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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?...Axie Infinity has stuck true to the ethos of blockchain gaming, with all data and game assets accessible...Furthermore, the team is focused on making Axie Infinity the first game to truly be owned and operated...What are Axie Infinity Shards (AXS)?
4 Min
Staking
Oct 2020
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
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...an in-depth report on Axie we’re dropping very shortly so definitely stay tuned).
3 Min
DeFi
Jun 2021
Reserve & Celo - Part 2
...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
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....Infinity Pools replicates this process to offer leverage on all asset pairs....Still, Infinity Pools lacks the luxury of an existing v2 to ease the process.
12 Min
AMM
Mar 2023
Layer 2: Rollups
In this report, we look at how the Layer 2 ecosystem is shaping up and dive into the varying rollup solutions...
1 Min
Infrastructure
Dec 2020
Infrastructure
Jun 2019
The Shift to Layer 2: A Potential Disruption Catalyst for the AMM Ecosystem
...and then encourage liquidity providers to move over from the main pool to the layer 2 equivalent....Ideally a user executing a swap on the ETH-USDC pool on Unipig (Uniswap fork on the Optimism layer 2)...Ideally as a user, regardless of whether interacting with the ETH-USDC pool on layer 1 or on layer 2,...
5 Min
Layer 2 / L2
Nov 2020
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
Finding the Fun in Fundamentals #2 - Wemade
The token briefly ran 50% ($2-$3) in the weeks leading up to release before continuing to chart a seemingly...
18 Min
Gaming
Jun 2025
Ethereum Burns, Axie's Inflection Point, DeFi Narratives
Notable Tweets Axie Infinity reduces breeding fees to 2 AXS....We’ve reduced the AXS portion of the breeding fee to 2 AXS....This is another move to demonstrate the attention and care we put into balancing the Axie economy....SLP as a percentage of the breeding fee. pic.twitter.com/5SyRBVqLCQ — Axie Infinity??
4 Min
DeFi
Aug 2021
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...To Infinity and Beyond AXS and SLP are having a great day on the back of Axie Infinity’s latest announcement...
3 Min
DeFi
Nov 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
WTF Is Anoma? Part 2: WTF Are Intent-Based Apps?
Part 2 – Applications In Part 1 we have overviewed Anoma’s intents and seen how they compare to Ethereum-style...“Part 2: WTF are intent-based apps?”...has 2 sections; First, we take a look at some existing intent-based apps across various verticals that...It has 2 modes of operation; fast and slow.
24 Min
Layer 1 / L1
Sep 2023
DeFi Roaring, Axie Soaring, and NFTs No Longer Boring
Breakout June, Explosive July Axie Infinity had a breakout month in June, earning a record $12.2 million...In the first five days of the month, Axie earned $9.2 million, or 75% of June’s entire revenue ....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
Coordination, Public Goods and Crypto (Part 2)
...mathematical demonstration of the sub-optimality of the 1p1v system in provisioning public goods, see page...
11 Min
Asset Management
Nov 2020
Coordination, Public Goods and Crypto (Part 2)
...mathematical demonstration of the sub-optimality of the 1p1v system in provisioning public goods, see page...
11 Min
Asset Management
Nov 2020