Reports271 results
Markets Will Save The World
This report explores how prediction markets and futarchy harness the general intelligence of markets and why they are two of the most powerful ideas to come out of crypto since Bitcoin and Ethereum....
66 Min
DeFi
4 days ago
The Inefficient Market Hypothesis
In this report, we will take a practical look at some of the most inefficient markets that exist today and draw parallels to crypto apps exploring solutions. We will unpack zkTLS and discuss why it is...
43 Min
DeFi
9 days ago
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
A New Framework For Understanding Moats In Crypto Markets
In an industry where the laws of competition are inherently accelerated, the concept of a moat is profoundly important. However, we currently lack the right frameworks for understanding moats, and dow...
36 Min
DeFi
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
The Power of Algo Pools: Astroport's Passive Liquidity Solution
Astroport excels in the competitive AMM space by catering to passive liquidity providers with its advanced algo pool model. By dynamically adjusting fees and liquidity concentration, it offers superio...
18 Min
DeFi
Jul 2024
Do Airdrops Hurt More Than They Help?
Token airdrops often lead to inflated activity pre-snapshot and declines post-distribution. Data from major projects shows the need for better strategies to build lasting communities. This report sugg...
25 Min
DeFi
Jul 2024
Diving Into Dark Pools
CEX volume is, on average, 10 times higher than DEXs. Is this just because of a better UI? We think there is more to it. Making financial moves in open, transparent blockchains is not free of conseque...
27 Min
DeFi
Jun 2024
Contango: A Forward-looking Approach to Leverage
Contango is an emerging project sitting at the intersection of lending and leverage trading. In this memo, we will evaluate Contango's approach to leverage trading and explore how it can take advantag...
13 Min
DeFi
Jun 2024
The Revival of MakerDAO: Unpacking The MKR Thesis
Introduction MakerDAO has historically been punished for its lack of innovation and stagnant culture, but it could be on […]...
18 Min
DeFi
May 2024
1 Min
DeFi
May 2024
Modular Lending: The Next Phase of DeFi Money Markets
Amidst the fast-evolving landscape of decentralized finance (DeFi), the lending sector has been notably slow-moving due to the prominent design of complex multi-asset lending pools and protocol decisi...
31 Min
DeFi
Apr 2024
The Rise of Ethena: Unpacking The Emerging Synthetic Dollar
Intro The stablecoin duopoly is being challenged. After rapidly scaling supply from zero to over $2.2B in less than a […]...
40 Min
DeFi
Apr 2024
How “Oracle-less Primitives” Are Rearchitecting DeFi
“Oracle-less primitives” are aiming to revive foundational tenets such as decentralization, trustlessness and composability ensuring that they are not optional luxuries, but rather prerequisites for a...
28 Min
DeFi
Mar 2024
Telegram Bots: Evaluating Crypto's New Cash Cows
Telegram trading bots burst on the scene last summer, offering the market a much-needed fun new concept in the midst of a lethargic bear market. Trading bots were a major driver in the memecoin rally...
20 Min
DeFi
Feb 2024
Drops of Jupiter
The question heading into tomorrow is what will JUP trade at, and how much will the airdrops be worth? To try and answer this, we’ll need to make some assumptions. But first, let’s start with what we...
8 Min
DeFi
Jan 2024
DeFi Year Ahead 2024 - Webinar
Join our expert analysts as they delve into their top highlights and forecast the key trends for 2024. This is […]...
2 Min
DeFi
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 DeFi 2024
Introduction On the surface, 2023 may seem like a pretty uneventful year for DeFi. The chaotic global macro environment and […]...
100 Min
DeFi
Dec 2023
More Than Just Governance: Unpacking Value Accrual Mechanisms
The mechanisms for value accrual can differ significantly across various tokens. This report aims to scrutinize four distinct models of value accrual implemented by tokens, draw comparisons among them...
27 Min
DeFi
Oct 2023