MKR
State of DeFi Q3 2024
MakerDAO: Rebranding, (Nearly) Fully Diluted, Launching SubDAOs, In Its Lane
State of DeFi Q2 2024
Narrative Games: Part 1
Discovering the Next DeFi Yield Meta
Welcome to the Real World
State of DeFi Q1 2024
MakerDAO: Organic Demand Doesn’t Grow on Trees
State of DeFi January 2024
2024 Theses
MakerDAO: Cash Flow Machine
Debt Analysis
DeFi Valuation Trends
DeFi Sector Brief - October 11th, 2023
DeFi Sector Brief - September 12th, 2023
Gov Hub: September Update
MakerDAO's 12M Financial Outlook & Valuation: Balancing Growth Against Costs
Maker Mistaker
DeFi Sector Brief: PayPal, Curve, and Maker
GovHub: August Update
MakerDAO: The Endgame is Where Small Advantages Lead to Checkmates
Meet Your Maker
U.S. Treasuries Fuel Real World Asset Growth
Ethereum's Ecosystem is Staking Up
DeFi Brief: Maker's Endgame
Weekly Recap: Remilia NFTs, Maker's Spark & More
DeFi Sector Brief: Protocol Verticalization
Weekly Recap: Arbitrum Airdrop, Maker RWA Vaults, and Lens
DeFi Implications Following USDC Depeg
Jump Executes Counter Exploit Against Wormhole Exploiter
Maker's Money Market
State of Maker Q4 2022
DeFi Business Models: The Convergence
2023 Theses - Part 2
Bi-Weekly Recap: Nov. 26 – Dec. 9, 2022
MakerDAO Governance Update: PSM Deployment and MetaDAOs
State of Maker Q3 2022
Analyzing Leading Protocol Fundamentals
Governor Note: Coinbase USDC Institutional Rewards for MakerDAO
The Bear Necessities: 7 Trends and Theses Part 1
State of Maker Q2 2022
MakerDAO Update: Governance Battles and Real World Assets
MakerDAO's Dive into Real World Assets
DeFi Users: Ethereum Lending
Liquidation Distributions: The Hidden Details of Debt
MakerDAO Valuation
The Optimism Ecosystem
DeFi Metrics That Matter for a Price Recovery: Fundamental Analysis
Alpha Finance Lab
Messari Screener Fund Analysis: Examining The Liquid Portfolios of Top Crypto Funds
An Overview of DeFi Price Oracles
Weekly Performance Recap Ending April 22nd
Analyzing the Crypto Exchange Pump Phenomenon
DeFi Exposure for the Institutional Investor
How DeFi Exploits Impact Price and TVL
A Closer Look at DeFi Lending Valuations
Messari Daily Brief Feb. 2, 2021 - DeFi Will Eat JPMorgan
Investing Like a Crypto Venture Capitalist: Placeholder Ventures
Messari Daily Brief Jan. 14, 2021 - Crypto IPO Froth Fest
2020 Sector Performance Review
Maker (legacy)
Maker (legacy)
