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Delphi's Market Matters - August 2024
This live stream, exclusively for Delphi Pro subscribers, will be available right here on the member’...
1 Min
Macro & Markets
Aug 2024
Aave Attracts stETH, The Celestia Vision, & Wallet-Enabled Gaming
Chart of The Day: Aave Attracts stETH Lenders On February 28th, stETH was made available on Aave to...Chart of The Day: Aave Attracts stETH Lenders On February 28th, stETH was made available on Aave to be...
5 Min
Money Markets
Apr 2022
Getting a BIT Mantle
...approach to data availability that significantly enhances the system’s performance and scalability....Modular Data Availability Mantle Network offers a unique solution to the challenges associated with...This significantly reduces the cost of data availability and storage.
15 Min
Layer 2 / L2
Jul 2023
When Convex & Yearn Compete, Curve Wins
How long until there's no more CRV available to lock up?
4 Min
Vaults
Jun 2021
Celestia's Roadmap: $TIA Time, or is DA a Commodity?
It improves light client usability, and embeds data availability sampling into consensus. ...PoS, zkEVM, AggLayer, and Avail for DA....If you believe data availability is a commodity, that should be a death sentence for $TIA, right?...That’s the core thesis of The Accidental Computer paper: if a system guarantees data availability and...
47 Min
Layer 1 / L1
Apr 2025
A Proposed SEC Interim Safe Harbor Framework
We propose that a Qualifying Distribution include all manner of offering Tokens or making3 Tokens available...Specifically, the Initial Development Group must:○ Opt-in within 6 months of publication; ○ Be available...Disclosure Requirements: Commitment to continuous public availability of information, including source...
20 Min
Policy
Mar 2025
Bless Network: Transforming Edge Computing Through Decentralized Infrastructure
It also dynamically adjusts memory allocation according to available resources, prioritizing geographic...Network machines respond with detailed inventories of their installed functions and available capacity...And redundant state management ensures high availability even if individual nodes fail. ...
32 Min
Infrastructure
Jul 2025
Ranking NFT Platforms: A Guide For Brands
Flow and WAX are designed differently and thus don’t directly benefit from the resources and tooling available...unique (they are non-fungible after all) and because there is often less frequent / reliable pricing available...support any Ethereum wallet with minimal lift falling on the user but, since only MetaMask is currently available...
20 Min
NFT Marketplace
May 2021
Fuel Network: Engineered Playground For The Next Generation Of Apps
...performance gains going from a capacity of 600 TPS today to 5,000 TPS with Ethereum’s short term data availability...Light clients and nodes (light, full, and archive nodes) should also be active and available in the foreseeable...Options that are available include Renegade’s UTXO-based wallet design where each wallet is tied to a...
30 Min
Infrastructure
Apr 2025
Equity Perps Are Where Crypto Perps Were in 2024
...offerings, just to state that€they are€in their early days and as the equity perp basis trade becomes available...not time-weighted average. Yahoo extended hours ends ~6:30pm  overnight spreads carry forward last available...
DeFi
Mar 2026
Aptos: The Stablecoin Capital’s Yield Playbook
The following platforms represent the most attractive yield farming opportunities currently available...With 15.54% utilization on sUSDe versus 89.17% on USDC, borrowing capacity remains readily available...The $8.64 million in available sUSDe borrowing capacity and $7.25 million in available USDC provide sufficient...
24 Min
Infrastructure
Aug 2025
The Fat App Thesis: An Inflection Point in Value Accrual
...the infrastructure layer) will inevitably trend to zero – this was certainly the case with DA (data availability...In our last Scaling Paradigm report, we mentioned how DA (data availability) was becoming commoditized...DA (data availability) is trending to practically zero as we scale exponentially.
43 Min
Layer 1 / L1
Apr 2025
PrismaX: Solving the Robotics Bottleneck
PrismaX abstracts away the complexity of finding work so that teleoperators can easily see available...They invest upfront in physical robots, making their hardware available for teleoperated data-generation...force/torque and audio streams could be integrated in later stages as hardware becomes more widely available...
29 Min
AI
Aug 2025
EVM Wars: Between Giga Gas and Giga Gimmicks
If such levels of compute are readily available, at consistent and sustained prices, we could optimistically...On Data Availability & ETH Alignment One thing to make a note of is that all the L2s reaching for...giga gas throughput have opted for an external data availability solution.
13 Min
Layer 1 / L1
Mar 2025
Modular Lending: The Next Phase of DeFi Money Markets
...each market is aggregated at the vault level, resulting in users having the same withdrawal liquidity available...Blue and thus another user depositing funds to the same markets as the first user improves the funds available...This also leads to increased Liquidity available in Vault #1 by 50% from $100 to $150.
31 Min
DeFi
Apr 2024
Into the Clanker-Verse
It sources the best route available and can provide updates and tokens and price action when asked....Partnerships with g8keep and Clank.fun could help address these concerns and expand the toolset available...around Clanker ecosystem’s execution and where value will accumulate, but there is a lot of upside available...
14 Min
DeFi
Jan 2025
Do Airdrops Hurt More Than They Help?
...was generating fees comparable to Arbitrum and zkSync even though it was using Celestia as its data availability...jitoSOL is by far the biggest LST on Solana measured via the adoption of the token in DeFi and the available...The 4th Uniswap fork on the 7th Layer-2 launched this year has better real-time and publicly available...
25 Min
DeFi
Jul 2024
Enter the Dream Machine
For their tech stack, they opted for AnyTrust to handle their Data Availability (just like Arbitrum Nova..., with their own Data Availability Committee) that settles on Arbitrum One....Before the chain went live, they already had games available for users and NFT holders, which one could...
21 Min
Gaming
Jun 2024
Sui Network: Demystifying the Monolithic Contender
By integrating Pilotfish, Sui can effectively scale its execution capacity to match available hardware...Live objects are never pruned, and historical data is available via archival nodes....Walrus can also be used as a data availability layer for Layer 2s, similar to Celestia and EigenDA.
43 Min
Layer 1 / L1
Dec 2024
The Year Ahead for Infrastructure 2024
While the option for using third party DA like Celestia, Avail, some centralised data availability committee...Data Availability: Fees paid to publish to a DA layer....As more DEXs became available, there became the need for aggregators....Proof of Availability: The protocol guarantees the availability of a submitted data payload for a certain...
93 Min
Infrastructure
Dec 2023