Reports193 results
Squads' Expansion from Multisigs to Crypto-Native Fintech Infrastructure
Squads has grown from a simple multisig solution into the foundation of Solana's treasury management infrastructure. With over $10B in secured assets across 300+ teams, Squads has become an essential...
26 Min
Infrastructure
Feb 2025
Zenrock: Paving the Path in dMPC
This report explores Zenrock’s innovative approach to cross-chain communication through its distributed Multi-Party Computation (dMPC) technology and the transformative applications it enables, with a...
12 Min
Cross-Chain
Feb 2025
ZKsync & The Elastic Network Endgame
Our latest report explores ZKsync's transformation from a Layer 2 scaling solution into the Elastic Network, a groundbreaking ecosystem of interoperable ZK Chains positioned to revolutionize instituti...
39 Min
Infrastructure
Jan 2025
zkVerify: Optimizing ZK Proof Verification At Scale
zkVerify is a modular L1 blockchain designed to become the universal verification layer for zero-knowledge proofs (ZKPs). Developed by Horizen Labs, zkVerify addresses critical challenges in ZKP imple...
63 Min
Infrastructure
Jan 2025
The Year Ahead for Infra 2025
A few years ago the main excuse for why we didn’t have great applications was that the infra wasn’t ready. Fees were high, UX was bad and transactions were slow. Today, that’s no longer the case. With...
128 Min
Infrastructure
Dec 2024
Paladin of the Solana Round Table
The report discusses Paladin, a solution designed to combat predatory MEV while allowing validators, stakers to capture maximum proceeds from other MEV opportunities. We dive deeper into the Paladin b...
21 Min
DeFi
Sep 2024
Beyond The Meme of Parallelization & Solving For State Growth
Parallel execution has been touted as the holy grail of blockchain scalability and adoption, worth “billions of users." But the data says otherwise. We've explored the data around what percentage of t...
20 Min
Infrastructure
Aug 2024
ETHCC: One Year Later, Have we Made Progress?
Was ETHCC as depressing as CT made it out to be, or were there things to be excited about? We'd argue the latter, with things like DEX design, TEEs, Preconfs, Based Rollups and Chain Abstraction all b...
31 Min
DeFi
Jul 2024
ZetaChain: The Path Forward for Universal Apps
Understand the core value proposition of ZetaChain as the Chain Abstraction narrative takes flight. In this report, we cover Zetachain's technological revamp, new application opportunities enabled by...
41 Min
Infrastructure
Jul 2024
API3: The State of OEV
Over $3.1 billion have been liquidated on lending protocols on Ethereum, but these liquidation mechanisms are not the most efficient. Liquidators or searchers face very tight profit margins because he...
29 Min
Infrastructure
Jul 2024
A Look At Dispute Resolution Protocols in Optimistic Rollups
The report discusses dispute resolution mechanisms in optimistic rollups, focusing on Arbitrum's new protocol called Bounded Liquidity Delay (BoLD). It contrasts centralized and decentralized systems,...
24 Min
Layer 2 / L2
Jun 2024
Supra - Vertical Integration with The Intralayer
Supra is building the IntraLayer, a vertically integrated blockchain stack that includes a Layer 1, Oracles, Bridges, VRF, and a Virtual Machine. With emerging rollapps and appchains, liquidity is...
39 Min
Infrastructure
Apr 2024
Based Rollups: The New ETH Alignment
We explored how based rollups, preconfirmations, and shared sequencing can help to fix Ethereum's liquidity fragmentation...
42 Min
Infrastructure
Mar 2024
Farcastoooor
We present our thesis for Farcaster which recently took crypto twitter by storm....
19 Min
Infrastructure
Feb 2024
Infrastructure Year Ahead 2024 - Webinar
Join our expert analysts as they delve into their top highlights and forecast the key trends for 2024. This is […]...
1 Min
Infrastructure
Jan 2024
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 […]...
7 Min
DeFi
Jan 2024
The Year Ahead for Infrastructure 2024
L2 Wars, Solana Separating From The Pack, THORChain & Chainflip: Decentralized Highways For Bitcoin, Intents & Solvers, Ethereum's 2024 Roadmap and more....
93 Min
Infrastructure
Dec 2023
Reflecting on EthCC
In our “Year Ahead for Infrastructure” report, we predicted 2023 would be “the year of infrastructure,” and after the conference week in Paris it’s clear this has become true, almost too true. Paris w...
34 Min
Infrastructure
Aug 2023
Everybody Needs *******
Blockchain infrastructure can be broadly summarized in three verticals: scalability, privacy, and UX. In this post, we’re going to dive into privacy....
37 Min
Infrastructure
Mar 2023
Pro Crypto Insider Talks - February 2023
In this month’s Pro Crypto Insider Talks, Delphi’s own Kevin Kelly and Ceteris join Raoul Pal, CEO of Real Vision, […]...
46 Min
Macro & Markets
Feb 2023