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The DeFi Edge

Read the Latest Issue

Jan
20
Did someone say echo bubble?

Did someone say echo bubble?

The markets have been on a run, and everyone’s wondering what’s going on. Here’s what we got
9 min read
Jan
20
Can open source protocols have moats?

Can open source protocols have moats?

Wow, lots of green in the charts - I forgot what it's like to have Crypto give me dopamine hits
9 min read
Jan
19
13 Crypto Narratives for 2023

13 Crypto Narratives for 2023

Happy New Year! Welcome to 2023. Let's hope this year brings a lot less Crypto chaos compared to last year's
10 min read
Jan
19
A few crypto thesis papers

A few crypto thesis papers

It's the end of the year and Crypto theses are everywhere! By the way, there's only a few more days
8 min read
Jan
19
4 Catalysts in December

4 Catalysts in December

Sam Bankman-Fried has retained high-profile defense attorney Mark Cohen. The same lawyer who represented Ghislaine Maxwell in her sex trafficking
5 min read
Jan
19
What happened to wBTC?

What happened to wBTC?

GM. There's been a lot of fear around wrap, and I'm not talking about those weird burrito looking things. Let's
6 min read
Jan
19
The end of Genesis?

The end of Genesis?

Good luck to everyone dealing with “I heard Crypto's not doing too well” questions during Thanksgiving dinner. Today We’ll
5 min read
Nov
18
FTX is worse than Enron?

FTX is worse than Enron?

Together With Have you ever heard of the Cockroach Theory? When bad news is revealed to the public, more negative
6 min read
Nov
18
FTX falls - what's next?

FTX falls - what's next?

Terra Luna. 3AC. Celsius. Voyager. In a year full of devastating events, we experienced one this week that has topped
7 min read
Oct
21
The hacks keep coming

The hacks keep coming

As the bear market continues, hacks and exploits are becoming more common. In Today’s Email, We’ll Be Covering:
7 min read