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In this report, we’re going to cover two of the most important, yet complex, projects in the DeFi sector...While we started this report with a clear focus on Yearn, we soon realized that we couldn’t fully explain...digestible summary on all of these moving parts will certainly be a challenge, but we’ll start this report...
Report
1 Min
AMM
Oct 2020
For those already familiar with crypto, we don’t need to waste time in this report telling you that....This distinction has important implications which we’ll discuss in greater detail further on in this report...implications of this will be important to consider when we reach the staking section later on in this report...
Report
16 Min
Infrastructure
Jun 2021
...these days has become increasingly hard, which is why we’re excited to announce our new monthly Delphi Research...From now on, we’ll be releasing a monthly digest highlighting some of our research team’s top reports...Even if you’re not a Delphi Member, you can access the entire report for free below!
Report
1 Min
Stablecoins
Nov 2020
...these days has become increasingly hard, which is why we’re excited to announce our new monthly Delphi Research...From now on, we’ll be releasing a monthly digest highlighting some of our research team’s top reports...
Report
1 Min
Stablecoins
Nov 2020
See below for the January 2021 edition of Delphi’s Research Recap report....Example reports we cover include:
Bitcoin Monthly Outlook
Ethereum Ecosystem Analysis
Mirror vs....The January 2021 edition of Delphi's Research Recap report includes our Bitcoin Monthly Outlook, Ethereum...
Report
1 Min
Derivatives
Feb 2021
See below for the January 2021 edition of Delphi’s Research Recap report....Example reports we cover include:
Bitcoin Monthly Outlook
Ethereum Ecosystem Analysis
Mirror vs....The January 2021 edition of Delphi's Research Recap report includes our Bitcoin Monthly Outlook, Ethereum...
Report
1 Min
Derivatives
Feb 2021
See below for the November & December edition of Delphi’s Research Recap report....November & December edition of Delphi's Research Recap report includes the bull case for bitcoin...
Report
1 Min
Infrastructure
Jan 2021
Tether has generated $855M in excess assets net of liabilities and reported operational profits exceeding...T-bills, as reported on October 13th, 2022.
Alpha Insight
2 Min
Stablecoins
Aug 2023
The rapid evolution of advanced AI tools like OpenAI’s “Deep Research” feature is forcing a structural...shift in knowledge work, research, and economic power....AI-powered tools like Deep Research don’t just enhance analysts and researchers; they significantly lower...TLDR
AI is rapidly reshaping labor, research, and capital structures.
Alpha Insight
7 Min
Artificial Intelligence
Feb 2025
1 Min
Layer 1 / L1
Feb 2024
Derivatives
Oct 2020
A lot has happened with Nexus since we published our report a few weeks ago....Here's a video walkthrough of our the report and model!...Our team published our research report on Nexus Mutual on July 28th, 2020.
Media
DeFi
Aug 2020
Executive Summary
x402 (Coinbase) and h402 (BitGPT) are new payment protocols that work by implementing the long-ignored HTTP 402 Payment Required status code. Their shared insight is that payment can...
Alpha Insight
4 Min
AI
May 2025
...dba released all of their talks from their recent research day and I watched them all.
Alpha Insight
2 Min
Infrastructure
May 2024
...to announce a fresh addition to your Delphi Pro experience – Light Mode is now available across all report...We’re excited to see how this illuminates your journey through our in-depth reports, you can toggle between...light and dark mode using the report page action bar:
Want to see Light Mode rolled out across the...
Alpha Insight
1 Min
Other
Nov 2023
Nous Research’s newest product is a fine-tuned version of Meta’s Llama 3.1-8B model, designed to enhance...structured reasoning, but makes it more robust for accuracy-dependent applications like finance or research...TLDR:
By fine-tuning Llama 3.1-8B, Nous Research has developed DeepHermes-3 Preview—an open-source model...
Alpha Insight
6 Min
Artificial Intelligence
Feb 2025
...cumbersome and expensive process (over $2M in fees plus 5-7% of IPO proceeds, plus significant ongoing reporting...Let’s take a quick detour to the financial reporting-industrial complex, where this process is already...A small team of data scientists can set up a financial reporting structure around a raw data feed only...
Alpha Insight
26 Min
DeFi
Jan 2025
...themselves
I spent a lot of time on this series and, while long, I believe the ROI on reading all four reports...
Alpha Insight
2 Min
Artificial Intelligence
Oct 2024
We’re thrilled to release an exclusive podcast with SBF, the CEO of FTX and Alameda Research....Joined by Chain Reaction Host Tom Shaughnessy, the two cover SBF’s journey in creating Alameda Research...PodcastDelphi
More
Our Video interviews Can Be Viewed Here: https://youtu.be/fubeSokngY8
Access Delphi’s Research...
Media
Infrastructure
Oct 2020
We published a report yesterday taking a look at the state of on-chain margin trading and perpetuals...The report — available for Delphi Pro subscribers — runs a valuation exercise on DYDX and looks at the...The report — available for Delphi Pro subscribers — runs...
Alpha Insight
3 Min
Perpetual Futures
Jul 2023