Ethereum DeFi

Ethereum DeFi Projects

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Ethereum DeFiEthereum DeFi
+1+1
The Watch List: Uniswap

The Watch List: Uniswap

Why UNI is no longer "uninvestible"

Michael Nadeau
Michael Nadeau
Ethereum DeFiEthereum DeFi
+1+1
DeFi Yield Meets the Public Markets

DeFi Yield Meets the Public Markets

How ETH treasury firms can turn brokerage shares into onchain cash flows

Michael Nadeau
Michael Nadeau
Ethereum DeFiEthereum DeFi
+3+3
Maple Finance & Syrup with Joe Flanagan

Maple Finance & Syrup with Joe Flanagan

How Maple Originated $4b in Institutional DeFi Loans

Michael Nadeau
Michael Nadeau
Ethereum DeFiEthereum DeFi
+3+3
Episode 4: The Economics of Uniswap

Episode 4: The Economics of Uniswap

How good is Uniswap at capturing the value it's creating?

Michael Nadeau
Michael Nadeau
Ethereum DeFiEthereum DeFi
+3+3
Permissioned DeFi & Tokenized Equities

Permissioned DeFi & Tokenized Equities

TradFi and DeFi are merging faster than the market appreciates

Michael Nadeau
Michael Nadeau
Ethereum DeFiEthereum DeFi
+5+5
Where's the Signal in DeFi? Blue Chips: Pt. 2

Where's the Signal in DeFi? Blue Chips: Pt. 2

Business models are converging.

Michael Nadeau
Michael Nadeau
Ethereum DeFiEthereum DeFi
+3+3
Where's the Signal in DeFi?

Where's the Signal in DeFi?

Past innovation cycles give us a glimpse of the future.

Michael Nadeau
Michael Nadeau
Ethereum DeFiEthereum DeFi
+2+2
The Business of Liquid Staking

The Business of Liquid Staking

And an analysis of Lido Finance

Michael Nadeau
Michael Nadeau
Ethereum DeFiEthereum DeFi
+2+2
DeFi Thesis: Uniswap & AMMs

DeFi Thesis: Uniswap & AMMs

Can Automated Market Makers Displace Centralized Order Books?

Michael Nadeau
Michael Nadeau
Ethereum DeFiEthereum DeFi
+3+3
DeFi Thesis: Private Markets Pt. 2

DeFi Thesis: Private Markets Pt. 2

Part 2: The new tech stack and the future of private markets

Michael Nadeau
Michael Nadeau
Ethereum DeFiEthereum DeFi
+2+2
MakerDAO

MakerDAO

Is MakerDAO an emerging (De) Central Bank?

Michael Nadeau
Michael Nadeau
Ethereum DeFiEthereum DeFi
+3+3
How Uniswap Represents a Paradigm Shift

How Uniswap Represents a Paradigm Shift

A deep dive into the largest Automated Market Maker

Michael Nadeau
Michael Nadeau