Elixir introduces deUSD, a synthetic dollar backed by stETH and short ETH-PERP positions, enabling delta-neutral yield generation. Users can participate in Elixir’s ecosystem by supplying liquidity or...

This conversation features Yan Liberman (Delphi Ventures), Oleg Ivanov, and Omar-Shakeeb (SecondLane), and addresses common misconceptions, deal logistics, valuation dynamics, best practices, and regu...

The blockchain scaling debate has long pitted monolithic user experience against modular scalability, presenting a false choice. Aptos goes beyond that dichotomy. Its unique architecture decouples all...

Since our previous deep dive into Sui’s architecture, ecosystem, and toke economics, the network has delivered significant upgrades across its infrastructure and application stack. Our latest report c...

We had previously dove into the depths of Fuel's infrastructure stack and what makes it tick. But this cycle has taught us one thing - that infrastructure can only take you so far? Its the app layer t...

Regulatory posture toward crypto assets, SEC jurisdiction, token taxonomy, and proposed reform paths....

Following up on our deep dive, we're excited to present this memo on zkVerify, part of the Institutional Accelerator with TheTIE. This report outlines zkVerify’s improved operation flow for zero-knowl...

This draft builds upon Commissioner Peirce's Safe Harbor 2.0, proposing an interim regulatory approach intended to address current market needs while permanent rulemaking and legislative efforts are i...

Programmable asset ledgers will eat the world. The following essay explains how....

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...

This report analyzes the challenges in the gaming industry, focusing on distribution and user acquisition, and explores opportunities in the Global South. It introduces KGeN, a blockchain-powered gami...

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...

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...

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...

The report reflects on Bitcoin's journey, its value proposition, and the potential future of the cryptocurrency as it reaches $100,000 per coin....

Our premier publication of Delphi and The Tie’s Institutional Accelerator is a deep dive into Sui Network. In this report we cover the tech stack, token economics, and the ecosystem around Sui....

This report dives into the recent growth of the onchain economy as of October 2024, and analyzes several use cases behind that growth, including stablecoins, layer 2s (L2s), collectibles, social media...

Elixir enables anyone to provide order-book liquidity. In the same way that Uniswap democratized access to liquidity provisioning via AMMs, Elixir wants to do the same for order-books....

The agentic economy may prove to be the most lucrative investment theme of our generation. With the value of your labor going to zero, the train only leaves the station once. The industrial revolution...

The report examines Arbitrum's proposed transaction ordering policy, Timeboost, which aims to enhance value capture while protecting users from negative aspects of miner extractable value (MEV) behavi...