Archive - The DeFi Report

The Ethereum Investment Framework is now FREE

The Q3 update is hot off the press. Download it now.

Oct 16, 2023 •

Permissioned DeFi & Tokenized Equities

TradFi and DeFi are merging faster than the market appreciates

Oct 2, 2023 •

and

The Setup for the next Crypto Cycle

Dissecting past cycles and projecting the narratives & market catalysts ahead of the next Bitcoin Halving

Sep 18, 2023 •

The Ethereum Investment Framework: Q4-23

Everything you need to know in one document

Jan 24, 2024 •

Does the Bitcoin Halving Create a "Supply Shock?"

A data-driven deep dive on Bitcoin's first three adoptions cycles. And a forecast for the next one.

Jul 3, 2023 •

A New Paradigm for Crypto: Fundamental Analysis

Who is going to be the Warren Buffet of crypto?

Jan 3, 2024 •

The Institutional Investors Guide to Ethereum

How does a 2.5% allocation to ETH impact a 60/40 portfolio?

Mar 6, 2024 •

Filecoin: Investment Memo Part 1

Is Filecoin an undervalued play on the growth of AI?

Oct 30, 2023 •

Arbitrum Investment Memo

A deep dive on the largest L2 in the Ethereum ecosystem

Nov 13, 2023 •

Bitcoin Onchain Data Update

Bitcoin is nearing all-time highs. Are we still early in the cycle?

Feb 29, 2024 •

Hivemapper Thesis

Solana DePIN & Aggregation Theory

Apr 4, 2024 •

Base L2 Analysis (by Coinbase)

Coinbase is pushing it's users On-Chain

Nov 22, 2023 •

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