Reports763 results
PrismaX is creating the connective tissue to link robots and humans by aggregating the edge-case training data that robotics companies need but can’t scale in-house. Today, this market is expensive, f...
29 Min
AI
4 days ago
This report has everything you need to know about Zora, the most polarizing project of the cycle. Zora is the latest attempt at Web3 Social, delivering a polished consumer app and strong support from...
40 Min
DeFi
Aug 2025
The concept of a "prop AMM" may seem like a contradiction. AMMs by design are open, deterministic systems. Their role is to offer clear pricing curves, transparent pool balances, and trustless access...
24 Min
Spot Exchange
Jul 2025
Sanctum is on an impressive growth trajectory and is one of the more innovative Solana projects, but it has flown under the radar and the CLOUD token has underperformed. Could its major unlocks mark t...
10 Min
DeFi
Jul 2025
Geopolitical flareups, looming rate cuts and a growing institutional crypto wave are reshaping the macro landscape. From Circle’s explosive IPO to accelerating BTC ETF flows and the Fed’s shifting ton...
14 Min
Macro & Markets
Jul 2025
Shuffle ($SHFL) fundamental analysis: Transparent cash distributions, defensive characteristics, and rerating potential in unloved casino sector....
19 Min
Betting
Jul 2025
KYC is finally meeting its match. Traditional checks cost North-American institutions $64 B a year and still expose users to sprawling data leaks. Our newest Delphi Pro deep-dive shows how Zero-Knowle...
20 Min
Macro & Markets
Jul 2025
Unsecured lending is arguably the biggest missing puzzle piece in DeFi's vision to upend and rewire the financial rails of the world. In our latest research piece, “Engineering Real Credit On-Chain: T...
18 Min
DeFi
Jul 2025
What began as a bold balance sheet directional bet has matured into a repeatable financial structure. Public crypto accumulation is no longer confined to Bitcoin, and it is no longer limited Microstra...
31 Min
Macro & Markets
Jun 2025
Wemade’s journey offers a glimpse into what it takes to bring Web2 gamers and Web3 economies together. While their core business continues to deliver strong, compounding cash flows, Wemix still hasn’t...
18 Min
Gaming
Jun 2025
The internet is becoming a house of mirrors.
Those concert tickets for your favorite artist that sold out in seconds? Snatched up by scalper bots. That attractive dating profile you just matched w...
26 Min
AI
May 2025
The transition to RoG-based frameworks reveals two fundamental vulnerabilities within the centralized cloud computing model. The first is blind trust: current cloud platforms do not provide hard evide...
22 Min
AI
May 2025
The regulatory environment for crypto has never been more bullish. With the SEC dismissing case after case against DeFi and crytpo, as well as Paul Atkins becoming the new SEC chair, the growing deman...
20 Min
Other
May 2025
Pump.fun is vertically integrating Solana's memecoin economy through PumpSwap, capturing billions in trading value previously flowing to Raydium. Now controlling both token creation and trading, Pump....
16 Min
DeFi
May 2025
We are witnessing the slow, structural inversion of crypto’s power dynamics. From infrastructure-heavy protocols with bloated valuations and abstracted use cases, to application-first ecosystems that...
43 Min
Layer 1 / L1
Apr 2025
DeFi Curators - Steakhouse Financial, Gauntlet, RE7 Capital, MEV Capital, Block Analitica - are an overlooked, yet lucrative business that is well positioned for growth as DeFi becomes more fintech fr...
26 Min
DeFi
Apr 2025
Story Protocol offers an exciting, forward-thinking vision for intellectual property management in an AI-driven, digital economy. Rather than extending outdated legacy systems, Story takes a bold leap...
24 Min
Layer 1 / L1
Apr 2025
Celestia has the tech and the thesis. What it doesn’t have is validation. It needs one breakout rollup, one app with traction and DA needs big enough to matter. That’s what turns the narrative into fe...
47 Min
Layer 1 / L1
Apr 2025
While the broader Web3 gaming market has been struggling, a handful of extremely well capitalized teams have seen their valuations retrace significantly from their early 2024 highs. Among them, MON Pr...
16 Min
Gaming
Apr 2025
Programmable asset ledgers will eat the world. The following essay explains how....
25 Min
DeFi
Mar 2025