Dynamo DeFi Pro Posts

Sep 27, 2023

Premium subscribers to Dynamo DeFi receive additional posts with specific strategies, in-depth cryptocurrency research, and on-chain data indicators.

⚡How to Use On-Chain Data the Right Way

Dynamo DeFi

September 20, 2023

The Dynamo Research newsletter summarizes on-chain analytics, with a focus on actionable insights, and provides cryptocurrency market analysis. Welcome to the first issue of the Dynamo Research newsletter. Normally these newsletters will focus on an in-depth look at some interesting phenomenon in the world of digital assets. I already have research reports in the works about the rebirth of Solana, content creators as early adopters of crypto consumer apps, and whether real world assets are ready for prime-time.

Read full story

The Solana Renaissance

Dynamo DeFi

September 27, 2023

Extreme outlier events typically have 1 of 2 effects on a crypto ecosystem. Outcome 1 is that they cause the death of that ecosystem–think the collapse of UST and inability of LUNA 2.0 to gain traction since then. Outcome 2 is that the ecosystem adapts to become stronger and more decentralized–think Bitcoin following MtGox or Ethereum following the ICO bust.

Read full story

⚡DEX Fundamental Analysis

Dynamo DeFi

October 12, 2023

Why you should care about DEXes Since 2020, DEXes have proven themselves to be one of the most profitable on-chain businesses. The rankings of top protocols by fees collected are frequently dominated by DEXes, even in a low-volume market. This shouldn’t be a surprise as centralized exchanges were among the most profitable businesses in the last crypto cycle. While the market looks flat at a high level, under the surface, DEXes have been increasing their share of total spot trade volume.

Read full story

⚡Is TVL still useful?

Dynamo DeFi

November 17, 2023

“TVL is a terrible metric.” I hear this several times a week. But is there any merit to this argument? If you care about DeFi, it’s worth considering. Total Value Locked, more commonly known as TVL, has long been: The main metric used for evaluating DeFi protocols

Read full story

An Avalanche of Adoption

Dynamo DeFi

December 28, 2023

In 1995, the Internet had 16 Million users. By March 2000, when the DotCom Bubble burst, it had 300 Million users. In 2005, it had 1 Billion users. By 2005 that Internet was more than 62 times more valuable than it had been 10 years prior in 1995. According to Metcalfe’s law, networks become exponentially more valuable as people join them.

Read full story