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$SUSHI

6 pieces · Jul 2021 to Sep 2023 · 2 flagship

Sectors

DeFi6 L1/L21 Ethereum1

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Coverage per year

12021

42022

12023

Price and coverage

Sushi $SUSHI

Calls: 1 bullish
Since first call, bullish: −97%
vs BTC: −99%
Now: $0.217

bullish thesis bearish thesis coverage, no call map, list or mentionShow all 6 piecesCalls onlyWeekly closes in USD, log scale, as of 23 Oct 2026. Call figures turn cyan when the price moved the way the call pointed. Each marker links to its piece.

Start here · the strongest pieces on $SUSHI

Explainer06 Sep 2023Axelar Interchain Token Service: bridge taxonomy and the wrapped token problemClassifies bridges (native, validator or oracle based, generalized message passing, liquidity networks), lists the risk categories, then explains how Axelar's ITS issues natively fungible interchain tokens instead of bridge-specific wrapped versions. Sushi is an early adopter.Explainer11 Sep 2022How constant product AMMs work: pricing, price impact and slippage mathDerives the xy=k pricing model step by step, separating quoted from transaction price, showing price impact as dx/(dx+x), and comparing a 1k ETH to wBTC trade on Uniswap versus Bitfinex.Data12 Sep 2022DeFi profitability: protocol revenue vs token emissions for DEXs and lendersApplies TradFi-style profitability analysis to DeFi, comparing protocol revenue to token emission costs. Sushi comes out profitable, Curve pays far more in emissions than it earns, and Uniswap is a special case with no protocol fee.

Timeline · every piece, newest first

2023 1

06 Sep 2023Axelar Interchain Token Service: bridge taxonomy and the wrapped token problemClassifies bridges (native, validator or oracle based, generalized message passing, liquidity networks), lists the risk categories, then explains how Axelar's ITS issues natively fungible interchain tokens instead of bridge-specific wrapped versions. Sushi is an early adopter.ExplainerL1/L2DeFi

2022 4

12 Sep 2022DEX capital efficiency: revenue to TVL across Uniswap, Sushi, Joe and peersArgues TVL alone misleads and ranks DEXs by 365-day revenue divided by average TVL. Trader Joe and SpookySwap lead while Sushi is lowest, with caveats on the simplified method.DataDeFi

12 Sep 2022DeFi profitability: protocol revenue vs token emissions for DEXs and lendersApplies TradFi-style profitability analysis to DeFi, comparing protocol revenue to token emission costs. Sushi comes out profitable, Curve pays far more in emissions than it earns, and Uniswap is a special case with no protocol fee.DataDeFi

12 Sep 2022Impermanent loss explained: derivation, formula and mitigationDerives impermanent loss for a 50/50 constant product pool: LP return scales with sqrt of the price change while holding returns the average, giving divergence loss 2*sqrt(dP)/(1+dP) minus 1. Lists mitigation via stable pools and IL insurance.ExplainerDeFi

11 Sep 2022How constant product AMMs work: pricing, price impact and slippage mathDerives the xy=k pricing model step by step, separating quoted from transaction price, showing price impact as dx/(dx+x), and comparing a 1k ETH to wBTC trade on Uniswap versus Bitfinex.ExplainerDeFiEthereum

2021 1

15 Jul 2021SushiSwap vs AMM peers: 90-day price-to-sales ratiosCompares FDV to total revenue (P/S, 90d) across AMM and DEX protocols using Token Terminal data and concludes SushiSwap looks cheap at 5.1x versus 43x to 230x for peers.ThesisDeFi

Often covered with

Uniswap27 Curve11 Token Terminal9 Axelar32 LayerZero35 Hyperlane24 Across5 Aave14

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