Reports587 results
Zenrock: Paving the Path in dMPC
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...
12 Min
Cross-Chain
Feb 2025
MegaETH: Performance to Compete With TradFi
History suggests that markets often favor solutions that deliver tangible value, even when they involve calculated trade-offs. The success of Solana, despite initial centralization concerns, shows how...
21 Min
Layer 2 / L2
Jan 2025
ZKsync & The Elastic Network Endgame
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...
39 Min
Infrastructure
Jan 2025
zkVerify: Optimizing ZK Proof Verification At Scale
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...
63 Min
Infrastructure
Jan 2025
The Year Ahead for Markets 2025
As the year winds to a close, it's time to look ahead to what 2025 will bring for markets. Our Year Ahead for Markets - 2025 does just that. We talk about the macro landscape and how falling rates...
90 Min
Macro & Markets
Dec 2024
An Ode To Bitcoin
The report reflects on Bitcoin's journey, its value proposition, and the potential future of the cryptocurrency as it reaches $100,000 per coin....
12 Min
Other
Dec 2024
Sui Network: Demystifying the Monolithic Contender
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....
43 Min
Layer 1 / L1
Dec 2024
Exploring Base's Role in the Growing Onchain Economy
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...
35 Min
Layer 2 / L2
Nov 2024
Elixir: Democratizing Liquidity Provisioning in the Age of Orderbooks
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....
14 Min
Orderbook
Oct 2024
DeAI IV: The Agentic Economy
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...
63 Min
Artificial Intelligence
Oct 2024
The Fat Wallet Thesis
Protocols and applications are β€œthinning-out”, freeing up more room for whoever owns the end user. The β€œFat Wallet Thesis” asserts that as the ultimate front-end, no one is better positioned to re-cap...
32 Min
Wallets
Oct 2024
Markets Will Save The World
This report explores how prediction markets and futarchy harness the general intelligence of markets and why they are two of the most powerful ideas to come out of crypto since Bitcoin and Ethereum....
66 Min
DeFi
Oct 2024
Transaction Ordering Policies & Value Accrual in L2s: Timeboost, OP PGA, Fastlane, and OEV Network
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...
16 Min
Layer 2 / L2
Sep 2024
A New Dawn for Web3 MMOs: Incentivized UA and ServerFi
Introduction The video games industry has seen many defining genres throughout the years, but few have had as rich and […]...
31 Min
Gaming
Sep 2024
DeAI III: Composable Compute
Software is eating the world. AI is eating software. AI is largely the combination of data, compute and talent. The entity or network which most effectively organizes these resources is set to own the...
39 Min
Artificial Intelligence
Aug 2024
Overcoming The Limits of Scale in Virtual Worlds
An Intro To The Current Gaming Landscape The games industry continues to represent one of the largest and most accessible […]...
53 Min
Gaming
Aug 2024
Fuel Network: Redefining Scalability for Modular Blockchains
Discover how Fuel, a first-of-its-kind rollup OS, addresses the challenges of scalability, state growth & inefficient virtual machine architectures. This report explores Fuel virtual machine’s sol...
38 Min
Layer 2 / L2
Jul 2024
ZetaChain: The Path Forward for Universal Apps
Understand the core value proposition of ZetaChain as the Chain Abstraction narrative takes flight. In this report, we cover Zetachain's technological revamp, new application opportunities enabled by...
41 Min
Infrastructure
Jul 2024
DeAI II: Seizing the Means of Production
Dive into the Infrastructure Layer of the Decentralized AI (DeAI) crypto stack in part 2 of our DeAI series. Learn about Compute projects like Render, Gensyn, io.net and more, plus whether the "Airbnb...
42 Min
Artificial Intelligence
Jul 2024
API3: The State of OEV
Over $3.1 billion have been liquidated on lending protocols on Ethereum, but these liquidation mechanisms are not the most efficient. Liquidators or searchers face very tight profit margins because he...
29 Min
Infrastructure
Jul 2024