Reports692 results
The Dark Night Rises - Part 1
This is one of the most challenging macro environments we’ve seen in a long time. The latest soft data seems to illuminate a path to rate cuts and a soft landing, but that rosy outlook could change qu...
23 Min
Macro & Markets
3 days ago
Market Musings - A Bad Break For Bulls... What's Next?
Welcome to Market Musings, a weekly publication designed to keep our readers informed about the most important and timely developments […]...
10 Min
Macro & Markets
6 days ago
Do Airdrops Hurt More Than They Help?
Token airdrops often lead to inflated activity pre-snapshot and declines post-distribution. Data from major projects shows the need for better strategies to build lasting communities. This report sugg...
25 Min
DeFi
Jul 2024
Enter the Dream Machine
From gambling to gaming, NFTs, memecoins, SocialFi—you name it, Sanko GameCorp has delivered multiple products while forging a cult-like following over the years. Now, after months of teasing it, they...
21 Min
Gaming
Jun 2024
Delphi's Office Hours Call (June 26th, 2024)
We’re excited to bring you the fifth edition of the Office Hours show, now streaming! This month’s office call session […]...
1 Min
Macro & Markets
Jun 2024
A TON of Gaming Hype
In just a few short months, TON's gaming ecosystem has gone from zero to hero with hundreds of millions of registered users and single-game revenue figures greater than $10M. But is there any substanc...
31 Min
Gaming
Jun 2024
Market Musings - Strong Summer Start Turns Sour
At the time of writing, the relentless sound of aggr liquidations continues to chime in the background, with BTC trading at ~$58.6K. Two weeks ago, BTC was trading within striking distance of yet a...
12 Min
Macro & Markets
Jun 2024
The Tower & the Square
Can decentralized AI (The Square) compete with the behemoth that is centralized AI (The Tower)? The following report is an exploration into the AI value-chain: a peek into the awesome resources being...
45 Min
Artificial Intelligence
Jun 2024
Market Musings - ETF Flows Shine As BTC Flirts With Range Highs
Welcome to Market Musings, a weekly publication designed to keep our readers informed about the most important and timely developments […]...
9 Min
Macro & Markets
Jun 2024
Delphi's Market Matters - June 2024
Hey Delphi Community, Join the Macro & Markets team tomorrow (6/11) from 12:30pm ET – 1:30PM ET for our monthly […]...
1 Min
Macro & Markets
Jun 2024
Diving Into Dark Pools
CEX volume is, on average, 10 times higher than DEXs. Is this just because of a better UI? We think there is more to it. Making financial moves in open, transparent blockchains is not free of conseque...
27 Min
DeFi
Jun 2024
Market Musings - April Showers Bring May Flowers
Welcome to Market Musings, a weekly publication designed to keep our readers informed about the most important and timely developments […]...
8 Min
Macro & Markets
Jun 2024
Contango: A Forward-looking Approach to Leverage
Contango is an emerging project sitting at the intersection of lending and leverage trading. In this memo, we will evaluate Contango's approach to leverage trading and explore how it can take advantag...
13 Min
DeFi
Jun 2024
Market Musings - Return of the Flows
Welcome to Market Musings, a weekly publication that aims to keep our readers up-to-date on the most important and timely […]...
11 Min
Macro & Markets
May 2024
UGC Gaming & Web3
User Generated Content (UGC) has long been a driver of innovation within the gaming industry. Counter-Strike, DotA 2, League of Legends and PUPB - some of the most played games of all times - all orig...
25 Min
Gaming
May 2024
Market Musings - A Bullish Beat Down For BTC Bears
Welcome to the third edition of Market Musings, a weekly publication that aims to keep our readers up-to-date on the […]...
8 Min
Macro & Markets
May 2024
The Dawn of Bitcoin Programmability: Paving the Way for Rollups
Bitcoin's scripting system is inherently limited in its programmability. Consequently, bridges to Bitcoin rely on multisigs and federation control, introducing trust. This has constrained Bitcoin's ut...
60 Min
Layer 2 / L2
May 2024
Delphi's Monthly Markets Webinar - May 2024
Hey Delphi Community, Join the Macro & Markets team this Friday (5/17) from 11am ET – 12PM ET for the […]...
1 Min
Macro & Markets
May 2024
Delphi's Office Hours Call (May 21st, 2024)
Join the Research team for the fourth edition of the Office Hours call of 2024! As always, these webinars will […]...
1 Min
Macro & Markets
May 2024
Market Musings - Bulls Attempt To Take The Initiative
Welcome our second edition of Market Musings, a weekly publication that aims to keep our readers up-to-date on the most […]...
9 Min
Macro & Markets
May 2024