Reports725 results
Battle for Supremacy: Blur vs. OpenSea Pro
Over the past eight months, OpenSea, the once-dominant leader in the NFT marketplace realm, has found itself in a challenging situation. This predicament unfolded when Blur - an NFT marketplace and ag...
14 Min
NFT Marketplace
Jun 2023
Monthly Chartbook - AI Narrative Takes the Wheel
This month’s musing will be devoted to analyzing vibes. You might think, what’s the point of wasting time on, uh, “vibes?” Shouldn’t we focus on more important stuff like numbers, charts, and math? We...
30 Min
Global Macro Themes
Jun 2023
A Wild BART Appears
A BART is a charting pattern that is most often seen in the crypto markets. BART patterns are most frequently characterized by a sharp surge in the price of an asset, followed by a period of consolida...
10 Min
Financial Market Themes
Jun 2023
Solo, Liquid, or Centralized: A Guide to Staking ETH
The launch of Ethereum's Shapella upgrade marks a significant moment that allows the withdrawal of staked ETH from the Beacon Chain, a feature that was previously unavailable. As highlighted in our ea...
16 Min
Liquid Staking
Jun 2023
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