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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
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
Axie Part 2 - Gamer Economics
Depending on the Axie, it might be cheaper to buy a fresh 0 breed Axie off the market (because you can...get multiple cheap breeds out of it) rather than breed for the 4th or 5th time.   0 bred count Axies...Axie floor prices increased from 0.03 ETH to around ~0.066 ETH, and MEO 2 Axie prices rose from 0.084...ETH to ~0.23 ETH.
9 Min
Games
Jul 2021
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)...would benefit from the vast liquidity of the mature ETH-USDC pool on Uniswap.
5 Min
Layer 2 / L2
Nov 2020
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
WTF Is Anoma? Part 2: WTF Are Intent-Based Apps?
“Part 2: WTF are intent-based apps?”...They were willing to buy ETH up to a market price of $1,836/ETH User 0x85 wanted to sell 30 ETH and receive...at $1,829/ETH and 0x85 was able to sell at $1,827/ETH....Users will no longer need to go ETH on Ethereum → ETH on Polygon → swap ETH for MATIC on Polygon.
24 Min
Layer 1 / L1
Sep 2023
Coordination, Public Goods and Crypto (Part 2)
Having discussed what the underfunded public goods problem is and why it matters in part 1, we now turn our attention to solutions to this problem. We begin by describing existing solutions, why they...
11 Min
Asset Management
Nov 2020
Coordination, Public Goods and Crypto (Part 2)
Having discussed what the underfunded public goods problem is and why it matters in part 1, we now turn our attention to solutions to this problem. We begin by describing existing solutions, why they...
11 Min
Asset Management
Nov 2020
An Ounce of Hopium for ETH Bulls
...across the board for crypto today, although it isn’t a very convincing bounce for majors such as BTC and ETH...But in today’s edition of the Delphi Daily, we examine the near-term bull case for ETH, and offer the...Open interest for ETH futures and options is down nearly 40% since the start of September.
4 Min
DeFi
Sep 2021
A Sneak Peak at the Future of ETH
(Step 2) The lender delegates credit to user’s vault, and now user has full access to their funds....(Step 3) Once the Layer 2 withdrawal to Layer 1 is complete, the vault repays the loan....Eth ‘Em All!...ETH ‘Em All does exactly that…except in game form....ETH ‘Em All creates an index of unlockable achievements (represented by NFTs and Non-Transferable NFTs...
12 Min
Infrastructure
Oct 2020
Zetachain Part 2: The Opportunity Ahead for Omnichain Applications
When trading a spot pair like ETH-USDC, this doesn’t matter; all relevant liquidity sources are on Ethereum...on Avalanche to access this without bridging their collateral to Arbitrum and swapping some AVAX to ETH...Some assets — like BTC, ETH, USDC, and USDT — will likely exist in each chain’s basket.
47 Min
Layer 1 / L1
Jan 2024
ETH/BTC Correlation, Sentiment Reversals, and Flight to ETH DeFi
Market Update Crypto majors like BTC and ETH are up for the day, but have run into resistance at May...Today’s edition of the Delphi Daily will focus on this crash’s hardest hit tokens, what ETH/BTC could...ETH/BTC Correlation is Peaking ETH’s one-month correlation to BTC has risen sharply over the past month...
3 Min
DeFi
Jun 2021
The Future of ETH Liquid Staking
...price (in ETH) / underlying ETH....Currently, daily rewards for the execution layer generally range between 1-2% APR, with an average of...ETH Supply: This is the net supply change based on ETH issuance (which changes based on ETH staked as...bet on ETH as they gain a stronger market share over staked ETH.
15 Min
Liquid Staking
Jan 2023
ETH Outperforms BTC, Update On Macro Outlook
1.1 million ETH. ...than 600k ETH....An additional net outflow of 400k ETH took place on 14th-July....These large outflows have coincided with ETH’s price recovery....Estimates indicate that daily issuance of ETH will drop by ~90% post Merge, from 13k to 1.6k ETH minted...
4 Min
Macro & Markets
Jul 2022
BAYC Gets BendDAO-ed & Internet Game Season 2
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....Commoners embrace CC0 (Creative Commons 0), which means that the art will be in the public domain for...
11 Min
NFTs
Aug 2022
ETH Exchange Outflows Outweigh Inflows In Anticipation of ETH-PoW Airdrop
📊 ETH Exchange Outflows Continue to Outweigh Inflows Large amounts of ETH have continued to leave...Since March 15th, ETH outflows have outweighed inflows, as more than 323k ETH has left exchange wallets...forked ETH-PoW tokens based on their ETH balance just before the Paris upgrade.
5 Min
Layer 1 / L1
Sep 2022
A Collection of ETH Supply Sinks
ETH used as collateral in DeFi, Phase 0 of ETH 2.0 PoS, and now the newly created yETH Vaults all will...reach over 12% share by EOY (7m ETH DeFi, 5m ETH Phase 0, 1.5m ETH yETH Vaults)....price feed, needed for the strategy  Two key improvements it brings are that 1) it’s automated and 2)...
4 Min
Infrastructure
Sep 2020
Solo, Liquid, or Centralized: A Guide to Staking ETH
ETH exceeding 20M....As an ETH holder, you might be contemplating staking your ETH holdings to earn yields....rewards since the Merge)) AWS Region affects pricing, we will be using US West (Oregon) us-west-2 for...of 8 ETH and matches up with other ETH deposits on Rocket Pool to form a 32 ETH validator.
16 Min
Liquid Staking
Jun 2023
Based Rollups: The New ETH Alignment
Data Availability 2. Settlement 3. Execution 4. Consensus....be reusing: Ethereum consensus (Execution clients + Consensus clients), and Social Layer or ‘Layer 0’...Currently, the ultrasound relay requires 64 ETH collateral to be posted by the builders....This limit may need to be increased to ~700 ETH or even higher because this is the maximum amount of...
42 Min
Infrastructure
Mar 2024