Reports721 results
Exploring the Utility of IMX
Immutable X is an Ethereum layer 2 for NFTs and a popular scaling solution for what many consider to be the next generation of crypto games such as Illuvium, Ember Sword, and Guild of Guardians....
10 Min
Games
Oct 2022
Delphi Office Hours Call (October 6th, 2022)
We recently hosted our Delphi Office Hours call on October 6th....
1 Min
Macro & Markets
Oct 2022
MEV Manifesto
MEV is central in protocol design, and the underlying infrastructure is changing drastically. I analyze it all, censorship implications, and the road ahead....
37 Min
MEV
Oct 2022
Crypto's Make or Break Moment
Crypto markets have been attached at the hip to traditional risk assets for the better part of the last 12 months. For better or for worse, everything has been distilled down into one big macro trade....
13 Min
Global Macro Themes
Oct 2022
September Gaming Roundup
The Hottest News From September This month, in addition to a blockchain gaming market overview, we will take a deep […]...
22 Min
Gaming
Oct 2022
Delphi Office Hours Call (September 29th, 2022)
We recently hosted our Delphi Office Hours call on September 29th....
47 Min
Macro & Markets
Sep 2022
Sei Network: DeFi-Optimized Cosmos Chain
When building blockchains, we generally try to bucket them into two distinct boxes: general purpose or app chain. General purpose chains for permissionless innovation and app chains for permissioned a...
15 Min
Orderbook
Sep 2022
Sudoswap: Where DeFi Innovation Meets NFT Markets
Introduction The epicenter of NFT trading primarily resides in highly centralized marketplaces such as OpenSea, which feature creator empowerment, order […]...
11 Min
NFT Marketplace
Sep 2022
Delphi Office Hours Call (September 22nd, 2022)
We recently hosted our Delphi Office Hours call on September 22nd....
1 Min
Macro & Markets
Sep 2022
Liquidity Cascades & the Evolution of Financial Markets
This paper is a logical continuation and practical application of many concepts that were discussed in the report “Reflexivity & […]...
24 Min
Financial Market Themes
Sep 2022
Do Fundamentals Matter in Crypto Markets?
Introduction There are a number of crypto projects that generate revenue and simultaneously reward their users and token holders. Sometimes […]...
17 Min
DeFi
Sep 2022
Preparing for PRIME: A Look Into the Parallel Universe
Introduction Parallel is a P2E trading card game (TCG) set in a universe where five warring factions of the human […]...
10 Min
NFTs
Sep 2022
Delphi Office Hours Call (September 15th, 2022)
We recently hosted our Delphi Office Hours call on September 15th....
1 Min
Macro & Markets
Sep 2022
The Tide Rolls Out for The Sandbox
Introduction Less than ten months ago, you’d find it hard not to come across an article foreshadowing a blockchain-powered digital […]...
20 Min
Virtual Real Estate
Sep 2022
NFT Lending: A Rising Opportunity When NFTs Meet DeFi
Introduction In 2020, we had “DeFi Summer.” We witnessed the rise of core building blocks of an alternative, decentralized financial […]...
18 Min
NFTs
Sep 2022
Delphi Office Hours Call (September 8th, 2022)
We recently hosted our Delphi Office Hours call on September 8th....
1 Min
Macro & Markets
Sep 2022
Arrakis Finance is Growing, But Must Shed Dependence
The Land of Liquidity Uniswap v3 was born out of the capital inefficiencies and LP trade-offs faced by its predecessor, […]...
10 Min
Vaults
Sep 2022
Monthly Chartbook - The End of The Summer Doldrums
The Monthly Chartbook is a collection of interesting charts and trends we’re watching across crypto and markets. This month’s edition […]...
24 Min
Macro & Markets
Sep 2022
Was Optimism's Airdrop a Success?
L2s Got Room to Grow: Optimism’s Growth Stats Optimism garnered quite a bit of attention recently due to the popularity […]...
16 Min
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Sep 2022
Lyra: A Next Generation Options AMM
When it comes to crypto options, Deribit reigns supreme. As is the case with all centralized crypto platforms, DeFi teams are trying to build competitors that remove the market’s reliance on centraliz...
23 Min
Options
Sep 2022