Top Results1745 results
In our report, we will examine the factors that contribute to depeg events, analyze each centralized...from a bank run due to a mismatch between the duration of their assets and liabilities....UST-LUNA Bank Run: UST is an algorithmic stablecoin....However, as these stablecoins are not widely used in DeFi and centralized exchanges (CEXs), we will focus...
Report
12 Min
Stablecoins
Apr 2023
...major source of UST demand, that supply will have to be absorbed by the private sector and foreign central...banks....Over 40% of US federal debt held by the public has a maturity of less than 2 years....DeFi faced a stress test, leaving questions about the ecosystem’s vulnerability to centralized risks.
Report
38 Min
Global Macro Themes
Mar 2023
One of the main access points is WEMIX PLAY, a central hub for all game-related activities....The token briefly ran 50% ($2-$3) in the weeks leading up to release before continuing to chart a seemingly...
Report
18 Min
Gaming
Jun 2025
...choosing to stake ETH, you have a variety of avenues to explore, including liquid staking protocols, centralized...EL rewards since the Merge))
AWS Region affects pricing, we will be using US West (Oregon) us-west-2...Furthermore, its centralized structure represents a vulnerability, as it constitutes a single point of...
Report
16 Min
Liquid Staking
Jun 2023
So, going over a few expiry prices:
$2 SUSHI: holders would redeem for 25 SUSHI/100 range tokens, worth...For example, if a token is trading @ $8 on secondary and a 2 year call with a strike of $25 is worth...who had their balances drawn on are still earning 10% even though new offers have come in since at 2%...
Report
24 Min
DAO
Jun 2022
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.
Report
24 Min
Layer 1 / L1
Sep 2023
...holdings: use an illiquid product like Sovryn on Rootstock, wrap their Bitcoin and send it to Ethereum (centrally...woes of Sovryn, minimal subsequent functionality of the loan with THORChain, and counterparty risk/centralization...In the end, it’s reasonable to assume this cohort of users actually trusts centralized businesses like...
Report
47 Min
Layer 1 / L1
Jan 2024
Exchange – Bridging Aggregator
StarGate – Multi-network bridge for Stablecoins
Hop Protocol – Layer-2...DAO Banking: Beyond Tokens
[Excerpt from a Delphi Pro Report]
Since DeFi started taking off in 2020...A thread🧵
— Jaran Mellerud (@JMellerud) June 27, 2022
Arbitrum Odyssey Week 2
Arbitrum Odyssey:...
Report
6 Min
Lending / Borrowing
Jun 2022
DAO Banking: Beyond Tokens
[Excerpt from a Delphi Pro Report]
The first major instance of a DAO financing...So, going over a few expiry prices:
$2 SUSHI: holders would redeem for 25 SUSHI/100 range tokens, worth...For example, if a token is trading @ $8 on secondary and a 2 year call with a strike of $25 is worth...
Report
10 Min
Layer 1 / L1
Jul 2022
Axie floor prices increased from 0.03 ETH to around ~0.066 ETH, and MEO 2 Axie prices rose from 0.084...flat throughout the month while Mystic 1 Axie floor price grew from 5.5 ETH to 9.99 ETH and Mystic 2...
Report
9 Min
Games
Jul 2021
Internet Game is an interactive entertainment platform that is launching its Season 2, titled “Bear Market...There are 2 parts to the games....Part 2 is a live finale with 3 multi-player games hosted by Gmoney & Leah Lamarr....Key issues faced by BendDAO in the past week:
A “Bank run” on the ETH deposit contract happened a few...
Report
11 Min
NFTs
Aug 2022
Infrastructure
Jun 2019
In this report, we look at how the Layer 2 ecosystem is shaping up and dive into the varying rollup solutions...
Report
1 Min
Infrastructure
Dec 2020
Macro & Markets
Jun 2019
...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″]...
Report
1 Min
DeFi
May 2020
...high level numbers as of the mid-May (the 18th to be exact):
And now (July 28):
In just over 2...World App users grew 16% from 26.7M to 30.9M, maintaining the ~2:1 ratio between app downloads and completed...For now, the gap between user demand (evidenced by the 2:1 app-to-verification ratio) and Orb availability...
Alpha Insight
6 Min
Artificial Intelligence
Jul 2025
...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,...
Report
5 Min
Layer 2 / L2
Nov 2020
Unlike the majority of social technologies that came before it, it does not rely on centralized entities...Donations by individuals are matched by a central pool (in this case the Ethereum Foundation) according...Central funders may want to fund public goods but not know which are worth funding.
Report
11 Min
Asset Management
Nov 2020
Unlike the majority of social technologies that came before it, it does not rely on centralized entities...Donations by individuals are matched by a central pool (in this case the Ethereum Foundation) according...Central funders may want to fund public goods but not know which are worth funding.
Report
11 Min
Asset Management
Nov 2020
...can now be framed not just as a tech-forward bet, but as a play on global capital system evolution.
2....Since 2020, the entire market has been repriced by central banks....But Bitcoin is not just like a bank – it is a bank, and a reserve, in a single unified architecture....Their reserves are held in USD, T-bills, and central bank deposits.
Alpha Insight
10 Min
Macro & Markets
Jul 2025