Reports721 results
MakerDAO's 2022 Fundamentals
All in all, 2022 was a year of survival for Maker. Their fundamentals took significant hits, but so did the rest of the market. Their dominance in the stablecoin sector is as of yet unchallenged, and...
12 Min
Debt-Backed (CDP) Stablecoins
Mar 2023
February Gaming Roundup
In this month’s edition of the Web3 Gaming Roundup, we will take a look at the sector’s performance over the 28 days of February as well as highlight some points of interest....
17 Min
Gaming
Mar 2023
Enforceable Creator Royalties
The NFT market has grown exponentially since its inception, with NFT exchanges participating in an escalating war. To siphon users from each other, creators have become collateral damage as exchanges...
12 Min
NFTs
Mar 2023
Radiant Capital Finds Initial Traction, But Will It Sustain?
Radiant Capital aims to be a one-stop money market where users can deposit and borrow across multiple chains seamlessly. While money markets like Aave exist on many different blockchains, they don’t h...
12 Min
Money Markets
Mar 2023
Inside the Leading PFP Ecosystems
Azuki, Clone X, and Doodles have established strong communities within Web3 and are building momentum towards interesting future roadmaps....
24 Min
NFTs
Feb 2023
A Look at Convex's Business Model and a Looming Catalyst
Yield farming, or some form of token-based bootstrapping, has become a core component of every project’s go-to-market strategy. Protocols actively think about how best to employ game theory to attract...
10 Min
Vaults
Feb 2023
Gains Network Gains Ground
Arbitrum’s DeFi ecosystem is starting to look strong. Arbitrum-native projects such as GMX have outperformed during the bear cycle and rekindled the spirit of experimentation and composability. Arbitr...
11 Min
Perpetual Futures
Feb 2023
NFT Debrief - February 2023
Welcome to our monthly coverage of NFTs and the metaverse. This month: Bitcoin Ordinals, Cool Cats, and the meteoric rise of Checks NFTs...
15 Min
NFTs
Feb 2023
Pro Crypto Insider Talks - February 2023
In this month’s Pro Crypto Insider Talks, Delphi’s own Kevin Kelly and Ceteris join Raoul Pal, CEO of Real Vision, […]...
46 Min
Macro & Markets
Feb 2023
ZK-bridges use ZKPs to improve performance of light-client bridges without introducing new trust assumptions. Polymer and zkBridge stand out with their use of parallelizable/recursive proofs. Others w...
18 Min
Bridges
Feb 2023
Bitcoin's New Narrative: Ordinals
Ordinals are extremely interesting and far more than just "NFTs on Bitcoin." Users can store digital artifacts and data on Bitcoin’s L1 forever. Not only can users store data forever, but ordinal theo...
16 Min
Layer 1 / L1
Feb 2023
Crypto games, often referred to as GameFi, have created an allure previously nonexistent in traditional games for the average player -- monetary incentives. The amalgamation of gaming and finance has...
12 Min
Gaming
Feb 2023
Monthly Chartbook - Another Year, Another Rally
After a miserable 2022 for risk assets, 2023 opened on the opposite foot. Risk assets rose considerably across the board, in large part due to recent increases in global liquidity driven by China’s PB...
15 Min
Macro & Markets
Feb 2023
Exploring Land-Based Web3 Gameplay
Blockchain-based virtual land projects garnered industry-wide attention in late 2021/early 2022. The average price per NFT plot of land hit $18k in January 2022 and total secondary trading volume reac...
30 Min
Gaming
Feb 2023
Deep Dive Into the Solana NFT Ecosystem (I): Marketplaces and Key Metrics
The explosion of interest in NFTs these past 2 years has led to a proliferation of blockchain platforms vying to become the go-to destination for NFT creation, issuance, and trading. Solana, with its...
23 Min
NFTs
Feb 2023
Ribbon Expands to Options DEX With Aevo
DeFi options have failed to take off. While we can point to the success of dYdX as a blueprint for perpetuals, or GMX for synthetic margin trading, there is no single DeFi options venue that has achie...
11 Min
Options
Feb 2023
January Gaming Roundup
In stark contrast to last month’s Web3 Gaming Roundup, January 2023 set the stage for what could potentially be a great Q1 for the sector. Many of the top gaming tokens have seen triple-digit growth o...
20 Min
Gaming
Feb 2023
Markets Setup for Rollercoaster Ride in 2023
Recent increases in global liquidity have been a driving factor in this year's market rally. There is evidence supporting potential trend continuation in the coming weeks, as there are still multiple...
9 Min
Global Macro Themes
Feb 2023
Following the Market's Footprints: Order Flow Explained
When playing a new game, the first thing people usually do is learn the rules and game mechanics. Sometimes there are very few rules and the mechanics are simple. Other times, the game is more dynamic...
28 Min
Financial Market Themes
Feb 2023
Frax Finance: Examining The Protocol’s Holy Trinity of De-Fi
Frax Finance is a household name for seasoned DeFi users. In the last year, they’ve launched Fraxlend and Fraxswap alongside several other products. This post will look at Frax’s newer product launche...
11 Min
Algorithmic Stablecoins
Feb 2023