Parallelization has been all the rage lately. About 12 L1s are building super-fast execution environments that would supposedly onboard the “next billion” users. But there’s a catch. Here is a snippet from our report https://members.delphidigital.io/reports/beyond-the-meme-of-parallelization-solving-for-state-growth

The benefits of parall

... Read more

Superstate is an asset management firm developing tokenized investment fund infrastructure.

Superstate is led by Robert Leshner, previous founder of Compound Labs. In November 2023, they raised $14M in a series A co-led by Distributed Capital and CoinFund.

The Superstate Industry Council (SIC) is a collective of institutions pushing Su

... Read more

This is a Snippet from “Solana the Modular”

MagicBlock, instead of building a general purpose rollup, is extending execution using ephemeral rollups. It is taking advantage of unique account structure of Solana – executable and non-executable accounts and PDAs (Programmatically derived addresses). Using PDAs, the execution for accounts ca

... Read more

Web2 ridesharing applications like Uber and Lyft face a significant issue: recruiting riders and drivers is very expensive.

This leads to companies charging riders more and taking over 44% of the total fare.

This system is broken for everyone: ridesharing applications profit less, drivers make less, and riders are charged more.

TRIP s

... Read more

 

Renzo has recently made two major announcements – the launch of $ezSOL and a proposal endorsed by the ACI (Aave Chan Initiative) to establish ezETH as collateral on Aave.

These announcements are a testament to the effort the Renzo team has done to establish their protocol as a prime spot for liquid restaking.

ezSOL

ezSOL is the first

... Read more

Over the last few months, Proof of Play‘s Pirate Nation has grabbed significant mindshare within the Web3 gaming sector. Led by one of the key minds behind Farmville and backed by $33M in funding, the team’s successful product-centric GTM campaign will likely impact how other Web3 teams approach their pre-TGE strategy. By strongly priorit

... Read more

Payy is attempting to solve the severe UX issue that is inhibiting crypto from being mass-adopted.

The underlying issue with the UX is that it’s too complex.

Currently, to transfer funds to someone, you need to copy their address from somewhere, open up a wallet, and make sure you have enough gas money to send the transaction. If they

... Read more

Tether recently announced a record-breaking $5.2B in profit in the first half of 2024. Tether is now on track to generate nearly double Blackrock’s 2023 earnings. For context, Blackrock is the world’s largest asset issuer. While Tether’s profitabili... Read more

Rollbit is a massive player in the online gambling sector, primarily targeting the crypto user base.

There is a very good in-depth report on Rollbit’s business here, but this post will just lay out the reasoning for why I believe the worst could be behind us.

$RLB Price Action

RLB has performed poorly over the last year, albeit with si

... Read more

Unicorn’s token UWU finally went live after months of teasing, and it can be claimed on their site for those who participated in the clawback. For those unfamiliar with Unicorn, it’s a new PoS “memechain” on cosmos – yes, memechain. In its current state, traders can trade “memecoins” on their Meme Market, but these aren’t ordinary tokens

... Read more