Latest

Podcast
"There's Been a Zero-to-One Switch for Institutions and Crypto:" Pantera's Dan Morehead
In this week’s episode, we speak with Dan Morehead, the founder of one of the longest-standing and largest crypto funds. Dan founded Pantera Capital in 2003 as a global macro hedge fund. In 2013, Pantera began investing in Bitcoin and quickly shifted its entire focus into crypto. Today, Pantera manages $3.8 billion in digital assets and equity in…

DeFi
NFT Roundup: Floors Up 2X, Visa Apes In, and a Fidenza Sells for $3.3M
Investor appetite for NFT art and collectibles shows no signs of abating.

Research & Opinion
The Lowly Fixed Income Interest Rate is the Magical Motor DeFi Needs
Have you watched Howl’s Moving Castle from Hayao Miyazaki? If you haven’t, please go check it out, it’s an amazing movie. As the name suggests, a magical castle roams across the landscape on a pair of spindly legs. I find quite a parallel between this wonderful contraption and DeFi. The castle, devoid of symmetry and striking with…

NFTs & Web3
9 SXSW Panels the DeFi Crowd Can Get Behind
DeFi can be part of the conversation at South by Southwest — if you demand it. Organizers allow the public to weigh in on the agenda of South by Southwest (SXSW), one of the biggest festivals in the country, and that’s underway now. Dozens of sessions have been proposed that touch on crypto topics and…

DeFi
Uniswap Proposal Stirs Up Controversy in DeFi on DAO Fund Management
A Uniswap governance proposal riled up the DeFi community this week. The proposal, which has since been canceled, would have used yield generated from $25M in Uniswap treasury assets to pay employees at blockchain analytics platform Flipside Crypto. The payment would have been for Flipside to oversee a bounty program for pulling more users into…

NFTs & Web3
I Gave Away Bored Apes Worth Over $200,000 For Free. Here's Why.
Last week, we conducted our BAYC evaluation 3 months after our crew was gifted them by Robin. But, here's the thing, in this ever expanding space of crypto capital and hoddling there is a growing consensus that a "gifting culture" is fundamental to this moral tightrope of the Nakamoto consensus. So we dived into this…

Education
Defiant Degens: How to Earn Up to 16.5% Interest with Stablecoins on Orion Saver
This is a weekly tutorial on the most compelling opportunities in yield farming, written by our friend DeFi Dad, an advisor to The Defiant and Head of Marketing and Portfolio Support at Fourth Revolution Capital. Disclaimer: All opinions expressed by DeFi Dad are solely his own opinion and do not reflect the opinion of 4RC…

DeFi
Will Booming NFT Market Spur New DeFi Lending Wave?
The whole world is struggling to wrap its head around non-fungible tokens (NFTs), including DeFi. But DeFi is trying. “Over the last two weeks NFT sales have exploded to levels well beyond the NFT boom seen in March,” says a new report by CoinMetrics. Obviously, that’s driven in part by genuine interest but also by…

Research & Opinion
Crypto Laws, Lobbying & Activism: The Time Has Come For DeFi to Get Serious About D.C.
Earlier this month when the infrastructure bill came with a provision to broadly expand the definition of brokers to include blockchain ecosystem participants such as miners, developers, and others, the crypto industry sprung into action. Builders, investors, enthusiasts, lawyers, and everyone in between embarked on an all-out effort to add to the Lummis-Tooly-Wyden amendment and…

Markets
It’s Been a Killer Week for 'Ethereum Killers'
This is shaping up to be a killer week for so-called “Ethereum killers.” Of the 100 largest tokens in terms of market capitalization, seven of the top ten biggest gainers in the last week are smart contract platforms, according to CoinGecko. Eleven of the top 15 smart contract platforms are up double digits on the…
