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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
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....Origin Axies have pumped as of late, reaching ~1.28 ETH from ~0.77 ETH Mystic Axies are Axies with...to 9.99 ETH and Mystic 2 Axie floor price grew from 19.52 ETH to 30 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)
...mathematical demonstration of the sub-optimality of the 1p1v system in provisioning public goods, see page...
11 Min
Asset Management
Nov 2020
Coordination, Public Goods and Crypto (Part 2)
...mathematical demonstration of the sub-optimality of the 1p1v system in provisioning public goods, see page...
11 Min
Asset Management
Nov 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
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....This is supplied by lenders who earn interest on the ETH they deposit into the protocol.
11 Min
NFTs
Aug 2022
2/17 Analyst Call: BTC, Terra, Cosmos, NXM, NFTs, and Aggregators
Topics Covered: 2:05 – MicroStrategy’s Bitcoin Blueprint with Kevin Kelly 5:45 – Bitcoin ETF, Funds...
1 Min
Layer 1 / L1
Feb 2021
World Update (2 Months Later)
...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...
6 Min
Artificial Intelligence
Jul 2025
2 New NFT Standards You Should Know About
...leverage NFTs in the future. 1) Limit Break’s compatible token contracts for programmable royalties 2)...
3 Min
Gaming
May 2023
Chromie Squiggles at nearly 2-year low
Chromie Squiggles are at their lowest floor price in ETH terms since June 2022....One sign: A traditional art collector picked up 10 Autoglyphs for $14.5M (5,000 ETH) just a month ago...
1 Min
NFTs
Mar 2024
Better Now? -Market Update 3/2/2025
As promised – a follow up market update video given last week’s sell off coupled with the recent Trump announcement regarding the Crypto Reserve. If you have any questions, please comment below or m...
1 Min
Macro & Markets
Mar 2025
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
In the chaos of August, everyone in the space was stalking Crypto Twitter and Zapper’s token request page...(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....In today’s Daily, I cover some of my favorites and what they tell us for the future of ETH.
12 Min
Infrastructure
Oct 2020
NFT Culture Series Ep. 2: Cooper Turley, It’s All About Culture
I mean, the fore for Squiggles is like 10 eth, it’s like 40 grand....I’d rather find something sub one eth....If your intentions are to come in and start flipping NFTs for eth, which power to you, I’ve flipped a...I tell a lot of my friends, “Always be optimizing for your eth stack.”...I get escrowed eth for my fractions, and I’m no longer a part of the community.
2 Min
NFTs
Sep 2021
All My Coins Are Dead - Market Update 2/25/2025
As promised – a market update video given the turbulent conditions we are facing. If you have any questions, please comment below or message in the PRO telegram chat and I will do my best to get back...
1 Min
Macro & Markets
Feb 2025