Reports756 results
The Year Ahead for Gaming
Gaming was a primary driver of the 2021 mania, yet it has given way to cold realism as we move into the trough of disillusionment....
35 Min
Games
Dec 2022
The Year Ahead for DeFi
In this report, we look to highlight some key opportunities and challenges for DeFi and spell out the reasons we remain optimistic that DeFi will thrive....
54 Min
Options
Dec 2022
The Year Ahead for NFTs
We looked at the year that was and the year that may be in the world of NFTs....
44 Min
NFT Marketplace
Dec 2022
The Curious Case of Token Unlocks
Tokens are an integral part of crypto projects. Over the years, the way token economies are designed has changed considerably, becoming increasingly complex. They can help a good project prosper but f...
24 Min
Macro & Markets
Dec 2022
Delphi Office Hours Call (December 1st, 2022)
Join us as we discuss SUAVE from Flashbots, how DeFi trading infrastructure can be improved, Uniswap's NFT plans, RPC alternatives, Frax's staked ETH growth, and more....
1 Min
Macro & Markets
Dec 2022
The Current State of Crypto Insurance
The emergence of DeFi opened up yield-generating opportunities across many protocols. But as protocols gained traction and saw increasing deposits to smart contracts, this created lucrative opportunit...
10 Min
Asset Management
Nov 2022
Liquity's Chicken Bonds: Will They Fly?
Chicken bonds are a bonding mechanism that can be applied to yield-bearing tokens to bootstrap protocol-earned liquidity while boosting yields for bonders. The enhanced yield on boosted tokens is deri...
11 Min
Structured Products
Nov 2022
Crypto Insider Talks: The FTX Aftermath
Join us as we dissect the fallout from the FTX collapse and how the industry can move forward....
2 Min
Macro & Markets
Nov 2022
A Primer on NFT Wash Trading
NFT wash trading is a subset of price manipulation that occurs for two main reasons. The primary reason is to earn trading rewards from incentivized platforms such as LooksRare and X2Y2. These platfor...
9 Min
NFT Marketplace
Nov 2022
Delphi Office Hours Call (November 17th, 2022)
Join us as we discuss early stage projects we're watching, the FTX fallout for NFT and gaming projects, sectors that could be prominent in the next cycle, and debate how effective proof of reserves wi...
1 Min
Macro & Markets
Nov 2022
Reputational Identity β€” 2022 Progress Update
The idea of a decentralized identity is a core component of the Web3 technology stack. As it matures, it will unlock a whole new set of use cases in DeFi, NFTs, and future paradigms in crypto....
22 Min
Identity
Nov 2022
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