Reports724 results
Market Musings - ETF Flows Shine As BTC Flirts With Range Highs
Welcome to Market Musings, a weekly publication designed to keep our readers informed about the most important and timely developments […]...
9 Min
Macro & Markets
Jun 2024
Delphi's Market Matters - June 2024
Hey Delphi Community, Join the Macro & Markets team tomorrow (6/11) from 12:30pm ET – 1:30PM ET for our monthly […]...
1 Min
Macro & Markets
Jun 2024
Diving Into Dark Pools
CEX volume is, on average, 10 times higher than DEXs. Is this just because of a better UI? We think there is more to it. Making financial moves in open, transparent blockchains is not free of conseque...
27 Min
DeFi
Jun 2024
Market Musings - April Showers Bring May Flowers
Welcome to Market Musings, a weekly publication designed to keep our readers informed about the most important and timely developments […]...
8 Min
Macro & Markets
Jun 2024
Contango: A Forward-looking Approach to Leverage
Contango is an emerging project sitting at the intersection of lending and leverage trading. In this memo, we will evaluate Contango's approach to leverage trading and explore how it can take advantag...
13 Min
DeFi
Jun 2024
Market Musings - Return of the Flows
Welcome to Market Musings, a weekly publication that aims to keep our readers up-to-date on the most important and timely […]...
11 Min
Macro & Markets
May 2024
UGC Gaming & Web3
User Generated Content (UGC) has long been a driver of innovation within the gaming industry. Counter-Strike, DotA 2, League of Legends and PUPB - some of the most played games of all times - all orig...
25 Min
Gaming
May 2024
Market Musings - A Bullish Beat Down For BTC Bears
Welcome to the third edition of Market Musings, a weekly publication that aims to keep our readers up-to-date on the […]...
8 Min
Macro & Markets
May 2024
The Dawn of Bitcoin Programmability: Paving the Way for Rollups
Bitcoin's scripting system is inherently limited in its programmability. Consequently, bridges to Bitcoin rely on multisigs and federation control, introducing trust. This has constrained Bitcoin's ut...
60 Min
Layer 2 / L2
May 2024
Delphi's Monthly Markets Webinar - May 2024
Hey Delphi Community, Join the Macro & Markets team this Friday (5/17) from 11am ET – 12PM ET for the […]...
1 Min
Macro & Markets
May 2024
Delphi's Office Hours Call (May 21st, 2024)
Join the Research team for the fourth edition of the Office Hours call of 2024! As always, these webinars will […]...
1 Min
Macro & Markets
May 2024
Market Musings - Bulls Attempt To Take The Initiative
Welcome our second edition of Market Musings, a weekly publication that aims to keep our readers up-to-date on the most […]...
9 Min
Macro & Markets
May 2024
Attention Is All You Need
Unpack the mechanisms behind the attention economy in our latest report. Discover how AI and crypto are challenging Big Tech's dominance, turning your digital attention into a valuable asset, and resh...
33 Min
Financial Market Themes
May 2024
The Revival of MakerDAO: Unpacking The MKR Thesis
Introduction MakerDAO has historically been punished for its lack of innovation and stagnant culture, but it could be on […]...
18 Min
DeFi
May 2024
Market Musings - Bitcoin Battles ETF Outflows
Welcome to the first edition of Market Musings, a weekly publication that aims to keep our readers up-to-date on the […]...
6 Min
Macro & Markets
May 2024
Prove It: Shared Provers, Proof Aggregation & Prover Marketplaces
zk proofs boost application scalability but their generation can be costly and slow, and while zk rollups present a solution, they can lead to centralization and liveness issues. We explored the alter...
31 Min
ZK-Rollups
May 2024
1 Min
DeFi
May 2024
Modular Lending: The Next Phase of DeFi Money Markets
Amidst the fast-evolving landscape of decentralized finance (DeFi), the lending sector has been notably slow-moving due to the prominent design of complex multi-asset lending pools and protocol decisi...
31 Min
DeFi
Apr 2024
High off the Halving
With the Bitcoin halving top of mind this week, our markets team issued a brief note to update their views on the short and longer-term outlook for BTC. The Delphi Research team has done a ton of w...
7 Min
Macro & Markets
Apr 2024
The Rise of Ethena: Unpacking The Emerging Synthetic Dollar
Intro The stablecoin duopoly is being challenged. After rapidly scaling supply from zero to over $2.2B in less than a […]...
40 Min
DeFi
Apr 2024