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May 2019
Introduction
Delphi Labs is a blockchain protocol R&D arm, with a team of ~50 dedicated to building...In the wake of the Terra collapse, Delphi Labs was faced with a big decision regarding where to focus...Part I – Labs Design Constraints
While we tried as much as possible to approach this exercise from a...
Report
48 Min
Inside Delphi
Sep 2022
Lightning Quick Payments
On a more positive note, the Lightning Network is as lively as its ever been...Strike, a private app built on the Lightning Network, has taken off in El Salvador and is very likely...the core catalyst for Lightning’s growth....The Lightning Network had a rough past few years, with virtually no uptick in usage between Sep. 2019...
Report
4 Min
Infrastructure
Sep 2021
🔍 Dookey Dash by Yuga Labs
The newest release from the house of Yuga is a skill-based, endless runner...These are impressive stats given that Yuga Labs has paid $0 on user acquisition (UA) or platform fees...🔍 Dookey Dash by Yuga Labs The newest release from the house of Yuga is a skill-based, endless runner...
Report
7 Min
Games
Feb 2023
It also acquired over 400 Punks & 1,700 Meebits directly from Larva Labs....Let’s dive into the implications of this:
This is a bold move by Yuga Labs that puts it at the helm...Immediately after the acquisition, Yuga Labs announced its intentions to grant CryptoPunk and Meebit...Pig Meebit prize claimed from wallet after solving a hidden puzzle by Larva Labs.
Report
12 Min
NFTs
Mar 2022
Lightning Network Capacity Up 2x in 2021
The Lightning Network opened the year around 1,000 BTC of...The USD value of BTC in Lightning is up 3x over the same period thanks to a historical Q1 from BTC....LN Strike, a private payments service built on the Lightning Network, opened up to country of El Salvador...
Report
4 Min
Channels
Jul 2021
Chart of The Day: NFTs Restart Rally on Yuga Labs Acquisition
As previously highlighted in our weekly...However, events over the weekend have sparked a renewed interest in the NFT market, most notably Yuga Labs...Yuga Labs, the company behind Bored Ape Yacht Club (BAYC), announced they acquired the IP of the CryptoPunks...
Report
5 Min
NFTs
Mar 2022
Introduction
On April 30th, 2021, Yuga Labs created Bored Ape Yacht Club (BAYC) as an exclusive members...Yuga Labs acquired two additional IPs, CryptoPunks and Meebits, from Larva Labs and solidified its position...At some point, however, Yuga Labs understood that it could not perpetually release additional NFTs or...Note that Yuga Labs can still improve here.
Report
37 Min
Gaming
Aug 2023
As Yuga Labs continues to expand on its open metaverse vision, expect more announcements to be made in...Yuga Labs has solidified itself as the clear leader in the NFT space, with a massive roadmap ahead; expect...
Alpha Insight
2 Min
NFTs
Mar 2023
So you’ve probably heard of the new Uniswap Labs fee by now....you haven’t, the TL;DR is that the Uniswap front-end will have a 0.15% fee that goes to the Uniswap Labs...The positive angle here is that Uniswap Labs can fund itself to continue their ground-breaking innovation...
Alpha Insight
3 Min
AMM
Oct 2023
Yuga Labs has completed a recent restructuring with a renewed focus on three core priorities:
Support...(in Yuga Labs’ case, an immersive metaverse and gaming platform)
Is this indicative of the demise of...
Alpha Insight
1 Min
NFTs
Oct 2023
Until recently, the consensus has been that The Otherside would be exclusively available to Yuga Labs...
Alpha Insight
1 Min
Gaming
Jul 2023
Our guest, Danny Zuckerman, is the co-founder of 3Box Labs. 3Box Labs has been working on building out...I’m Danny Zuckerman, one of the founders of 3Box Labs. We’re the creators of the Ceramic Network....beyond the peer-to-peer system.
46:15 • Danny
Right now most of the development is happening by 3Box Labs...
Media
Data
Mar 2022
Uniswap Labs has increased its fee on trades using the Uniswap Labs front ends from 0.15% to 0.25%....The interface fee goes to Uniswap Labs to fund the operations of the team building out products around...Yes, protocol vs foundation grey area etc, but the idea that Labs is doing a good thing with the money...
Alpha Insight
3 Min
DeFi
Apr 2024
Yesterday, Yuga Labs gave us a sneak peek of their upcoming HV-MTL mecha game with a captivating trailer...
Alpha Insight
2 Min
Gaming
Jun 2023
Lightning Network Activity Ramps Up on Adoption
Lightning Network (LN) is an L2 solution on Bitcoin...is a digital wallet built on LN, and they are one of the key players influencing the adoption of the Lightning...upgrade, Alpha Oracle Aggregator will be able to function more efficiently and securely.
— Alpha Finance Lab...
Report
4 Min
DeFi
Aug 2021
Lightning Network
At a high level, Lightning works by allowing users to transact BTC on side channels...which are hosted on Lightning nodes....The Lightning Network’s capacity is measured by how much on-chain BTC users have allocated to Lightning...On the capacity front, Lightning had a good year....However, we are neutral on Lightning.
Report
14 Min
Proof-of-Work
Jan 2023
Earlier this week, we published a report analyzing Yuga Labs’ vision to build out a gaming ecosystem,...We all know of Yuga Labs....created Bored Apes and all its derivatives (BAKC, MAYC); they bought the IP for CryptoPunks from Larva Labs...Joe estimates in the report that Yuga Labs has roughly $750M at their disposal.
Alpha Insight
3 Min
Gaming
Aug 2023
For example, while big tech AI labs will likely have their own compute, small teams will not....There are many projects tackling this in various ways such as Delphi Ventures portco Inference Labs (...Similarly, AI labs making deals with individual small providers may not be worth the effort....Delphi Labs’ mission is to make crypto happen better and faster.
Alpha Insight
16 Min
Artificial Intelligence
Sep 2024
On April 30th, 2021, Yuga Labs created Bored Ape Yacht Club as an exclusive members club gated by a 10k...At some point, however, Yuga Labs understood that it could not perpetually release additional NFTs or...In recent months, Yuga Labs has concentrated its efforts on its two main pillars, the BAYC IP and the...
Alpha Insight
2 Min
Gaming
Aug 2023
















