uniswap Appeared!

DeFi Education • 599 implied HN points • 02 Jul 22
🔮 Crypto DeFi
  1. Uniswap has acquired Genie, an NFT aggregator, to allow users to trade NFTs alongside regular crypto tokens. This move aims to make Uniswap a one-stop shop for all types of crypto assets.
  2. By buying Genie, Uniswap doesn't have to favor any specific NFT marketplace. Genie helps users buy multiple NFTs in one transaction, making the process easier and more efficient.
  3. Uniswap Labs is expanding its services to generate revenue, as the decentralized exchange doesn’t currently charge fees. This could help Uniswap become a major player in the digital asset exchange space.

The Rise and Fall of FeFi (Fake DeFi)

DeFi Education • 579 implied HN points • 10 Jul 22
🔮 Crypto DeFi
  1. FeFi, or Fake DeFi, refers to centralized companies pretending to be part of the decentralized finance space. These companies often mismanage assets and can harm the reputation of real decentralized finance.
  2. True DeFi should be fully decentralized, with no central control or custody of funds. It involves transparent and automated processes to protect users' assets and ensure fair enforcement of agreements.
  3. Investors need to be cautious and understand the risks of centralization. A smart contract from a trusted DeFi protocol can offer better safety compared to centralized options, which can leave users vulnerable.

Frog Nation Series Finale: How it All Connects

DeFi Education • 819 implied HN points • 14 Jan 22
🔮 Crypto DeFi
  1. Frog Nation connects different finance applications to help users manage their assets better. It's like having a network of tools to boost savings and investments.
  2. Spell/MIM is a system where you can put in your earnings to borrow a stable currency, making it easier to access funds when you need them.
  3. Popsicle Finance acts like a smart assistant for your investments by helping you get better returns and manage yields efficiently.

Terra DeFi (Part 1 of 2)

DeFi Education • 719 implied HN points • 19 Mar 22
🔮 Crypto DeFi
  1. Terra is a unique ecosystem within decentralized finance (DeFi) that offers different tools and opportunities. It's important to understand how it works to take advantage of its features.
  2. Being familiar with Ethereum and its DeFi protocols is a good starting point for exploring other platforms like Terra. Understanding one ecosystem helps you learn about others.
  3. This guide is aimed at those who want to dive deeper into DeFi, especially non-Ethereum blockchains. It's meant for readers who are ready to enhance their knowledge and skills.

Yields Can Remain High and Quick Market Opportunity Maths

DeFi Education • 999 implied HN points • 09 Sep 21
🔮 Crypto DeFi
  1. DeFi yields can stay high longer than expected because they have lower costs compared to traditional banks. This means more profit can be made from loans and savings.
  2. Many high yields in DeFi come from risky projects that can be scams or unsustainable. It's important to be cautious and aware of the risks involved.
  3. The DeFi market has a massive growth potential. Comparing it to traditional finance, it's estimated that DeFi could be worth significantly more because of its unique advantages.

The DeFi Roundup (November 5, 2022)

DeFi Education • 419 implied HN points • 06 Nov 22
🔮 Crypto DeFi
  1. Andre Cronje, a well-known figure in the DeFi space, has come back to crypto as the 'Vice President of Memes' at the Fantom Foundation. This shows his ongoing influence and creativity in the industry.
  2. The DeFi space is always changing, and it's important to keep up with the latest news and trends. Staying informed can help you make better investment decisions.
  3. Community engagement is key in DeFi. Sharing insights and updates can help strengthen connections and keep everyone in the loop.

Stablecoin Farms

DeFi Education • 639 implied HN points • 30 Apr 22
🔮 Crypto DeFi
  1. Stablecoins are designed to be worth around $1 all the time, making them a stable form of digital money.
  2. Farming stablecoins involves risks, especially since they are mostly issued by private companies.
  3. It's important to understand how stablecoin farms work and to be cautious with investments in this area.

The DeFi Roundup (August 20, 2022)

DeFi Education • 499 implied HN points • 20 Aug 22
🔮 Crypto DeFi
  1. JPEG'd is doing really well in the market, especially with a proposal to increase credit for rare collectibles if people stake its tokens.
  2. Overall, crypto markets are struggling because of worries about the economy.
  3. Frax's founder, Sam Kazemian, is planning something new with Fei, which could be important in the DeFi space.

veDeFi: Novel Innovation or Liquidity Trap?

DeFi Education • 759 implied HN points • 30 Jan 22
🔮 Crypto DeFi
  1. veTokens are a special type of token created by Curve Finance that many other projects are now using. They help in giving users more control over their governance.
  2. There's a concern that veTokens could trap liquidity, meaning it might be hard to pull out funds once they're invested. This makes some people cautious about using them.
  3. Analyzing veToken designs can help understand their benefits and risks, which is important for anyone looking to invest in or use these types of tokens.

The DeFi Roundup (August 6, 2022)

DeFi Education • 499 implied HN points • 06 Aug 22
🔮 Crypto DeFi
  1. Some alternative cryptocurrencies (altcoins) did well this week, showing that some investors are willing to take risks again. It's a sign of a bit more confidence in the market.
  2. Unfortunately, there were also reports of hacks this week, which highlights the ongoing security issues in the crypto space. Keeping your assets safe should always be a top priority.
  3. Overall, the market seems to have mixed feelings right now, with some optimism from good altcoin performance but still facing challenges like hacks. It's a time for caution and awareness.

DeFi Will Expand Beyond The Current Financial System

DeFi Education • 699 implied HN points • 23 Feb 22
🔮 Crypto DeFi
  1. DeFi can offer better loan rates and options because it connects borrowers and lenders globally. This means you can find better deals without the hassle of going through several banks.
  2. Smart contracts in DeFi allow for more flexible loan agreements, where terms can change based on various factors. This could create new ways to pay off loans that aren't just copies of traditional banking methods.
  3. There are still big issues in DeFi, like confusing systems and over-centralization. Improving user experience and providing clearer information about projects can help more people safely use DeFi platforms.

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

DeFi Education • 759 implied HN points • 07 Jan 22
🔮 Crypto DeFi
  1. User growth can be measured by looking at new loans opened each week. This approach helps understand overall activity even if wallet data isn't complete.
  2. Offering incentives to borrow, like providing liquidity, can encourage more borrowing and can be cost-effective in the long run.
  3. Borrows can be profitable if the borrowing cost is lower than what you earn from investments, like stablecoin farming. It's all about balancing costs and earnings.

Risk-Free Rate: What is the Price of Risk?

DeFi Education • 759 implied HN points • 04 Jan 22
💰 Finance DeFi
  1. The risk-free rate is the return expected from a very safe investment, like U.S. Treasury bonds, and it helps investors judge the risk of other investments.
  2. As the risk-free rate rises, investors expect higher returns from riskier assets, meaning they want more compensation for taking on extra risk.
  3. In the world of DeFi, expected returns are usually much higher than traditional markets, but it’s important to understand the type of risks involved with different assets.

Get Rich or DAO Trying

DeFi Education • 339 implied HN points • 28 Dec 22
🔮 Crypto DeFi
  1. Working in decentralized teams can be a fun experiment. You don't need a traditional office to collaborate.
  2. People from different types of institutions can come together and work in new ways. This wide variety of backgrounds can lead to unique ideas.
  3. Being part of a pseudonymous community adds an interesting layer to teamwork. It allows for creativity and innovation without the usual constraints.

DOPEX: The Decentralized Options Exchange

DeFi Education • 759 implied HN points • 21 Dec 21
🔮 Crypto DeFi
  1. Dopex is a decentralized options exchange built on the Arbitrum platform. It allows users to trade options in a more open and flexible way.
  2. On-chain options in DeFi are still in the early stages and not as advanced as other markets, like borrowing or lending.
  3. If you're new to decentralized finance, it might be helpful to learn more about the basics before diving into options trading.

Demystifying Liquidity

DeFi Education • 659 implied HN points • 01 Mar 22
🔮 Crypto DeFi
  1. Liquidity means how easily you can buy or sell something without changing its price too much. Cash is the most liquid because it can be used right away.
  2. In crypto, anyone can provide liquidity by pooling two assets for others to trade against. This is not something you can do in regular finance.
  3. Measuring liquidity is important because it helps understand how quickly you can make transactions. If an asset has low liquidity, selling it can be harder and may hurt the price.

The DeFi Roundup (October 15, 2022)

DeFi Education • 399 implied HN points • 15 Oct 22
🔮 Crypto DeFi
  1. The DeFi Llama team is continuously improving and adding new features, so it's good to stay updated on their site and social media.
  2. Regular weekly roundups help paid subscribers catch up quickly on important market events in just five minutes.
  3. Uniswap is raising funds, which is noteworthy for those interested in DeFi developments.

Putting The "Ce" In "DeFi" (Part 1)

DeFi Education • 519 implied HN points • 24 Jun 22
🔮 Crypto DeFi
  1. Crypto is always changing and can be confusing for many people. Even with ups and downs, it continues to be an exciting topic.
  2. Recent events in the DeFi world highlight the challenges and developments happening in the space. It's important to pay attention to these changes.
  3. This piece is geared toward those who want to dig deeper into DeFi. It aims to educate and engage those seriously interested in the topic.

Pendle Finance: Decentralized Yield Trading (Part 1)

DeFi Education • 699 implied HN points • 23 Jan 22
🔮 Crypto DeFi
  1. Pendle Finance helps with yield trading by providing a unique way to tokenize returns. This means users can manage and trade their earnings more flexibly.
  2. It offers new strategies for users to generate higher returns. Many people might not be aware of these ways yet.
  3. Pendle is part of the growing decentralized finance (DeFi) space, which is focused on making financial services more accessible to everyone.

Is Token Value Capture A Myth?

DeFi Education • 579 implied HN points • 29 Apr 22
🔮 Crypto DeFi
  1. The idea of token value capture might not be as straightforward as it seems. It's important to understand how tokens actually create value.
  2. Good tokens can be identified by their actual utility and the benefits they provide to users. Not all tokens have the same value.
  3. Evaluating the potential of a token requires looking beyond just its market price and considering its real-world applications.