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A Look Into Public DeFi Treasuries
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...
1 Min
Asset Management
Dec 2020
Coordination, Public Goods and Crypto (Part 1)
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.
6 Min
DeFi
Nov 2020
Coordination, Public Goods and Crypto (Part 2)
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.
11 Min
Asset Management
Nov 2020
Coordination, Public Goods and Crypto (Part 2)
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.
11 Min
Asset Management
Nov 2020
Coordination, Public Goods and Crypto (Part 1)
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.
6 Min
DeFi
Nov 2020
The Public Crypto Accumulator Era - Part 1
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.
31 Min
Macro & Markets
Jun 2025
Solana Releases Outage Report
Solana released its report on the outage from this week.
1 Min
Layer 1 / L1
Feb 2024
CoW Swap Releases "LVR Aware" AMM
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...
2 Min
AMM
Feb 2024
Cosmos Hub Releases v12 with Liquid Staking Module
Cosmos Hub releases its v12 upgrade: https://github.com/cosmos/gaia/releases/tag/v12.0.0-rc0 This is...
1 Min
Liquid Staking
Aug 2023
dYdX Public Testnet Live July 5
...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...
1 Min
Derivatives
Jun 2023
Upcoming Mint — Parallel Avatars (Public: 11 Jul)
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...
2 Min
NFTs
Jul 2023
Nous' Atropos Release Marks Major Milestone in AI Reinforcement Learning
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...
4 Min
AI
Apr 2025
Kevin Owocki: Decentralizing Gitcoin Through GTC and Shaping The Future of Public Goods
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...
Infrastructure
Jun 2021
Dookey Dash by Yuga Labs
🔍 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.
7 Min
Games
Feb 2023
Market Musings - April Showers Bring May Flowers
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...
8 Min
Macro & Markets
Jun 2024
Markets Tumble, Sentiment Sours, Polygon Gas Spikes
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...
3 Min
Macro & Markets
Jan 2022
Market Musings - A Bad Break For Bulls... What's Next?
Welcome to Market Musings, a weekly publication designed to keep our readers informed about the most...
10 Min
Macro & Markets
Jul 2024
Celebrating Valentine's Day With The Revamped Delphi Daily
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 […]...
9 Min
Layer 1 / L1
Feb 2022
Uni Gains Ground, Miners Offload BTC, & MEV Profits Tighten
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...
3 Min
Infrastructure
Feb 2022
Aave V3: A Multi-Chain Liquidity Protocol
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...
14 Min
Money Markets
Feb 2022