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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
On-Chain Metrics Suggest Positive Momentum For BTC
Bitcoin is coming off a strong Q1. These on-chain metrics may suggest that trend will continue....
5 Min
Infrastructure
Apr 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
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
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
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
Price Retracements, AVAX Momentum, MetaMask Usage Climbs
(@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?
3 Min
Macro & Markets
Nov 2021
Bitcoin Momentum Fades as Safe Haven Trade Reverts
[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″]...
1 Min
Macro & Markets
Nov 2019
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
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
Riding Market Momentum
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...
3 Min
Macro & Markets
Aug 2024
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
SchizoPosters: The NFT Collection With the Most Momentum?
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...
4 Min
NFTs
May 2024
World Update (2 Months Later)
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...
6 Min
Artificial Intelligence
Jul 2025
Base Takes Early 4844 Momentum
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...
2 Min
Layer 2 / L2
Mar 2024
Drift Perps Hit $1B on Recent Momentum
...new perps protocols hitting the market it will be important to monitor and see if Drift can keep the momentum...
1 Min
Perpetual Futures
Jul 2025