GMX Research Reports

Perpetual FuturesGains Network Gains Ground
By
Anil Lulla•
Arbitrum’s DeFi ecosystem is starting to look strong. Arbitrum-native projects such as GMX have outperformed during the bear cycle and rekindled the spirit of experimentation and composability. Arbitrum is now luring established projects on other chains to develop a presence there.

AMMFrom 1 to 100: What the Future Holds for DEXs
By
Anil Lulla•
The issues that plagued centralized exchanges (CEX) in their infancy have still not been eradicated. In the grand scheme of things, we’ve made some vast improvements to CEX performance. Some are better than others, but every subsequent collapse in the industry gets bigger and more bizarre.

Macro & MarketsDelphi Office Hours Call (January 5th, 2023)
By
Anil Lulla•
Join us as we discuss the most important themes, narratives, and projects to look for in 2023.

Macro & MarketsDelphi Office Hours Call (December 15th, 2022)
By
Anil Lulla•
Join us as we discuss the recent CPI print, concentration of volume in DEXs and NFTs, daily active users of prominent dApps, the veToken model, and more.

Asset ManagementThe Curious Case of Token Unlocks
By
Anil Lulla•
Tokens are an integral part of crypto projects. Over the years, the way token economies are designed has changed considerably, becoming increasingly complex. They can help a good project prosper but fail to uphold inferior products.

Macro & MarketsDelphi Office Hours Call (November 3rd, 2022)
By
Anil Lulla•
Join us for a discussion on Meta's NFT partnerships, GMX dashboard insights, Art Gobblers, and Bitcoin miner BTC holdings.
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