Reports721 results
Pro Crypto AMA Summary
Below is a summary of the Real Vision Pro Crypto AMA our team participated in today. We’ve aggregated the questions […]...
27 Min
Layer 1 / L1
Jan 2022
Helium in the Era of 5G Networks
This post was written by Tom Shaughnessy, Co-Founder of Delphi Digital, in collaboration with guest author Tyler Reynolds, an independent […]...
12 Min
Internet of Things / IoT
Jan 2022
The Aftermath of a Bloody Week
Bitcoin’s Wild Start to the Year The first week of 2022 has not been kind to BTC or the broader […]...
5 Min
Financial Market Themes
Jan 2022
Why Bitcoin Is Behaving Like it Should
Bitcoin and the broader crypto market are not isolated from macro risks, most notably those related to global liquidity and financial conditions. History suggests it isn't rate hikes that adversely im...
8 Min
Proof-of-Work
Jan 2022
The Delphi Year In Review: 2021 Highlights, Staff Picks, & Hits
Editor’s Note What are Delphi analysts reading over the holidays? In truth, more Delphi research. Below, you’ll find the best […]...
5 Min
Asset Management
Dec 2021
Mapping The Moon: An Overview of Terra's Ecosystem
The Decentralized Stablecoin Thesis Before we get into the mix of all things Terra, there’s one very important thing we […]...
23 Min
Stablecoins
Dec 2021
Delphi Office Hours Call (December 15th, 2021)
We recently hosted our Delphi Office Hours call on December 15th....
1 Min
NFTs
Dec 2021
Altered State Machine: Tokenized AI
Additional Resource: Delphi interviewed ASM co-founders Aaron and David on our podcast in October 2021. You can review our full […]...
7 Min
NFT AI
Dec 2021
When There's Blood In The Streets (Nov. '21 Chartbook)
The last couple weeks have been a bit of a whirlwind. Massive deleveraging sparked a sharp and violent sell-off that […]...
19 Min
Macro & Markets
Dec 2021
Delphi Office Hours Call (December 8th, 2021)
We recently hosted our Delphi Office Hours call on December 8th....
2 Min
Layer 1 / L1
Dec 2021
Angel Protocol Token Design
Over the past few months we’ve been working with Angel Protocol to design their HALO token....
1 Min
Asset Management
Dec 2021
L1 vs L2: Entering The Endgame
Introduction On-chain activity is taking off at warp speed, and with it so is demand for blockspace. While Ethereum’s blocks […]...
15 Min
Validators
Dec 2021
Moove Over MEV Milkers, Here Comes CowSwap
In Part 1 of this report series, we discussed what MEV is and why it exists, in addition to analyzing […]...
11 Min
MEV
Dec 2021
Introducing Lockdrop + LBA: A Novel Token Launch Mechanism
(Full PDF Report below, but for convenience we’ve included a 15 minute video where we walk through this mechanism) At […]...
1 Min
Spot Exchange
Dec 2021
Delphi Office Hours Call (December 1st, 2021)
We recently hosted our Delphi Office Hours call on December 1st, where we answered open questions from our Pro members....
2 Min
Layer 1 / L1
Dec 2021
Examining the Design and Traction of GMX's Hybrid DEX
The DEX space is rife with innovative designs that enable efficient swaps across a multitude of assets. One of the […]...
13 Min
Derivatives
Nov 2021
Deleveraging, Volatility, & Mixed Market Signals
Deleveraging Wave Sparks Downside Volatility After a swift run up to new highs, BTC has stumbled in recent days and […]...
17 Min
Spot Exchange
Nov 2021
The Policymaker Conundrum (Oct. '21 Chartbook, Part II)
Below is the second part of Delphi’s October Chartbook focused on important macro developments our team is tracking. The Forest […]...
10 Min
Infrastructure
Nov 2021
Delphi Office Hours Call (November 4th, 2021)
We recently hosted our Delphi Office Hours call on November 4th, where we discussed our October'21 Chartbook and answered open questions from our Pro members....
1 Min
Macro & Markets
Nov 2021
Breakouts, Shakeouts, & Fresh Market Highs (Oct. '21 Chartbook)
In this edition of the Delphi Chartbook, we look at the state of crypto market structure, on-chain activity, and important […]...
9 Min
Infrastructure
Nov 2021