Dynamo DeFi Pro Posts
Premium subscribers to Dynamo DeFi receive additional posts with specific strategies, in-depth cryptocurrency research, and on-chain data indicators.
⚡Base One-Pager: Be a Base Expert in 7 Minutes
Base onchain activity is surging to new heights. TVL is at a record high, DEX volume is near an all-time high, and with every growing chain, fresh opportunities abound. But to capitalize on this influx of capital and activity, you need to know where to focus.
⚡Sui One-Pager: Your Quick Guide
Sui is one of the hottest chains in crypto. Since the start of this month, price has doubled and TVL has rocketed to a new all-time high. As with every new chain that gains traction, there are opportunities to take advantage of this inflow of capital—if you know where to look.
⚡Sei One-Pager
This post is a speedrun overview of a blockchain that markets itself as the “Fastest Layer 1”, whose TVL is currently skyrocketing despite a broader market slowdown. Sei has a slew of DeFi opportunities, and this post unpacks strategies to:
⚡Solana DeFi Handbook
In this post you’ll get a speedrun overview of the most explosive chain in crypto. We’ll briefly cover the current & future state of Solana, and the strategies you need to start earning yield and qualifying for airdrops in the Solana DeFi ecosystem.
⚡TRON One-Pager
In this post you’ll get a brief overview of TRON, the network with surprisingly strong fundamentals and a lot of recent attention. We’ll cover the current & future state of TRON, how to onboard to TRON, and the strategies you can start using in the TRON ecosystem.
Bitcoin DeFi Fact Sheet
This post is a summary of essential information on the Bitcoin DeFi ecosystem, so that you can start earning money with Bitcoin DeFi:
⚡TON + Telegram: The Chain Putting Crypto in Every Pocket
If I were to rate the most important applications for the crypto industry, Telegram would easily rank in the top 5: Business is done on Telegram Most every new token launches a Telegram group for their community On-chain degens troll the depths of Telegram group chats to find alpha
⚡Stacking Opportunities on Stacks: DeFi on Bitcoin
This post is a sponsored by the Stacks Foundation. A lot has been happening on Stacks Protocol Last month, I wrote a deep dive about Stacks in this newsletter. To recap in brief, Stacks is a Layer 2 on Bitcoin that enables DeFi and other smart contract applications to be built on Bitcoin.
⚡The Race to Scale Ethereum (by the numbers)
Since the explosion of DeFi 4 years ago and the ensuing explosion in Ethereum gas fees, debate has raged over how to scale the on-chain ecosystem. To onboard billions of people to crypto, there need to be solutions that are cheap, fast, and seamless.
⚡Unlocking Bitcoin's Potential: The Stacks Protocol
This post is a sponsored deep dive on Stacks. The Massive Potential of Bitcoin DeFi The Incipient Bitcoin Ecosystem Many of us originally entered the crypto industry after learning about Bitcoin - we read the white paper, listened to podcasts, and read all about Bitcoin. Then came Ethereum, NFTs, Layer-2s, Dogecoin, and now jeo boden.
⚡Breaking Down Base: Coinbase's Blockchain Powerhouse
What It Takes to Onboard 1 Billion Users In 2016, Brian Armstrong, Founder of Coinbase, laid out his “Secret Master Plan.” The plan compared the development of the Internet and Digital Currency, breaking them down into 4 phases in growth: Phase 1 - Protocols. Open-source protocols like Bitcoin and Ethereum allow for storing, transacting, and programming value on-chain.
⚡How to Track Airdrops the Right Way
2024 is shaping up to be the year of the airdrop. Points programs and pre-farming of airdrops have taken significant market share from yield farming as the preferred way to distribute new tokens: Dozens of new airdrop points programs have launched this year.
Diving Into Sui | Ecosystem Overview and Opportunities
In 2019, Facebook shocked the world. After months of speculation, the tech giant announced that they were developing Libra, a blockchain stablecoin payment system. The promise was immense: a crypto payment system that Facebook’s billions of users would use.
An Avalanche of Adoption
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.
⚡Is TVL still useful?
“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
⚡DEX Fundamental Analysis
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.
The Solana Renaissance
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.
⚡How to Use On-Chain Data the Right Way
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.