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Polkadot’s DeFi Stack
Polkadot was one of 2020’s most anticipated mainnet launches....Despite launching in May 2020, the Web 3 Foundation – which developed Polkadot – has been hard at work...In this report, we outline the basics of Polkadot’s mechanics while highlighting a few stand-out projects...that are helping build DeFi on Polkadot.
1 Min
DeFi
Nov 2020
What's Up With Polkadot?
Valuations on Polkadot We’ve seen the proliferation of the Polkadot narrative, and token launches for...on Ethereum, since Polkadot isn’t fully functional yet....If it isn’t clear, I’m not bearish on Polkadot....Polkadot’s Shot at Redemption So far I’ve laid out the state of Polkadot and the challenges the network...
6 Min
Infrastructure
Mar 2021
What's Up With Polkadot?
Valuations on Polkadot We’ve seen the proliferation of the Polkadot narrative, and token launches for...on Ethereum, since Polkadot isn’t fully functional yet....If it isn’t clear, I’m not bearish on Polkadot....Polkadot’s Shot at Redemption So far I’ve laid out the state of Polkadot and the challenges the network...
6 Min
Infrastructure
Mar 2021
Tamara Frankel: Deep Dive into the Polkadot and Kusama Ecosystem, the Power of Memes, and DeFi 3.0
You’re known for being a vocal supporter of Polkadot....The last time we talked was at the height of Polkadot parachains beginning....parachain or being in the Polkadot ecosystem....Right now, they’re not on Kusama – they’re only Polkadot....Is the most important use case of Polkadot and Kusama this type of DeFi?
Layer 1 / L1
Jan 2022
Did the Market Overreact Last Week?
...pic.twitter.com/XNPbMJYw8H — AlexisOhanian 7️⃣7️⃣6️⃣ (@alexisohanian) September 15, 2021 A write-up on Polkadot...between networks – without significant ops overhead on those maintaining it. https://t.co/jo9FtDZ7WB — Polkadot...(@Polkadot) September 16, 2021 Messari’s Ryan Watkins digs into the catalysts and potential risk for...
4 Min
Infrastructure
Sep 2021
Spot Volume, Funding Rates, and BSC Exploits
Notable Tweets An update on Polkadot’s path to parachain functionality....Polkadot’s parachains launch is expected to begin once two things have happened: 1....Read more from @gavofyork: https://t.co/m03AFJueXR — Polkadot (@Polkadot) May 17, 2021 Flashbots miner...
2 Min
DeFi
May 2021
Revenge Shorts, Crypto Indices, and a Trip to Goblin Town
...unseen before.) pic.twitter.com/WeJi197KSp — Willy Woo (@woonomic) July 22, 2021 The difference between Polkadot...What are @Polkadot and @KusamaNetwork? It can be quite simple....Quick Polkadot and Kusama 101 in this 10-tweet thread ↘️ pic.twitter.com/qYgZ2zQ6ti — Dan Reecer ?️?
5 Min
NFTs & Gaming
Jul 2021
Finding a Home for Labs
Polkadot Polkadot’s mission has always been to have heterogeneous execution environments (parachains)...Although this was a unique goal when Polkadot embarked on this mission, it’s no longer the case given...Despite the tech and large dev community, user adoption on Polkadot hasn’t been impressive.
48 Min
Inside Delphi
Sep 2022
The GitHub Battlefield
Notably, Algorand and Polkadot have high Y+10 market caps  but limited GitHub activity....Granted, Polkadot is focused on Kusama right now (relay chain test net) and Algorand has some explaining...
3 Min
DeFi
Apr 2020
2 Min
Layer 1 / L1
Dec 2021
On-Chain Indicator Presents Alluring Data for ETH, Intro to DeWi Wars
🐣 Notable Tweets Comparing Cosmos and Polkadot I’ve wanted for a long time to compare both @cosmos...and @Polkadot ecosystems.
4 Min
Layer 1 / L1
Jul 2022
L1 vs L2: Entering The Endgame
Ethereum Rollups, ETH 2.0 Shards, Cosmos Zones, Polkadot Parachains, Avalanche Subnets, Near’s Chunks...Avalanche, Cosmos, and Algorand are most suited for independently secured modules whereas Ethereum, Polkadot...Polkadot and Near have already implemented DA proofs in their sharding design, and this will also be...
15 Min
Validators
Dec 2021
Top Performing Layer Ones, Market Metrics, and Axie's Sharp Growth
Tezos (XTZ), Near Protocol (NEAR), and Polkadot (DOT) were at the bottom end of the bracket....Tezos and Near have struggled to capture attention and adoption, while Polkadot saw a fair amount of...
4 Min
Infrastructure
Jun 2021
Delphi Office Hours Call (November 4th, 2021)
If not, are you folks tracking anything interesting within Polkadot ecosystem?
1 Min
Macro & Markets
Nov 2021
Pro Crypto AMA Summary
Do you expect a positive evolution in 2022 or is Polkadot too late in the L1 ecosystem race?...A: (Can) I expect Polkadot adoption to be underwhelming....The original vision of Polkadot was something special....This is a great idea but in practice plugging into Polkadot is by no means an easy task which defats...
27 Min
Layer 1 / L1
Jan 2022
Solana NFT Volume Market Share Increases As Mints Surge
Case You Missed It Circle announces native USDC support on Arbitrum, Cosmos, NEAR, Optimism, and Polkadot...
4 Min
NFTs
Sep 2022
Large Unlocks Incoming, DOT and DYDX
As Polkadot’s initial parachain crowd loan matures, the DOT tokens pledged will begin to unlock....Moreover, AStar, a leading Polkadot parachain, is shifting towards zkEVM by partnering with Polygon to...In anticipation of the forthcoming unlocking events, Polkadot’s governance has proposed immediate formula...
2 Min
Macro & Markets
Oct 2023
Coordination, Public Goods and Crypto (Part 1)
...grant by Ethereum and then leaving its client to be operated by a DAO in order to focus on building Polkadot...
6 Min
DeFi
Nov 2020
Leverage Watch, ETF Traction, and Relentless L1s
The outlier here is DOT, on the back of Polkadot’s announcement that Parachains are finally coming to...
3 Min
Infrastructure
Oct 2021
Diving Deep Into Avalanche
This is the main reason why 2nd generation projects in crypto such as Eth2.0, Cosmos/Tendermint, Polkadot...Similar to Cosmos and Polkadot, Avalanche doesn’t believe in a one size fits all approach where all layers...However, similar to Cosmos (and unlike Polkadot) shared security in Avalanche is optional in that anyone...
30 Min
Layer 1 / L1
Mar 2021