Reports765 results
Certainly, many sectors of crypto have been hit hard in recent times, but gaming-related tokens have felt the full wrath of the unforgiving bear. It begs the question; do crypto gaming guilds have pro...
19 Min
Guilds
Oct 2022
On September 26th the long awaited ATOM 2.0 whitepaper was released, a new vision for the Cosmos Hub and its place in the Cosmos ecosystem....
19 Min
Proof-of-Stake
Oct 2022
Unsecured lending is one of the best ways to unlock capital efficiency in DeFi, and various protocols have tried their hand at developing robust systems to earn the trust of crypto lenders. In this re...
10 Min
Unsecured Lending
Oct 2022
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....
21 Min
Macro & Markets
Oct 2022
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
We recently hosted our Delphi Office Hours call on October 6th....
1 Min
Macro & Markets
Oct 2022
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 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
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
We recently hosted our Delphi Office Hours call on September 29th....
47 Min
Macro & Markets
Sep 2022
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
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
We recently hosted our Delphi Office Hours call on September 22nd....
1 Min
Macro & Markets
Sep 2022
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
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
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
We recently hosted our Delphi Office Hours call on September 15th....
1 Min
Macro & Markets
Sep 2022
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
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
We recently hosted our Delphi Office Hours call on September 8th....
1 Min
Macro & Markets
Sep 2022