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How Fintechs and Institutions Are Moving Onchain
When Crypto Markets Break: Modeling Tail Risk in DeFi
DeFi Security in the Age of AI
When Risk Curation Becomes Intelligent
AI in DeFi: Turning Data Into Strategy
Learn from our newest research
The DeFi Rate Stack
Interest Rate Models, Benchmarks & Capital Markets
The Smart Vault Paradigm
AI Agents, Verifiable Curation, and the Future of Modular DeFi
The Vault Economy
Architecture, Risk, and the Rise of Professional Curation in DeFi
The Incentive-Adjusted Yield Framework
Analyzing Crypto Interest Rates
The Three-Anchor Rates Framework
Analyzing Crypto Interest Rates
Analyzing major market events, protocol risks, and emerging trends shaping the DeFi ecosystem.
Why Concentration Cuts Deeper Onchain Than in Traditional Markets
Concentration is a feature of traditional finance and DeFi alike. In onchain markets, composability, permissionless integration, and chain structure extend its reach and weaken its buffers.
Capital Across DeFi Is Gathering in the Largest Protocols
In lending, decentralised exchanges, and liquid staking, a short list of protocols holds the majority of the capital, and their share grew even as the market contracted.
Reading DeFi as a Map of Where Capital Clusters
Most analysis tracks which DeFi protocols exist and how they perform. A clearer view comes from asking where the capital has actually settled, and how tightly it gathers around a few venues.
Enterprise Earn Programs are all the Rage
Learn how to build them for scale
The Agentic Consumer: How Autonomous AI Bots Are Rewriting the Infrastructure Requirements for DeFi Protocols
DeFi was designed around human depositors, but a growing share of activity now comes from software: trading bots, AI-managed treasuries, and agentic wallets that act on behalf of users. These automated users operate at block speed, need verifiable rules they can check in code, and want risk profiles tailored to specific strategies at scale. This article examines the infrastructure shift required to serve them, and where the human role moves in the process.
Why Concentration Cuts Deeper Onchain Than in Traditional Markets
Concentration is a feature of traditional finance and DeFi alike. In onchain markets, composability, permissionless integration, and chain structure extend its reach and weaken its buffers.
Capital Across DeFi Is Gathering in the Largest Protocols
In lending, decentralised exchanges, and liquid staking, a short list of protocols holds the majority of the capital, and their share grew even as the market contracted.
Reading DeFi as a Map of Where Capital Clusters
Most analysis tracks which DeFi protocols exist and how they perform. A clearer view comes from asking where the capital has actually settled, and how tightly it gathers around a few venues.
Enterprise Earn Programs are all the Rage
Learn how to build them for scale
Why Sentora Works With EtherFi: weETH as a Institutional Restaking Asset
weETH is the leading liquid restaking token, combining staking yield, capital efficiency, and DeFi composability. This article explains how it works, why EtherFi became a blue-chip issuer, and how Sentora uses and manages weETH across its strategies and lending markets.
What Breaks in a Concentrated DeFi
The same interconnection that makes DeFi composable makes it fragile at scale. Stack enough protocols on the same collateral, the same liquidity, and the same infrastructure, and diversification becomes an illusion.
How Capital Moves Through the Concentrated DeFi Stack
The flight to quality during the drawdown, the modular-credit shift behind Morpho's rise, staking spreading past Ethereum, and why a position in an exchange is a position in a chain.
Yield as Infrastructure: The Next Standard for Fintech Capital
How on-chain yield repeats the arc of electrification, the web, and payments: a specialist capability that becomes an invisible default once an integration layer absorbs the complexity, dissolving the line between fintech and capital allocation and shifting lasting value to whoever owns the infrastructure beneath.
The Three Pillars of Onchain Capital: Lending, Exchange, and Staking
The components of the DeFi capital stack, the two measures used to read concentration, and the structural reason some categories cluster while others fragment.
Why Concentration Cuts Deeper Onchain Than in Traditional Markets
Concentration is a feature of traditional finance and DeFi alike. In onchain markets, composability, permissionless integration, and chain structure extend its reach and weaken its buffers.
Capital Across DeFi Is Gathering in the Largest Protocols
In lending, decentralised exchanges, and liquid staking, a short list of protocols holds the majority of the capital, and their share grew even as the market contracted.
Reading DeFi as a Map of Where Capital Clusters
Most analysis tracks which DeFi protocols exist and how they perform. A clearer view comes from asking where the capital has actually settled, and how tightly it gathers around a few venues.
Highly curated interactive research dashboards that provide insights about the latest trends in the DeFi space.
Crypto Treasury Tracker
A unified dashboard tracking crypto reserves across entities and assets.
Stablecoins Insights
Analyze market dynamics of leading stablecoins with on-chain data
DeFi Exploits
This dashboard analyzes key DeFi lossses, reasons, impacts, and auditors.
Flare DeFi Ecosystem
Analyze Flare's DeFi landscape, including TVL and protocol performance.
Aave v3 Across Blockchains
Aave analytics for supply and borrow TVL by token across different blockchains
Crypto Treasury Tracker
A unified dashboard tracking crypto reserves across entities and assets.
Stablecoins Insights
Analyze market dynamics of leading stablecoins with on-chain data
DeFi Exploits
This dashboard analyzes key DeFi lossses, reasons, impacts, and auditors.
Flare DeFi Ecosystem
Analyze Flare's DeFi landscape, including TVL and protocol performance.
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