| Report | Date↓ | Authors | Type | Subscription Tier | Tags |
|---|---|---|---|---|---|
| State of DeFi Q3 2024 | Oct 10, 2024 |  | Recaps | Pro | DeFi |
| MakerDAO: Rebranding, (Nearly) Fully Diluted, Launching SubDAOs, In Its Lane | Aug 6, 2024 |  | -- | Pro | Lending · DeFi |
| State of DeFi Q2 2024 | Aug 1, 2024 |  | Recaps | Pro | DeFi |
| Narrative Games: Part 1 | Jun 18, 2024 |  | Standard Reports | Pro | DeFi · Yield Farming · Liquid Staking |
| Discovering the Next DeFi Yield Meta | May 23, 2024 | | Standard Reports | Pro | DeFi · Yield Farming |
| Welcome to the Real World | Apr 30, 2024 | | Standard Reports | Pro | DeFi |
| State of DeFi Q1 2024 | Apr 18, 2024 | | Standard Reports | Pro | DeFi |
| MakerDAO: Organic Demand Doesn’t Grow on Trees | Mar 11, 2024 |  | -- | Pro | Stablecoins · DAOs · Lending |
| State of DeFi January 2024 | Feb 14, 2024 | | Deep Dives | Pro | DeFi |
| 2024 Theses | Jan 18, 2024 |   +4 | -- | Pro | Gaming |
| MakerDAO: Cash Flow Machine | Jan 11, 2024 |  | -- | Pro | -- |
| Debt Analysis | Dec 28, 2023 | | Deep Dives | Pro | Lending |
| DeFi Valuation Trends | Oct 20, 2023 | | Deep Dives | Pro | DeFi |
| DeFi Sector Brief - October 11th, 2023 | Oct 11, 2023 | | Recaps | Pro | DeFi |
| DeFi Sector Brief - September 12th, 2023 | Sep 12, 2023 |  | Recaps | Pro | DeFi |
| Gov Hub: September Update | Sep 12, 2023 |  | -- | Pro | -- |
| MakerDAO's 12M Financial Outlook & Valuation: Balancing Growth Against Costs | Aug 24, 2023 | | -- | Pro | -- |
| Maker Mistaker | Aug 17, 2023 | | Standard Reports | Pro | Valuations · DeFi · Stablecoins |
| DeFi Sector Brief: PayPal, Curve, and Maker | Aug 14, 2023 | | Recaps | Pro | DeFi |
| GovHub: August Update | Aug 10, 2023 |  | -- | Pro | DAOs · Interoperability |
| MakerDAO: The Endgame is Where Small Advantages Lead to Checkmates | Aug 3, 2023 | | -- | Pro | -- |
| Meet Your Maker | Jul 26, 2023 | | Standard Reports | Pro | DeFi · Stablecoins · Valuations |
| 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 |
| DeFi Brief: Maker's Endgame | May 24, 2023 | | Standard Reports | Pro | DeFi |
| Weekly Recap: Remilia NFTs, Maker's Spark & More | May 12, 2023 | | Recaps | Pro | NFTs · DeFi · Macro · Web3 |
| DeFi Sector Brief: Protocol Verticalization | Mar 20, 2023 |  | Recaps | Pro | DeFi · DEX |
| Weekly Recap: Arbitrum Airdrop, Maker RWA Vaults, and Lens | Mar 17, 2023 | | Recaps | Pro | DeFi · Layer-2 · Social Media · DEX · Web3 |
| DeFi Implications Following USDC Depeg | Mar 13, 2023 | | Standard Reports | Pro | DeFi · Stablecoins |
| Jump Executes Counter Exploit Against Wormhole Exploiter | Feb 24, 2023 |  | -- | -- | -- |
| Maker's Money Market | Feb 22, 2023 |  | Standard Reports | Pro | DeFi · Stablecoins |
| State of Maker Q4 2022 | Feb 12, 2023 |   | Quarterly Reports | -- | DeFi · Quarterly Reports |
| DeFi Business Models: The Convergence | Feb 9, 2023 | | Standard Reports | Pro | DeFi · Valuations · Tokenomics · Stablecoins · Lending |
| 2023 Theses - Part 2 | Jan 12, 2023 | +1 | -- | Pro | Stablecoins · NFTs · Interoperability · Gaming · DEX |
| Bi-Weekly Recap: Nov. 26 – Dec. 9, 2022 | Dec 9, 2022 |  | Recaps | Pro | -- |
| MakerDAO Governance Update: PSM Deployment and MetaDAOs | Nov 1, 2022 | | -- | Pro | DeFi · DAOs |
| State of Maker Q3 2022 | Oct 12, 2022 | | Quarterly Reports | -- | Quarterly Reports · DeFi · Stablecoins |
| Analyzing Leading Protocol Fundamentals | Oct 7, 2022 | | Standard Reports | Pro | DeFi · Web3 · DEX · Tokenomics · NFTs · Lending |
| Governor Note: Coinbase USDC Institutional Rewards for MakerDAO | Sep 12, 2022 |  | Standard Reports | -- | DAOs · Stablecoins |
| The Bear Necessities: 7 Trends and Theses Part 1 | Aug 25, 2022 | | Deep Dives | Pro | DeFi · Valuations · Web3 |
| State of Maker Q2 2022 | Jul 27, 2022 | | Quarterly Reports | -- | Quarterly Reports · DeFi · Stablecoins |
| MakerDAO Update: Governance Battles and Real World Assets | Jul 22, 2022 | | -- | Pro | DeFi · DAOs |
| MakerDAO's Dive into Real World Assets | Jul 22, 2022 | | Standard Reports | Pro | DeFi · Lending |
| 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 |
| MakerDAO Valuation | Aug 5, 2021 |  | Standard Reports | -- | Valuations · Stablecoins · Lending · Tokenomics · DeFi |
| The Optimism Ecosystem | Jun 23, 2021 |  | Deep Dives | Pro | Layer-2 |
| DeFi Metrics That Matter for a Price Recovery: Fundamental Analysis | Jun 11, 2021 |  | Standard Reports | Pro | DeFi · DEX · Valuations · Lending |
| Alpha Finance Lab | May 11, 2021 |  | -- | Pro | Lending · Yield Farming · DeFi |
| Messari Screener Fund Analysis: Examining The Liquid Portfolios of Top Crypto Funds | Apr 27, 2021 |  | -- | Pro | Fundraising |
| An Overview of DeFi Price Oracles | Apr 26, 2021 |  | Standard Reports | Pro | DeFi |
| Weekly Performance Recap Ending April 22nd | Apr 23, 2021 |  | -- | -- | -- |
| Analyzing the Crypto Exchange Pump Phenomenon | Mar 31, 2021 | | -- | Pro | Centralized Exchanges |
| DeFi Exposure for the Institutional Investor | Mar 2, 2021 |  | -- | Pro | DeFi |
| How DeFi Exploits Impact Price and TVL | Feb 22, 2021 | | -- | Pro | Yield Farming · DeFi · Lending |
| A Closer Look at DeFi Lending Valuations | Feb 17, 2021 | | -- | Pro | Valuations · DeFi · Lending · Yield Farming |
| Messari Daily Brief Feb. 2, 2021 - DeFi Will Eat JPMorgan | Feb 2, 2021 |  | -- | -- | DeFi |
| Investing Like a Crypto Venture Capitalist: Placeholder Ventures | Jan 22, 2021 | | -- | Pro | -- |
| Messari Daily Brief Jan. 14, 2021 - Crypto IPO Froth Fest | Jan 14, 2021 |  | -- | -- | -- |
| 2020 Sector Performance Review | Jan 12, 2021 | | -- | Pro | Layer-1 · Centralized Exchanges · DeFi · DEX |
