Project hub

Ref Finance

5 pieces · Jun 2024 to Nov 2024 · 1 flagship

Sectors

L1/L25 DeFi3 AI2 Tooling1

Search every mention All projects and tickers

Coverage per year

52024

Start here · the strongest pieces on Ref Finance

Thesis25 Sep 2024NEAR investment thesis: user-owned AI, chain abstraction and low inflationLong thread laying out the author's NEAR thesis: AI infrastructure, Chain Signatures, high network activity, Nightshade 2.0 and a fixed 5% inflation with near fully diluted supply. Cites onchain activity share and FDV versus Solana and Tron.Data23 Oct 2024NEAR onchain growth: 7M daily txs, stablecoins near $700M, TVL up 2xWalks through NEAR's 2024 growth after its Dune listing: about 7M daily txs, stablecoin supply nearing $700M and TVL up over 2x YTD. Attributes the activity to meta transactions and consumer apps, and expects a repricing of NEAR.Breakdown18 Jun 2024NEAR DeFi ecosystem map: Burrow, LiNEAR, Meta Pool and Ref FinanceData-driven tour of NEAR's DeFi stack arguing it is undervalued. Compares TVL to token valuations: Burrow has about $200M TVL against a $5M FDV, and LiNEAR $126M TVL against a $36M mcap.

Timeline · every piece, newest first

2024 5

11 Nov 2024How to use EVM wallets on NEAR: MetaMask and Rabby setupStep-by-step guide to adding NEAR to MetaMask or Rabby, onboarding with an EVM address and receiving 10 free transactions, plus Ref Finance as a starting DEX and bridge aggregator.ExplainerL1/L2Tooling23 likes

23 Oct 2024NEAR onchain growth: 7M daily txs, stablecoins near $700M, TVL up 2xWalks through NEAR's 2024 growth after its Dune listing: about 7M daily txs, stablecoin supply nearing $700M and TVL up over 2x YTD. Attributes the activity to meta transactions and consumer apps, and expects a repricing of NEAR.DataL1/L2DeFi129 likes

25 Sep 2024NEAR investment thesis: user-owned AI, chain abstraction and low inflationLong thread laying out the author's NEAR thesis: AI infrastructure, Chain Signatures, high network activity, Nightshade 2.0 and a fixed 5% inflation with near fully diluted supply. Cites onchain activity share and FDV versus Solana and Tron.ThesisAIL1/L233 likes

19 Jul 2024NEAR ecosystem guide: TVL, stablecoins, DeFi leaders and Rainbow BridgeNEAR TVL is about $665M and rising in NEAR terms, with strong stablecoin growth led by Burrow, Linear, Meta Pool and Ref. Includes a how-to for wallets and the trustless light-client Rainbow Bridge, and notes Grayscale's decentralized AI fund includes NEAR.BreakdownL1/L2DeFiAI29 likes

18 Jun 2024NEAR DeFi ecosystem map: Burrow, LiNEAR, Meta Pool and Ref FinanceData-driven tour of NEAR's DeFi stack arguing it is undervalued. Compares TVL to token valuations: Burrow has about $200M TVL against a $5M FDV, and LiNEAR $126M TVL against a $36M mcap.BreakdownDeFiL1/L257 likes

Often covered with

NEAR Protocol73 Bittensor34

Working together

Research, campaigns and builds for deep-tech teams.

View CV A1 Research