Reports542 results
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
$GHST Coming Out Of Its Shell
Unlike other NFT projects, rarity is not fixed in the Aavegotchi universe. It is constantly fluctuating based on a number of inter-woven dynamics. Your ultra-rare NFT might become less rare the follow...
8 Min
NFTs
Sep 2020
Follow Up To Our PowerPool Proposal
The best way to learn in this space is to participate. Here’s a follow up to our proposal for PowerPool, while also diving into our thought process behind it....
15 Min
DeFi
Sep 2020
Get Ready for Balancer’s First-Ever Liquidity Bootstrapping Pool ($PERP)
As mentioned in previous Daily’s, Perpetual Protocol plans to list on their $PERP token on a Balancer liquidity bootstrapping pool (LBP). This will be the first Initial Dex Offering (IDO) on an LBP -...
4 Min
DeFi
Sep 2020
Bitcoin Slides as Crypto Market Pulls Back
Bitcoin has fallen ~11% since Tuesday, putting it on pace for its worst two-day stretch since the second week of May. The latest DeFi craze was arguably overdue for a pullback, but bitcoin’s slide ind...
4 Min
DeFi
Sep 2020
yETH: Now Do You Understand?
yETH is here and there's a reason why people are so excited. In this daily, we dive into what yETH means for the space and YFI in particular....
8 Min
DeFi
Sep 2020
How NXM Accelerates With Scale
In this post, we explore how NXM transitions from a programmatically grown MCR to a gearing factor-based one. Few understand what this means long term for Nexus....
9 Min
Insurers
Aug 2020
We explore the parallels between AMMs and Airlines and discuss the long-term value extraction potential of AMM governance tokens...
4 Min
DeFi
Aug 2020
Not One, Two Bull Markets Incoming for Crypto
Yesterday, I wrote a piece for CoinDesk where I outlined why I believe there will be two bull markets simultaneously […]...
6 Min
DeFi
Aug 2020
The Journey of Delphi: From Wall Street to Crypto
As we close this chapter of Delphi and move towards the launch of Delphi 2.0, it was nice taking a look back at how far we've come....
2 Min
null
Jul 2020
Another Protocol for Yield Farmers - Enter mStable
Our past Daily’s on Balancer and Compound highlight the memetic power of “yield farming” and “liquidity mining” within the defi ecosystem. mStable, a stablecoin liquidity and lending protocol, is anot...
4 Min
Stablecoins
Jun 2020
Compound: Community Now, Cashflows Later
Compound is a decentralized lending middleman: anyone can deposit ETH, DAI, USDC or other assets and earn interest as they are lended out to users on the other end....
5 Min
Lending / Borrowing
Jun 2020
Tokenized BTC on Ethereum
As of today, 5,446 tokenized BTC exist on Ethereum, across various types, worth approximately $51m....
3 Min
Infrastructure
Jun 2020