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Axie Trends Toward Infinity
Axie Infinity has increasingly captured the attention of the crypto world....In fact, Axie Infinity has generated more revenue than Bitcoin in the trailing 30D, at ~$52m and ~$42m...and Part 2....Since June 28th, the overall Axie floor rose from 0.066 ETH to 0.16 ETH (+246%), MEO 2 from 0.22 ETH...
7 Min
Games
Jul 2021
Axie Part 2 - Gamer Economics
In part one of this report series, we analyzed the strong fundamentals of Axie Infinity, one of the fastest...Axie floor prices increased from 0.03 ETH to around ~0.066 ETH, and MEO 2 Axie prices rose from 0.084...from 5.5 ETH to 9.99 ETH and Mystic 2 Axie floor price grew from 19.52 ETH to 30 ETH. ...
9 Min
Games
Jul 2021
Axie Infinity Announces Delphi-Designed $AXS Governance Token
What is Axie Infinity?...Furthermore, the team is focused on making Axie Infinity the first game to truly be owned and operated...What are Axie Infinity Shards (AXS)?...Late last year, Delphi Digital was contracted to help structure Axie Infinity’s ERC 20 governance token...
4 Min
Staking
Oct 2020
Stablecoins In Smart Contracts, Axie Infinity Explodes, Uniswap Grows DEX Dominance
Axie Infinity Flips DeFi In Google Volume ?...Axie Infinity and its innovative play-to-earn model are taking the world by storm....Google searches for Axie Infinity is following a parabolic trajectory and has flipped DeFi searches in...June 2020.
3 Min
DeFi
Jun 2021
Voyager Files for Bankruptcy, Axie Infinity Land Staking, State of the NFT Market
ETH Farms, Optimism Liquidity & Virtual Land Staking [Excerpt from a Delphi Insights Report] Axie...Infinity is a game universe filled with fascinating creatures (“Axies”) that players can collect as...Players aim to battle, breed, collect, raise and build kingdoms for their Axies.
5 Min
Spot Exchange
Jul 2022
Are Infinity Pools the Next Big Speculation Primitive?
This is where Infinity Pools comes in....Infinity Pools ELI10 Infinity Pools is a leverage trading DEX launching on testnet in March....Narrow tick ranges allow for higher leverage. 2,000x leverage will be easily accessible on Infinity Pools...Uniswap v3 did not make up the majority of Uniswap’s total TVL until January 2022.
12 Min
AMM
Mar 2023
Reserve & Celo - Part 2
[pdf-embedder url=”https://storage.googleapis.com/members-portal-bucket/uploads/2020/07/Research-Report-Reserve-Celo-Part...-2-5-31-2020.pdf” title=”Research Report – Reserve & Celo – Part 2 – 5 31 2020″]...
1 Min
DeFi
May 2020
Ronin: Calm Before The Storm, As Axie Origin Approaches
Ronin is Sky Mavis’ answer to Axie Infinity’s scaling problem....Infinity....From the Katana launch, 10% of the RON supply was distributed to liquidity providers in 2 pools over...Axie Infinity: Project K (Land) is another project in the works.
11 Min
Layer 2 / L2
Mar 2022
Axie's New DEX and a DeFi Update
To Infinity and Beyond AXS and SLP are having a great day on the back of Axie Infinity’s latest announcement...This sequence of events caused a quick 25% dip in Aave’s liquidity....First possible date for approval (barring SEC extensions) is Dec 24....(@iamRahul20x) November 3, 2021 Travala now accepts UST .
3 Min
DeFi
Nov 2021
Axie's Growth & The Potential of Gaming Tokens
Axie Infinity, Illuvium and Yield Guild Games are all great examples of this in our portfolio....In this Daily, I’ll reiterate why and give an update on the recent growth we’ve seen in Axie Infinity...Axie Growth Update  AXS is entitled to the various revenue streams of the Axie ecosystem, which are...
3 Min
NFTs & Gaming
Apr 2021
Axie Part 1 - Fundamentals That Can't Be Overlooked
Axie Infinity is the digital battle pet game taking the world by storm....However, since the Ronin launch 2 months ago, breeding fees have grown to account for over 50% of total...Users now pay the same amount of SLP, but instead of forking out the cost of ETH for gas, they spend 2..., which they’ve actually just raised from 2 AXS to 4 AXS.
12 Min
Games
Jul 2021
Ethereum Burns, Axie's Inflection Point, DeFi Narratives
Axie had a record breaking month in July — not only in terms of price, but also in pocketing over $200m...Notable Tweets Axie Infinity reduces breeding fees to 2 AXS....We’ve reduced the AXS portion of the breeding fee to 2 AXS....SLP as a percentage of the breeding fee. pic.twitter.com/5SyRBVqLCQ — Axie Infinity??
4 Min
DeFi
Aug 2021
DeFi Roaring, Axie Soaring, and NFTs No Longer Boring
DeFi’s Overdue Bounce Since hitting their lows on June 24, DeFi tokens are enjoying a strong bounce....Breakout June, Explosive July Axie Infinity had a breakout month in June, earning a record $12.2 million...Per this growth trajectory, Axie’s expected revenue in July is a whopping $55 million....if you’re twitter profile picture is an Axie.  ...
3 Min
DeFi
Jul 2021
Axie Rarity & Utility Calculator v1.0
Axie Rarity & Utility Calculator – Delphi v1.0 If you’re looking for additional tools, we recommend...the following links: Axie World Tools Axie Marketplace Axie Wiki...designed this tool to help our Institutional+ members quickly compare the rarity of different Mystic Axies...
1 Min
NFTs & Gaming
Sep 2020
Layer 2: Rollups
In this report, we look at how the Layer 2 ecosystem is shaping up and dive into the varying rollup solutions...In order to unlock the next phase of growth, the scaling torch has been passed over to Layer 2s, led...
1 Min
Infrastructure
Dec 2020
Axie Core Leads to Spike in Transaction Volume
...in 2023....🎮 Axie Core Leads to Spike in Transaction Volume Axie transaction volume spiked 1,061% to hit $10.5M...on Dec. 5, 2022 as the gaming project revealed “Axie Core.”...This includes the value of all dapp transactions for Axie Infinity.
4 Min
NFTs & Gaming
Dec 2022
Metaverse Movers, Axie Econ, & Post-Euphoria Market Structure
Axie’s Economic Overhang Axie Infinity is the largest crypto-native game, but there are a few important...In order to play the game, you need 3 Axies....AXS is also required to breed Axies, and its price has increased over 20x over just the last four months...https://t.co/mUdpYJSDq0 — vitalik.eth (@VitalikButerin) November 1, 2021...
4 Min
NFTs & Gaming
Nov 2021
NFTs on SOL and AVAX, Axie DAUs, & Daniele's Fall
SLP’s Hyperinflation Axie Infinity has been affected by the hyperinflation of SLP, a result of a high...Axie Infinity DAU Declines on Cheap SLP As previously mentioned, the SLP hyperinflation was mainly...due to the explosive growth of Axie Infinity....(@cryptounfolded) Feburary 2, 2022...
3 Min
NFTs
Feb 2022
Infrastructure
Jun 2019
Finding the Fun in Fundamentals #2 - Wemade
From 2019 to 2024, gross revenue grew from ₩113.6 billion ($87 million) to ₩711.9 billion ($547 million...However, even after recording a ₩308.1 billion ($237 million) net profit in 2021, the company posted...steep losses in 2022 and 2023, at -₩185.8 billion (-$143 million) and -₩206.7 billion (-$159 million)...
18 Min
Gaming
Jun 2025