Reports724 results
Market Musings - No Pain, No Gain
Welcome to Market Musings, a weekly publication designed to keep our readers informed about the most important and timely developments in the crypto market. Last week’s musings was brought to you jus...
10 Min
Macro & Markets
Aug 2024
Beyond The Meme of Parallelization & Solving For State Growth
Parallel execution has been touted as the holy grail of blockchain scalability and adoption, worth “billions of users." But the data says otherwise. We've explored the data around what percentage of t...
20 Min
Infrastructure
Aug 2024
Market Musings - Through The Fire And Flames
A week ago, things looked pretty good. BTC was at $69K, ETH nearing $3500 and Solana testing $190. Many of the more desirable altcoins were staging strong rallies too. Life was nice. And then everythi...
14 Min
Macro & Markets
Aug 2024
Delphi's Office Hours (6th of August, 2024)
Join us for this month’s episode of the Office Hours, where Ceteris, Kevin, Jason and Duncan digest this week’s […]...
Macro & Markets
Aug 2024
Milady: NFTs as Onchain Cults
Milady rose to popularity in the post-2021 NFT boom scene due to its unique style and cult-like community. Despite controversies, Milady's creator, Remilia, has become a major NFT brand, shipping mult...
30 Min
NFTs
Aug 2024
Pro Crypto Insider Talks - July 2024
Real Vision's Raoul Pal and Delphi Digital's Kevin Kelly are back to discuss the latest trends in macro and crypto....
Macro & Markets
Jul 2024
Market Musings - Will History Rhyme?
Welcome to Market Musings, a weekly publication designed to keep our readers informed about the most important and timely developments […]...
9 Min
Macro & Markets
Jul 2024
ETHCC: One Year Later, Have we Made Progress?
Was ETHCC as depressing as CT made it out to be, or were there things to be excited about? We'd argue the latter, with things like DEX design, TEEs, Preconfs, Based Rollups and Chain Abstraction all b...
31 Min
DeFi
Jul 2024
Dog Days of Summer
The first half of 2024 has been a tale of two seasons for crypto markets. We went from a classic crypto summer to the dog days of summer. It looks like we’re finally emerging out of our first bull...
34 Min
Macro & Markets
Jul 2024
DeAI II: Seizing the Means of Production
Dive into the Infrastructure Layer of the Decentralized AI (DeAI) crypto stack in part 2 of our DeAI series. Learn about Compute projects like Render, Gensyn, io.net and more, plus whether the "Airbnb...
42 Min
Artificial Intelligence
Jul 2024
Market Musings - The Bulls Strike Back
Welcome to Market Musings, a weekly publication designed to keep our readers informed about the most important and timely developments […]...
9 Min
Macro & Markets
Jul 2024
Delphi's Market Matters - July 2024
Hey Delphi Community, Join the Macro & Markets team this Wednesday (7/17) from 11am ET – 12PM ET for the […]...
1 Min
Macro & Markets
Jul 2024
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
Jul 2024
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
Jul 2024
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
DeAI I: 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