Research
Investments
Research
Investments
Research
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32 min read
A Million Markets: From the Bazaar to the DEX
Research
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12 min read
Breaking the Trance: Crypto Gaming
Research
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15 min read
The Financialization of Fun: Crypto Gaming Thesis
Research
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14 min read
Frax Finance: The Fractional-Algorithmic Bank
Research
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4 min read
How Large is the Market for NFTs?
Research
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14 min read
The Art and Science of Native Token Liquidity
Research
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15 min read
Yield Guild Games Investment Thesis
Research
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5 min read
Why We’re Invested in PleasrDAO✨
Research
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8 min read
A Non-Technical Introduction to Rollups
Research
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12 min read
The Cross-Chain Pegging Dilemma
Research
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5 min read
Supercharging Network Effects in Crypto
Research
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7 min read
Examining Decentralized Options Platforms
Research
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12 min read
“Liquidity Targeting”: Toward More Efficient Liquidity Mining Programs
Research
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22 min read
Stability, Elasticity, and Reflexivity: A Deep Dive into Algorithmic Stablecoins
Research
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14 min read
YFI: Frameworks for Fundamental Valuation
Announcement
·
1 min read
Introducing Mechanism Capital
Research
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