Reports775 results
We recently hosted our Delphi Office Hours call on December 15th....
1 Min
NFTs
Dec 2021
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
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
We recently hosted our Delphi Office Hours call on December 8th....
2 Min
Layer 1 / L1
Dec 2021
Over the past few months we’ve been working with Angel Protocol to design their HALO token....
1 Min
Asset Management
Dec 2021
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
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
(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
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
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 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
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
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
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
Introduction Axie Infinity, having pioneered the concept of Play-to-Earn, experienced a meteoric rise in Q3 of this year. It now […]...
11 Min
NFTs
Oct 2021
Roughly a year has passed from when I first wrote about our acquisition of 5 Mystic Axies. Since that time, […]...
5 Min
NFT AI
Oct 2021
We recently hosted our live, bi-weekly analyst call on October 15th, where we discussed our outlook for Crypto Markets, our recent Research and Open Questions from our Institutional members....
1 Min
Layer 1 / L1
Oct 2021
Bitcoin is leading the crypto market higher, breaking out of a multi-month consolidation as it looks to retest its highest […]...
16 Min
Derivatives
Oct 2021
The concept of Maximal Extractable Value (MEV) has been thrust into the spotlight over the past few years, particularly as […]...
13 Min
MEV
Oct 2021
2 Min
Options
Oct 2021