Reports526 results
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
zkEVMs Launch on Mainnet
🔍 zkEVMs Launch on Mainnet Over the past few months, Optimism and Arbitrum have dominated the Ethereum layer-2 landscape. These […]...
6 Min
Layer 2 / L2
Mar 2023
The Arbitrum Airdrop Is Finally Here
🔍 The Arbitrum Airdrop Is Finally Here Tomorrow, Arbitrum will launch the ARB token and airdrop 12.75% of its supply, […]...
9 Min
Layer 2 / L2
Mar 2023
USDC De-Pegs & Bitcoin Rallies
🔍 USDC De-Pegs & Bitcoin Rallies If you haven’t been living under a rock, you’re probably inundated with headlines spelling […]...
8 Min
Cash-Backed (Custodian) Stablecoins
Mar 2023
Trader Joe's Novel Take on Concentrated Liquidity
Trader Joe’s LB introduced a novel innovation that created an alternative model of concentrated liquidity and provides more flexibility for LPs. Its unique implementation of a constant sum invariant w...
9 Min
AMM
Mar 2023
Policy Paper Series (Part 1): Reframing How We Look at a Crypto Legislative Solution
In the past twelve months, we have seen a flurry of policy papers reflecting the universal acknowledgment that we are at an impasse in the United States. We can universally agree that crypto is in nee...
35 Min
Policy
Mar 2023
Brace Yourselves, Shanghai Is Coming
Do you hear that? That’s the sound of 17M ETH getting ready to be withdrawn from staking, nearly $30B of ETH supply previously locked up coming onto the market ready to be sold. Or at least, this is w...
21 Min
Liquid Staking
Mar 2023
Bitcoin: More Than Just Digital Gold?
🔍 Bitcoin: More Than Just Digital Gold? In just the span of 1 month, over 100,000 Bitcoin Ordinals were inscribed […]...
7 Min
Layer 1 / L1
Mar 2023
Base by Coinbase
🔍 Base by Coinbase Last week, Coinbase launched the testnet for Base, a layer-2 network built using Optimism’s open-sourced OP […]...
8 Min
null
Mar 2023
The Rise of Blur
🔍 The Rise of Blur Blur is the latest entrant in the race to dominate the NFT trading arena. Targeted […]...
7 Min
NFT Marketplace
Feb 2023
SEC vs. BUSD by Paxos
🔍 SEC vs. BUSD by Paxos Stablecoins are one of crypto’s most impactful innovations. It’s one of the rare products […]...
7 Min
Stablecoins
Feb 2023
Dookey Dash by Yuga Labs
🔍 Dookey Dash by Yuga Labs The newest release from the house of Yuga is a skill-based, endless runner game […]...
7 Min
Games
Feb 2023
Frax Finance: Examining The Protocol’s Holy Trinity of De-Fi
Frax Finance is a household name for seasoned DeFi users. In the last year, they’ve launched Fraxlend and Fraxswap alongside several other products. This post will look at Frax’s newer product launche...
11 Min
Algorithmic Stablecoins
Feb 2023
The Memes by 6529
🔍 The Memes by 6529 Memes are more than just images overlaid with text that make people laugh. Memes have […]...
7 Min
Art
Jan 2023
Aave: A Review Of The Fundamentals
In our Year Ahead report for DeFi, we examined the thesis for so-called DeFi blue chips and their ability to bounce back from a tough year. Aave is one of those projects, and one that virtually everyo...
14 Min
Lending / Borrowing
Jan 2023
The Wallet Wars
In our Year Ahead report, we mentioned access control/wallets as a major theme. This report will expand on the topic and look at the full picture from the perspective of wallet strategies, roadmaps, r...
41 Min
Infrastructure
Jan 2023