RESEARCH THESES
Ideas worth watching.
Questions and themes shaping the BNB Chain ecosystem. These are research topics, not investment recommendations.
THESIS 01
PancakeSwap
BNB
1inch
Under observationDeFi Liquidity
Trading activity, pools and the protocols connecting liquidity on BNB Chain.
PancakeSwapBNB1inchTHESIS 02BNB
Chainlink
The Graph
Under observationBNB Chain Infrastructure
Network activity, scaling and the services that keep the chain running.
BNBChainlinkThe GraphTHESIS 03
Venus
Alpaca FinancePancakeSwap
Under observationLending & Yield
Borrowing, collateral and yield strategies throughout the ecosystem.
VenusAlpaca FinancePancakeSwapTHESIS 04
Stargate
Ethereum
Bitcoin
Under observationCross-chain Flows
Assets and liquidity moving into and out of BNB Smart Chain.
StargateEthereumBitcoinTHESIS 05
USD CoinBNBPancakeSwap
Under observationStablecoin Adoption
Dollar-denominated liquidity, payments and on-chain settlement.
USD CoinBNBPancakeSwap