The DeFi Collective - November 2024 Report
Welcome to the Collectives November impact and treasury report. Fresh off the highs of the Collectives 1st birthday in October, November saw the ants continue the great work with the long-awaited launch of DeFiScan, which has been a huge success so far, with at the time of writing, 8 protocols lifting the curtain on their inner workings to be graded in front of the entire DeFi community.
Luude
The DeFi Collective - October 2024 Report
Welcome to the Collectives October impact and treasury report. October was a big month for the Collective, celebrating its 1st anniversary. What a year this has been. This was celebrated with a limited edition NFT mint with all proceeds being donated to the Collective to continue further efforts going forward. On the treasury front, October was a steady month which saw a continuation of baseline revenues held across supported L2s and mainnet.
-
Luude
The DeFi Collective - First Year Financial Report(Oct2023 - Oct2024)
The Collective has been profitable and operating fully onchain since its inception: good for the Ants, as it streamlines the accounting process. While the Collective is a non-profit Swiss-based association, it has revenues and expenses, as a regular business would. Since the treasury is one of the main sources of impact it has to support the most resilient DeFi protocols, expenses are kept in check and revenues maximized, as much as possible while remaining mission-aligned, to generate a surplus (more on this below).
TokenBrice
The DeFi Collective - September 2024 Report
Welcome to the Collectives’ September impact and treasury report. After August’s stellar performance, September revenues trended back towards the baseline of recent months with the spike of L1 revenues, driven by KEROSENE’s performance reversing however, L2 revenues picked back up to be on par with previous months.
-
Luude
BOLD Liquidity Initiative & Support Strategy
With the launch of BOLD approaching and the introduction of Liquidity Initiatives – allowing LQTY stakers to direct 25% of the protocol revenues to support the stablecoin’s liquidity, we want to present and detail the strategy the Collective envisions to deploy to support and grow BOLD’s liquidity. Although BOLD’s release is stated for Q4 of this year, we decided to publish our strategy ahead, to provide ample time for analyzing and implementing the community’s feedback.
-
TokenBrice
The DeFi Collective - August 2024 Report
Welcome to the Collectives’ August impact and treasury report. Driven by a huge increase in mainnet revenues, thanks to the market finally recognizing DYAD’s value as an innovative and capital-efficient CDP protocol, August saw the Collective generate its second top-month in terms of revenues and the best month ever in terms of earnings. The Collective’s focus on the mainnet DYAD position came just in time as L2 revenues cooled off over the month.
-
Luude
The DeFi Collective - July 2024 Report
Welcome to the Collectives’ July impact and treasury report. Following a similar trajectory to the previous months, July saw the Collective maintain healthy revenues and an increased surplus that will be recycled back into supporting mission-critical projects with their liquidity.
-
Luude
![The DeFi Collective - 3rd Quarter Summary [Q2 2024]](/images/articles/tdc-q3-summary.png)
The DeFi Collective - 3rd Quarter Summary [Q2 2024]
The Collective was born nine months ago; it’s time for its third quarterly summary. With two new hires, our first alumni, protocol reviews coming soon, and many other developments, there is much to discuss: let’s dive right in.
-
TokenBrice
The DeFi Collective - June 2024 Report
Welcome to the Collective’s June impact and treasury report. As expected, the Collective’s overall revenues continued to move lock-step with the market and contracted compared to May. However, with expenses also down, the surplus is preserved, which leaves the Collective in a comfortable position moving into July. The impact was also steady, with a renewed focus on mission-critical protocols established across all chains.
-
Luude
A deep dive in the limitations of Concentrated Liquidity
Uniswap launched its v3 in 2021. With v3, Uniswap introduced the concept of Concentrated Liquidity (CL). If you’re unfamiliar with this concept, the Uniswap Docs are the best place to learn about it.
Spicypiz
The DeFi Collective - May 2024 Report
Welcome to the Collective’s May impact and treasury report. Following the spike in March’s revenues and April’s expenses, May saw the Collective’s overall balance sheet settle to what we expect to be a baseline going forward, with revenues and expenses closing the month at more sustainable levels as the overall market consolidates sideways. Impact levels also increased with another mission-critical protocol onboarded into the colony, as shown below.
-
Luude
The DeFi Collective - April 2024 Report
Welcome to the Collective’s April impact and treasury report. At first glance, the April revenues seem significantly down compared to March, but once we dig a little deeper we will see that there is a reason for this, and most importantly the Collective’s impact levels are at an all-time high. Without further ado, let’s dive in and see what the Collective’s been cooking in April.
-
Luude
The DeFi Collective is partnering with Possum Labs
The DeFi Collective is proudly supporting Possum Labs, a DeFi platform on Arbitrum that introduces a novel method for immediately accessing upfront yield in a way that is truly sustainable and positive-sum for all parties.
-
Spicypiz
Kaskade LUSD Volume Incentivization Campaign Report
In our post announcing the Kaskade partnership, we made it clear that we were trying a new approach. We saw that opportunity as an experiment: a new innovative tool is being developed; let’s try it out and throw a small budget at it. If it works well, we might want to integrate it into our list of regular tools. If it did not, at least we would have learned something.
-
Spicypiz
![The DeFi Collective - 2nd Quarter Summary [Q1 2024]](/images/articles/tdc-q2-summary.png)
The DeFi Collective - 2nd Quarter Summary [Q1 2024]
The Collective has been active for more than six months: welcome to our second quarterly report covering the second quarter of the Collective activities from January to March 2024.
-
TokenBrice
Empowering fun & resilient finance: zoom in on the collaboration between the Collective and PoolTogether
The DeFi Collective is proud to announce a landmark collaboration with PoolTogether, marking a significant step forward in our mission to nurture the ecosystem of decentralized finance (DeFi).
-
TokenBrice
The DeFi Collective - March 2024 Report
Welcome to the Collective’s March treasury report, and it’s a good one! March saw the Collective’s liquidity-driving assets reach eye-popping heights; liquid positions rise strongly with the market, and total revenues over 2x those of February. All while expenses have been our highest since inception. With all this being said, let’s dive in to see what the best month in the Collective’s short history looks like.
-
Luude
Kaskade LUSD Volume Incentivization Campaign Launch
The DeFi collective is on a mission to support value-aligned DeFi protocols to overcome liquidity challenges using its network, expertise, and assets. In that context, we are testing an innovative approach combining liquidity supply-side and demand-side incentives.
-
TokenBrice
The DeFi Collective - February 2024 Report
Welcome to February’s monthly report for the Collective. It marks the first-ever edition where our unstoppable revenues up-only trend is not sustained, but there is a context to it: the outlook remains highly positive, so stick around to understand why!
-
TokenBrice
The DeFi Collective - January 2024 Report
Welcome to the first treasury report of the Collective for 2024, covering the month of January. This month’s edition packs two new chains where the Collective now operates, sustained growth of operations started in December, and preparations for several much anticipated DEX launches in the upcoming weeks: let’s dive in!
-
TokenBrice
![The DeFi Collective - 1st Quarter Summary [Q4 2023]](/images/articles/tdc-q1-summary.jpg)
The DeFi Collective - 1st Quarter Summary [Q4 2023]
The ants are now more than three months old: welcome to the first quarterly report of the DeFi Collective, which covers data from October 5 to December 27, 2023 - our first twelve weeks of activity.
-
TokenBrice
The DeFi Collective - December Report
Welcome to the monthly report of the Collective, covering December, a packed and record month for the ants: let’s dive in!
-
TokenBrice
The DeFi Collective - November Report
Welcome to the DeFi Collective’s second report, covering the month of November. The DeFi Collective is a Swiss nonprofit organization managing its proprietary onchain treasury to support the highest quality DeFi protocols.
-
TokenBrice
The DeFi Collective - October Report
The DeFi Collective, a non-profit association harnessing all relevant onchain & offchain means to support the most resilient DeFi protocols, was officially introduced on October 16. Core to our mission is the management of a proprietary onchain treasury, including liquidity-driving positions currently on six different chains, allowing the Collective to direct liquidity to pairs involving tokens from supported projects and harness them directly when relevant. On top of supporting projects relevant to the Collective, this activity is sustainably profitable.
-
TokenBrice
GHO Liquidity Committee: First month report
GHO, along with crvUSD, was one of the most anticipated stablecoins released this year. Tied to the Aave protocol, it provides more options for depositors to leverage their aTokens holdings. Unlike other stablecoins such as DAI or FRAX, GHO is not harnessing some devices sacrificing decentralization for peg, such as Maker’s Peg Stability Module (leading to an accumulation of centralized stablecoin as collateral) or FRAX’s AMO (which creates additional risk/centralization vectors through its controlling mutlisig).
-
TokenBrice