Avalanche Research Reports

Layer 1 / L1Market Note: INJ Ecosystem Fund Boost Has Precedent
By
Anil Lulla•
The second half of the most recent bull market, colloquially named the "double bubble," was dominated by the "L1 Wars" narrative. The initial spark was Avalanche's announcement of "Avalanche Rush," a $180M liquidity mining incentive program. The day of the Avalanche Rush announcement led to a 28% gain for the AVAX token, followed by a nearly sixfold surge in price over the subsequent three months.

NFTsMonthly Chartbook - Uncertainty Reigns Supreme Post-FTX Collapse
By
Anil Lulla•
Has anything changed on the macro front given the macro-driven bear market? This month, the answer is…we’re getting closer.

Macro & MarketsDelphi Office Hours Call (October 20th, 2022)
By
Anil Lulla•
We recently hosted our Delphi Office Hours call on October 20th.

Perpetual FuturesGMX's Success Spawns Competition, But Can They Keep Up?
By
Anil Lulla•
GMX’s success has resulted in competitors attempting to replicate it with designs inspired by GMX. Mycelium (previously TracerDAO) and MUX (previously MCDEX) are two protocols designed very similarly to GMX. Mycelium is a direct fork of the GMX codebase with some changes, while MUX is not a fork – it's using an adjusted codebase from a previous iteration of its product (MCDEX v3).

Inside DelphiFinding a Home for Labs
By
Anil Lulla•
Delphi Labs is Delphi’s protocol R&D arm, with a team of ~50 dedicated to building new Web 3 primitives. Previously, the team was focused on researching & developing protocols on Terra. In the wake of the Terra collapse, Delphi Labs was faced with a big decision regarding where to focus our builder efforts going forward.

GamingNFT Game Platforms: Through the Eyes of Founders
By
Anil Lulla•
Introduction Despite negative sentiment in recent times, the intersection between crypto and gaming continues to draw attention from traditional developers […]
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