Thesis (June 2022) To better understand Convex and its valuation, a brief knowledge of Curve is required. Curve is an Automated Market Maker (AMM) tha...

As Web3 garners more attention, pioneering developers have developed innovative protocols to meet the needs of Web3 enthusiasts. With the explosion of...

Lately, DeFi 1.0 tokens have been jeered and scoffed at by the community. With most assets having a lower beta compared to other categories, and a nev...

These protocols may not launch in Q2, it is more about the timeline in which they were announced. Most of them do not have a token/dapp yet, so I jus...