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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.
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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
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
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
...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
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
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
🔍 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
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...
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8 Min
Macro & Markets
Jun 2024
Risk Assets Pullback on Hawkish Fed Minutes
December’s Fed meeting minutes released yesterday pointed...assets like equities and crypto assets reacted swiftly to the news, tumbling after the minutes were released...downward price movements; $850M of positions got liquidated in the past 18 hours (15 hours post minutes release...
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3 Min
Macro & Markets
Jan 2022
Welcome to Market Musings, a weekly publication designed to keep our readers informed about the most...
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10 Min
Macro & Markets
Jul 2024
Today, we’re excited to release an upgraded version of the Delphi Daily, our flagship daily newsletter...part of this is related to $SAND token price appreciation ($SAND +320% over the same period) since new public...Today, we’re excited to release an upgraded version […]...
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9 Min
Layer 1 / L1
Feb 2022
Uniswap Gaining in Stableswaps
In May 2021, when V3 was released, Uniswap began to eat into Curve’s...Uniswap Gaining in Stableswaps In May 2021, when V3 was released, Uniswap began to eat into Curve’s market...
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3 Min
Infrastructure
Feb 2022
Introduction
On January 31st, 2023, we released Aave: A Review Of The Fundamentals, offering updated...According to the discord, Silo is predicted to launch its public beta in the middle of February once...Introduction On January 31st, 2023, we released Aave: A Review Of The Fundamentals, offering updated...
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14 Min
Money Markets
Feb 2022














