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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
Bitcoin Dominates As Digital Gold Narratives Strengthens
[pdf-embedder url=”http://cdn.delphidigital.io/uploads/2020/07/Macro-Bitcoin-Dominates-As-Digital-Gold-Narrative-Strengthens...-7-22-2019.pdf” title=”Macro – Bitcoin Dominates As Digital Gold Narrative Strengthens – 7 22 2019″]...
1 Min
Macro & Markets
Jul 2019
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...flat throughout the month while Mystic 1 Axie floor price grew from 5.5 ETH to 9.99 ETH and Mystic 2...
9 Min
Games
Jul 2021
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
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)...Ideally as a user, regardless of whether interacting with the ETH-USDC pool on layer 1 or on layer 2,...
5 Min
Layer 2 / L2
Nov 2020
"Option on Digital Gold" Proving It Can Walk the Walk
[pdf-embedder url=”http://cdn.delphidigital.io/uploads/2020/07/Macro-_Option-on-Digital-Gold_-Proving-It-Can-Walk-the-Walk-7-8-2019.pdf” title=”Macro – _Option on Digital Gold_ Proving It Can Walk the...
1 Min
Macro & Markets
Jul 2019
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 – Applications In Part 1 we have overviewed Anoma’s intents and seen how they compare to Ethereum-style...“Part 2: WTF are intent-based apps?”...has 2 sections; First, we take a look at some existing intent-based apps across various verticals that...It has 2 modes of operation; fast and slow.
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
Bitcoin: More Than Just Digital Gold?
🔍 Bitcoin: More Than Just Digital Gold?...The average size of a block has increased from about 1.2 MB to 2 MB since the start of the year....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 gold...
7 Min
Layer 1 / L1
Mar 2023
Zetachain Part 2: The Opportunity Ahead for Omnichain Applications
App Building Opportunities Zetachain’s ability to support smart contracts and connect to heterogeneous chains – including the Bitcoin blockchain – […]...
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.
11 Min
NFTs
Aug 2022
Bitcoin's Market Structure, Correlation to Gold, and Miner Revenue Mix
BTC and Gold’s Relationship Back in 2019, BTC’s correlation to gold propelled the narrative that BTC...If BTC isn’t considered an inflation hedge — as gold is — by investors, then rising inflation could negatively...
3 Min
Infrastructure
Jun 2021