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Covalent: On-chain Data Meets Agency
To solve for long-term data availability, Covalent created the EWM (Ethereum Wayback Machine)....Blocks are now available in subsecond timeframes....Tools & Datasets as Moats A ZEE can only be as good as the tools and data it has made available for...
13 Min
Infrastructure
Jun 2025
On-Chain Indicator Presents Alluring Data for ETH, Intro to DeWi Wars
Once the antenna receives communication from an end user, it relays it to a data center (such as Equinix...meaning more antennas are required to cover the same area as a traditional telecom antenna) and the data...While data flows in these two models seem rather similar, DeWi initiatives make use of special parts...
4 Min
Layer 1 / L1
Jul 2022
What On-Chain Market Data is Saying
The first, which applies to both ETH and BTC, is that this metric only focuses on on-chain data, while...As a result, this data doesn’t reflect the true profit/loss of spot participants — only the ones who...So this data, while representing on-chain positioning, doesn’t account for the billions of dollars of...
5 Min
Layer 1 / L1
Aug 2021
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 modular approach to data availability reduces the data posted on the Ethereum mainnet, thereby cutting...
15 Min
Layer 2 / L2
Jul 2023
DeAI II: Seizing the Means of Production
This report has been made freely available to all readers thanks to Olas, the headline sponsor of Delphi...The hardware-type, availability, proximity, and orchestration all matter tremendously to performance...and readily available to inform decisions....storage and data availability, significantly upgrading performance and under-cutting costs of existing...
42 Min
Artificial Intelligence
Jul 2024
What BTC Derivatives Data is Saying, Hash Rate Declines, and a Silver Lining for Ethereum
Bitcoin futures data signals hope, reading into BTC's implied volatility, and hash rates for Bitcoin...
3 Min
DeFi
Jun 2021
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...and audio streams could be integrated in later stages as hardware becomes more widely available.
29 Min
AI
Aug 2025
Uniswap Ignores Price Crash; Stablecoin and Derivatives Data Offer Glimpse of Hope
Data Digest Uniswap v3 performs through crash BTC options OI and volume fall in tandem Sharp increase...
2 Min
DeFi
May 2021
Delphi Analyst Call - Bitcoin, On-Chain Data, Governance and ETH’s Ecosystem
Analyst-Call-December-16-2020-v2.mp3 Delphi Digital’s December analyst call features a discussion on markets, on-chain data...Ethereum’s ecosystem. 0:00: Kevin Kelly on global markets and bitcoin 7:33: Medio Demarco on the on-chain data...Delphi Digital’s December analyst call features a discussion on markets, on-chain data from our latest...
1 Min
Infrastructure
Dec 2020
A Deep Dive on Galaxy Digital's Flagship AI Mining Center Helios
We expect Galaxy to execute leases for the 1,000MW(5) of additional expected available power at Helios...center has available, including amounts for backup power capacity and supporting infrastructure Load...data center space from third-party providers....Demand for AI LLM Training Compute and Data Center The perceived value of large-scale AI data centers...
32 Min
Macro & Markets
Jun 2025
Delphi's Market Matters - August 2024
This live stream, exclusively for Delphi Pro subscribers, will be available right here on the member’...Fed’s Jackson Hole summit this week amid signs of a weakening labor market and disappointing economic data...
1 Min
Macro & Markets
Aug 2024
Bless Network: Transforming Edge Computing Through Decentralized Infrastructure
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. ...availability, execution, and consensus....Celestia and Data Availability While Celestia has carved out a strong position in the data availability...
32 Min
Infrastructure
Jul 2025
Proof of Gamer: How KGeN is Reimagining User Acquisition
However, this technology will equally reduce the barriers to entry and increase the amount of content available...competitive market landscape, Web3 projects are fighting over the same limited pool of wallets with few available...growth due to its positive education environment, with over 4000 gaming-related higher education courses available...
44 Min
Gaming
Feb 2025
DeAI III: Composable Compute
This report has been made freely available to all readers thanks to Olas, the headline sponsor of Delphi...commitment to capex intensive centralized training will set a very high bar in terms of what will be available...into a single inference which is later compared by “reputers” with the “ground truth” as it becomes available...
39 Min
Artificial Intelligence
Aug 2024
Do Airdrops Hurt More Than They Help?
availability layers like Celestia....availability layer....The 4th Uniswap fork on the 7th Layer-2 launched this year has better real-time and publicly available...Even though most value is being realized in private markets, the market and all the publicly available...available to get insights into what fraction of a protocol’s usage is/was organic.
25 Min
DeFi
Jul 2024
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
Celestia's Roadmap: $TIA Time, or is DA a Commodity?
It improves light client usability, and embeds data availability sampling into consensus. ...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...availability, or ~$3,2M annually. ...
47 Min
Layer 1 / L1
Apr 2025
Lighter Data Dashboard
I was frustrated there wasn’t much data aggregation for Lighter and $LIT so I vibe coded this dashboard...
1 Min
Perpetual Futures
Jan 2026
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
The Dawn of Bitcoin Programmability: Paving the Way for Rollups
data availability and verification....Data Availability Rollups were not the first solution to scaling blockchains...., to ensure data integrity and availability....It utilizes Bitcoin as its data availability (DA) layer, employing inscriptions to store data....availability (DA) solution.
60 Min
Layer 2 / L2
May 2024