Reports765 results
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 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
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
We recently hosted our Delphi Office Hours call on July 27th....
43 Min
Macro & Markets
Jul 2022
In this post, we provide an analysis of a commercially successful 4X / MMORTS game, Rise of Kingdoms, setting an […]...
24 Min
Gaming
Jul 2022
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
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
We recently hosted our Delphi Office Hours call on July 20th....
41 Min
Macro & Markets
Jul 2022
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
The Second Wind in Generative Art Let me highlight why I believe it is worth paying attention to generative art […]...
25 Min
Art
Jul 2022
16 Min
Layer 1 / L1
Jul 2022
We recently hosted our Delphi Office Hours call on July 13th....
50 Min
Macro & Markets
Jul 2022
Introduction If you’re invested in crypto assets, you have probably held stablecoins in your portfolio at some point in time. […]...
21 Min
Algorithmic Stablecoins
Jul 2022
What determines if a crypto game has staying power? The knee-jerk answer might be ‘incentives’, but there is so much […]...
16 Min
NFTs & Gaming
Jul 2022
Curve Breaks All-Time High Fee Revenue Curve’s monthly revenue reached its 18-month high of $78.5 million in May 2022. Market […]...
9 Min
Spot Exchange
Jul 2022
The Monthly Chartbook is a collection of interesting charts and trends we’re watching across crypto and markets. This month’s edition […]...
25 Min
Macro & Markets
Jul 2022
A Different Way To Earn Yields Decentralized Option Vaults (DOVs) are a relatively new product in the world of DeFi. […]...
15 Min
Vaults
Jul 2022
BreederDAO is pioneering the concept of economic specialization in the Metaverse. Their specialty is in-game asset manufacturing, buying, and selling. […]...
14 Min
Gaming
Jul 2022
We recently hosted our Delphi Office Hours call on June 29th....
35 Min
Macro & Markets
Jun 2022
Tokens Tokens Tokens Since DeFi started taking off in 2020 it has predominately been financed and incentivized through tokens. Tokens […]...
24 Min
DAO
Jun 2022