Name | Takeaway | Category | URL | Projects Progress | Attachments |
|---|---|---|---|---|---|
Velodrome: Launch (Part 1). I. Overview | by Velodrome (🚴,🚴) | May, 2022 | Medium | Built-in Bribes from the beginning, with Whitelisting and Commissaire for game theory security are excellent out-of-the-gate features. The ve (3,3) tokenmomics seem to lean toward enriching initial investors which I don’t know if it’s necessary. | veToken projects | medium.com | Competitor research, discussion with team analyst | |
Everything You Need to Know About Avalanche Subnets - Is It The Future? | Users stake $AVAX to create their own chain, then use a native token as gas. DFK transactions on an AVAX subnet cost about $.02 in JEWEL. Point still for Harmony being cheaper. | Other Chains | chaindebrief.com | ||
Messari reports on State of DAO Treasuries - 2021 vs 2022 | DAOs must find a way to try to diversify native token treasuries into stables or other assets to protect operating capital in market downturns. 2021 treasuries got slaughtered, while 2022 treasuries fared better using bonding mechanisms, holding ETH/BTC and yield farming stabelcoins. | DAO Treasury Management | Researched and adjusted tokenomics to use a hybrid POL and LaaS instead of direct LP incentives. Worked on Roadmap and Due Dilligence doc. | ||
DeFi’s Invisible Revolution | The underlying financial mechanisms in traditional finance will be completely replaced by DeFi tools enabled by blockchain efficiencies. It will be very a long and painful process - but it is inevitable. We cannot forget the gravity of what we are building and must stay persistent though dark periods. | DeFi theory | |||
Pangolin on AVAX | Pangolin is a feature-rich “UniV2” on AVAX that hopes to go cross-chain soon. Their governance token is owned predominantly by the community. | DEX | |||
On Velodrome. Introduction | by veDAO Alt | Apr, 2022 | Medium | Similar project. Rebasing mechanism seems unnecessary. Great details on the bribing mechanisms - will be useful for our PRD. | veToken projects | medium.com | Team meeting, tokenomics adjustment, revenue projections, website UI to PRD sync | |
On Solidly. Introduction | by veDAO Alt | Apr, 2022 | Medium | It’s critical to be mindful of where the initial tokens are emitted and which actors have voting power. A reckless airdrop can undermine the entire protocol mechanics. | veToken projects | medium.com | ||
Tokenomics on Twitter | A good ELI5 breakdown of tokenomics. Who controls the supply is everything. | Tokenomics | twitter.com | ||
The Limits of Liquidity Mining. Background on Liquidity Mining | by Justin Bram | Ondo Finance | Incentivizing a pool with the same asset in the pool can be detrimental | Tokenomics | blog.ondo.finance | ||
Smart contracts and DeFi on the Bitcoin network | RSK is enabling DeFi on Bitcoin. Exciting potential with our Bitcoin bridge. | Other Chains | blog.rsk.co | OP DeFi protocols may 2022.pdf | |
Blockchain Bridges: Building Networks of Cryptonetworks | 1kxnetwork | There are many Bridges with different purposes. Bonded bridges seem to provide the broadest utility, while trust-less bridges carry the highest security. | Other Chains | medium.com | ||
Everything you need to know about Solidly, the latest project by Andre Cronje | Solidly took the voToken model and butchered the tokenomics by making the veTokens available to sell, no max cap supply, no fee sahring with LPs that a have a guage, as well as only sharing revenue from pools that one voted for - incentivizing malicious farming. | veToken projects | pontem.network | ||
The Open Social Map | Messari | “Second, social protocols produce significant amounts of data and transactions. Every retweet, post, comment, etc., is a transaction. At a meaningful social network size (10–100 million monthly active users) would produce significant transaction amounts that far exceed current chain throughputs (Polygon currently has roughly 400,000 daily active addresses). This is by far the most significant challenge.” Cross-shard Harmony ftw. | Social | messari.io | ||
Uniswap – An illusion of decentralization? | UniSwap is in murky waters as to whether the Uni token is a security. They have more marks against them than for. | Legal | dilendorf.com | ||
On Operational Security - 0xRusowsky | Hardware wallet, password manager, Proton mail/ aliasing | Security | 0xrusowsky.substack.com | ||
State of Defi Fee Revenue in Bear | Alt-L1s struggling as their competitive advantage shrinks when ETH demand is low. Fee generation across the board down 60-90%. Ultra important to manage treasury wisely during bull runs and taper expectations during down-turns. | DeFi theory | twitter.com | ||
Crypto Phil Reads | bitpearl.xyz | ||||
How to Create a Well-Balanced Game Economy Design | Starloop Studios | starloopstudios.com | ||||
The Top Music NFT Moments of All Time | Music NFTs started to heat up in 2021 and are just getting started | NFT | nftnow.com | ||
Token Economics and Incentivized Crypto Economics Mechanism Design | Deep dive | Tokenomics | therichardli.com | ||
An argument for DeFi 3.0 - knower's substack | Deep liquidity and a boatload of incentives were responsible for their success, but Curve has now evolved beyond just another application status - they have become a baseplate. | DeFi theory | theknower.substack.com | ||
Thread by @thedefiedge on Thread Reader App – Thread Reader App | Design mechanics are everything | Tokenomics | threadreaderapp.com | ||
Thread by @thedefiedge on Thread Reader App – Thread Reader App | Several different types of investors in different markets | DeFi theory | threadreaderapp.com |