Reports725 results
Morpho Finance: A Pareto-Efficient Lending Optimizer
Instead of just P2Pool matching, as with Aave and Compound, Morpho uses a hybrid model. It combines P2P matching with the underlying P2Pool market as a fallback....
13 Min
Money Markets
Nov 2022
Monthly Chartbook - Inflation Cooperates, But Is It Enough?
This month’s Monthly Chartbook focuses on the macro outlook, market structure & on-chain observations, L1s, L2s, & DeFi analysis, and an NFTs & gaming sector breakdown....
20 Min
Macro & Markets
Nov 2022
The Aftermath of FTX's Downfall
We broke down the FTX collapse and what it means for the industry going forward....
32 Min
Financial Market Themes
Nov 2022
Delphi Office Hours Call (November 10th, 2022)
Join us as we break down the chaotic FTX story and what it means for the industry moving forward....
1 Min
Macro & Markets
Nov 2022
The Oracle of Pyth
Pyth takes a fundamentally different and innovative approach to oracles, getting information directly from first-party sources, without the use of data aggregators in the middle....
20 Min
Oracles
Nov 2022
October Gaming Roundup
We broke down the latest happenings among the top Web3 games, including funding and plans for the future....
16 Min
Games
Nov 2022
Exploring DYAD: A New Approach to Decentralized Stablecoins
DYAD is a new overcollateralized algo-stablecoin with NFT-gated token minting....
14 Min
Algorithmic Stablecoins
Nov 2022
Delphi Office Hours Call (November 3rd, 2022)
Join us for a discussion on Meta's NFT partnerships, GMX dashboard insights, Art Gobblers, and Bitcoin miner BTC holdings....
1 Min
Macro & Markets
Nov 2022
Gearbox Protocol: Shifting DeFi Into the Next GEAR
Gearbox is one of the few recent 0-1 products in DeFi, bringing a more efficient approach to leverage....
10 Min
Vaults
Nov 2022
Volatility, Order Flow, & the Inelastic Market Hypothesis
Why does the stock market exhibit so much volatility? What is the origin of these seemingly random price fluctuations?...
24 Min
Macro & Markets
Nov 2022
Delphi Office Hours Call (October 27th, 2022)
We recently hosted our Delphi Office Hours call on October 27th....
1 Min
Macro & Markets
Oct 2022
A Primer for Web3 Distribution
In 2020, 91% of the $175B gaming industry revenues came from digital sales. Things are only expected to go up from here, with the market for digital games estimated to reach $560B by 2028. Digital dis...
27 Min
Games
Oct 2022
LooksRare vs. X2Y2: A Story of Incentivized NFT Marketplaces
Competitors in the tokenized NFT marketplace race are still relatively scarce, with a handful seeking to dethrone OpenSea. Although LooksRare and X2Y2 drew first blood by releasing governance tokens,...
16 Min
NFT Marketplace
Oct 2022
The Emergence of Principal-Protected Yield in DeFi
After two years of free money, DeFi yields have fallen to unimpressive levels. The days of depositing stables into a Yearn vault for 20% APY seem long gone. Crypto yields are now struggling to compete...
10 Min
Structured Products
Oct 2022
Can Euler Finance Carve Out a Moat?
Aave and Compound have paved the path for the basic money market design space in DeFi. While Euler's TVL is incredibly small compared to them, it has been a standout year for the protocol's growth....
13 Min
Money Markets
Oct 2022
Market Liquidity, Core CPI Construction, and Yield Curve Inversion
Join us for a conversation discussing liquidity, how core CPI is constructed, the recent yield curve inversion, and other topics that are top of mind within the markets....
1 Min
Macro & Markets
Oct 2022
Delphi Office Hours Call (October 20th, 2022)
We recently hosted our Delphi Office Hours call on October 20th....
1 Min
Macro & Markets
Oct 2022
GMX's Success Spawns Competition, But Can They Keep Up?
GMX’s success has resulted in competitors attempting to replicate it with designs inspired by GMX. Mycelium (previously TracerDAO) and MUX (previously MCDEX) are two protocols designed very similarly...
21 Min
Perpetual Futures
Oct 2022
Why the Future of Fashion Is in the Metaverse
Fashion is innovative by nature. It needs to be at the forefront of the latest trends and shape how culture moves. It’s no wonder fashion and technology are colliding very quickly. Fashion is one of t...
21 Min
Fashion
Oct 2022
Delphi Office Hours Call (October 13th, 2022)
We recently hosted our Delphi Office Hours call on October 13th....
1 Min
Macro & Markets
Oct 2022