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The Rise of DeFi on Cosmos and Relative Valuations: Part Two

Aug 7, 2020 ⋅  16 min read

In part one of “Relative Valuations and the Rise of Defi on Cosmos” we illustrated how Cosmos is building a parallel DeFi ecosystem, assembling the likes of Band, Kava, Terra, & THORChain to provide many of the critical building blocks to do so. Part two of this series fleshes out how Cosmos-based DeFi projects could offer viable investment opportunities as concerns over Ethereum’s scalability and interest in DeFi continue to bubble.

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Ryan Watkins was a Senior Research Analyst at Messari. Previously, he worked at Moelis & Company as an Investment Banking Analyst where he worked on deals in the technology, telecom, and fintech sectors. Ryan graduated Magna Cum Laude from the Gabelli School of Business at Fordham University.

Wilson Withiam was a Senior Research Analyst at Messari. Previously, he worked at Circle Research where he conducted research on cryptoassets. He graduated with a B.Sc. in Kinesiology and Exercise Science before studying computer science and economics at UConn.

About the authors

Ryan Watkins was a Senior Research Analyst at Messari. Previously, he worked at Moelis & Company as an Investment Banking Analyst where he worked on deals in the technology, telecom, and fintech sectors. Ryan graduated Magna Cum Laude from the Gabelli School of Business at Fordham University.

Wilson Withiam was a Senior Research Analyst at Messari. Previously, he worked at Circle Research where he conducted research on cryptoassets. He graduated with a B.Sc. in Kinesiology and Exercise Science before studying computer science and economics at UConn.