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...
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...
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...
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...
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...
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....
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...
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...
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...
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....
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 -...
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...
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....
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...
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....