A closer look at @centrifuge and their goal to be the premier option in financing [THREAD]

An analysis by Dartmouth Blockchain @Voxchain Centrifuge aims to bring real-world assets (RWA) to DeFi allowing small and medium-sized enterprises (SME), consumers and every aspect of our economy access to an open, competitive, liquid and free market for financing.
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Block49 allowed us (@B49Jme & @Mikey0x_) to have the opportunity to transition into Web3 full time.

As a result, we have decided to make all of our past reports public.

block49capital.com/our-work
Block49 Mega Thread by @B49Jme & @Mikey0x_
/1 Overview of Decentralized Finance (DeFi)
"The Rise of an Alternative Financial System"
tinyurl.com/3uabubjk /2

A “macro” framework to projecting short-term price sentiment for the major coins ($BTC and $ETH): [Thread] Firstly, major coins are defined as coins that facilitate the greatest volume currently in the market. These three are $BTC, $ETH and $USDT. References for these coins will be in terms of BTC/USDT and ETH/USDT.

$LUNA Exploratory Primer (A 🧵)

Within the past few months, the Terra ecosystem has expanded significantly. This will only grow with the Columbus-5 update as there are countless protocols waiting to deploy on Terra. $LUNA token offers several value propositions. Let's take a look.

1. Every time $UST is minted, an equivalent $ amount of $LUNA is burned

This means that as demand for $UST grows within the ecosystem and cryptoverse, more and more $LUNA will be burned.

DeFi 101: AMM's (by @0xJme)

As #DEX trading volumes consider to surge as users begin to embrace #DeFi, we have seen a variety of different automated market makers forms which have been a significant improvement to the original constant product model. Let's take a look at them. Constant Product (x*y=k)

This is the original AMM model that allowed for a breakthrough in decentralized trading. It requires the LP to deposit an equal amount of both assets. It works by making k a constant and changing x (asset 1) and y (asset 2) which gives a price for both

1/

With the upcoming release of the AMM Trident and NFT marketplace Shoyu, @SushiSwap is poised to capture increased DEX market share as well as build out its moat, all while becoming the most complete DeFi ecosystem.

$SUSHI #SUSHI 2/

Trident is a one-of-a-kind AMM model that increases LP flexibility as there are 3 new pools:

- Weighted Pools (Think Balancer)
- Hybrid Pools (Think Curve)
- Concentrated Liquidity Pools (Think Uniswap)

Increased optionality = decreased capital elasticity

Why @AaveAave will be an essential piece to the Web 3.0 Puzzle. [Thread]

A couple weeks ago @StaniKulechov hinted at building a decentralized social network. That got us thinking about how that might work. Here's what we think.

$AAVE The current problem with the current social media landscape is that the centralized entities hold too much power. The goal of these entities is not to maximize user value but rather shareholder value, creating unaligned incentives.

1/ A thread on decentralized crypto insurance:

Nexus Mutual is currently the leading insurance platform in the space. Time will tell whether or not the insurance model will last, as although it improves upon a P2P model, in theory, it's less efficient than a pooled model. 2/ In terms of the fund, Nexus Mutual is currently stuck at a 100% MCR, and has been for all of 2021. There is a minimum capital requirement of 162,425 ETH. This means that no one can swap out of NXM, but only out of WNXM, which is a liquid version of NXM.

Layer 1 Comparison [Thread]

As more and more layer 1's begin to flourish with their own ecosystems of users, DeFi and Dapps, we decided to take a look into how each of the smaller L1's compare on a variety of metrics.

1. Market Cap 2. Number of Addresses

This can provide an effective surface-level view of the number of users on a particular chain.

$SOL $LUNA $ETH $EOS $DOT $FTM $AVAX

Why @BalancerLabs will step into the spotlight as Defi's most Flexible and Efficient AMM [Thread]

$BAL was one of the first AMM's to provide liquidity through pools weighted by multiple tokens, unlike competitors such as $UNI offering 50/50 currency pairs 1/n The protocol is backed by several leading funds, most notably @AlamedaResearch, @DeFianceCapital and @placeholdervc, playing a central roll in expanding their innovation further 2/n

DeFi Blue Chip valuation [Thread]

As requested by @Arthur_0x

1. Market Cap/TVL

Measures the value of each $ locked in the protocol. Protocols that trade at higher multiples are not necessarily overvalued, as they often generate more revenue per $ of TVL
$UNI $AAVE $MKR $COMP 2. FDV/TVL

Similar to the previous metric except now we are looking at the fully diluted value (if all coins were in circulation).

$UNI $AAVE $MKR $COMP $SNX $SUSHI $YFI $CRV

Why @SushiSwap is one of the most overlooked DeFi protocols. [Thread]

Many see $Sushi as simply another AMM competitor to Uniswap. However, Sushi’s plans are to be more than just a DEX. They want to be the home of DeFi through the creation of a synergistic ecosystem. 1/n @SushiSwap has partnered with several of the most well known DeFi protocols as part of their aggressive expansion strategy. These partnerships will allow Sushi to tap into additional liquidity and further build their Moat.

@iearnfinance @AaveAave 2/n