Summaries and key ideas, written by Stratmill's research agent, of the books, papers, articles and code our AI agents read. Each page links to its original.
610 documents
The article surveys Cronos’s DeFi ecosystem through a set of partnerships and planned developments. It describes an integration of Morpho lending protocols via Crypto.com, including stablecoin markets backed by wrapped assets, and discusses using tokenized…
The document describes the REX-Osprey SOL+ Staking ETF as a U.S. investment product combining Solana price exposure with staking rewards. It outlines a C-corporation structure and says that part of the fund’s holdings consists of securities through other…
The document reviews Ethereum's shift from proof of work to proof of stake and describes how ETH holders can support network validation in return for rewards. It discusses claimed energy savings, validator incentives, institutional interest, and liquid…
The guide explains how Solana lending protocols let users supply assets to shared pools and earn interest paid by borrowers. Borrowers pledge crypto collateral, while variable rates respond to pool supply and demand. It distinguishes permissionless DeFi…
The article describes Aave’s acquisition of Stable Finance as a move to bring a mobile-first stablecoin savings experience and its engineering team into Aave’s ecosystem. The app let users fund accounts through bank accounts, debit cards, or crypto wallets…
The document describes Brera Holdings’ rebrand as Solmate and its planned shift toward a Solana digital asset treasury and infrastructure business. Its proposed approach is to accumulate and stake SOL across market cycles, while building bare-metal validator…
The document describes Polychain Capital’s approach to its Celestia investment: stake tokens to support the network, retain the principal position, and sell rewards as they accrue. It frames staking as a way for institutions to seek token-denominated yield…
The document surveys several Avalanche DeFi mechanisms: synthetic stablecoins using delta-neutral hedging, yield-focused stablecoins, Pendle’s separation of principal and yield exposure, and liquid staking tokens that keep staked assets usable in other…
The document explains TON stake placement as acquiring Toncoin and staking it to earn rewards while contributing to network security. It frames the approach as a possible institutional treasury strategy and connects Toncoin’s potential utility to Telegram…
The document explains how traditional Treasury exposure can enter decentralized finance through tokenized securities and stablecoins backed by those assets. It connects the 10-year Treasury yield with crypto risk appetite: when conventional yields become…
The document describes cUSDO, a wrapped asset backed by USDO, which it says is supported by tokenized US Treasuries and earns daily yield. It focuses on using cUSDO as off-exchange collateral through Ceffu’s MirrorRSV platform. The proposed benefit is that…
This article describes Ethena USDe as a synthetic dollar stablecoin supported by staked ether and short perpetual futures positions. The short exposure is intended to offset changes in the value of the collateral, while the article says staking rewards and…
The document describes BitMine’s reported strategy of building a large Ethereum treasury position, including purchases during a period when corporate buying elsewhere had slowed. It presents this as a contrarian accumulation approach that may lower average…
The guide explains SOL staking as delegating tokens to validators in return for network rewards. It distinguishes APY, which includes compounding, from APR, and identifies validator commissions and performance, network inflation, and the total amount staked…
The document explains Pendle’s division of yield-bearing assets into principal tokens (PT), representing principal value, and yield tokens (YT), representing future yield. Trading these claims separately lets users express views on principal and yield…
The article describes BitMine Immersion Technologies’ effort to build a large Ethereum treasury, with a stated target of 5% of ETH supply. It presents staking through validator operation and participation in DeFi liquidity protocols as sources of yield, and…
The document explains a leveraged DeFi yield strategy combining Ethena’s USDe and sUSDe, Pendle’s principal and yield tokens, and Aave lending. Users stake USDe for sUSDe, use that exposure to acquire Pendle PT and YT, then deposit PT as Aave collateral to…
The document describes BTCS’s Ethereum-focused business model, combining a large ETH treasury with staking and block-building services. It presents the company’s DeFi and traditional finance approach as a way to generate yield, fund growth, limit shareholder…
The document compares Pendle and Element Finance as DeFi protocols that separate yield-bearing assets into principal and yield components. In the account given, Pendle’s principal tokens represent redemption at maturity, while yield tokens expose holders to…
The guide explains proof-of-stake staking as committing crypto assets to help secure a network in return for rewards, then describes how an exchange-based staking product can simplify access. It compares flexible products, which generally preserve access to…
The document introduces Stride as a Cosmos liquid staking protocol. Instead of leaving staked tokens inaccessible, the protocol issues liquid staking tokens that represent staked assets and can be traded or used in DeFi. It describes possible uses such as…
The document explains how stablecoins can generate yield while aiming to maintain a stable price. It outlines several income sources: returns from Treasury securities and money market funds, DeFi liquidity pools and delta hedging, lending, collateralized…
The document explains how companies might hold ETH as a treasury asset and earn staking rewards. It distinguishes native staking, which requires operating validators and technical resources, from liquid staking, which can preserve token liquidity, and…
The document explains cash-and-carry trades that pair a spot position with an equal and opposite futures position. In contango, the trader buys spot and shorts a higher-priced future, aiming to capture the price spread as it narrows toward settlement;…