Reports756 results
The Great Decoupling: Perception vs. Reality
Introduction It has long been theorized that Satoshi’s inspiration behind the creation of Bitcoin was born in the wake of […]...
11 Min
Global Macro Themes
Aug 2022
Delphi Office Hours Call (August 18th, 2022)
We recently hosted our Delphi Office Hours call on August 18th....
43 Min
Macro & Markets
Aug 2022
Synthetix Paves an Optimistic Path
Note: Some Dune Analytics queries used for Synthetix had bugs and time-limited data, the numbers may be slightly off. Introduction […]...
18 Min
Synthetic Assets
Aug 2022
The Path Forward for DeFi Fixed Income and Yield Tokens
Introduction Since early 2021, crypto derivatives have taken off at a wild pace. But the success of DeFi derivatives’ has […]...
16 Min
Derivatives
Aug 2022
Delphi Office Hours Call (August 11th, 2022)
We recently hosted our Delphi Office Hours call on August 11th....
1 Min
Macro & Markets
Aug 2022
Nouns — Hyperscaling a Brand & Treasury From Zero
Introduction In school, we are taught that nouns are a fundamental backbone of the English language. Similarly, the web3 incarnation […]...
13 Min
NFTs
Aug 2022
Arbitrum Nitro: Building On Year 1
As Arbitrum approaches its one year anniversary we take a look at activity over the past year with what to expect next....
18 Min
Layer 2 / L2
Aug 2022
Is RAI the Decentralized Stablecoin the Market Needs?
Recent news of Tornado Cash being sanctioned by the U.S. Treasury and Circle freezing USDC in addresses belonging to Tornado […]...
11 Min
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Aug 2022
Monthly Chartbook - Crypto vs. Macro Battle Heats Up
The Monthly Chartbook is a collection of interesting charts and trends we’re watching across crypto and markets. This month’s edition […]...
22 Min
Macro & Markets
Aug 2022
Is Zeta the Solution to On-Chain Options?
Table of Contents The Rise of Zeta Problems With On-Chain Options and Zeta’s Answer The Secret Sauce Demystifying Strategy Accounts […]...
14 Min
Options
Aug 2022
Delphi Office Hours Call (August 4th, 2022)
We recently hosted our Delphi Office Hours call on August 4th....
37 Min
Macro & Markets
Aug 2022
Liquidity Runs The World
Introduction Since we published our “Searching for Market Bottoms” report, things have started to accelerate. We outlined a number of […]...
23 Min
Global Macro Themes
Aug 2022
The Complete Guide to Rollups
The ultimate deep dive on every rollup stack possible across Ethereum and Celestia. This includes incredibly detailed technical and economic breakdowns....
83 Min
Layer 2 / L2
Aug 2022
Reflexivity & the Fall of the Efficient Market Hypothesis
Soros – “The Efficient Market Hypothesis has failed…” In the aftermath of the 2008 Global Financial Crisis, in an interview […]...
22 Min
Financial Market Themes
Aug 2022
Delphi Office Hours Call (July 27th, 2022)
We recently hosted our Delphi Office Hours call on July 27th....
43 Min
Macro & Markets
Jul 2022
Rise of Kingdoms: What Does It Feel Like To Be King?
In this post, we provide an analysis of a commercially successful 4X / MMORTS game, Rise of Kingdoms, setting an […]...
24 Min
Gaming
Jul 2022
Pollen and Helium: The Race to Bootstrap a 5G Network
Competition in DeWi space intensifies as Pollen and Helium enter into an incentive war to bootstrap their 5G node networks....
17 Min
Internet of Things / IoT
Jul 2022
Cosmos: The Evolution of IBC
Interchain Accounts & Interchain Security are the two biggest catalysts in the Cosmos ecosystem to date, greatly increasing cross-chain composability....
23 Min
Layer 1 / L1
Jul 2022
Delphi Office Hours Call (July 20th, 2022)
We recently hosted our Delphi Office Hours call on July 20th....
41 Min
Macro & Markets
Jul 2022
Uniswap vs Curve: Which Is the Best DEX?
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...
14 Min
AMM
Jul 2022