Sep 1, 2020
Haseeb Qureshi, managing partner at Dragonfly Capital, and Dan Robinson, research partner at Paradigm, discuss the explosion in decentralized exchange activity on automated market makers from $1 billion earlier this year to more than $10 billion in August.
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Episode links:
Haseeb Qureshi: https://twitter.com/hosseeb
Dan Robinson: https://twitter.com/danrobinson
Haseeb’s post on the rise of AMMs: https://medium.com/dragonfly-research/what-explains-the-rise-of-amms-7d008af1c399
Haseeb's post on how Uniswap could be un-bundled: https://medium.com/dragonfly-research/unbundling-uniswap-the-future-of-on-chain-market-making-1c7d6948d570
Dex volume: https://defiprime.com/dex-volume
Trading volume on centralized exchanges: https://www.theblockcrypto.com/genesis/74539/july-by-the-numbers-a-look-at-crypto-exchange-volumes-open-interest-and-miner-revenue
Incentivized pools: https://pools.fyi/#/?tag=incentivized
Top dexes by trading volume: https://www.coingecko.com/en/dex
Ethereum transaction fees: https://bitinfocharts.com/comparison/ethereum-transactionfees.html
Uniswap website visits 15x in July: https://messari.io/article/uniswap-total-website-visits-grew-15x-in-july
Website traffic to DeFi platforms explodes in July: https://www.theblockcrypto.com/post/74231/defi-platforms-web-traffic-july
Fees paid to various crypto projects: https://cryptofees.info
Curve reaches $1 billion in TVL: https://www.theblockcrypto.com/linked/75014/curve-becomes-third-defi-protocol-to-hit-1-billion-in-total-value-locked
The Block on dex aggregators: https://www.theblockcrypto.com/genesis/69468/dex-aggregators-user-experience
Delphi Digital on aggregators and why dexes will be like airlines: https://www.delphidigital.io/reports/dex-wars-and-aggregation-theory/
https://www.delphidigital.io/reports/are-amms-the-airlines-of-crypto/
https://twitter.com/ZeMariaMacedo/status/1298589417855168518?s=20
Mooniswap: https://www.theblockcrypto.com/linked/74454/1inch-launches-automated-market-maker-mooniswap
Yield aggregators: https://www.theblockcrypto.com/genesis/75189/defis-yield-aggregator-dao-yearn-finance
How DeFi is affecting OTC desks: https://www.theblockcrypto.com/daily/75870/defi-otc-desks-lunch
Serum on Solana: https://www.theblockcrypto.com/daily/72924/ftx-dex-serum-solana-blockchain
CRV launch: https://www.theblockcrypto.com/genesis/74921/the-story-of-the-botched-crv-launch
UMA token launch: https://www.theblockcrypto.com/genesis/63611/uma-token-sale-retrospective
Serum on Solana: https://medium.com/solana-labs/ftx-chooses-solana-for-serum-a-high-speed-non-custodial-decentralized-derivatives-exchange-c346a27c1f2b
https://www.coindesk.com/uniswap-ftx-perpetual-futures