13 Comments

Really enjoying the paid substack and would recommend for anyone looking to learn about defi. I'd pay much more for the work you're doing honestly

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No worries and thank you! It's a niche and people will come along as it builds out. Our guess is by year end people will really gain interest but we'll see!

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I really hope so, you deserve it

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Thank you! It's interesting as we get a good glimpse into how interested people really are. Most are simply NGMI

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Would also b good on the DeFi substack to have an analysis on Nexus Mutual mechanics & when/how/what level of investment it makes most sense to utilize. BIG THANKS! 💪🏼 💪🏼 💪🏼

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Owl is going to cover this

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where do you pull live protocol fee data from?

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Great articles BTW. I've been looking for something like this for a while. I appreciate your time.

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What about INST in lending.. #2 TVL this week on llama and pulse..

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Would very much appreciate analysis on crypto.com. CRO token - feels like they are a startup / coinbase could follow - offsetting the move to DEX / high yield products credit cards etc.

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Not impressed with their token swap from MCO. Basically the team stitched up thousands of early investors by having a very narrow window for a token transition and requiring token holders to swap manually; many found themselves with a worthless token, which left a very bad taste, and the feeling that management can’t be trusted to look out for token holders’ interests. But others may have a different experience.

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Hello folks. Are those protocols on the table the ones we should expect to be covered eventually or in next several months in this substack?

+1 recommending the substack to all free subscription readers, great resource to get ahead!

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Yes you can expect they will be covered and we need to add more. As you can tell it does take time since we're going through all the line items and try to show both the good and bad. Hard to be objective when you're long something vs. don't own it but best to think each one through.

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