Deelabs Crypto Advisory Firm and Private Research Powerhouse Launches Public Series with Strategic Assessment of Marinade Finance
Deelabs, an advisory firm rooted in the crypto ecosystem that actively contributes to the governance of prominent protocols such as Arbitrum, Optimism, and Ethena, has unveiled a research report entitled “An Asymmetric Bet On Solana: The Case For Marinade.” This extensive analysis positions Marinade Finance as a highly attractive asymmetric opportunity within the Solana ecosystem, underscoring its ability to attract institutional investments through a non-custodial native staking solution. Before this report, Deelabs had already garnered a strong reputation in the blockchain arena, having been acknowledged by notable industry figures like Arthur Cheong (Founder & CIO of DeFiance Capital), Andre Cronje (Co-Founder & Architect at Sonic Labs and Founder of Yearn Finance), and Zion Thomas (Ansem). The recognition has been amplified by Marinade Finance’s endorsement of the report, lending credibility to Deelabs’ analytical methods.
A representative from Deelabs commented, “Our research methodology and thesis development have been reinforced through private research projects that yielded significant insights.” They further noted, “While we will continue our private research endeavors, we are now broadening our scope to share select findings with the wider community.” Deelabs’ research division has successfully pinpointed several early-stage investment opportunities, including Virtuals at a $100 million fully diluted valuation (FDV), Aerodrome at $20 million FDV, and Coinbase at a market capitalization of $17.5 billion, affirming the effectiveness of their analytical framework. The recently published report on Marinade Finance is characterized by Deelabs as an asymmetric opportunity within the Solana ecosystem and includes a thorough examination of the protocol’s technology, operations, and market dynamics.
The research reveals critical insights: Marinade Finance commands 14% of Solana’s liquid staked tokens via mSOL and an additional 65% (267 million SOL) through its native staking mechanism, yet its low market capitalization and fully diluted valuation highlight a striking undervaluation when compared to rivals like Jito. The firm’s non-custodial native staking solution is uniquely designed to attract institutional and governmental holdings in Solana, providing enhanced security without compromising yield. Furthermore, the protocol consistently offers a higher annual percentage yield (APY) of 10.12% than its competitors, while ensuring superior security and validator distribution. Strategic initiatives such as participation in the Solana Incubator in New York and the recruitment of Hadley Stern, a former executive at Fidelity Digital Assets, demonstrate a strong focus on institutional engagement that aligns with the growing interest in Solana.
The report also discusses impending catalysts, such as the potential approval of Solana ETFs, the protocol’s current collaboration with Bitwise for European staking products, ongoing governance proposals aimed at enhancing token utility, and its strategic role within the larger Solana DeFi ecosystem. Deelabs’ successful private research efforts have attracted considerable interest from institutional investors, motivating the firm to transition towards publicizing selected research findings. As a comprehensive service provider in the cryptocurrency landscape, Deelabs delivers ecosystem development, growth marketing, research, operational support, software development, and other services to enterprises, foundations, and DAOs that are advancing within the blockchain space. The firm insists that while its research highlights intriguing initiatives and demonstrates analytical frameworks, none of the published content should be interpreted as financial advice.
About Deelabs
Deelabs is a crypto-focused agency dedicated to assisting large enterprises, foundations, and DAOs in scaling, growing, and nurturing decentralized, on-chain ecosystems. With a breadth of expertise encompassing governance, marketing, research, operations, and development, Deelabs has successfully enhanced on-chain activity, governance participation, and effective funding initiatives across various blockchain ecosystems.
