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Uniswap
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gm Portfolio Analysis
Why DEXs?
Protocol risk assessment is a fundamental skill when picking market winners. Here's why DEXs will form a large percentage of the gm Portfolio versus other niches.
Gaurav
Patel
May 3, 2023
•
5 min read
Analysis
Looking Closer at UniV4 Orders
UniV4 is a sophisticated protocol update capable of simplifying order book innovation. Let's speculate around what could be achieved in the near future...
MajorMotokoKusanagi
July 31, 2023
•
5 min read
Writing
Uniswap Is Not Meant to Be Consumer Facing
Very early in their history, it appears that the Uniswap team decided not to try to be the consumer-facing gateway to traders.
Gaurav
Patel
March 2, 2022
•
5 min read
Analysis
Uniswap’s Move to the Top of the Stack
The Uniswap mobile launch represents a protocol positioning shift. Putting their product into smartphones now disrupts the natural order of the defi tech stack.
Gaurav
Patel
May 24, 2023
•
5 min read
Writing
"Capital Efficiency" is Just Leverage, Part 1
In many cases “capital efficiency” is synonymous with “leverage”, whether that leverage manifests itself in an amplified risk/return profile, impermanent loss, price risk of a project token, or blowup (solvency) risk. Let’s look at a few examples where “capital efficiency” = “leverage”, and then a few actual cases of capital efficiency without increased risk profiles.
Jason
Garland
May 31, 2022
•
5 min read
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