Frogs Anonymous
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DeFi Insights (9/26/22):

News:

Tether $USDT is live on Polkadot
https://twitter.com/Tether_to/status/1573297148325658626

Nazare is live on Solana
https://twitter.com/NazareFinance/status/1573382579071422465
-Nazare introduces leveraged strategies for users to increase their yield and protocols to build up liquidity

dymint: the engine of RollApps
https://twitter.com/dYmensionXYZ/status/1573974317657899008
-The dYmension Hubs is a Cosmos SDK chain built for servicing RollApps
-It is forked from Celestia’s Optimint
-Dymint is described as the drop-in replacement for Tendermint that allows RollApps to have low latency and high throughput
-Dymint delegates security to the dYmension Hub

Cosmos 2.0?
https://gateway.pinata.cloud/ipfs/QmWXkzM74FCiERdZ1WrU33cqdStUK9dz1A8oEvYcnBAHeo
-The Cosmos Hub team proposed a new vision for the Cosmos Hub
-The next phase of the Cosmos Hub is to become an infrastructure service platform and prioritize ATOM as the preferred collateral choice in the Cosmos Network

Research:

Why use a dynamic fee for liquidity pools?
https://twitter.com/CrocSwap/status/1573287846290546688
-There is is substantial overhead associated with increasing the “price” of the liquidity that users supply
-A thorough analysis of Uniswap v3 ETH/USDC pool may provide enough information for introducing a novel dynamic fee mechanism that can be applied for any arbitrary pair of assets

Dune Analytics dashboard: Perpetual DEXs
https://dune.com/shogun/perpetual-dexs-overview

Aave: The Crypto Conglomerate
https://www.readthegeneralist.com/briefing/aave
DeFi Insights (9/27/22):

News:

Interpol issued a red notice for Do Kwon
https://twitter.com/CoinDesk/status/1574432083765870592

Binance Labs participated in $300M Series B round for Mysten Labs
https://twitter.com/BinanceLabs/status/1574288940713926656

Deribit raises funds at $400M valuation
https://twitter.com/theblock__/status/1574457543597883393

Introducing Aloe II
https://twitter.com/aloecapital/status/1574493214589194240
-Aloe II is a money market protocol that allows market makers to take up to 20x leverage, fully-collateralized loans
-Uses Uniswap oracles for permissionless asset pair listings
-The protocol will be fully decentralized at launch

Aztec: Private Dollar Cost Averaging
https://twitter.com/aztecnetwork/status/1574476159143665664
-Aztec’s DCA bridge uses Chainlink oracles to allow for bilateral exchange of assets
-The bridge matches buyers and sellers and performs internal rebalancing according to a user’s specified price

Research:

Overview of Cosmos Hub 2.0 Whitepaper
https://twitter.com/youssef_amrani/status/1574773735999012866

Exploring low-resolution dynamics of uniswap fee performance
https://www.defipulse.com/?utm_source=substack&utm_medium=email
DeFi Insights (9/30/22):

News:

Uniswap Labs eyes over $100M in new funding
https://techcrunch.com/2022/09/30/uniswap-labs-eyes-over-100-million-in-new-funding/

Sei $50M Ecosystem and Liquidity Fund
https://twitter.com/SeiNetwork/status/1575181008349302785

Metamask launches beta portfolio Dapp
https://twitter.com/MetaMask/status/1575582355330244608

Circle: Cross-chain Transfer Protocol
https://twitter.com/circlepay/status/1575207127672463361
-The new protocol will enable USDC to be sent natively across chains
-It will go live on Ethereum and Avalanche mainnet later this year

Introducing zkBridge
https://twitter.com/dawnsongtweets/status/1574775694139314176
-zkBridge is trustless, permissionless, and decentralized
-Unlike most bridges, zkBridge does not require trust by an external committee
-Any node can freely join the network to relay block headers, generate proofs, and claim rewards

A Path to Permissionless Liquid Staking
https://medium.com/nethermind-eth/a-path-to-permissionless-liquid-staking-9934557f6d20
-Rocket Pool, a competitor to Lido, is a permissionless liquid staking service that requires a large amount of collateral from each node operator
-Rocket Pool’s design is not capital efficient
-Nethermind is working with Lido to “design a mechanism that allows operators to join the Lido network permissionlessly while maintaining a high-quality operator set”

Aztec Connect: ERC-4626 Bridge
https://twitter.com/aztecnetwork/status/1575662728395358208
-ERC-4626 is the tokenized vault standard
-ERC-4626 bridge allows users to issue and redeem shares of any ERC-4626 vault
-Integrations will no longer require their own standalone bridge contracts

Research:

The best DeFi Business Models
https://newsletter.banklesshq.com/p/the-best-defi-business-models
-Research on the business models of decentralized exchanges, lending markets, asset managers, and liquid staking protocols


Chainlink Economics 2.0
https://twitter.com/chainlink/status/1575244827985383429?utm_source=substack&utm_medium=email
-Economics 2.0 focuses on:
-1) Increasing user fees paid to Chainlink service providers
-2) Reducing the on-chain and operating costs of oracle services
-3) Enabling a broader scope of service providers such as stakers to participate in the ecosystem
DeFi Insights (9/3/22):

News:

Details on Credit Suisse
https://twitter.com/goodalexander/status/1576724677225246720?s=52&t=tCYHl6uJ2xPlvZzyxIJIWQ

EIP-4337: Account Abstraction using alt mempool
https://twitter.com/vitalikbuterin/status/1576199517434949634

Solana network outage
https://twitter.com/solanastatus/status/1576010340248084481
-A couple days ago, the Solana network experienced an outage
-Since, Solana Validator operators successfully completed a restart of the network

NEAR Protocol Nightshade update
https://twitter.com/NEARProtocol/status/1575796498843017216
-Nightshade is NEAR’s innovative sharding mechanism
-Phase 1 of Nightshade is live on NEAR’s mainnet

A new stablecoin: $DCHF
https://twitter.com/thorhartvigsen/status/1575836876216246272
-$DCHF is pegged to the Swiss Franc & overcollateralized with ETH and wBTC
-It is a friendly fork of Liquity’s $LUSD

Potential Bitmex Token Launch
https://www.coindesk.com/markets/2022/10/02/crypto-futures-exchange-bitmex-ceo-expect-an-exchange-token-this-year/
-Bitmex, the crypto futures and spot exchange, is planning on launching a token at the end of the year
-Bitmex’s CEO said they are waiting for the present market conditions to improve before launching the token

Research:

A guide to exploring the Starknet ecosystem
https://mirror.xyz/aramz.eth/P1NYVFvywXdLLazyX22cr_g6VA-CUOe-Hj1Kq5TxwR0

MEV: existential threat to blockchains or solvable problem?
https://theblockchainsocialist.com/mev-existential-threat-to-blockchains-or-solvable-problem/
DeFi Insights (9/5/22):

News:

GMX is coming to Pirex
https://twitter.com/redactedcartel/status/1576993567943184384

Ribbon Lend Launch
https://twitter.com/ribbonfinance/status/1576967468295213058
-Ribbon lend enables unsecured lending to institutional market makers
-It includes off-chain enforcement / credit underwriting and built-in insurance

Announcing Aura Protocol
https://medium.com/aura-protocol/aura-protocol-2dec37217e14
-Aura is an autonomous protocol that offers borrowing for any asset against an asset or collection of assets
-The protocol is built on Starknet
-A core feature is its multi-collateral cross margin system
-The first iteration of the protocol’s architecture will be done in a few weeks

Introducing Swivel v3
https://twitter.com/SwivelFinance/status/1577039170983186432
-Swivel is a fixed-rate lending and tokenized cashflows protocol
-Swivel v3 enables “truly composable blockspace markets” through its integrations with Lido and Rocketpool

Research:

What is Hyper-scale DA for ZK systems?
https://twitter.com/rabiaf183/status/1576842988440780800

STFX Research Report
https://twitter.com/PrismaticCap/status/1576945847266291713

Crypto Data Landscape
https://twitter.com/zk7hao/status/1576492616715116547

List of the most exciting projects launching on Arbitrum
https://twitter.com/ThorHartvigsen/status/1577339829532037120

Why IBC is needed
https://twitter.com/interchain_io/status/1577034740531879937
DeFi Insights (10/6/22):

News:

GoldenTree Invests in Sushi
https://forum.sushi.com/t/hello-from-goldentree/11221
-GoldenTree is a $50B asset manager across various industries
-They announced $5.3M stake in SushiSwap
-Goldentree plans to help on Sushi’s tokenomics, strategy, and more

DeFiLlama Fundraise data
https://twitter.com/0xngmi/status/1577722452137971737

Prime Protocol on public testnet
https://twitter.com/prime_protocol/status/1577714212650061833?s=52&t=JDrYamDGEG6P3N1WyTOF1A
-Prime Protocol is a cross-chain prime brokerage
-Users will be able to access liquidity across their entire portfolio, regardless of chain

zkSync 2.0 Testnet Update
https://twitter.com/zksync/status/1577313134326386689
-24 days remain until zkSync 2.0 hits mainnet
-On Oct. 10th, testnet will undergo a regenesis event which will reset transaction history, token balances, and require developers to redeploy contracts

Research:

Ethereum’s new staking model does not make ETH a security
https://www.paradigm.xyz/2022/10/ethereums-new-staking-model-does-not-make-eth-a-security
-Paradigm’s new report discusses how staking ETH fails to satisfy the Howey test
DeFi Insights (10/10/22):

News:

Taiko: Eth-equivalent ZK-Rollup
https://twitter.com/taikoxyz/status/1578516158734512128
-Taiko is an EVM compatible, decentralized ZK-Rollup
-It will support all existing Ethereum smart contracts
-Eth-equivalency, increases compatibility it is designed like Ethereum

Announcing VyperOTC
https://twitter.com/VyperProtocol/status/1578330492012986368
-“The first ever trustless OTC platform” allowing users to trade while remaining “completely permissionless and non-custodial”
-P2P derivatives marketplace
-At launch, users will only be able to trade Forward contracts

Introducing UniStark
https://medium.com/nethermind-eth/introducing-unistark-uniswap-only-warped-to-starknet-6b62d3a96690
-UniStark is Uniswap v3, but transpiled and compiled on Starknet

ZkSync L3 Pathfinder Updates
https://twitter.com/zksync/status/1579449318297071616
-zkSync’s L3 Pathfinder will be released to public testnet in Q1 2023
-L3’s, also called HyperChains, increase scalability for the zkSync ecosystem
-Developers will be able to choose from 3 DA options: 1) ZK rollup 2) zkPorter 3) Validium, while using zkSync’s proving infrastructure

LayerZero integrates with Aptos
https://twitter.com/zksync/status/1579449318297071616
-Over 20 projects are building on the LayerZero Aptos Devnet

Research:

A comprehensive list of Fuel resources
https://github.com/FuelLabs/awesome-fuel

Why founders are misallocating tokens to investors
https://twitter.com/defivader/status/1577250148656107520?s=46&t=7-kj_jF2N5rsHKHpUkD_JQ

SLAMM: A Unified Model for Cross-Chain Liquidity
https://members.delphidigital.io/reports/slamm-unified-model-cross-chain-liquidity/

ETHBogota Finalists
https://twitter.com/ETHGlobal/status/1579249265557192704
Sense Finance: The DeFi Fixed Income Market
https://twitter.com/FrogsAnon/status/1580270982283284480
DeFi Insights (10/24/22):

News:

Polkadot Founder steps down
https://twitter.com/gavofyork/status/1583516332515282944
-Gavin Wood, the CEO of Parity and the founder of Polkadot, announced he is stepping down to the Chief Architect position

Polygon’s miMatic market exploited for ~200k
https://twitter.com/mean_fi/status/1583472116799717376

Celestia raises $55M
https://twitter.com/CelestiaOrg/status/1582771528763965440
-Celestia is making it easy for developers to build a blockchain layer on top of their modular blockchain stack
-Specifically, Celestia is building modular data availability layers and execution environments that are interoperable with each other

Sentiment is live on Arbitrum
https://twitter.com/sentimentxyz/status/1583563785616228352
-Sentiment is a money market protocol that allows borrowers to access up to 5x leverage

Skip Protocol: New feature announcement
https://twitter.com/SkipProtocol/status/1582576810448994304
-Skip-select gives chains and validators the ability to decide how they structure their blocks
-Validators can: prevent frontrunning/sandwiching, decide how to split MEV rewards, and set how much of a block Skip builds

Mean Finance: New feature announcement
https://twitter.com/mean_fi/status/1583472116799717376
-Mean Finance is a dollar-cost-averaging (DCA) protocol
-Mean’s new feature, “Yield-while-DCA”, allows users to generate yield while their DCA position gets executed


Research:

Structuring Blockspace Derivatives
https://mirror.xyz/0x03c29504CEcCa30B93FF5774183a1358D41fbeB1/WKa3GFC03uY34d2MufTyD0c595xVRUEZi9RNG-dHNKs
-Read about the potential disruption of blockspace derivatives on Ethereum

Building A New Social Network
https://mirror.xyz/4rc.eth/2wnexqj6T6HTXUwvRnlGPqFaEMcUcO8N-YbJqUr-l9I
-Read about the future of social media in Web3

Creating the App-Chain Internet
https://research.thetie.io/creating-the-app-chain-internet-avalanche-subnets-vs-cosmos-2-0/
-Report on the similarities and differences between Avalanche and Cosmos
Six Long Volatility Strategies for DeFi:
https://twitter.com/FrogsAnon/status/1585662512007155718
WEEKLY INSIGHTS

NEWS

Announcing Y2K’s Initial Farm Offering (IFO)
https://twitter.com/y2kfinance/status/1583145116432183298
-Y2K launch and the IFO will take place in 3 days
-Y2K allows users to hedge or speculate on the risk of a pegged asset
-Future products include:
-1) Tsunami – CDO lending market for pegged assets
-2) Wildfire – on-chain RFQ orderbook, allowing users to trade Y2K risk tokens

Starknet News
https://twitter.com/Swagtimus/status/1584248070736613377
-Updated version of Starknet was released on testnet
-Mainnet will follow shortly
-Top 3 dapps ranked by total users: 1) mySwap (AMM) 2) Mint Square (NFT marketplace) 3) Aspect (NFT marketplace)

The regenesis of zkSync 2.0
https://twitter.com/zksync/status/1584970210791915520
-Zksync 2.0 testnet is live

MakerDAO endgame proposal passed
https://twitter.com/zksync/status/1584970210791915520
-The Endgame Plan involves restructuring how the DAO operaties and increasing decentralization
-MetaDAOs have a predefined area of focus, but they are all connected to the main MakerDAO
-Protocol Owned Vault will hold staked ETH to generate Dai

Harpie: First on-chain firewall
https://twitter.com/harpieio/status/1585300270686568448
-Harpie analyzes user’s pending transactions and stops them from executing if theft is detected
-Harpie is backed by Dragonfly, Coinbase, and OpenSea

Introducing 0x Explorer
https://twitter.com/0xProject/status/1585368174219825152
-Tool used to verify transactions and analyze on-chain activity
-It includes transaction tracking, liquidity source and chain breakdowns, and application metrics
-Currently, 0x Explorer only supports ERC-20 txs routed through 0x API

Spin: on-chain perpetuals
https://twitter.com/spin_fi/status/1585296878052462592
-Spin is the first on-chain Perpetuals protocol on Near
-Users can open positions with up to 10x leverage

Introducing Google’s Blockchain Node Engine
https://cloud.google.com/blog/products/infrastructure-modernization/introducing-blockchain-node-engine
-Blockchain Node Engine is a “fully managed node-hosting service”
-Ethereum will be the first blockchain supported
-The nodes are placed behind a Virtual Private Cloud Firewall to prevent unauthorized access to them

Sei Whitepaper Released
https://twitter.com/SeiNetwork/status/1585792560374910976
-The Whitepaper outlines seven major areas of innovation
-These include: 1) Intelligent block propogation, 2) Optimistic block processing, 3) Delivertx Parallelization, 4) Endblock parallelisation, 5) Native price oracles 6) Frequent batch auctioning, & 7) Transaction order bundling

Inflation-pegged ‘flatcoin’ launches testnet
https://cointelegraph.com/news/inflation-pegged-flatcoin-launches-testnet-to-track-the-cost-of-living?utm_source=substack&utm_medium=email
-Laguna Labs launched a testnet for ‘flatcoin’ – a kind of stablcoin pegged to the cost of living
-It is pegged to the cost of living via on-chain inflation data

RESEARCH

Building a new social network with web3
https://twitter.com/DeFi_Dad/status/1583604767732817920\

L2 Scaling Overview
https://twitter.com/alpha_pls/status/1584542174686765058

The Crypto Winter of 2022 – Andrej Cronje
https://andrecronje.medium.com/the-crypto-winter-of-2022-3d26c283042f

What drives fundamentals in Crypto?
https://twitter.com/TheTieIO/status/1584613100703342593

Hyperplonk: a super fast proof system specifically for zkEVMs
https://twitter.com/EspressoSys/status/1584699120203071488

Real World Assets: Finance’s Bridge to Crypto
https://twitter.com/TheTieIO/status/1585021461294522369

Idea: Burning MEV through block proposer auctions
https://twitter.com/domothy/status/1585333584025767936
DAILY INSIGHTS (10/31/22):

NEWS:

ETH Lisbon Hackathon Winners
https://twitter.com/ETHLisbon/status/1586789175411490823

Reserve Bank of India to reportedly launch digital rupee pilot in November
https://cointelegraph.com/news/reserve-bank-of-india-to-reportedly-launch-digital-rupee-pilot-in-november

Vitalik’s thoughts on regulation
https://twitter.com/VitalikButerin/status/1586557896351186944
-The crypto space should mature more before pursuing large institutional capital
-There should be no KYC on frontends
-Possible regulation on DeFi frontends include: 1) limits on leverage, 2) required transparency for audit and contract code, & 3) usage gated by knowledge-based tests instead of net-worth requirements

Ethereum’s Q4 product roadmap
https://twitter.com/daoshuaa/status/1586043037964124160
-Goals: 1) Finish markdown page layout, 2) Add new components to the design system, 3) Use the homepage as the first custom page to be fully integrated into the design system
-Some tasks include: 1) implement UI library, 2) build a new Geth Website, 3) learning quizzes, 4) real-world case studies

Connext network upgrade
https://twitter.com/ConnextNetwork/status/1586134107855065088
-The network upgrade, Amarok, is ready to be launched in Beta
-Connext will become a modular stack for interoperability
-Developers will be able to quickly deploy their apps cross-chain

Introducing the Decentralized Storage Alliance
https://filecoin.io/blog/posts/introducing-the-decentralized-storage-alliance/
->90% of businesses use centralized cloud platforms for data storage
-The Decentralized Storage Alliance supports businesses in the adoption of decentralized technologies like Filecoin and IPFS

RESEARCH:

List of key material about PBS on Ethereum
https://twitter.com/metachris/status/1586825595035566084

Since the Merge: How are Things Changing?
https://pintail.xyz/posts/since-the-merge/
DAILY INSIGHTS (11/1/22):

NEWS

Y2K Finance IFO is live
https://twitter.com/y2kfinance/status/1587109095269552128
-IFO deposits are open, and the first epoch begins Nov. 7th
-IFO accumulated $1m TVL in the first twelve hours

Introducing Bounce M&A
https://bouncefinance.medium.com/introducing-bounce-m-a-infrastructure-for-decentralized-mergers-and-acquisitions-1f8b7f61d3ca
-Bounce M&A provides infrastructure for projects to merge and acquire one another

Gearbox V2 is live
https://twitter.com/GearboxProtocol/status/1587184991624208384
-Gearbox V2 is a two-sided protocol, where liquidity providers provide single-asset liquidity and borrowers use those assets to trade or farm with ~10x leverage
-Borrowers decide the leverage factor, debt, farm, trade, etc.

Inverse Finance announces FiRM
https://twitter.com/InverseFinance/status/1587072810752610304
-FiRM is a fixed rate money market protocol
-Problem with existing solutions: fixed-rate loans are overpriced due to poor pricing models
-FiRM introduces Token Borrowing Rights as a solution to this problem
-A Token Borrowing Right is a tokenized form of interest rate

API3: Introducing the OEV Oracle
https://medium.com/api3/oracle-extractable-value-oev-13c1b6d53c5b
-Oracle extractable value (OEV) refers to oracles capturing MEV
-API3’s OEV oracle auctions off the right to extract on-chain value from oracle updates to Searchers
-“OEV extraction updates data feeds exactly when needed, which results in cheap and maximally accurate data feeds

RESEARCH

Chainlink: A low latency oracle solution for the DeFi derivatives market
https://blog.chain.link/low-latency-oracle-solution/

Optimistic vs. ZK Rollups
https://twitter.com/TheTieIO/status/1587186510192955392

List of early-stage crypto projects
https://twitter.com/DefiIgnas/status/1586978651563622401
DAILY INSIGHTS (11/2/22)

NEWS:

Deribit hot wallet hacked for $28 million
https://twitter.com/DeribitExchange/status/1587701883778523136

New ‘crypto token regime’ instituted at the Dubai International Financial Centre
https://cointelegraph.com/news/new-crypto-token-regime-instituted-at-the-dubai-international-financial-centre

Flashbots’ MEV-Boost is live on Coinbase Cloud
https://twitter.com/CoinbaseCloud/status/1587453502980296708
-Coinbase users who stake eth can receive MEV rewards

Orderly Network receives investment from Laser Digital
https://twitter.com/OrderlyNetwork/status/1587438290054979584
-Orderly Network is a decentralized orderbook infrastructure project built on NEAR
-Incubated by crypto exchange WOO Network and NEAR
-The new investment comes a few months after they announced a $20m funding round led by some of the top investors in the space

1,000 Solana validators went offline
https://www.theblock.co/post/182283/1000-solana-validators-go-offline-as-hetzner-blocks-server-access
-Hetzner, a cloud service provider, blocked all Solana network activity on its servers
-As a result, more than one-fifth of the Solana stake is temporarily not earning the validators and the delegator any rewards

RESEARCH:

zkLend
https://twitter.com/DeribitExchange/status/1587701883778523136
-zkLend is a money market protocol built on StarkNet
-Two main products: 1) Artemis - permissionless service 2) Apollo - permissioned service for institutions

What sets GHO stablecoin apart
https://decrypt.co/113295/aaves-stani-kulechov-what-sets-our-gho-stablecoin-apart
-Maker creates a separate vault for each asset
-Aave allows users to mint GHO against multiple types of collateral
-LPs who provide liquidity into Aave earn yield from their deposits and can mint the GHO stablecoin at the same time
DAILY INSIGHTS (11/7/22):

NEWS

SBF denies insolvency rumors as Binance liquidates FTT token
https://www.coindesk.com/business/2022/11/07/ftx-ceo-sam-bankman-fried-denies-insolvency-rumors-as-binance-liquidates-ftt-token/

FTX token shows signs of resilience
https://www.theblock.co/post/183840/ftx-token-shows-signs-of-resilience-after-cz-tiff

Russia’s plans to integrate crypto into its economy
https://www.theblock.co/post/183787/russias-central-bank-promotes-crypto-as-means-of-internationalizing-embattled-economy

Google Cloud running Solana validator
https://twitter.com/googlecloud/status/1588927875314499590
-Google Cloud is working with Solana to bring Blockchain Node Engine to Solana next year
-This will make it easier for anyone to launch a Solana node in the cloud

Zeta launches Perps
https://twitter.com/ZetaMarkets/status/1588496592461406208
-Zeta is the first orderbook DEX with options, expirable futures, and Perps

Jump: Updates on Firedancer
https://twitter.com/jump_firedancer/status/1589366920410980352
-Firedancer is a new independent validator for Solana
-The project is working towards improving system performance and standardizing Solana’s current validators

A take on the dydx DAO’s near future
https://twitter.com/dydxfoundation/status/1588129149478047745


RESEARCH

A new permissionless credit marketplace
https://fiatdao.notion.site/External-FIAT-II-A-Permissionless-Credit-Marketplace-523444f528a0486e9a1adbe72c584e4a

Scaling, modularity and the question of blockchain longevity
https://theknower.substack.com/p/scaling-modularity-and-the-question

Covalent: A unified API for retrieving blockchain data
https://messari.io/report/covalent-a-unified-api-for-retrieving-blockchain-data