Digital Asset Management Firm, Etherbridge

Etherbridge

Digital Asset Management Firm

Etherbridge is a digital asset management firm investing in the value of information and trust

Crypto

<ul><li>Every crypto market cycle is fuelled by a new coordination structure, business model or alleviant to a constraint of a previous cycle.</li><li>We see Layer 2 solutions as the next area of innovation and investor attention.</li><li>In this article, we will explore Layer 2 solutions and attempt to describe their role in the broader crypto economy. </li></ul>

Every crypto market cycle is fuelled by a new coordination structure, business model or alleviant to a constraint of a previous cycle.We see Layer 2 solutions as the next area of innovation and investor attention.In this article, we will explore Layer 2 solutions and attempt to describe their role in the broader crypto economy. 

Data-Driven Analysis of Cryptocurrency Markets, Kaiko

Kaiko

Data-Driven Analysis of Cryptocurrency Markets

Kaiko is the leading cryptocurrency market data provider for institutional investors and enterprises. We empower market participants with accurate, transparent, and actionable financial data to be leveraged for a range of market activities. Kaiko’s mission is to be the foundation of the new digital finance economy by serving as a single source for market information. Our mission is premised on the idea that high-quality data drives market efficiency and greater transparency throughout the industry. For each of our enterprise clients, we build custom data plans designed for a range of use cases.

<ul><li>Three Arrows Capital famously blew up because of a series of bad trades, primarily Luna and GBTC.</li><li>What happened to Luna is obvious: it went to 0 because of UST’s flawed peg maintenance mechanism.</li><li>The GBTC situation was a bit more complex: “Grayscale allowed big investors like 3AC to purchase shares directly by giving Bitcoin to the trust.</li></ul>

Three Arrows Capital famously blew up because of a series of bad trades, primarily Luna and GBTC.What happened to Luna is obvious: it went to 0 because of UST’s flawed peg maintenance mechanism.The GBTC situation was a bit more complex: “Grayscale allowed big investors like 3AC to purchase shares directly by giving Bitcoin to the trust.

Crypto Analyst

Edward Wu

TokenInsight

Investment Research House

<ul>
<li>The Merge narrative is the short-term factor driving the ETH price. In the mid-to-long term, structural supply reduction provides a long-term bull case for ETH.</li>
<li>Staked ETH derivatives' price will converge to 1:1 with ETH , purchasing liquid staked ETH derivatives at a discount is a better strategy to accumulate ETH long-term position.</li>
<li>Liquid staking protocol, Lido Finance, will enjoy a tailwind after the merge with a surge in staking ratio. LDO token is a high beta play of ETH's bull case. 
</li>
</ul>


The Merge narrative is the short-term factor driving the ETH price. In the mid-to-long term, structural supply reduction provides a long-term bull case for ETH.
Staked ETH derivatives' price will converge to 1:1 with ETH , purchasing liquid staked ETH derivatives at a discount is a better strategy to accumulate ETH long-term position.
Liquid staking protocol, Lido Finance, will enjoy a tailwind after the merge with a surge in staking ratio. LDO token is a high beta play of ETH's bull case. 



Investment Thesis Post-Ethereum 2.0 Merge

Credit/ Macro/crypto analyst/ Former credit/MA PM

Rose Choy

<ul>
<li>We compare the yields in some Ethereum based protocols and figure out what an effective USD denominated yield would be, which is more relevant for most investors.</li>
<li>On Curve and Convex, the ETH-stETH liquidity pool can pay liquidity providers (APY) close to 10% in USD terms which appears attractive.</li>
<li>However, this reflects systematic liquidity concerns among major trading crypto firms and could be a canary in the coal mine for the crypto space.</li>
</ul>


We compare the yields in some Ethereum based protocols and figure out what an effective USD denominated yield would be, which is more relevant for most investors.
On Curve and Convex, the ETH-stETH liquidity pool can pay liquidity providers (APY) close to 10% in USD terms which appears attractive.
However, this reflects systematic liquidity concerns among major trading crypto firms and could be a canary in the coal mine for the crypto space.


Yield Comparisons Across ETH Based Protocols

Crypto Fundamental Investor/Analyst

Josh Du

NASDEX Ltd

We believe that the tokenization of all asset classes, including stocks, is inevitable as the world further increases adoption of crypto and blockchain technology.

NASDEX is designed to serve as a bridge between the crypto world and the equity world. We believe that the onchain adoption of the equity asset class will deliver increased accessibility with improved capabilities for both crypto and equity investors

<ul>
<li>In this report, we explore the potential encroachment on the USD1.4 trillion global retail banking revenue by crypto DeFi protocols </li>
<li>With USD270 billion total deposits, DeFi protocols can already be counted as the 12th largest US bank by deposits</li>
<li>Finally, we teach our readers how to become a yield farmers and earn attractive yields with DeFi</li>
</ul>


In this report, we explore the potential encroachment on the USD1.4 trillion global retail banking revenue by crypto DeFi protocols 
With USD270 billion total deposits, DeFi protocols can already be counted as the 12th largest US bank by deposits
Finally, we teach our readers how to become a yield farmers and earn attractive yields with DeFi


Crypto Yield Farming Part 1 - Funny Name but a Real Threat to the Banking Sector?

United States

Ethereum is an open-source, public, blockchain-based distributed computing platform featuring smart contract (scripting) functionality. It provides a decentralized Turing-complete virtual machine, the Ethereum Virtual Machine (EVM), which can execute scripts using an international network of public nodes. Ethereum also provides a cryptocurrency token called "ether", which can be transferred between accounts and used to compensate participant nodes for computations performed. "Gas", an internal transaction pricing mechanism, is used to mitigate spam and allocate resources on the network.

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Ethereum (XETUSD CURNCY)

The Layer 2 War: Arbitrum Vs Optimism

Every crypto market cycle is fuelled by a new coordination structure, business model or alleviant to a constraint of a previous cycle.

Etherbridge

Is StETH Liquid Enough?

The GBTC situation was a bit more complex: “Grayscale allowed big investors like 3AC to purchase shares directly by giving Bitcoin to the trust.

Kaiko

Investment Thesis Post-Ethereum 2.0 Merge

The bull case for ETH and Lido Finance, and accumulating long-term ETH position through Liquid Staking Derivatives with a discount

Edward Wu

Yield Comparisons Across ETH Based Protocols

Yields on some Ethereum based protocols look attractive. However, this reflects systematic liquidity concerns among trading crypto firms and could...

Rose Choy

Crypto Yield Farming Part 1 - Funny Name but a Real Threat to the Banking Sector?

We explore the potential encroachment on the USD1.4 trillion global retail banking revenue by crypto DeFi protocols, which has already amassed...

Josh Du

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)