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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
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
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
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
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
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
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
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
Market Musings - ETF Flows Shine As BTC Flirts With Range Highs
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...
9 Min
Macro & Markets
Jun 2024
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
Tracer (Mycelium) Brings Perpetual Pools to Arbitrum
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...
12 Min
Perpetual Futures
Mar 2022
Why Asia Will Lead Web3 Gaming: Learnings From Token2049 & KBW
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...
42 Min
Gaming
Oct 2023
Market Musings - Return of the Flows
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...
11 Min
Macro & Markets
May 2024
Market Musings - A Bullish Beat Down For BTC Bears
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...
8 Min
Macro & Markets
May 2024