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For more on the overall market outlook, Delphi members can see the most recent Market Insights Report...ENS, Nina’s Super Cool World & DeGods
[Excerpt from a Delphi Insights Report]
By now, is anyone...For more information, Delphi members can see the full Delphi Insights Report here.
Report
6 Min
Layer 1 / L1
Jul 2022
We are halfway through our DeAI series, so I thought now may be a good time to call out a few themes / categories which I was particularly bullish on which hadn’t been discussed much.
So far, my top...
Alpha Insight
4 Min
Data
Aug 2024
Oracles
May 2020
Data
May 2020
I recently had the pleasure of attending ChinaJoy, China’s largest consumer event focused on digital entertainment. ChinaJoy is known for having a heavy focus on all things gaming-related, but this ye...
Alpha Insight
9 Min
Gaming
Aug 2025
For our March 2020 analyst call, we spent time covering a proposal for Maker as well as our Thematic...Insights report on Insurance protocols (Nexus Mutual, Opyn, etc.)...
Report
1 Min
DeFi
Mar 2020
Delphi Resources
All Subscribers
CryptoEvolution Thematic Insights posts
Recent Kyber QuickTake...
Report
3 Min
DeFi
Apr 2020
As our long time members might recall, we first wrote about StarkWare back in April 2019 in a Thematic...Insights on Zero-Knowledge Proofs.
Report
3 Min
Infrastructure
Jun 2020
4 Min
Stablecoins
Apr 2020
...out for Yan’s piece on the implications of UMA listing on Uniswap tomorrow, as well as, our Oracle Thematic...
Report
4 Min
Data
Apr 2020
We plan to release full thematic reports analyzing the ecosystems of both in the coming weeks.
Report
5 Min
Layer 1 / L1
Feb 2021
Perpetual Protocol’s token ($PERP) has also followed closely behind, perhaps benefiting from the same thematic...
Report
3 Min
DeFi
Sep 2021
Outlook
24:35 || Bitcoin Monthly Update
27:50 || Synthetix Research Report
30:40 || Exchange Token Thematic...call covers everything from our Bitcoin monthly update to our report on Synthetix, our Exchange Token thematic...
Report
1 Min
Synthetic Assets
Jul 2019
For a more nuanced explanation of AMPL’s rebalancing mechanics, please refer to our thematic piece on...
Report
6 Min
DeFi
Jul 2020
Kevin Kelly and Jose Macedo
Blockchain/Crypto Allocation and Exposure with Yassine Elmandjra – Thematic...
Report
1 Min
Macro & Markets
Jul 2020
As our team mentioned in this thematic from last year, we believe that DAOs have the potential to dramatically...
Report
2 Min
DeFi
Aug 2020
We first wrote about Hegic on March 20th in our Thematic Report on Insurance Products.
Report
2 Min
Derivatives
Apr 2020
As our team mentioned in this thematic from last year, we believe that DAOs have the potential to dramatically...
Report
2 Min
DeFi
Aug 2020
2 Min
DeFi
May 2021
This data point gives us insight as to what option buyers are doing....Insights from the options markets, and (potentially) crypto's first countercyclical asset.
Report
5 Min
DeFi
Jul 2021