Reports514 results
Mirror vs Synthetix? How About Terra
Mirror Finance is a new synthetic asset protocol built on top of the Terra blockchain. While Mirror ($MIR) is attracting much of the attention right now, we’ve pursued a different strategy by investin...
16 Min
DeFi
Feb 2021
Into The Void: Where Crypto Meets The Metaverse
The Metaverse: a persistent, live digital universe that affords individuals a sense of agency, social presence, and shared spatial awareness, along with the ability to participate in an extensive virt...
4 Min
NFTs
Jan 2021
The Launch Of Armor Protocol
In this piece, I take a look at what products Armor is launching and how it’ll coexist with Nexus Mutual....
4 Min
Insurers
Jan 2021
ETH Emerges Reaching New ATH
On January 13, 2018, ETH reached an all time high of $1,432 according to data from Messari. Almost three years later to the day, ETH briefly surpassed this previous peak, hitting $1,440 on Coinbase ea...
1 Min
Layer 1 / L1
Jan 2021
Jess Sloss and Cooper Turley: Social Tokens Are Rearchitecting Community and Social Engagement
The Delphi Podcast Hosts Tom Shaughnessy and Piers Kicks host Jess Sloss, of Seed Club, and Cooper Turley, of Audius, to discuss social tokens and their must read 2020 social tokens post....
49 Min
Social Media
Jan 2021
Sell-off By The Numbers
Bitcoin experienced its worst one-day % decline since March 12th last year. Historically, similar sell-offs have proven to be attractive entry points with bitcoin averaging a ~28% return in the 14 day...
5 Min
Asset Management
Jan 2021
Sell-off By The Numbers
Bitcoin experienced its worst one-day % decline since March 12th last year. Historically, similar sell-offs have proven to be attractive entry points with bitcoin averaging a ~28% return in the 14 day...
5 Min
Asset Management
Jan 2021
Embracing Bitcoin Volatility, The DeFi-NFT Symbiosis, DEX Aggregator Wars: The Delphi Debrief
A free weekly digest of the latest analysis and content from Delphi Digital's research team, including key takeaways from Delphi Digital's latest research reports, bite-sized summaries of every Delphi...
3 Min
DeFi
Jan 2021
Embracing Bitcoin's Volatility
Bitcoin is capturing the mind share of younger generations because of its volatility and their appetite for risk will continue to drive speculation....
4 Min
Macro & Markets
Jan 2021
Embracing Bitcoin's Volatility
Bitcoin is capturing the mind share of younger generations because of its volatility and their appetite for risk will continue to drive speculation....
5 Min
Macro & Markets
Jan 2021
Looking in The Mirror
In this piece I explore the present and future of Mirror, a synthetic assets protocol focused on real world assets....
13 Min
DeFi
Dec 2020
'Tis The Season
With the current tax year coming to a close, what can we expect for the start of 2021? Let's dive in and analyze the historic seasonality of BTC and ETH as we attempt to answer that question....
3 Min
Layer 1 / L1
Dec 2020
The Roblox IPO Filing & Crypto Sandboxes
Appetite for blockchain-based virtual worlds appears to be strongly correlated across major peers. The year-to-date sales for 3 of the top 4 (excluding Decentraland) all hover near $2.5 million. What...
8 Min
Virtual Real Estate
Nov 2020
? Best of Delphi Research (Oct. 2020)
Keeping up with content these days has become increasingly hard, which is why we’re excited to announce our new monthly Delphi Research Recap! From now on, we’ll be releasing a monthly digest highligh...
1 Min
Stablecoins
Nov 2020
? Best of Delphi Research (Oct. 2020)
Keeping up with content these days has become increasingly hard, which is why we’re excited to announce our new monthly Delphi Research Recap! From now on, we’ll be releasing a monthly digest highligh...
1 Min
Stablecoins
Nov 2020
Exclusive Conference - Meet Our Portfolio Companies
In a partnership with Oppenheimer, we are pleased to announce our third Blockchain & Digital Assets Summit (Blockchain Meets Wall Street) on Thursday, November 19. Several of our portfolio compani...
2 Min
Other
Oct 2020
Barnbridge Brings Structured Finance to DeFi
Risk mitigating protocols help investors and traders hedge their exposure to a financial instrument. Barnbridge is a new DeFi project bringing CDOs to DeFi and pioneering permissionless risk managemen...
6 Min
DeFi
Oct 2020
What’s Next for Gnosis?
One of the first Dapps built on the Ethereum Ecosystem is at a crossroads. Today, we will take a deeper look at the evolution of Gnosis and why investor's patience is wearing thin....
5 Min
Asset Management
Oct 2020
Nexus Mutual Proposal to Pause MCR Growth
We propose to pause the programmatic growth of MCR after taking into consideration the amount of cover capacity that will be opening up shortly, the current state of the market, and the amount that MC...
3 Min
Insurers
Oct 2020
Bitmex and Identity as an Attack Vector
Historically in crypto anonymous teams have been seen as a risk and avoided by investors. We argue that the Bitmex charges and other cases like it will increasingly drive the realization that in some...
4 Min
Asset Management
Oct 2020