Top Results1265 results
zkVerify Memo: Integration Flow, Potential Markets, and Token Economics
We will discuss the high level operations of zkVerify, potential target markets, and dive into the protocol...Potential Markets Unlike other standalone chains, zkVerify does not have smart contract capabilities....zkVerify’s improved operation flow for zero-knowledge proof (ZKP) verification and highlights potential markets...
22 Min
Infrastructure
Apr 2025
Market Musings - April Showers… May Flowers? - Macro & Markets May 2025
, including bitcoin and crypto markets more broadly....As we’ve noted in prior reports, one of the biggest headwinds for markets entering the year was nearly...This trend is already putting strain onto global bond markets....These companies blend capital markets access with digital asset exposure.
25 Min
Macro & Markets
Jun 2025
The Year Ahead for Markets 2025
In other words, optimism will return to crypto markets....This was our chart from the Markets Year Ahead 2024 report....At the time, SOL was still pretty downbad and unloved by markets....What’s the bear case to our outlook for risk markets?...This would undoubtedly weigh on risk asset markets....Our Year Ahead for Markets - 2025 does just that.
90 Min
Macro & Markets
Dec 2024
Markets Will Save The World
The core problem is that illiquid markets = inefficient markets....Prediction markets do something similar for markets....Prediction markets are passive....Why should we trust markets?...Decision markets are essentially parallel markets for governance tokens.
66 Min
DeFi
Oct 2024
Market Musings - Game Time For Crypto Markets
This week we focus almost entirely on crypto markets (with a bit of TradFi)....The rally in crypto markets over the last several weeks seems to be supporting this as well....It is easy to get caught up in the shorter timeframes and minutia of markets....Markets Will Save The World (Delphi Research) This report highlights how prediction markets and futarchy...
16 Min
Macro & Markets
Oct 2024
Yapster: Sleeping Giant of the Internet Capital Markets Meta?
Internet capital markets (ICM) is the new narrative taking CT by storm....“internet capital markets” bro they are literally just memecoins pic.twitter.com/tnm7j4OIzv — Steve (...TL;DR: Internet capital markets appears to be a hollow narrative....It has an intuitive connection to the internet capital markets brand and offers strong r/r relative to...
5 Min
DeFi
May 2025
Plume × Royco Genesis Incentives – Day-1 Yield Markets
...morning and will be distributing 150 million liquid, non-dilutive $PLUME via Royco’s Incentived-Action Markets...It’s simple:  Protocols (Nest, Rooster, Solera, Tempest, etc.) have already created Royco markets that...And, Plume has allocated additional $PLUME token incentives for each of these markets....the highest risk-adjusted yield between markets. ...
4 Min
DeFi
Jun 2025
Market Musings - A Tale of Two Markets
Everyone cheered and markets rallied....Where does that leave markets today?...On one hand, TradFi markets look generally fine....in crypto markets to continue....Spot markets and futures markets are distinctly different and equally important to monitor with respect...turned into a tale of two markets.
12 Min
Macro & Markets
Sep 2024
Where Do Markets Go From Here?
Quinn Thompson (founder & CIO of Lekker) & Kevin give their takes on current financial conditions and the treasury market, with parallels being drawn to March 2023. If you haven’t had the chan...
1 Min
Macro & Markets
Apr 2025
State of Crypto Markets - Crypto Insider Talks (Apr. 2025)
AI Summary Market Overview Markets showing positive momentum with green candles despite recent volatility...happening after Liberation Day and tariff effects Recent tech earnings came in better than expected, giving markets...
2 Min
Macro & Markets
May 2025
Global Markets Are One Giant Carry Trade
...headwinds from Trumps tariff policies have further added fuel to the uncertainty for risk-on assets as markets...During last year’s unwind we caught wind of what this could mean for broader global markets....https://www.statista.com/statistics/246420/major-foreign-holders-of-us-treasury-debt/ Global Markets...
6 Min
Global Macro Themes
Apr 2025
A New Framework For Understanding Moats In Crypto Markets
...crypto investors, I would argue the concept of a moat is even more important in the context of crypto markets...The ability to fork apps and protocols implies that barriers to entry are implicitly lower in crypto markets...While we have numerous precedents and heuristics for understanding moats in traditional markets, we lack...
36 Min
DeFi
Aug 2024
Symbiotic Markets: Present Realities & Future Paths
...risks by designing decentralized ownership models, crypto-based revenue-sharing systems, and labor markets...productivity gains, fostering open economic participation, and expanding access to innovation across global markets...
9 Min
Artificial Intelligence
Feb 2025
Finding the Fun in Fundamentals #2 - Wemade
Not surprisingly, MIR4 generates nearly half of its revenue from Asia (excluding Korea and China)....Night Crows skews even more toward Asia at 73%....These include restructuring the WEMIX business, expanding efforts in international token markets, and...their IP, expanding the MIR series across multiple games, and securing lucrative licensing deals in markets...
18 Min
Gaming
Jun 2025
Programmable Asset Ledgers Will Eat The World
Lack of active secondary markets: These assets also lack a canonical secondary markets akin to NYSE for..., these markets generally function off in-flexible bilateral agreements....markets have inherently low supply-side barriers to entry....Composability: Blockchains enable other derivative markets to exist on top of these markets which fosters...
25 Min
DeFi
Mar 2025
ZKsync & Elastic Network's Q1 Wrapped: Ecosystem & Development Highlights
...decision-making and real-time data processing include gaming, gambling, DAO & futarchy, prediction markets...powered by the ZK stack, targeting SEA Goal: bridge the gap between TradFi & Crypto in Southeast Asia...
19 Min
Infrastructure
May 2025
Delphi's Monthly Markets Webinar - May 2024
Hey Delphi Community, Join the Macro & Markets team this Friday (5/17) from 11am ET – 12PM ET for...Last month, crypto markets were in a rough spot....Where do markets go from here? Are bulls out of the woods? Don’t miss this month’s conversation!...Hey Delphi Community, Join the Macro & Markets team this Friday (5/17) from 11am ET – 12PM ET for...
1 Min
Macro & Markets
May 2024
Omar Shakeeb & Oleg Ivanov: Signals from the Secondary Market
Digital and SecondLane, in which experts discuss and aim to shed light on the opaque world of secondary markets...of this collaboration is to educate the industry as part of a broader research series on secondary markets..., exploring their function, mechanics, and impact on spot markets.
1 Min
Macro & Markets
Apr 2025
Delphi's Monthly Markets Webinar - April 2024
Hey Delphi Community,  Join the Macro & Markets team this Wednesday (4/17) from 11am ET – 12PM ET...Hey Delphi Community,  Join the Macro & Markets team this Wednesday (4/17) from 11am ET – 12PM ET...
1 Min
Macro & Markets
Apr 2024
Pendle Launches Berachain Markets
Pendle launched two markets today for Berachain: liquidBeraBTC (10 Apr 2025) and liquidBeraETH (10 Apr...
1 Min
DeFi
Jan 2025