Our Top Picks From 2023

The last year was massive for both Delphi Research and the broader Web 3 industry. Although we only felt the excitement make its way to markets in Q4, there were several ideas and narratives that fired our team up over the course of the year.

From the evolution of wallets to a thesis for why we are on the cusp of a new cycle, our team was on the forefront of industry research– both from a markets and a product/protocol perspective.

I want to highlight what I believe to be some of our top reports from 2023, highlighting our team’s research prowess and what you can expect more of over the coming year.

 

Our Top 10 Picks

Solana the Monolith

In hindsight, Solana popping off could look like a stroke of luck to few. In this report, Ceteris lays out the thesis for Solana and why it’s differentiated approach to blockchain scaling — in the modular era — has value and can succeed. I probably don’t have to tell you it’s been the talk of the town for last quarter.

But this report isn’t just a thesis for why SOL, the coin, has legs — it’s a complete deep dive into the network’s