GPT-3 TL;DR: DeFi is exploding and, like many other "new asset" markets, will experience substantial volatility. DEXs and AMMs will likely be some of the largest movers in the space. There's a clear market for DeFi protocols. Curve, Balancer, and Uniswap are all three leading protocols in that market and are fundamentally different systems with unique strengths and weaknesses. They provide the mechanism for liquidity pools to function on the blockchain, providing decentralized trustless banking and exchange. These protocols provide a large gross revenue opportunity and are trading at a highly discounted valuation.
We're planning to build a digital asset (cryptocurrency) thesis model and analysis. Stay tuned for probability explanations of digital asset ideas.