Introduction Since we published our “Searching for Market Bottoms” report, things have started to accelerate. We outlined a number of […]...

The ultimate deep dive on every rollup stack possible across Ethereum and Celestia. This includes incredibly detailed technical and economic breakdowns....

Soros – “The Efficient Market Hypothesis has failed…” In the aftermath of the 2008 Global Financial Crisis, in an interview […]...

We recently hosted our Delphi Office Hours call on July 27th....

In this post, we provide an analysis of a commercially successful 4X / MMORTS game, Rise of Kingdoms, setting an […]...

Competition in DeWi space intensifies as Pollen and Helium enter into an incentive war to bootstrap their 5G node networks....

Interchain Accounts & Interchain Security are the two biggest catalysts in the Cosmos ecosystem to date, greatly increasing cross-chain composability....

We recently hosted our Delphi Office Hours call on July 20th....

Uniswap and Curve are two of the largest exchanges within all of crypto. While the two were not always competitors, Curve’s foray into unpegged assets and Uniswap’s move to drop fees for stablecoin tr...

The Second Wind in Generative Art Let me highlight why I believe it is worth paying attention to generative art […]...

Fuel aims to be the fastest modular execution layer....

We recently hosted our Delphi Office Hours call on July 13th....

Introduction If you’re invested in crypto assets, you have probably held stablecoins in your portfolio at some point in time. […]...

What determines if a crypto game has staying power? The knee-jerk answer might be ‘incentives’, but there is so much […]...

Curve Breaks All-Time High Fee Revenue Curve’s monthly revenue reached its 18-month high of $78.5 million in May 2022. Market […]...

The Monthly Chartbook is a collection of interesting charts and trends we’re watching across crypto and markets. This month’s edition […]...

A Different Way To Earn Yields Decentralized Option Vaults (DOVs) are a relatively new product in the world of DeFi. […]...

BreederDAO is pioneering the concept of economic specialization in the Metaverse. Their specialty is in-game asset manufacturing, buying, and selling. […]...

We recently hosted our Delphi Office Hours call on June 29th....

Tokens Tokens Tokens Since DeFi started taking off in 2020 it has predominately been financed and incentivized through tokens. Tokens […]...