Polygon Research Reports

DerivativesAnalyzing Leverage Ratios and Altcoin Price Movements
By
Anil Lulla•
Leverage is a double-edged sword, and is frequently misunderstood in the realm of crypto trading. While it can act as a profit multiplier for disciplined traders, it simultaneously serves as the harbinger of liquidation emails for those who do not respect it.

Layer 2 / L2zkEVMs Launch on Mainnet
By
Anil Lulla•
🔍 zkEVMs Launch on Mainnet Over the past few months, Optimism and Arbitrum have dominated the Ethereum layer-2 landscape. These […]

GamingExploring Land-Based Web3 Gameplay
By
Anil Lulla•
Blockchain-based virtual land projects garnered industry-wide attention in late 2021/early 2022. The average price per NFT plot of land hit $18k in January 2022 and total secondary trading volume reached $2B by Q3.

GamingThe State of the Polygon Gaming Ecosystem
By
Anil Lulla•
Polygon has consistently grabbed headlines with mainstream partnerships, a $450M venture raise, and a $1B investment into scaling solutions. But how has Polygon's gaming ecosystem fared?

MEVThe Year Ahead for Infrastructure
By
Anil Lulla•
A popular takeaway regarding the FTX drama has been that this was not a DeFi problem, but a TradFi one. It’s absolutely true that custody risks apply to CEXs and not DeFi. Yet, given the size of the collapse, we find it important to ask why, despite all their inherent custodial risks, CEXs continue to attract capital at such higher orders of magnitude.

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.
Access Exclusive Research
With Delphi Pro
Tap into the industry’s most comprehensive research reports and media content
on digital assets.
Be the first to discover exclusive opportunities & alpha
Understand the narratives driving the market
Build conviction with actionable, in-depth research reports
Engage with a community of leading investors & analysts