DeFi and Digital Dollars
Loans, yield and stablecoins, with returns set beside liquidity, concentration and loss risk.
Research in this collection
17 pagesBreak Radar
Checks which lending systems would have the hardest time if people tried to withdraw money together.
Open researchDeFiCash vs DeFi Intelligence
Compares USDC lending income with short-term US government debt on the same terms.
Open researchDeFiChain GDP
Compares value actually moved on a network with value that is simply sitting in its apps.
Open researchDeFiDeFi Cash Flow
Shows what users paid, what five protocols kept and what was recorded as reaching token holders.
Open researchDeFiDeFi Master
Gives a broad view of DeFi size, borrowing, trading and yield without blending them into one score.
Open researchDeFiDeFi Value Quality
Shows where DeFi value is growing, what sits behind it and whether one chain is carrying the result.
Open researchStablecoins & RWAInstitutional Bridge
Compares crypto funds, listed companies and the underlying coins without calling trading activity institutional flow.
Open researchDeFiLending Risk Lab
Shows how heavily lending pools are used and where withdrawals could become difficult.
Open researchDeFiLiquidity Desk
Shows whether rates, central-bank balances and credit conditions are adding or removing market support.
Open researchStablecoins & RWAStablecoin Intelligence
Separates digital-dollar supply, use and price stability, then shows where concentration sits.
Open researchDeFiSustainable Yield Screen
Separates lending interest from reward tokens and shows whether one pool carries the market.
Open researchStablecoins & RWATokenization Intelligence
Separates tokenized value that exists from tokenized value that actually moved, and shows how much is not permitted to move at all.
Open researchStablecoins & RWATokenized Equity Market Quality
Shows whether tokenized shares are being traded, where activity is concentrated and how closely tracked products follow the shares underneath.
Open researchStablecoins & RWATreasury Wars
Compares companies holding Bitcoin or Ethereum and shows how the coin move reaches the share price.
Open researchDeFiValue Capture
Follows money paid by DeFi users, what protocols keep and what is reported as going to token holders.
Open researchDeFiYield Curve & Carry
Shows what a yield pays for by comparing rate, time, market size and a government bond of similar length.
Open researchDeFiYield Forensics
Splits the advertised yield into interest actually earned and temporary token rewards, then removes the largest reward programme.
Open researchMove across the research desk
Use another collection when the answer crosses markets.