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...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″]...
Report
1 Min
DeFi
May 2020
Bitcoin is coming off a strong Q1. These on-chain metrics may suggest that trend will continue....
Report
5 Min
Infrastructure
Apr 2021
In this report, we look at how the Layer 2 ecosystem is shaping up and dive into the varying rollup solutions...
Report
1 Min
Infrastructure
Dec 2020
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...
Report
9 Min
Games
Jul 2021
Infrastructure
Jun 2019
...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,...
Report
5 Min
Layer 2 / L2
Nov 2020
The token briefly ran 50% ($2-$3) in the weeks leading up to release before continuing to chart a seemingly...
Report
18 Min
Gaming
Jun 2025
(@0xPolygon) November 16, 2021
StarkWare Valued at $2B
EXCLUSIVE: Ethereum Layer 2 developer StarkWare...raises $50 million, now valued at $2 billion (via @Yogita_Khatri5)
https://t.co/r5dVzHC0JQ?
Report
3 Min
Macro & Markets
Nov 2021
[pdf-embedder url=”http://cdn.delphidigital.io/uploads/2020/07/Macro-Bitcoin-Momentum-Fades-as-Safe-Haven-Trade-Reverts...-11-15-2019.pdf” title=”Macro – Bitcoin Momentum Fades as Safe Haven Trade Reverts – 11 15 2019″]...
Report
1 Min
Macro & Markets
Nov 2019
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.
Report
24 Min
Layer 1 / L1
Sep 2023
...mathematical demonstration of the sub-optimality of the 1p1v system in provisioning public goods, see page...
Report
11 Min
Asset Management
Nov 2020
...mathematical demonstration of the sub-optimality of the 1p1v system in provisioning public goods, see page...
Report
11 Min
Asset Management
Nov 2020
App Building Opportunities Zetachain’s ability to support smart contracts and connect to heterogeneous chains – including the Bitcoin blockchain – […]...
Report
47 Min
Layer 1 / L1
Jan 2024
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.
Report
11 Min
NFTs
Aug 2022
Momentum is the most powerful force in markets. And right now, stocks are taking it on the chin....For example, the NDX’s monthly RSI — a barometer for long-term momentum trends — only just breached the...this is, then we’d expect stocks to put in a local bottom right around these levels, as short-term momentum...
Alpha Insight
3 Min
Macro & Markets
Aug 2024
Topics Covered:
2:05 – MicroStrategy’s Bitcoin Blueprint with Kevin Kelly
5:45 – Bitcoin ETF, Funds...
Report
1 Min
Layer 1 / L1
Feb 2021
Imperial recently sold for 10 ETH, which has repriced rares much higher and supports the idea that SP momentum...contributed to the price increases of Schizo/Milady/Remilio, but there is much more to the current momentum...Study This, CAREFULLY pic.twitter.com/VpDaLGXyx3
— SCHIZOPOSTERS (REAL) (@SCHIZO_POSTERS) March 2, 2024...
Alpha Insight
4 Min
NFTs
May 2024
The Growth Story Continues
World seems to be gaining momentum. ...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...
Alpha Insight
6 Min
Artificial Intelligence
Jul 2025
A few days post EIP-4844 we’ve seen Base pick up activity vs the other L2s at an increasing pace. In my opinion, having a bunch of general purpose EVM chains is not the optimal scaling strategy from a...
Alpha Insight
2 Min
Layer 2 / L2
Mar 2024
...new perps protocols hitting the market it will be important to monitor and see if Drift can keep the momentum...
Alpha Insight
1 Min
Perpetual Futures
Jul 2025