Reports587 results
Liquid Staking Derivatives (LSDs) enable users to swap ETH in return for a derivative token that represents staked ETH. LSDs let users bypass the frictions of staking ETH: (i) the technical know-how o...
5 Min
DeFi
May 2023
Daily active addresses on Uniswap are spiking to levels not seen since May 2021. Why is this? Well, one of the main reasons is meme tokens, of course. The current rallyβs poster boy, PEPE, has rallied...
6 Min
Layer 2 / L2
May 2023
Crypto-native social media is revving up to bring the competition to web2 social media. In this report, we explore Lens Protocol, the open-source, web3 social graph. The protocol has seen a substantia...
7 Min
Social Media
Apr 2023
Today weβre excited to reintroduce Delphi Digitalβs research platform. From the very beginning, our mission has always been to make [β¦]...
3 Min
Inside Delphi
Apr 2023
Since Ethereum's Beacon chain went live at the end of 2020, over 18M ETH or 15% of the total supply has been staked in a deposit-only staking system. In this report, we consider the implication of the...
7 Min
Layer 1 / L1
Apr 2023
π zkEVMs Launch on Mainnet Over the past few months, Optimism and Arbitrum have dominated the Ethereum layer-2 landscape. These [β¦]...
6 Min
Layer 2 / L2
Mar 2023
π The Arbitrum Airdrop Is Finally Here Tomorrow, Arbitrum will launch the ARB token and airdrop 12.75% of its supply, [β¦]...
9 Min
Layer 2 / L2
Mar 2023
π USDC De-Pegs & Bitcoin Rallies If you havenβt been living under a rock, youβre probably inundated with headlines spelling [β¦]...
8 Min
Cash-Backed (Custodian) Stablecoins
Mar 2023
Trader Joeβs LB introduced a novel innovation that created an alternative model of concentrated liquidity and provides more flexibility for LPs. Its unique implementation of a constant sum invariant w...
9 Min
AMM
Mar 2023
In the past twelve months, we have seen a flurry of policy papers reflecting the universal acknowledgment that we are at an impasse in the United States. We can universally agree that crypto is in nee...
35 Min
Policy
Mar 2023
Do you hear that? Thatβs the sound of 17M ETH getting ready to be withdrawn from staking, nearly $30B of ETH supply previously locked up coming onto the market ready to be sold. Or at least, this is w...
21 Min
Liquid Staking
Mar 2023
π Bitcoin: More Than Just Digital Gold? In just the span of 1 month, over 100,000 Bitcoin Ordinals were inscribed [β¦]...
7 Min
Layer 1 / L1
Mar 2023
π Base by Coinbase Last week, Coinbase launched the testnet for Base, a layer-2 network built using Optimismβs open-sourced OP [β¦]...
8 Min
Mar 2023
π The Rise of Blur Blur is the latest entrant in the race to dominate the NFT trading arena. Targeted [β¦]...
7 Min
NFT Marketplace
Feb 2023
π SEC vs. BUSD by Paxos Stablecoins are one of cryptoβs most impactful innovations. Itβs one of the rare products [β¦]...
7 Min
Stablecoins
Feb 2023
π Dookey Dash by Yuga Labs The newest release from the house of Yuga is a skill-based, endless runner game [β¦]...
7 Min
Games
Feb 2023
Frax Finance is a household name for seasoned DeFi users. In the last year, theyβve launched Fraxlend and Fraxswap alongside several other products. This post will look at Fraxβs newer product launche...
11 Min
Algorithmic Stablecoins
Feb 2023
π The Memes by 6529 Memes are more than just images overlaid with text that make people laugh. Memes have [β¦]...
7 Min
Art
Jan 2023
In our Year Ahead report for DeFi, we examined the thesis for so-called DeFi blue chips and their ability to bounce back from a tough year. Aave is one of those projects, and one that virtually everyo...
14 Min
Lending / Borrowing
Jan 2023
In our Year Ahead report, we mentioned access control/wallets as a major theme. This report will expand on the topic and look at the full picture from the perspective of wallet strategies, roadmaps, r...
41 Min
Infrastructure
Jan 2023









