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Joe Wait

Joe Wait

Head of DeFi

YieldBasis Rebalancing Risks

YieldBasis Rebalancing Risks

The flash crash of Oct-10 resulted in both gains and losses for YieldBasis LPs. In this post we explain the reasons why this happened and highlight some of the risks. Key takeaways: * Between 21:00 and 22:30 UTC the pools handled over $50m in volume, making >$500k in

Does YieldBasis Benefit Curve?

Does YieldBasis Benefit Curve?

As YieldBasis prepares to scale with a proposal to raise pool caps, we investigate whether predictions about its beneficial effects for the Curve DAO hold true. In summary, we found: * Every $1 traded on YieldBasis generates at least $1.089 volume on Curve * >88% of this volume was due

Aave's Liquidators

Aave's Liquidators

Liquidators are one of DeFi's vital organs, ensuring the health of Collateralised Debt Positions (CDP) to prevent lending protocols from accumulating bad debts. In this post we use Pangea's AI and SQL Framework to dive into the data on Aave's liquidators to understand more

Under The Microscope - Aave

Under The Microscope - Aave

JP Morgan Chase, Goldman Sachs, Morgan Stanley, Deutsche Bank, HSBC - these household TradFi names all make the list as being Global Systemically Important Banks (G-SIB). With trillions of dollars of deposits and investments across the globe, these titans of finance underpin the TradFi system, providing the liquidity that drives

DeFi Heat Index

DeFi Heat Index

"If you can't take the heat, get out of the kitchen!" Unlike TradFi where credit risks are often hidden, the unparalleled transparency of DeFi allows us to gain unique insights into real-time market dynamics. Pangea enables this analysis through easy access to usable on-chain data, making

Vibe coding Aptos spreads with Pangea

Vibe coding Aptos spreads with Pangea

In this tutorial, I’ll walk you through how I used Pangea and Claude to build an app which calculates depth-of-market (DOM) quotes on Aptos and compares the spread between DEXs in real-time.

Developing Open Data

If blockchain is to be a truly decentralised technology stack, we need to decentralise the data and make it more accessible. In this article I'm going to show how easy it is to analyse blockchain data with 3 common scenarios of key trading times, MEV and arbitrage.