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The Next Frontier of the Digital Economy
However, despite ongoing efforts, the rise of the digital economy has been largely understated in official...Most estimates put the digital economy’s contribution to US GDP somewhere in the 5-8% range; an updated...report from the Bureau of Economic Analysis (BEA) found that the digital economy “accounted for 6.9...
6 Min
DeFi
Aug 2020
DeAI IV: The Agentic Economy
Olas enables everyone to own a share of AI, specifically autonomous agent economies.  ...We are shifting from a digital economy to an agentic economy, and as the shift is largely in the realm...The agentic economy will bring tens if not hundreds of trillions in value.
63 Min
Artificial Intelligence
Oct 2024
Exploring Base's Role in the Growing Onchain Economy
Overall, the data is clear: the onchain economy is growing rapidly....The growth of RWA is one key driver behind onchain economy growth. ...It’s a space where all types of onchain apps can flourish and a true economy can take shape....Conclusion The onchain economy has indisputably exploded in 2024....are non-DeFi, such as gaming, social, and digital collectibles.
35 Min
Layer 2 / L2
Nov 2024
Virtuals & ACP – Open Coordination for Digital Labor
A first sign that the agentic economy is entering its early stages of maturity....The takeaway is simple: sustainable agent economies require specialization, not generalization....Just as the internet thrived on interoperable protocols, the agent economy needs standardized ways for...the economic potential of the nascent agent economy.
16 Min
AI
Oct 2025
The Evolution of Digital Asset Secondary Markets
Digital asset secondary markets have structurally flipped from token-dominated to equity-preferred, with...A Delphi Digital x SecondLane data report.
Macro & Markets
Apr 2026
The Evolution of Digital Asset Secondary Markets - 2025
Introduction Over the years, secondary markets for digital assets have undergone significant structural...The digital asset secondary market is increasingly resembling the robust secondary markets in traditional...Theme #1 – Digital Asset Secondary Market Continues To Mature Digital asset markets have evolved markedly...
14 Min
Financial Market Themes
Aug 2025
Tokenizing the Startup Economy: Decent's Vision for the Future of Crypto Companies
Decent aims to tokenize the startup economy and unlock the application layer that will drive Ethereum...barriers to entry that exclude the vast majority of potential builders from participating in the tokenized economy...Gaming: Integration of tokenized assets and economies in gaming applications Environmental initiatives...
16 Min
Infrastructure
Nov 2025
Delphi Digital's Chartbook - November 2025
The Macro & Market chartbook examines many of the key macro & market themes taking place throughout the course of the year. The chartbook publication aims to marry the top down macro-liquidity...
Macro & Markets
Nov 2025
The Launchpad Wars: Pump.fun, Raydium, and the Future of Solana's Memecoin Economy
Creator Alignment: Pump.fun and Raydium’s Battle for Solana’s Memecoin Economy Pump.fun didn’t just ride...It’s a bold strategy that could cement Pump’s control over Solana’s memecoin economy....PumpFun’s Grip on Solana Trading At this point, Pump.fun isn’t just participating in Solana’s meme economy..., it is the meme economy.
16 Min
DeFi
May 2025
Reddit Avatars: NFTs as Digital Identity
The Role of NFTs in Shaping Digital Identity The concept of digital identity plays a heavy role in Reddit...application of NFTs, not merely as financial assets but as distinctive tokens of identity within a digital...Thus, Reddit’s introduction of NFT avatars signifies a profound evolution of digital identity, taking...
12 Min
NFTs
May 2023
Delphi Digital's Chartbook - September 2025
...been the top performer since the Tariff Tantrum April lows… Data as of September 2025 Source: Delphi Digital...conditions following April’s market selloff have helped… Data as of September 2025 Source: Delphi Digital...China & Japan) who now make up a lower % total UST holders… Data as of August 2025 Source: Delphi Digital...
Macro & Markets
Sep 2025
A Deep Dive on Galaxy Digital's Flagship AI Mining Center Helios
...pricing data as of 5/14/25 close; all dollar references herein refer to USD Executive Summary Galaxy Digital...(“Galaxy” or the “Company”) is a digital asset and AI infrastructure focused holding company....The digital asset oriented operating businesses include: Financial services: Traditional investment...
32 Min
Macro & Markets
Jun 2025
NFT Photography and the Future of Digital Art
Moreover, photography has always adapted to new technologies, from film to digital images....This differs from the typical 10,000 PFP collections, which function more like digital collectibles and...The platform consists of Quantum Lens (NFT photographs) and Quantum Canvas (digital art).
24 Min
NFTs
Apr 2023
Bitcoin: More Than Just Digital Gold?
🔍 Bitcoin: More Than Just Digital Gold?...The buzz around Bitcoin being used as something other than digital gold has led to other players exploring...Combined, these projects represent a new path forward for Bitcoin: one where it is more than just digital...Subsequently, a majority of the bank’s clients like Coinbase, Circle, Paxos, Crypto.com, Bitstamp, Cboe Digital...
7 Min
Layer 1 / L1
Mar 2023
ATOM 2.0: Building the Hub's Economy
...the velocity of new Cosmos project creation Accelerate project growth and sustainability Expand the economy...
19 Min
Proof-of-Stake
Oct 2022
Exploring Web3's Implications for Multi-Billion Dollar In-Game Item Economies
Fortnite is an excellent example of why many studios may choose to close off their economy and restrict...But it simultaneously introduced new challenges, as Steam now had to consistently balance the economy...The discoveries made by Varoufakis would go on to influence several in-game item economies that still...
25 Min
Gaming
Jun 2023
Attention Is All You Need
This report explores the role attention plays in our economy, markets, and minds....The term ‘attention economy’ gets thrown around so much that it’s become cliché....Attention Amid Abundance What do the economy, markets, and chatGPT have in common?...Our entire economy revolves around it....But all good things must end, and the attention economy is no different.
33 Min
Financial Market Themes
May 2024
Arbitrum Odyssey Paused, All About Airdrops, Crypto Gaming and the Creator Economy
Blake Robbins: How Crypto Will Change Gaming and The Creator Economy [Excerpt from a Delphi Podcast]...We dive into all things crypto gaming, how crypto will change the creator economy, finding medium-native...Economics Youtube More 📺 Watch Video Interviews 💬 Follow Delphi Podcast on Twitter ✅ Follow Delphi Digital...
7 Min
Layer 2 / L2
Jun 2022
BRC-20s: The Past, Present, and Future
For the first time in a while, betting on a growing digital Bitcoin ecosystem could be attractive....Some shortcomings are relatively minor, like BRCs limiting token tickers to four digits....Thankfully, Ethereum and the development of their token economy give us a workable model where we can...economy on the world computer....economy.
25 Min
Layer 1 / L1
Jun 2023
Story Protocol: Does IP Need a Chain?
Story Protocol attempts a new approach designed specifically for the digital and AI-driven creative economy...Positioning for the AI-Driven IP Economy The proliferation of AI is beginning to overwhelm traditional...for this shift, aiming to enable transparent attribution and automated compensation in an AI-native economy...economy.
24 Min
Layer 1 / L1
Apr 2025