The rapid growth of the DeFi space come with an increased complexity that challenges investors and traders looking to get started in the space. Where to start? Is the value-locked a relevant metric or completely useless in some cases? How should I think about the cost of gas? This session presents a series of analytics and indicators that every DeFi investor should pay attention to. From the basic retail investor to the sophisticated trader, we focus on indicators that should be used by everyone in the DeFi space and that, surprisingly are not very easy to calculate. Finally, we will emphasize on indicators that are simple to understand and that abstract the complexities of the underlying DeFi protocols. More info on app.intotheblock.io

1. Analytics and
Indicators Every DeFi
Investor Should Pay
Attention to

2. Agenda
● Challenges and opportunities of analytics in
the DeFi market
● Some DeFi analytics that will shock you
● Intelligence & Defi

3. A quick update about ITB

4. New Customers Have Gone Live with ITB Analytics

5. 5
● DeFi analytics have been received extremely well:
https://app.intotheblock.com/insights/defi/charts
● New features to be launched in the next couple of weeks:
--Social sharing
--Data downloads
--New DeFi protocol analytics: Balancer, Aave
--New UI improvements
Some Other Updates

7. DeFi has the opportunity
of enabling the most
intelligent financial
vehicles in the history of
capital markets…

8. DeFi
Intelligence?

9. DeFi Intelligence as a Creator and Consumer of Market Intelligence
DeFi
Protocols
On-Chain
Data
Footprint
Market
Signals

10. The Dimensions of DeFi Intelligence
Single
Protocol
Intelligence
Multi-Protocol
Intelligence
CeFi-DeFi
Intelligence
Complexity
Value

11. But there are
important friction
points…

12. Challenges to Enable DeFi Market Intelligence
PROTOCOL
COMPLEXITIES
DATA VS. PROTOCOL
BEHAVIOR
MISMATCH
PROTOCOL
INTERACTIONS

13. What we shouldn’t do…

14. Avoid the Single Indicator Fallacy

15. Some Hard Lessons About DeFi Market
Intelligence
Value locked can be a
misleading metric
Different protocols require
different indicators in
order to drive actionable
intelligence
The DeFi market is highly
inefficient and
unpredictable
Weird things happen
every day

16. Some fascinating
insights about the
DeFi market…

17. Wrapped Bitcoin is an Important Indicator of DeFi Activity….

18. Value Locked and Blockchain Activity Reveal Different
Perspectives…

19. Value Locked and Lending Activity Also Reveal Different
Perspectives…

20. Gas is Important and Cheap at the Most Inconvenient Times…

21. Borrow Rates Are Remarkably Different Across DeFi
Platforms

22. And so are Lending Rates

23. Liquidity and Trading Volume In AMMs Don’t Always
go Together
Ex: Uniswap, Sushiswap

24. The Behavior of Some Liquidity Pools is Very Consistent
Ex: Uniswap

25. While Others is Far from It
Ex: Uniswap

26. Impermanent Loss is a Real Challenge
Ex: Uniswap

27. Liquidity Drops Faster than You Can Say Sushi
Ex: Sushiswap

28. DeFi Governance Tokens are Not Always the Greatest
Investment
Ex: Compound

29. DeFi Governance Tokens are Not Always the Greatest
Investment
Ex: UNI

30. Some Behaviors are Hard to Explain
Ex: Compound

31. Some Behaviors are Hard to Explain
Ex: Compound

32. Really Hard to Explain
Ex: Compound

33. Some Ideas about the future of
DeFi market intelligence….

34. From Programmability to Intelligence
Programmability Intelligence
Value

35. The Emergence of Intelligent DeFi Protocols
Intelligent AMMs
Alpha Generating Protocols
Intelligent Robo Advisors

36. 36
● The DeFi market is a gold mine of data intelligence
● No single indicator can describe a highly heterogenous market like DeFi
● Diving into the specifics of each protocol reveals fascinating insights about
the DeFi market
● Intelligence will become a first-class citizen of the next generation of DeFi
protocols
● Check out ITB DeFi Insights release at :
https://app.intotheblock.com/insights/defi/charts
Summary

37. 37
Next Webinar

38. INTRODUCING
Jesus Rodriguez
jr@intotheblock.io
medium.com/@jrodthoughts
intotheblock.com
Thank You!