| Report | Date↓ | Authors | Type | Subscription Tier | Tags |
|---|---|---|---|---|---|
| State of DeFi Q4 2024 | Jan 17, 2025 |  | Recaps | Pro | DeFi |
| 2024 Election Review: The Rise of Crypto in Politics, Initial Market Reactions, and the Success of Prediction Markets | Nov 8, 2024 |   | Standard Reports | Pro | Macro · Liquid Staking · DeFi · Memecoins · Centralized Exchanges · Policy · DEX · AI · Layer-1 · Tokenomics |
| State of DeFi Q3 2024 | Oct 10, 2024 | | Recaps | Pro | DeFi |
| Lido: An Inviting SaaS Play | Aug 8, 2024 |  | -- | Pro | Valuations |
| State of DeFi Q2 2024 | Aug 1, 2024 |  | Recaps | Pro | DeFi |
| stETH: Ethereum’s Preeminent Institutional Grade Product | Jun 19, 2024 |  | -- | -- | -- |
| State of Lido Q1 2024 | Jun 19, 2024 | | Quarterly Reports | -- | Quarterly Reports · Liquid Staking |
| Narrative Games: Part 1 | Jun 18, 2024 |  | Standard Reports | Pro | DeFi · Yield Farming · Liquid Staking |
| State of DeFi Q1 2024 | Apr 18, 2024 | | Standard Reports | Pro | DeFi |
| Ethereum Dencun Upgrade | Feb 14, 2024 |  | -- | Pro | Modular Chains |
| State of DeFi January 2024 | Feb 14, 2024 | | Deep Dives | Pro | DeFi |
| Ethereum Liquid Staking: Cash Flow in Crypto | Feb 8, 2024 | | -- | Pro | Infrastructure · Liquid Staking |
| GovHub: October Update | Nov 8, 2023 |     +2 | -- | Pro | DAOs |
| DeFi Valuation Trends | Oct 20, 2023 | | Deep Dives | Pro | DeFi |
| DeFi Sector Brief - October 11th, 2023 | Oct 11, 2023 | | Recaps | Pro | DeFi |
| Overdone Stake | Sep 22, 2023 | | Standard Reports | Pro | Valuations · DeFi · Layer-1 |
| Ethereum's Ecosystem is Staking Up | Jun 15, 2023 | | Deep Dives | Pro | DeFi · Layer-1 |
| DeFi Brief: Maker's Endgame | May 24, 2023 |  | Standard Reports | Pro | DeFi |
| The State of LSTFi | May 23, 2023 |  | -- | Pro | Liquid Staking |
| Staking Since Shapella | May 3, 2023 | | Standard Reports | Pro | Layer-1 · DeFi |
| Governor Note: Objective-Based Liquidity Design for stETH | Mar 31, 2023 |  | Standard Reports | -- | DAOs · DeFi |
| DeFi Sector Brief: Protocol Verticalization | Mar 20, 2023 |  | Recaps | Pro | DeFi · DEX |
| DeFi Business Models: The Convergence | Feb 9, 2023 | | Standard Reports | Pro | DeFi · Valuations · Tokenomics · Stablecoins · Lending |
| ETH Liquid Staking Derivatives Primer | Jan 31, 2023 | | -- | Pro | Liquid Staking |
| DeFi Sector Brief: Frax Enters the Liquid Staking Arena | Jan 25, 2023 | | Standard Reports | Pro | DeFi |
| New Highs for Liquid Staking Derivatives | Jan 9, 2023 | | Standard Reports | Pro | Valuations |
| Analyst Note: Staking Done Well | Oct 20, 2022 | | Standard Reports | Pro | Layer-1 |
| Analyzing Leading Protocol Fundamentals | Oct 7, 2022 | | Standard Reports | Pro | DeFi · Web3 · DEX · Tokenomics · NFTs · Lending |
| Pop, Lock, and Rocket | Sep 1, 2022 | | Deep Dives | Pro | Valuations |
| Governor Note: Lido and the Race for L2 Liquidity | Aug 22, 2022 |  | Standard Reports | -- | DAOs · Layer-2 |
| Analyst Note: Revisiting Rocket Pool | Aug 12, 2022 | | Deep Dives | Pro | Layer-1 |
| Governor Note: Lido DAO’s LDO and stETH Dual Governance | Aug 2, 2022 |  | Standard Reports | -- | DeFi · DAOs |
| FLASH NOTE: Lido - Selling is Temporary, Governance is Forever | Jun 15, 2022 | | -- | Pro | DAOs |
| Liquid Staking with Lido | Jun 10, 2022 |  | Standard Reports | -- | DeFi · Protocol Overview · Macro |
| Lido: The Kingmaker of ETH Liquid Staking Derivatives | May 15, 2022 | | -- | Pro | Liquid Staking |
| The DeFi Sector Map | Apr 24, 2022 | | Deep Dives | Pro | DeFi |
| A Valuation Model for Lido DAO | Apr 21, 2022 | | Deep Dives | Pro | Valuations |
| Mapping the Terrain | Mar 24, 2022 | | Deep Dives | Pro | DeFi · Layer-1 |
| Slip Sliding Away?: ETH 2.0 Liquid Staking Discounted Ahead of Merge | Nov 22, 2021 |  | Standard Reports | Pro | DeFi |
