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DeAI III: Composable Compute
Part 1 – The Tower & the Square Part 2 – Seizing the Means of Production (Infrastructure) Part 3 – Composable...However, as industries mature, modular value chains often take share through standardization, composability...The test of composable compute....In many ways, this would be the crowning achievement of composable compute – arguably the mission of...
39 Min
Artificial Intelligence
Aug 2024
Hop Protocol - A Hare, or a Tortoise?
Rollups and Composability Rollups allow Ethereum to scale by moving the execution of transactions to...of ETH to Arbitrum, which would have a different risk profile from ETH on Arbitrum and lose out on composability...Rollups and Composability Rollups allow Ethereum to scale by moving the execution of transactions to...
26 Min
Bridges
May 2022
Cosmos: The Evolution of IBC
The benefit is synchronous composability, the tradeoff being larger state growth and more expensive to...The ecosystem is composed of a variety of chains/zones covering different use-cases, but still lacks...and scalability, but it has a tradeoff, and that is synchronous composability: interactions between...But how many apps actually require synchronous composability?
23 Min
Layer 1 / L1
Jul 2022
Gains Network Gains Ground
...such as GMX have outperformed during the bear cycle and rekindled the spirit of experimentation and composability...
11 Min
Perpetual Futures
Feb 2023
How “Oracle-less Primitives” Are Rearchitecting DeFi
Oracle-less primitives” are aiming to revive foundational tenets such as decentralization, trustlessness and composability...Ajna pools exist in unique pairs composed of “quote tokens” and “collateral tokens”.
28 Min
DeFi
Mar 2024
Sui's Q1 Wrapped: BitcoinFi, MEV, and Scaling
In parallel, Move VM 2.0 delivers notable execution improvements via advanced composability, arena-based...Every transfer hits shared state, which blocks parallelism and ties composability to contract-specific...It’s cleaner to build with and unlocks object-level fee markets, isolation, and composability without...
13 Min
Infrastructure
Apr 2025
Superchain and the Monolithic Experience
All these things become extremely hard without composability....However, it is possible to retain composability across chains....Asynchronous Composability: This is the most common method of composability right now....Everything we have explored so far offers asynchronous composability....Break synchronous composability to perform arbitrage themselves.
67 Min
Layer 2 / L2
May 2024
A Primer for Fully On-Chain Games
Many of the most attractive properties of a blockchain-based architecture (permissionless composability...Under these prerequisites, on-chain games unlock a number of defining features, such as interoperable/composable...However, the inherent composability and interoperable nature of AWs leaves many hopeful that this influx...
29 Min
Gaming
Jun 2023
The Fat App Thesis: An Inflection Point in Value Accrual
Competing with Celestia The modularization and increasing composability of blockchains has only accelerated...of relevance in a world where demand aggregates around whichever infrastructure offers hyperscale, composability...It’ll be driven by focused, composable applications that prioritize usage over architecture, and sustainability...
43 Min
Layer 1 / L1
Apr 2025
Shortcuts To Scale: How Enso Seeks To Reshape dApp Development
On the other hand, composability is often hailed as a cornerstone of crypto and DeFi, promising seamless...Security risks further erode trust, as composable systems amplify vulnerabilities; a single exploit in...The promise of “permissionless composability” often ends up as a technical hurdle in practice.
31 Min
Infrastructure
May 2025
Solana the Modular
Some of them are: MagicBlock uses custom bare metal validators co-located near users with composable...Ephemeral rollups to achieve 4-10ms latencies for games and composability with the main chain....This means they can choose which parts of the application to keep composable with the security of the...
50 Min
Layer 2 / L2
Aug 2024
Market Musings - ETF Flows Shine As BTC Flirts With Range Highs
Contango: A Forward-looking Approach to Leverage (Delphi Creative) Composability is DeFi’s greatest strength...Harnessing composability will be one of the best ways to capture value moving forward.
9 Min
Macro & Markets
Jun 2024
Market Musings - Eternal Chop
What We’re Reading DeAI III: Composable Compute (Delphi Research) As software creation moves from talented...novel orchestration algorithms, applications underpinned by open source models and an end vision of composable...The test of composable compute.
10 Min
Macro & Markets
Aug 2024
Intuition Protocol: Building the Internet’s Trust Layer
That is the gap Intuition Protocol is designed to close: a public, portable, and composable trust layer...Taking what prediction markets do well and layering on the composability we love from DeFi, so you can...This makes information truly composable and interoperable. ...The above approach connects directly with Web3’s superpower: composability.
26 Min
Infrastructure
Sep 2025
Contango: A Forward-looking Approach to Leverage
Introduction Composability is DeFi’s greatest strength....Harnessing composability will be one of the best ways to capture value moving forward....Contango is purpose-built for the evolving lending landscape, and fits nicely into the composability...
13 Min
DeFi
Jun 2024
Based Rollups: The New ETH Alignment
PART l Fragmentation and Composability The Ethereum roadmap is not static and has changed a lot over...Giving up ecosystem diversity for the sake of composability is not without tradeoffs, but we’ll get to...Universal Synchronous Composability (USC) USC is the ability for one rollup to have access to the state...
42 Min
Infrastructure
Mar 2024
Are Infinity Pools the Next Big Speculation Primitive?
Crypto leverage trading therefore lacks the composability and permissionless nature of other DeFi products...This forfeits the composability that makes options such a powerful tool. dYdX creates a CEX-like experience...off-chain matching engine. dYdX has been the dominant leverage trading DEX to date, but it lacks the composability...
12 Min
AMM
Mar 2023
The Revival of MakerDAO: Unpacking The MKR Thesis
Maker’s assets on the other hand are composed of the collateral backing DAI....RWAs on the other hand are primarily composed of public credit (i.e., t-bills) with a small allocation...Crypto loans are composed of vaults where users deposit collateral (e.g. ETH, wBTC) to mint DAI.
18 Min
DeFi
May 2024
Aptos: The Stablecoin Capital’s Yield Playbook
...support infrastructure capable of handling massive stablecoin volume at consumer-grade speeds, and composable...Broken down, this total APR is composed of 239.37% from trading fees and 1.26% from farming rewards....What sets Thala apart is its cross-protocol composability: staking USDC-USDT and sUSDe-USDC LP tokens...
24 Min
Infrastructure
Aug 2025
Finding a Home for Labs
...and thus benefit from synchronous, atomic composability....The real drawback is the loss of synchronous composability....chains, effectively allowing for “opt-in” composability for dApps that require it....This is more capital efficient but means no synchronous composability with dApps on other chains.
48 Min
Inside Delphi
Sep 2022