Reports721 results
May Gaming Roundup
Welcome to another edition of Delphi’s monthly Gaming Roundup! As always, we have curated the latest and greatest data and news from the past month to keep you updated with everything that’s going on...
18 Min
Gaming
Jun 2023
Exploring Web3's Implications for Multi-Billion Dollar In-Game Item Economies
As mobile gaming grew its share of the global games industry, representing roughly half of total revenue, the free-to-play (F2P) business was booming. Following a model of onboarding first and monetiz...
25 Min
Gaming
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
Pro Crypto Insider Talks - May 2023
Delphi Co-founder & Head of Research, Kevin Kelly and Head of Delphi Labs, Jose Maria Macedo join Founder & CEO of Real Vision, Raoul Pal, for May 2023's edition of Crypto Insiders where they...
53 Min
Layer 1 / L1
May 2023
Reddit Avatars: NFTs as Digital Identity
Reddit - the "front page of the internet" - has been revolutionizing the way people interact and share ideas since its inception in 2005. Renowned for its diverse communities, ranging from light-heart...
12 Min
NFTs
May 2023
Bitcoin - Back From the Future
For the first time in a while, Bitcoin's future is exciting with possible upcoming catalysts and innovations. Only time will tell if they lead to a positive renaissance on Bitcoin or fundamentally bre...
17 Min
Layer 1 / L1
May 2023
Market Note: INJ Ecosystem Fund Boost Has Precedent
The second half of the most recent bull market, colloquially named the "double bubble," was dominated by the "L1 Wars" narrative. The initial spark was Avalanche's announcement of "Avalanche Rush," a...
17 Min
Layer 1 / L1
May 2023
Voltz, IPOR, and the Next Wave of Interest Rate Derivatives
Interest rate derivatives are perhaps the most underdeveloped and underexplored area in all of crypto. Interest rate projects have struggled mightily to attract liquidity, and seemed forgotten about t...
22 Min
Derivatives
May 2023
The Rise of NFT Perpetual Futures
Crypto derivatives refer to financial contracts, such as futures and options, that derive their value from underlying assets like BTC and ETH. These contracts enable traders to speculate on or hedge t...
23 Min
NFTs
May 2023
NFT Debrief - May 2023
Welcome to our monthly coverage of NFTs and the metaverse. This month: Pudgy Penguins raises $9M in Seed funding, led by 1kx, as they look to expand their IP beyond static images. Nike’s .SWOOSH platf...
16 Min
NFTs
May 2023
Level Finance's Success and Sustainability
Level Finance is an oracle-based margin and spot trading decentralized exchange (DEX) that emerged following the success of GMX. Its growth has been remarkable since launching in 2023, achieving volum...
12 Min
Derivatives
May 2023
The End Game
Imagine, for a moment, a world where crisis, conflict, and war run rampant. A world of failed institutions, corporate cynicism, and individual greed. A world where the past is brighter than the future...
38 Min
Macro & Markets
May 2023
Monthly Chartbook - A New Consensus?
How are we already one-third of the way through 2023? Well, as a wise man once said: “Time flies when the market is intent upon separating you from your capital.” – Jason Pagoulatos...
27 Min
Macro & Markets
May 2023
Analyzing Leverage Ratios and Altcoin Price Movements
Leverage is a double-edged sword, and is frequently misunderstood in the realm of crypto trading. While it can act as a profit multiplier for disciplined traders, it simultaneously serves as the harbi...
17 Min
Derivatives
May 2023
Pulse Check on Liquidity Trends
In early February, we wrote about the turnaround in the global liquidity cycle and its influence on the market’s strong start to the year. Since then, the broad crypto market is up ~14%, largely drive...
7 Min
Global Macro Themes
May 2023
April Gaming Roundup
Despite the broader crypto market performing quite well in April, with ETH making a run past $2,000, the Web3 gaming sector continued to follow a downward trend. This report will add color to the curr...
10 Min
Gaming
May 2023
Skip: Building Blocks in Cosmos
Protocols who are not able to capture the MEV they create will struggle to accrue value. This is where Skip comes in, providing the infrastructure for Cosmos appchains to capture their MEV....
22 Min
MEV
Apr 2023
Pro Crypto Insider Talks - April 2023
Delphi Co-founder & Head of Research, Kevin Kelly, joins Founder & CEO of Real Vision, Raoul Pal, for April 2023's edition of Crypto Insiders where they dig into the most pressing questions at...
1 Min
Macro & Markets
Apr 2023
The DeSocial Protocols
If you have been using social media platforms in the last decade, you have probably noticed that they are fumbling. This has been most apparent on Twitter. From arbitrary censoring of competitor links...
25 Min
Social Media
Apr 2023
Is Solana NFT Summer Here? Part II: NFT Finance & Claynosaurz
Perhaps "Solana Summer," which first gained traction in 2021, was just delayed by two years. In 2023, the Solana NFT ecosystem is flourishing more than ever. Numerous protocols are launching their tok...
18 Min
NFTs
Apr 2023