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This class of problems can broadly be described as the “Underfunded Public Goods” issue....In this daily, I will describe the Underfunded Public Goods issue generally as well as how it applies...As such, the marginal cost of producing public goods tends to 0....In blockchain speak, private goods have strong value capture mechanics whereas public goods don’t.
Report
6 Min
DeFi
Nov 2020
Existing Solutions To The Public Good Issue
To state the public goods problem simply: there are things...These so-called public goods are non-excludable and non-rivalrous....One case in which this can be clearly seen is that of public goods....of underlying projects that benefit from or leverage the public good in some way.
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11 Min
Asset Management
Nov 2020
Existing Solutions To The Public Good Issue
To state the public goods problem simply: there are things...These so-called public goods are non-excludable and non-rivalrous....One case in which this can be clearly seen is that of public goods....of underlying projects that benefit from or leverage the public good in some way.
Report
11 Min
Asset Management
Nov 2020
In order to be truly decentralized, crypto protocols need to find a sustainable way to fund development and operations. As DeFi embraces DAOs, it’s becoming increasingly important to understand commun...
Report
1 Min
Asset Management
Dec 2020
This class of problems can broadly be described as the “Underfunded Public Goods” issue....In this daily, I will describe the Underfunded Public Goods issue generally as well as how it applies...As such, the marginal cost of producing public goods tends to 0....In blockchain speak, private goods have strong value capture mechanics whereas public goods don’t.
Report
6 Min
DeFi
Nov 2020
It is becoming a programmable treasury layer; a capital strategy for public companies....The First Public Crypto Accumulator
Public crypto accumulation did not begin as a widespread strategy...What Is a Public Crypto Accumulator?...For public companies, these events reinforced a key strategic logic....Public crypto accumulators offer something different.
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31 Min
Macro & Markets
Jun 2025
1 Min
Layer 1 / L1
Feb 2024
...dYdX’s public testnet is live and producing blocks (https://testnet.mintscan.io/dydx-testnet) and will...be available to the public on July 5....The public testnet is ahead of schedule, and if all goes well we could see the mainnet for dYdX v4 before...
Alpha Insight
1 Min
Derivatives
Jun 2023
The highly anticipated launch of Parallel Avatars is set for July 6 (Private) / July 11 (Public)....Its closed alpha release received good reviews earlier this year....An open public beta is planned for end of this month — I’m actually super excited to try it out since...
Alpha Insight
2 Min
NFTs
Jul 2023
CoW Swap debuted their new “LVR Aware” AMM. If AMMs are to succeed long-term, getting these types of designs correct will be critical.
Today, vanilla/plain AMMs lose a lot of money to LVR. You can als...
Alpha Insight
2 Min
AMM
Feb 2024
Cosmos Hub releases its v12 upgrade: https://github.com/cosmos/gaia/releases/tag/v12.0.0-rc0 This is...
Alpha Insight
1 Min
Liquid Staking
Aug 2023
How do you go about funding public goods on GitCoin exactly?
Kevin (05:35):
Totally....So, it’s just basically a way of funding public goods or funding Open-source software based off of whether...Amazing projects like optimism and Chainlink and Kraken are all funding the public goods in the Ethereum...
Media
Infrastructure
Jun 2021
Today – we release Atropos – our RL environments framework. https://t.co/z5MCOorryo
Atropos is a rollout...reinforcement… pic.twitter.com/XuuznznFCJ
— Nous Research (@NousResearch) April 29, 2025
The Atropos release...Additional Resources
Nous release post
Atropos Github
Atropos Artifacts (Hugging Face)
Disclaimer
Delphi...
Alpha Insight
4 Min
AI
Apr 2025
Welcome to Market Musings, a weekly publication designed to keep our readers informed about the most...Reports & Releases | Delphi Digital
BTC ETF Flows Tracker: Our in-house dashboard focused on everything...
Report
8 Min
Macro & Markets
Jun 2024
Welcome to Market Musings, a weekly publication designed to keep our readers informed about the most...Reports & Releases | Delphi Digital
BTC ETF Flows Tracker: Our in-house dashboard focused on everything...
Report
9 Min
Macro & Markets
Jun 2024
🔍 Dookey Dash by Yuga Labs
The newest release from the house of Yuga is a skill-based, endless runner...This turned out to be entirely anti-climatic as this was more of a public relations meme to show coordination...To stay in the loop on future releases from Delphi Research, join our Telegram group here.
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7 Min
Games
Feb 2023
NOTE: Since original publication, Tracer Dao has re-branded to Mycelium....The complexity of skew farming will likely be simplified by the upcoming release of automated strategies...The most notable change is the release of permissionless markets, meaning anyone can now deploy a custom...
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12 Min
Perpetual Futures
Mar 2022
Square Enix has shown no hesitation and continues its blockchain R&D efforts, releasing a Final Fantasy...own respective blockchain-powered UGC metaverse projects, there is an expected total of 90 Web3 games releasing...Recent mobile app store privacy changes, a year’s worth of pent-up console demand and legacy title releases...
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42 Min
Gaming
Oct 2023
Welcome to Market Musings, a weekly publication that aims to keep our readers up-to-date on the most...Since last week’s publication, we have seen IBIT return as the favored ETF product, capturing nearly...
Report
11 Min
Macro & Markets
May 2024
Welcome to the third edition of Market Musings, a weekly publication that aims to keep our readers up-to-date...Reports & Releases | Delphi Digital
BTC ETF Flows Tracker: Our in-house dashboard focused on everything...
Report
8 Min
Macro & Markets
May 2024














