Weekly Editors' Picks Weekly Editors' Picks (0730-0805)

Odaily资深作者

2022-08-06 00:00

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High-quality in-depth analysis articles and weekly hot spots.

"Weekly Editor's Picks" is a "functional" column of Odaily.On the basis of covering a large amount of real-time information every week, a lot of high-quality in-depth analysis content will also be released, but they may be hidden in the information flow and hot news, and pass you by.

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DeFi analyst: How to build a cryptocurrency analysis research framework?

DeFi

The author breaks down crypto research into 4 broad areas: technical understanding, profitable techniques, cryptocurrency skills, and beyond crypto.

Understanding technology can go from shallow to deep, first learn directly from the source, and then find third-party videos or articles for interpretation. Profitable skills include decision making, cognitive biases, trading psychology, portfolio construction, profitable strategies, risk management strategies. Cryptocurrency skills include understanding the metaverse and new narratives, discovering new protocols, tracking whale wallets, on-chain analysis, and more. In terms of learning methods, you can create a to-be-read list, focus on good content, study in depth and focus, take notes, and output more.

IOSG Ventures: Building an Institutional-Grade Credit Market for Polkadot Parachain Auctions with Fixed Rates

The basic narrative of DeFi has undergone a phased change: inclusive finance (financial products that can be used by everyone in the world without permission) → professional financial infrastructure (more to solve the needs and pain points of institutional customers and professional players) tilt). Institutional customers/giant whales are the most important customers of DeFi, and this trend will intensify, and even become the biggest narrative of DeFi in the next 5 years.

Among the L2 DeFi building blocks, fixed-rate lending and derivatives have always appeared. The most well-known players in the loan agreement track are Maple Finance and Notional Finance, while more complex fixed-rate derivatives (such as credit default swaps, interest rate markets) also have players such as Swivel Finance and Element Finance.

As the most important basic business model of Polkadot, up to now, the parachain auction has raised nearly $1.26 billion worth of DOT. In the parachain auction, institutional clients/giant whales currently account for a considerable proportion, and what they need to face is the parallel Chain reward tokens are basically unlocked for 2 years. Before the tokens in their hands are unlocked, they need a hedging tool that can hedge the downside risk of token prices. As a protocol deployed on Polkadot's largest smart contract parallel chain Moonbeam, Qoda is committed to creating a peer-to-peer fixed-rate lending market. Its first batch of target customers will directly target users participating in crowdlending on Polkadot.

An overview of the progress of mainstream DeFi protocols in the second quarter