Reports541 results
WTF Is Anoma? Part 2: WTF Are Intent-Based Apps?
What is Anoma? This is a surprisingly hard question to answer. Anoma is not a blockchain. Or, more accurately, not just a blockchain. Anoma is an architecture....
24 Min
Layer 1 / L1
Sep 2023
Friend.Tech Continues Making Waves
This report serves as a partial update of a previous report written by Ceteris, ‘Came for the Tech, Stayed for […]...
7 Min
Social Media
Sep 2023
Came for the Tech, Stayed for the Friends
In our “Reflecting on EthCC” report, we mentioned how most of the crypto discourse has been about the infra layer as opposed to the application layer. Friend.tech, a new social app launched on Coinbas...
30 Min
Social Media
Aug 2023
WTF Is Anoma? Part 1: WTF Are Intents?
What is Anoma? This is a surprisingly hard question to answer. Anoma is not a blockchain. Or, more accurately, not just a blockchain. Anoma is an architecture....
23 Min
Layer 1 / L1
Aug 2023
Worldcoin
Worldcoin Founder of OpenAI, Sam Altman, has launched Worldcoin, his attempt at solving the sybil problem. A Sybil Attack is […]...
6 Min
Data
Jul 2023
DYDX Valuation Analysis & DEX Perps Comparison
Self-custody and censorship resistance are seldom the deciding factors for the average user selecting a crypto exchange. The collapse of FTX created a window of opportunity that DEXs have thus far fai...
40 Min
Derivatives
Jul 2023
Show Me The Money
Show Me The Money New types of narratives are emerging in a maturing industry. These narratives share a common denominator, […]...
7 Min
DeFi
Jul 2023
And Then You Win
And Then You Win In a blow to the SEC, a judge has ruled the XRP is not a security. […]...
5 Min
Policy
Jul 2023
DeFi Summer
DeFi Summer Four years ago, DeFi “Blue-Chips” such as lending protocol AAVE and derivatives protocol Synthetix put in their all-time […]...
11 Min
DeFi
Jun 2023
The Crypto Conspiracy
The Crypto Conspiracy Suddenly, financial titans of the world have collectively decided that it’s time to enter crypto. BlackRock has […]...
7 Min
Asset Management
Jun 2023
BlackRock
BlackRock The SEC is suing Ripple and the lawsuit is expected to come to fruition soon. Ripple’s lawyers have been […]...
12 Min
Asset Management
Jun 2023
Gary's Protection
Gary’s Protection In spectacular fashion, the SEC has filed lawsuits against the two largest cryptocurrency exchanges, Binance and Coinbase, on […]...
8 Min
Spot Exchange
Jun 2023
Vitalik's Warning
Ethereum is known to be the most secure layer-1 blockchain. Part of the reason why it has attracted so much volume and liquidity is due to the security it can provide to applications that deploy on it...
7 Min
Staking
Jun 2023
Solana the Monolith
Solana is not just about slapping some expensive hardware on a blockchain and calling it a day, but rather, how do we optimize software to best take advantage of performant hardware?...
52 Min
Layer 1 / L1
May 2023
Mass Adoption
Mass Adoption Last week, NFT project “Pudgy Penguins” announced the launch of Pudgy World, a blockchain-powered digital experience intended to […]...
6 Min
NFTs
May 2023
Lido's Game Theory
Liquid Staking Derivatives (LSDs) enable users to swap ETH in return for a derivative token that represents staked ETH. LSDs let users bypass the frictions of staking ETH: (i) the technical know-how o...
5 Min
DeFi
May 2023
$100 Swaps
Daily active addresses on Uniswap are spiking to levels not seen since May 2021. Why is this? Well, one of the main reasons is meme tokens, of course. The current rally’s poster boy, PEPE, has rallied...
6 Min
Layer 2 / L2
May 2023
The Rise of Lens Protocol in 2023
Crypto-native social media is revving up to bring the competition to web2 social media. In this report, we explore Lens Protocol, the open-source, web3 social graph. The protocol has seen a substantia...
7 Min
Social Media
Apr 2023
Inside Delphi: Make Crypto Happen Better And Faster
Today we’re excited to reintroduce Delphi Digital’s research platform. From the very beginning, our mission has always been to make […]...
3 Min
Inside Delphi
Apr 2023
Preparing For Shanghai
Since Ethereum's Beacon chain went live at the end of 2020, over 18M ETH or 15% of the total supply has been staked in a deposit-only staking system. In this report, we consider the implication of the...
7 Min
Layer 1 / L1
Apr 2023