Top Results2025 results
Overcoming The Limits of Scale in Virtual Worlds
Furthermore, a growing number of backend-as-a-service providers are offering “dynamic load” solutions...As such, it is not unusual for service providers to allocate dedicated support staff in the lead-up to...be viewed as potential partners rather than direct competitors to the more niche service providers,...
53 Min
Gaming
Aug 2024
Programmable Asset Ledgers Will Eat The World
Programmable Asset Ledgers Fundamentally, blockchains are asset ledgers....cases — those that would be objectively worse products without blockchains: Tokenization Decentralized-Virtual-Infrastructure-Networks...Moving assets: By providing a shared asset ledger, blockchains provide the back-end infrastructure for...
25 Min
DeFi
Mar 2025
The Evolution of Digital Asset Secondary Markets - 2025
, written in collaboration with SecondLane, a private markets–focused, Web3-native investment bank, provides...This is evident in the leadership of sectors like blockchain services and tech development....Theme #1 – Digital Asset Secondary Market Continues To Mature Digital asset markets have evolved markedly...
14 Min
Financial Market Themes
Aug 2025
Price Oracles for Derivative Assets
Delphi Labs is proud to present an analysis on price oracles for derivative assets....In this piece, we’ll analyze pre-existing assumptions on price oracles for derivative assets within the...Specifically, we’ll discuss why using the underlying asset’s price as the oracle for a derivative asset...
1 Min
Oracles
Nov 2022
Real-World Assets in Decentralized Finance
, DeFi has managed to create real services demanded by willing consumers....Liquidity Providers: Liquidity providers are investors who supply second-loss capital (senior tranche...Centrifuge has been around much longer than Goldfinch and provides a much larger service than credit...
11 Min
Money Markets
Jan 2023
Crypto Unicorns Soar, Virtual Land Underdogs, & Intro to Ronin
The NFT Worlds team provides world owners with pre-made P2E mechanisms that can be implemented in their...However, this will be expanded as more tokens are supported and in-game assets are created by games on...From the Katana launch, 10% of the RON supply was distributed to liquidity providers in 2 pools over...
8 Min
Layer 1 / L1
Mar 2022
A Nuanced Approach to Estimating Mark-to-Market Crypto-Asset Values
Ray III (current CEO of FTX) reads: “First, customer assets from FTX.com were commingled with assets...Other notable exchanges such as Kraken, Huobi, etc., have been omitted, as they don’t provide a complete...Like BTC, this situation is unlikely to occur, but provides insight into crisis scenarios.
15 Min
Macro & Markets
Dec 2022
Asset Rotation Aperture Approaching Lower Bounds
Everytime this lower boundary is tested, it has produced decent entries across the board not expect...
1 Min
Macro & Markets
Aug 2025
DeFi
Sep 2019
CryptoPunks x Tiffany Pre-Sale, Memeland Potatoz NFTs
🚨 In Case You Missed It Coinbase and BlackRock announced a partnership to provide crypto brokerage...and custody services to institutional clients....🚨 In Case You Missed It Coinbase and BlackRock announced a partnership to provide crypto brokerage and...custody services to […]...
4 Min
Fashion
Aug 2022
Risk Analysis on Centralized Stablecoins
Introduction As a critical component in the crypto ecosystem, stablecoins play a vital role in providing...virtually all of DeFi....NYDFS Halts BUSD Minting: On February 13th, 2023, the New York State Department of Financial Services...Stablecoin Balance Sheet Review Note: TUSD does not provide a detailed breakdown, and its assets are...
12 Min
Stablecoins
Apr 2023
Narrative > Revenue: REValuating Crypto Assets
Some think REV it’s the ultimate metric to value chains & price assets, others think it’s just another...In mature chains, you want to see value capture flow back to the asset....It will be based on pure narrative play, just like today, just like the majority of assets....Even in the short list of ‘revenue-positive’ assets, price is still mostly narrative-driven.
8 Min
DeFi
Jun 2025
Squads' Expansion from Multisigs to Crypto-Native Fintech Infrastructure
...or service providers without crypto wallets....Virtual Bank Accounts Fuse enables virtual US bank accounts, powered by Bridge, to simplify the process...like USDC through virtual bank accounts....By providing stablecoin-banking as a service, Squads empowers any internet-native, global, and scalable...
26 Min
Infrastructure
Feb 2025
The Battle of the AI Agent Frameworks
Source: Virtuals Whitepaper Today, Virtuals is more of a two sided marketplace for agent creators and...Execution Environments (TEEs), the framework aims to create agents that can independently manage digital assets...capabilities: Natural language processing and cultural understanding through meme evaluation Basic autonomous asset...
50 Min
Artificial Intelligence
Feb 2025
DeAI IV: The Agentic Economy
The user proxy agent also provides a glimpse into autonomous payments and private key management, providing...– basically an NFT (either a on-chain asset or one that represents some off-chain IP) Then the IP assets...This is how the economics of the metaverse will ultimately make sense: virtual worlds needs virtual content...
63 Min
Artificial Intelligence
Oct 2024
Fuel Network: Engineered Playground For The Next Generation Of Apps
Introduction The Virtual Machine (VM) is  at the core of a chain’s ability to support new applications...asset X , sell asset Y, accept no less than Z quantity of asset X” rule....This model eliminates overprovisioning costs and aligns incentives between service providers and users...
30 Min
Infrastructure
Apr 2025
Somnia: Building for the Future of Onchain Applications
A virtual‑worlds‑as‑a‑service platform reportedly capable of hosting up to 30,000 people simultaneously...Anyone can now easily set up game logic, drag and drop assets, and hit publish....Should Somnia become essentially a service provider and publisher for their ecosystem, you’ll be able...as many of these services as possible.
34 Min
Infrastructure
Aug 2025
Rolling the Dice on Rollbit Fundamentals
...a diversified platform that spans casino games, sports betting, crypto-asset futures, and a marketplace...Compared to Stake, which offers similar crypto casino and sportsbook services, Rollbit’s performance...This substantial sum indicates a strong user interest and engagement with Rollbit’s services....Provider, N.V. #365/JAZ as an Information Provider.
23 Min
Betting
Dec 2023
The Year Ahead for AI + DePIN 2025
Agents who want to participate in the regulated economy would need to comply to provide services....DePINs are poised to help eat global services....This fragmentation renders real-time grid optimization virtually impossible....This organic growth in grid-edge assets provides ready-made markets for DePIN solutions.
122 Min
Artificial Intelligence
Dec 2024