🔍 The ETH Liquid Staking Derivative Wars To stake ETH, users have to run validator nodes on Ethereum, which comes […]...

Executive Summary Web3 gaming – an ever-changing term simply defined as video games with varying levels of embedded blockchain-based mechanics […]...

🌇 Sunsetting The Delphi Daily During periods of lower activity, it becomes more important to focus on the broader […]...

🌅 Welcome! In a new blog post, Sam-Bankman Fried (SBF) has doubled down on his innocence. Meanwhile, Genesis owes its […]...

🌅 Welcome! The FTX bankruptcy attorney claims to have found over $5B in assets. Have they checked all the sofas […]...

🌅 Welcome! Barry Silbert speaks on Genesis in a letter to shareholders as Gemini officially ends the Earn program. Today, […]...

🌅 Welcome! DCG is closing down its wealth management business that had $3.5B in AUM. The SEC is also probing […]...

In this report, we analyze the ETH staking market from a business and financial perspective. The end goal of this exercise is to try and ascertain these protocols' potential for value generation....

🌅 Welcome! Genesis considers filing for bankruptcy after firing 30% of its staff. Elsewhere, Kyle Davies of the infamous Three […]...

🌅 Welcome! The U.S. Department of Justice is seizing Sam-Bankman Fried’s Robinhood shares. Elsewhere, Genesis tells clients that it needs […]...

We titled this year’s report The Great Reset because we believe that’s what 2022 represented for crypto – a great reset in prices, expectations, and speculative interest all across the industry. Every...

🌅 Welcome! We hope you enjoyed your break as much as we did. Here’s to a great year in 2023! […]...

🌅 Welcome! A major Bitcoin mining company has filed for bankruptcy. Meanwhile, SBF can be extradited to the US as […]...

2022 was The Great Reset for crypto. Overly hyped trends and mass speculation pushed the crypto market far out over its skis by the end of 2021, so this year’s washout was a necessary reset. Sizable c...

🌅 Welcome! BlockFi is may restart withdrawals for certain customers while FTX considers asking third parties to voluntarily return past […]...

🌅 Welcome! Voyager has found a new buyer and you won’t believe who it is. Elsewhere, Grayscale considers returning a […]...

🌅 Welcome! A former U.S. President is launching an NFT collection and a committee to represent creditors in the FTX […]...

🌅 Welcome! MetaMask is partnering with one of the world’s largest digital payment platforms and SBF may have just seen […]...

A popular takeaway regarding the FTX drama has been that this was not a DeFi problem, but a TradFi one. It’s absolutely true that custody risks apply to CEXs and not DeFi. Yet, given the size of the c...

🌅 Welcome! Today, SBF was indicted by a grand jury on charges of committing or conspiring to commit fraud, along […]...