| Report | Date↓ | Authors | Type | Subscription Tier | Tags |
|---|---|---|---|---|---|
| Onchain Banking | Jun 25, 2026 |  | -- | Pro | Stablecoins |
| State of the OP Stack Q1 2026 | May 13, 2026 |  | Quarterly Reports | -- | Layer-2 · DeFi · Quarterly Reports |
| Is Aave too Big to Fail? | May 1, 2026 |  | Standard Reports | Pro | DeFi · Enterprise Note |
| The rsETH Exploit: Timeline and What It Reveals About Crypto's Future | Apr 24, 2026 |   | Standard Reports | -- | DeFi · Infrastructure · Layer-1 · Layer-2 |
| Aave: Cracks in the Monolithic Thesis | Apr 22, 2026 |   | -- | -- | -- |
| State of the Superchain H2 2025 | Feb 11, 2026 |  | Quarterly Reports | -- | Layer-2 · DeFi · Quarterly Reports |
| Fear, Uncertainty, and DAObt: $AAVE DAO vs. Aave Labs | Dec 26, 2025 |   | Standard Reports | Pro | Enterprise Note · DAOs · DeFi |
| BWR 2026 Theses | Dec 26, 2025 |    +5 | -- | Pro | DeFi · Perp DEX · DEX · DePIN · Lending |
| Arbitrum Everywhere: Beyond the Limits | Nov 18, 2025 |  | Standard Reports | -- | Layer-2 · DAOs · DeFi · Protocol Overview |
| State of Polygon Q3 2025 | Oct 27, 2025 |  | Quarterly Reports | -- | Layer-2 · Quarterly Reports |
| Crypto Venture Weekly: October 20-24, 2025 | Oct 24, 2025 | | Standard Reports | -- | Fundraising |
| State of the Superchain H1 2025 | Oct 9, 2025 | | Quarterly Reports | -- | Layer-2 · DeFi · Quarterly Reports |
| Distribution as a Moat: Securing DeFi’s Next Chapter | Sep 11, 2025 | | Standard Reports | Pro | DeFi |
| Aave: Where Narratives Converge | Aug 29, 2025 | | -- | Pro | Valuations · Lending |
| Navigating the Lending Landscape | Aug 21, 2025 | | -- | Pro | Lending · Valuations |
| DeFi's Trifecta: Ethena, Pendle, & Aave | Aug 15, 2025 | | -- | Pro | DeFi · Valuations |
| Messari Monthly: July 2025 | Jul 11, 2025 |   +1 | Standard Reports | Pro | Messari Monthly |
| Arbitrum's Economic Engine: Foundations of a Digital Sovereign Nation | Jul 10, 2025 | | Standard Reports | -- | Layer-2 · DAOs · DeFi · Protocol Overview |
| State of Polygon Q1 2025 | May 6, 2025 | | Quarterly Reports | -- | Layer-2 · Quarterly Reports |
| State of OP Mainnet Q4 2024 | Jan 22, 2025 | | Quarterly Reports | -- | Layer-2 · DeFi · Quarterly Reports |
| State of DeFi Q4 2024 | Jan 17, 2025 | | Recaps | Pro | DeFi |
| BWR 2025 Theses | Dec 20, 2024 |   +2 | -- | Pro | Stablecoins · AI · DeFi · Layer-1 · Layer-2 |
| Putting a Premium on Stability | Dec 18, 2024 | | -- | Pro | Stablecoins · DeFi |
| State of OP Mainnet Q3 2024 | Nov 27, 2024 | | Quarterly Reports | -- | Layer-2 · DeFi · Quarterly Reports |
| State of DeFi Q3 2024 | Oct 10, 2024 | | Recaps | Pro | DeFi |
| State of DeFi Q2 2024 | Aug 1, 2024 |  | Recaps | Pro | DeFi |
| Updating AAVEnomics | Jul 26, 2024 | | -- | Pro | DeFi · Lending · Stablecoins · Valuations |
| Aave V4: A Vision for 2030 | May 31, 2024 | | -- | Pro | DeFi · Lending · Stablecoins · Valuations |
| A Lending Renaissance | May 17, 2024 | | Standard Reports | Pro | DeFi · Lending · Yield Farming |
| State of DeFi Q1 2024 | Apr 18, 2024 | | Standard Reports | Pro | DeFi |
| State of DeFi January 2024 | Feb 14, 2024 | | Deep Dives | Pro | DeFi |
| Debt Analysis | Dec 28, 2023 | | Deep Dives | Pro | Lending |
| An Overview of Real World Assets and Tokenization | Nov 23, 2023 |  | -- | -- | RWA · Interoperability |
| DeFi Valuation Trends | Oct 20, 2023 | | Deep Dives | Pro | DeFi |
| DeFi Sector Brief - October 11th, 2023 | Oct 11, 2023 |  | Recaps | Pro | DeFi |
| Aave: Getting GHO back to Peg | Sep 11, 2023 | | Recaps | Pro | DeFi |
| GovHub: August Update | Aug 10, 2023 |  | -- | Pro | DAOs · Interoperability |
| U.S. Treasuries Fuel Real World Asset Growth | Jul 17, 2023 |  | Recaps | Pro | DeFi |
| Ethereum's Ecosystem is Staking Up | Jun 15, 2023 | | Deep Dives | Pro | DeFi · Layer-1 |
| State of Aave Q1 2023 | Apr 24, 2023 |  | Quarterly Reports | -- | DeFi · Lending · Quarterly Reports |
| DeFi Implications Following USDC Depeg | Mar 13, 2023 |  | Standard Reports | Pro | DeFi · Stablecoins |
| Maker's Money Market | Feb 22, 2023 |  | Standard Reports | Pro | DeFi · Stablecoins |
| Aave V3 Hits Ethereum Mainnet | Feb 16, 2023 |  | -- | Pro | -- |
| DeFi Business Models: The Convergence | Feb 9, 2023 | | Standard Reports | Pro | DeFi · Valuations · Tokenomics · Stablecoins · Lending |
| State of Aave Q4 2022 | Feb 8, 2023 | | Quarterly Reports | -- | Quarterly Reports · DeFi |
| Aave V3 Goes to Market on Ethereum | Feb 8, 2023 |  | Standard Reports | Pro | DeFi · Lending |
| Gauntlet's Proposal for Aave Protocol Risk Management: Failure and Future | Dec 21, 2022 |  | Standard Reports | -- | DeFi · DAOs |
| Governor Note: Introducing Staked aTokens | Nov 7, 2022 |  | Standard Reports | -- | DeFi · Stablecoins |
| State of Aave Q3 2022 | Nov 2, 2022 | | Quarterly Reports | -- | DeFi · Lending · Quarterly Reports |
| Analyzing Leading Protocol Fundamentals | Oct 7, 2022 | | Standard Reports | Pro | DeFi · Web3 · DEX · Tokenomics · NFTs · Lending |
| Protocol Specific Stablecoins | Sep 15, 2022 |  | -- | Pro | Stablecoins · DeFi |
| The Bear Necessities: 7 Trends and Theses Part 1 | Aug 25, 2022 | | Deep Dives | Pro | DeFi · Valuations · Web3 |
| Flash Note: Synthetix V2x Improvements | Aug 12, 2022 | | -- | Pro | DeFi · Layer-2 |
| State of Aave Q2 2022 | Aug 11, 2022 | | Quarterly Reports | -- | DeFi · Quarterly Reports · Lending |
| MakerDAO Update: Governance Battles and Real World Assets | Jul 22, 2022 | | -- | Pro | DeFi · DAOs |
| Avalanche Ecosystem Overview | Jul 15, 2022 |  | Standard Reports | -- | Layer-1 · DeFi · Protocol Overview |
| Governor Note: Aave Stablecoin (GHO) | Jul 12, 2022 |   | Standard Reports | -- | Stablecoins · Lending · DeFi |
| DeFi Users: Ethereum Lending | Jul 7, 2022 | | -- | Pro | DeFi · Valuations · Lending |
| Liquidation Distributions: The Hidden Details of Debt | Jun 26, 2022 | | Deep Dives | Pro | DeFi |
| The DeFi Sector Map | Apr 24, 2022 | | Deep Dives | Pro | DeFi |
