decentralizedfinance
Oracle and crypto pioneer Vitalik Buterin raised concerns about cross-chain applications early this year and was proven correct just months later with the $650 million Ronin Bridge hack. What this highlights is the temptation for DeFi projects to sacrifice security for convenience, where these choices generally favor the team and not the user. Human error is the biggest industry risk of all and there are too many cases of teams not implementing proper security management. Whether it’s one person having sole access to funds, an absence of multi-sigs or holding private keys to user funds, there ...
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An evolution of gaming, a pyramid scheme, or the missing link to mass blockchain adoption? Play games, get paid. Q3 2021 hedge fund letters, conferences and more This is the underlying message of play-to-earn, the term given to the increasingly popular business model in the gaming ecosystem that provides players with a chance to earn any form of in-game asset that can later be transferred to the world as a valuable resource. The most played such game is Splinterlands\- think Pokémon cards meet World of Warcraft characters. Splinterlands gives its users the opportunity to earn cryptocurrency an...
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Imagine this scenario: it’s Christmas day, and you’re sitting around the dinner table with your family. You haven’t seen your family since this time last year, and you’re all done with exchanging pleasantries. Q3 2021 hedge fund letters, conferences and more All of a sudden, uncle nudges you in the ribcage. He asks what you’ve been up to recently. You mumble something about crypto, hoping that he won’t ask any more questions - but of course, he does ask more questions. The room is silent, and everyone is turning to face you. You feel your cheeks redden as you take a deep breath and get ready t...
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Cryptocurrency and blockchain companies continue to attract many eyeballs in recent months. Although it seemed as if the industry was subject to another bear market recently, that sentiment has evaporated. The following companies have secured significant capital to expand the broader ecosystem for mainstream adoption. Q2 2021 hedge fund letters, conferences and more The Bear Market Is OverWhereas the cryptocurrency market prices went through a 50% correction earlier this year, the momentum now seems to resume its bullish trend. Prices of assets like Bitcoin and Ethereum recover slowly, fueling...
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For many, DeFi is a fringe financial technology sector where people are able to make money using complex concepts of farming and staking. While reinventing the wheel is true to some extent in DeFi, this has led to many believe that this novel industry has little practical use. Q2 2021 hedge fund letters, conferences and more Not so in anymore though. HappyFresh, a leading online grocery store in Asia is aggressively expanding its business. With the state of the world today due to COVID-19, the online store has had an opportunity of a lifetime. Yet, it faced a major hurdle. With an unexpected d...
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Today, CoinDesk published the Q2 Research Report covering the most important trends impacting the crypto market. Pressure from Chinese regulators on Bitcoin mining and renewed attention on the asset’s overall energy footprint pushed prices down overall creating a new bear market. Q2 2021 hedge fund letters, conferences and more Key Findings Include: For institutional investors: There are two metrics in this report (Slide 25 & 23) that suggest unrealized gains in the BTC market. Therefore, a strong possibility that the current bitcoin bear market we're in will be short-lived.In 2021 Q2, $BTC ha...
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Everyone wants to invest in blockchain. At least, that’s the impression one gets from the daily funding announcements that are eagerly reported by crypto news media. Here are the latest projects attracting capital from the industry’s VC heavyweights. Q1 2021 hedge fund letters, conferences and more The Future of Debt-Free Liquidity ProvisionUnbound Finance is a defi treasury for liquidity pool tokens that recently garnered $5.8 million from the likes of Pantera Capital, CMS Holdings, Hashed, TRGC, LedgerPrime, and Arrington XRP Capital. A gateway to instant crypto credit lines and high-yield e...
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Everyone wants to invest in blockchain. At least, that’s the impression one gets from the daily funding announcements that are eagerly reported by crypto news media. Here are the latest projects attracting capital from the industry’s VC heavyweights. Q1 2021 hedge fund letters, conferences and more The Future of Debt-Free Liquidity ProvisionUnbound Finance is a defi treasury for liquidity pool tokens that recently garnered $5.8 million from the likes of Pantera Capital, CMS Holdings, Hashed, TRGC, LedgerPrime, and Arrington XRP Capital. A gateway to instant crypto credit lines and high-yield e...
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An industry founded with the words “Chancellor on Brink of Second Bailout for Banks” etched into the Bitcoin genesis block tends to attract a certain type of macro thinker. At the time, the concern was that the size of support measures from global governments and central banks would eventually create persistent inflation. Twelve years later, after the COVID-19 pandemic struck, policymakers made the 2008-era stimulus look like child’s play, prompting f2pool, a large mining pool for PoW cryptocurrencies, to inscribe “With $2.3T Injection, Fed’s Plan Far Exceeds 2008 Rescue” into a block near the...
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Blockchain Valley Ventures is glad to announce that they have conducted a very thorough, quantitative research on the state of DeFi. They have primarily focused on projects that have done a token launch recently and looked to assess what it needs to create strong growth, build a community and generate relevant traction. Q1 2021 hedge fund letters, conferences and more Key Messages from reportWe are still very early in the DeFi development, despite large price appreciation. DeFi is still in the first quarter.Returns of over 10,000% in some investments with a overall market cap having grown to a...
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