yearn.finance

This article provides an introduction to Yearn Vaults V3. Core contributor, corn, walks us through Yearn's go-to-market strategy with Vaults V3 and how they decided to go with Polygon PoS, the key differences between V2 and V3 Vaults, the purpose of Vaults V3, fees, and the first ever Yearn hackathon! 

Yearn Vaults V3

In this episode, we’re joined by Alex Wettermann, the Head of Gaming at Shima Capital – an early stage VC firm investing in disruptive web3 companies. Alex gives us an overview of the current state of the web3 gaming market, and walk us through the key trends, challenges and potential opportunities within the space. 

Demystifying web3 gaming with Shima Capital – trends, challenges, opportunities | Fundamentals ep.80

While the cryptocurrency market rapidly evolves and investors seek innovative approaches to the sector, MarketVector Indexes™ (“MarketVector”), a pioneer provider in digital assets indexing, today announced the launch of the MarketVector™ Token Terminal Fundamental Index Suite, a groundbreaking approach to creating multi-token baskets.

MarketVector Indexes™ launches innovative Token Terminal Fundamental Index suite

Ether.fi

This article provides an introduction to ether.fi's liquid staking token: eETH. Founder & CEO Mike Silagadze walks us through what makes eETH unique, how native restaking works, and how users can earn loyalty points from both ether.fi and EigenLayer.

ether.fi launches eETH: non-custodial staking and native restaking

This article sheds light on the critical security challenges facing Web3, and provides an overview of how Forta is addressing these issues, as presented by Head of Ecosystem Andrew Beal.

Forta: Web3 security challenges and how Forta solves them

In this episode, we’re joined by Evgeny Gokhberg – the founder of Re7 Capital – a fund that specializes in DeFi R&D and liquid crypto investment strategies. We delve into the vast arena of DeFi, exploring everything from generating yield to managing risks.

Re7 Capital: investing in DeFi, yield, liquid venture, risk management, data, valuation | Fundamentals ep.79

Avalanche

In this week's research piece, we focus on the current state of Avalanche's product, business model, financials, usage, competition, and more! Avalanche is a smart contract platform for decentralized applications (a blockchain). Avalanche was founded by Emin Gün Sirer and launched in 2019.

The fundamentals of Avalanche

Angle

Pablo Veyrat, the Co-Founder of Angle, walks us through how stEUR is critical in the vision Angle is trying to push for, by laying down the permissionless and fully transparent foundations for a Euro risk-free rate onchain.

Angle's stEUR: Earn the Euro risk-free rate onchain

Helix Markets is a decentralized exchange built on the Internet Computer. 

Helix Markets – How building on the Internet Computer enables a better end-user UX

In this episode, we’re joined by Viktor Fischer, the Founder and CEO of RockawayX – a venture capital firm backing leading web3 funds and founders. We dive into the details around the current state of the crypto market, RockawayX's unique position as builders, and users, in addition to being investors. 

RockawayX – Value accrual, modular vs. monolithic blockchains, industry trends & pain points | ep.78

Base

In this week's research piece, we focus on the current state of Base's product, business model, financials, usage, competition, and more! Base is a L2 smart contract platform for decentralized applications on Ethereum. Base was founded by the Coinbase team and launched in 2023.

The fundamentals of Base

Fantom

In this episode of the Fundamentals podcast, Michael Kong, CEO/CIO of the Fantom Foundation, discusses the unique value proposition of Fantom within the blockchain landscape, its core technology, and approach to achieving scalability. 

Fantom – value proposition, new tech stack (Sonic), economics, overcoming challenges & more | ep.77

Arbitrum

In this week's research piece, we focus on the current state of Arbitrum's product, business model, financials, usage, competition, and more! Arbitrum is a L2 smart contract platform for decentralized applications on Ethereum. Arbitrum was founded by Offchain Labs and launched in 2021.

The fundamentals of Arbitrum

Ethereum

On this episode of the Fundamentals podcast, we welcome back Michael Nadeau, who runs the DeFi Report, to deepen our understanding of valuing blockchain networks. Michael has been working on deep-diving into this topic for several years and has recently published the 'Ethereum Investment Framework'.

The Ethereum Investment Framework: History, tech, economics, ETH price targets, and more!

The Ethereum Investment Framework is a non-technical, approachable guide for everything related to understanding and valuing Ethereum. Use this report to step out of the weeds and get a clear, high-level view of the space from onchain data and first principles.

The Ethereum Investment Framework

zkSync Era

In this episode we’re joined by Alex Gluchowski, the Co-Founder and CEO of Matter Labs – the engineering team behind zkSync – a Layer-2 blockchain protocol that scales Ethereum with zero knowledge technology.

The state of zkSync: scaling, security, UX, traction, challenges, financials | Fundamentals ep.75

Two weeks ago, a handful of data providers and media outlets reported that Uniswap had experienced a recent surge in trading volume.

The benefits of a vertically integrated data pipeline: why data providers reported different trading volumes for Uniswap

In this episode, we’re joined by Rennick Palley, Founding Partner at Stratos – a fund that seeds the future of crypto. 

Stratos – Valuing L1s and L2s, monetary premium, fat protocols, sustainability, and more | ep.74

This research piece focuses on Chronicle Protocol, currently the exclusive Oracle for MakerDAO and the second-largest Oracle by total value secured. Let’s dig in!

The Fundamentals of Chronicle Protocol

Understand the activity on your network, execute on the right things, and deliver results for the DAO.

The block explorer for growth teams in crypto

MultiversX

In this episode we’re joined by Benjamin Mincu, the Founder and CEO of MultiversX – a Layer 1 blockchain, designed from scratch to bring a 1000-fold cumulative improvement in throughput and execution speed. 

MultiversX – Mass adoption, security, sharding, EGLD, xDay, and more | Fundamentals ep.73

Token Terminal's new ‘Fundraises’ data set has been released. Learn more about what fundraising data is, why it's important, and how you can interpret the data.

Introducing the ‘Fundraises’ data set

In this episode of the Fundamentals podcast, we’re joined by Mathijs van Esch, Associate Partner at Maven 11 – a crypto-native fund that partners with brave outliers challenging the status quo by redefining ownership.

Maven 11 – Value capture, modular blockchains, due diligence, good tech vs. good business | Fundamentals ep.72

In this episode, we’re joined by Jay Jog, the Co-founder of Sei - a general purpose, open-source Layer 1 blockchain offering infrastructure optimized for the exchange of digital assets.

Sei – the fastest Layer 1 blockchain, optimizing UX for the exchange of digital assets | Fundamentals ep.71

Token Terminal's new 'Insider transactions' data set has been released. Learn more about what insider transactions are, why they're important, and how you can interpret the data.

Introducing the ‘Insider transactions’ data set

Token Terminal's new ‘Cohort analysis’ data set has been released. Learn more about what cohort analysis is, why it's important, and how you can interpret the data.

Introducing the ‘Cohort analysis’ data set

friend.tech

This week's research piece focuses on friend.tech, an up-and-coming web3 social media application.

Come for the points, stay for the frens

In this episode of the Fundamentals podcast, we’re joined by Jason Kam, the founder of Folius Ventures – a fund that invests in, evangelizes, and builds web3 initiatives. 

Folius Ventures – Analyzing BLUR, MKR, and friend.tech with Jason Kam | Fundamentals ep.70

This week’s newsletter focuses on the blockchains (L2) market sector, which has a designated dashboard on Token Terminal. Let’s dig in!

Blockchains (L2) – Weekly fundamentals #79

In this episode, we’re joined by Niklas Kunkel, the Founder of Chronicle – an oracle service born out of MakerDAO’s Oracle Core Unit that will be launching publicly in September 2023.

Chronicle Protocol – Decentralized and transparent oracle infrastructure | Fundamentals ep.69

This week’s newsletter focuses on the bridges market sector, which has a designated dashboard on Token Terminal. Let’s dig in!

Bridges – Weekly fundamentals #78

Internet Computer

In this episode, we're joined by Dominic Williams, the Founder and Chief Scientist of DFINITY, a major contributor to the Internet Computer blockchain.

Internet Computer – Replacing all of traditional IT with a blockchain | Dominic Williams | Fundamentals ep.68

This newsletter focuses on the projects and smart contracts that are trending across blockchains. Let’s dig in!

Trending contracts – Weekly fundamentals #77

In this episode of the Fundamentals podcast, we’re joined by James and Vincent, the founders of Modular Capital – a crypto investment firm with a fundamental and thesis-driven approach.

Modular Capital – Crypto investment firm with a fundamental and thesis-driven approach | ep.67

This week’s newsletter focuses on the stablecoin issuers market sector, which has a designated dashboard on Token Terminal. Let’s dig in!

Stablecoin issuers – Weekly fundamentals #76

In this episode of the Fundamentals podcast, we’re joined by Evan Fisher, the founder of Portal Ventures – a fund that is accelerating the protocol economy through business fundamentals.

Portal Ventures – Accelerating the protocol economy through business fundamentals | Fundamentals ep.66

MarketVector Indexes™ and Token Terminal announce a partnership to provide institutions, advisors, and investors with access to investable products that track the breadth of data available in web3 and on blockchains.

MarketVector Indexes™ and Token Terminal to Provide Exclusive Web3 Data, Product Offerings

This week’s newsletter focuses on the blockchains (L1) market sector, which has a designated dashboard on Token Terminal. Let’s dig in!

Blockchains (L1) – Weekly fundamentals #75

This week’s newsletter focuses on the liquid staking market sector, which has a designated dashboard on Token Terminal. Let’s dig in!

Liquid staking – Weekly fundamentals #74

In this episode of the Fundamentals podcast, we’re joined by Getty Hill, the Co-Founder of GFX Labs, a multi-faceted blockchain research and development company. 

GFX Labs – DAO governance, Uniswap fee switch, onchain lending | Fundamentals ep. 65

This week’s newsletter focuses on the NFT marketplaces market sector, which has a designated dashboard on Token Terminal. Let’s dig in!

NFT marketplaces – Weekly fundamentals #73

Tron

In this episode of the Fundamentals podcast, we’re joined by H.E. Justin Sun, the Founder of Tron – a layer 1 blockchain.

TRON – User activity, stablecoins, emerging markets | H.E. Justin Sun | Fundamentals ep.64

This week’s newsletter focuses on the lending market sector, which has a designated dashboard on Token Terminal. Let’s dig in!

Lending – Weekly fundamentals #72

In this episode of the Fundamentals podcast, we’re joined by Chris Abiaad, the founder of frens capital – a thesis-driven investment fund focused on liquid digital assets. frens capital’s strategy is to make long-only investments based on fundamentals and the core principles of value investing.

frens capital – Liquid venture, web3 business models, market inefficiencies & more | Fundamentals ep.63

This week’s newsletter focuses on the infrastructure market sector, which has a designated dashboard on Token Terminal. Let’s dig in!

Infrastructure – Weekly fundamentals #71

Synthetix

In this episode of the Fundamentals podcast, we're joined by Kain Warwick, the founder of Synthetix – a derivatives liquidity protocol providing the backbone for derivatives trading in DeFi. 

Synthetix V3, lessons learned, SNX staking, driving adoption | Kain Warwick | Fundamentals ep.62

This week’s newsletter focuses on the gaming market sector, which has a designated dashboard on Token Terminal. Let’s dig in!

Gaming – Weekly fundamentals #70

In this episode of the Fundamentals podcast, I’m joined by Michael Nadeau, a crypto data and research analyst and author of the DeFi report. We explore how blockchains can be valued, especially from the perspective of more traditional and institutional investors. 

Valuing blockchains with Michael Nadeau: an institutional investor's perspective | Fundamentals ep.61

IPOR Protocol

In this episode of the Fundamentals podcast, I’m joined by Darren and Dimitar, the Co-Founders of IPOR Protocol. IPOR is a non-custodial exchange for interest rate swaps built on Ethereum. 

IPOR Protocol – Building the foundational layer for DeFi credit markets | Fundamentals ep.60

This week’s newsletter focuses on the exchanges (DEX) market sector, which has a designated dashboard on Token Terminal. Let’s dig in!

Exchanges (DEX) – Weekly fundamentals #69

Blockchains (L2) – Weekly fundamentals #68

BNB Chain

In this episode of the Fundamentals podcast, I’m joined by Arno Bauer, a Senior Solution Architect at BNB Chain. BNB Chain is a smart contract platform for decentralized applications and is currently the most widely used blockchain.

BNB Chain – Accelerating adoption of the digital asset and blockchain economy | Fundamentals ep.59

This week’s newsletter focuses on the asset management market sector, which has a designated dashboard on Token Terminal. Let’s dig in!

Asset management – Weekly fundamentals #67

In this episode of the Fundamentals podcast, I’m joined by Pablo Veyrat, the Co-Founder of Angle Protocol – a decentralized Euro stablecoin protocol.

Angle Protocol – The most liquid Euro stablecoin: agEUR | Fundamentals ep.58

This week’s newsletter focuses on the derivatives market sector, which has a designated dashboard on Token Terminal. Let’s dig in!

Derivatives – Weekly fundamentals #66

MakerDAO

In this episode of the Fundamentals podcast, I’m joined by Rune Christensen – Co-Founder of MakerDAO – a decentralized stablecoin protocol built on Ethereum, and the first-ever DAO, to discuss their recent Endgame update.

MakerDAO's Endgame with Rune Christensen | Fundamentals ep.57

Bridges – Weekly fundamentals #65

In this episode of the Fundamentals podcast, we’re joined by John McNiff and Felipe Montealegre, the founders of Theia Blockchain – a fundamentals-driven investment fund that is applying the principles of prudent investing to blockchain.

Theia Blockchain – Fundamentals-based value investing in crypto | Fundamentals ep.56

Trending contracts – Weekly fundamentals #64

Polkadot

In this episode of the Fundamentals podcast, we’re joined by Shawn Tabrizi, Lead Developer at Polkadot. Polkadot is the first fully-sharded blockchain, i.e. it is a multi-chain environment. Polkadot enables scalability by allowing specialized blockchains to communicate with each other in a secure, trust-free environment.

Polkadot – Building an unstoppable blockchain ecosystem | Fundamentals ep.55

In this article, we focus on the economics of Proof of Work Layer 1 (PoW L1), Proof of Stake Layer 1 (PoS L1) and Proof of Stake Layer 2 (PoS L2) blockchains. Let’s dig in!

Blockchain economics – Weekly fundamentals #63

Ethereum Name Service

In this episode of the Fundamentals podcast, we’re joined by Greg Skril, a core contributor at Ethereum Name Service (ENS). ENS is a distributed, open, and extensible naming system based on the Ethereum blockchain.

Ethereum Name Service (ENS) – Offchain names, crypto-enabling DNS, v3, revenues | Fundamentals ep.54

Crypto Fundamentals is the first Digital Assets application of its kind that is made available via the Bloomberg App Portal.

Crypto Fundamentals application launches today on the Bloomberg App Portal

Alchemix Finance

In this episode of the Fundamentals podcast, we're joined by Scoopy Trooples – Co-Founder of Alchemix – to discuss what Alchemix is and how it works, the protocol’s use cases, target customer profile, economic and business models, current growth drivers and challenges, the most exciting things coming up, the team behind the project, and more!

Alchemix – Self-repaying loans with yield from deposited collateral | 15-min fundamentals ep.53

This week’s newsletter focuses on the blockchains (L1) market sector, that has a designated dashboard on Token Terminal. Let’s dig in!

Blockchains (L1) – Weekly fundamentals #62

Morpho

In this episode of the Fundamentals podcast, we're joined by Merlin Egalite – Co-Founder of Morpho – a lending pool optimizer that operates a peer-to-peer layer built on top of lending pools such as Compound and Aave, to dive into the details behind Morpho-Aave V3, and the teams approach to building a truly secure protocol. 

Morpho – Building a secure protocol & the launch of Morpho-AaveV3 | Fundamentals ep.52

Solana

In this episode of the Fundamentals podcast, we're joined by Anatoly Yakovenko – Co-Founder of Solana – to discuss what Solana’s core value proposition is, the optimizations Solana has focused on, and how they are positioned within a multi-chain ecosystem. 

Solana – Interview with Co-Founder Anatoly Yakovenko | Fundamentals ep.51

This week’s newsletter focuses on the stablecoin issuers market sector, that has a designated dashboard on Token Terminal. Let’s dig in!

Stablecoin issuers – Weekly fundamentals #61

In this episode of the Fundamentals podcast, we're joined by Wouter Kampmann, Co-Founder at MakerDAO Sustainable Ecosystem Scaling (SES) – a Core Unit that focuses on sustainably growing the Maker Protocol’s moats by removing barriers between decentralized workforce, capital, and work – to discuss the basics of Maker and the SES Core Unit. 

MakerDAO SES – Removing barriers between decentralized workforce, capital, and work | Fundamentals ep.50

Zora

In this episode of 15-minute fundamentals, we dive into the current state of Zora with Co-Founder & CTO Tyson.

15-minute fundamentals with Zora

This week’s newsletter focuses on the liquid staking market sector, that has a designated dashboard on Token Terminal. Let’s dig in!

Liquid staking – Weekly fundamentals #60

Trader Joe

In this episode of 15-minute fundamentals, we dive into the current state of Trader Joe with Co-Founder Murloc.

15-minute fundamentals with Trader Joe

In this episode of 15-minute fundamentals, we dive into the current state of ether.fi with Founder & CEO Mike Silagadze.

15-minute fundamentals with ether.fi

This week’s newsletter focuses on fees, a metric that has a designated dashboard on Token Terminal. Let’s dig in!

Fees – Weekly fundamentals #59

In this episode of 15-minute fundamentals, we dive into the state of Gauntlet with VP of Growth Nick Cannon.

15-minute fundamentals with Gauntlet

This week’s newsletter focuses on the NFT marketplaces market sector, that has a designated dashboard on Token Terminal. Let’s dig in!

NFT marketplaces – Weekly fundamentals #58

Perpetual Protocol

In this episode of 15-minute fundamentals, we dive into the latest at Perpetual Protocol with core contributor Jamie Holmes.

15-minute fundamentals with Perpetual Protocol ep.2

This week’s newsletter focuses on the active developers metric, that has a designated dashboard on Token Terminal. Let’s dig in!

Active developers – Weekly fundamentals #57

In this episode of 15-minute fundamentals, we dive into the current state of Synthetix with core contributors Mike Griffith & Matt Losquadro.

15-minute fundamentals with Synthetix

This week’s newsletter focuses on the Exchanges (DEX) market sector, that has a designated dashboard on Token Terminal. Let’s dig in!

Exchanges (DEX) – Weekly fundamentals #56

Allbridge Core

In this episode of 15-minute fundamentals, we dive into the current state of Allbridge with Co-Founder Andriy Velykyy.

15-minute fundamentals with Allbridge

This week’s newsletter focuses on daily active users, a metric that has a designated dashboard on Token Terminal. Let’s dig in!

Daily active users – Weekly fundamentals #55

Benchmarking projects within a specific market sector has never been this easy! In our latest product update we’ve sought to bring even more structure to the Token Terminal web application.

Introducing market sector dashboards

PancakeSwap

In this episode of 15-minute fundamentals, we dive into the current state of PancakeSwap with Head Chef, Mochi.

15-minute fundamentals with PancakeSwap

Metavault.Trade

In this episode of 15-minute fundamentals, we dive into the current state of Metavault.Trade with Anna.

15-minute fundamentals with Metavault.Trade

In this episode of 15-minute fundamentals, we dive into the current state of Arbitrum with A.J. Warner – Chief of Strategy at Offchain Labs.

15-minute fundamentals with Arbitrum

In this episode of 15-minute fundamentals, we dive into the current state of GMX with core contributor Coinflipcanada.

15-minute fundamentals with GMX

Across

In this episode of 15-minute fundamentals, we dive into the current state of Across Protocol with Co-Founder Hart Lambur.

Data-driven research on crypto