Reports757 results
A Quick Look Into dYdX's Growth Post-Token
The Effect of Farming Incentives dYdX’s total volume increased from about $10 mn a day to over $250 mn a […]...
4 Min
Perpetual Futures
Aug 2021
Exploring The OpenSea
NFT sales and trading volumes have surged to all-time highs in recent months. Surprisingly, not all NFT marketplaces are seeing […]...
8 Min
NFT Marketplace
Aug 2021
Optimistic Pioneers - Uniswap & Synthetix
Optimism might still be in its infancy, but Uniswap V3 and Synthetix are preparing it for prime time....
9 Min
Layer 1 / L1
Aug 2021
Opyn Options With Ribbon
Opyn and Ribbon have had a symbiotic relationship, with Ribbon's added functionality helping to bolster Opyn's utility. But what does the future have in store for these two protocols?...
7 Min
Options
Aug 2021
The Delphi Chartbook - July 2021
A concise highlight reel of important datasets we're tracking across markets, DeFi, NFTs, and macro trends....
1 Min
DeFi
Jul 2021
Delphi Bi-Weekly Analyst Call (July 20th, 2021)
We recently hosted our live, bi-weekly analyst call on July 20th, where we discussed our outlook for Crypto markets, Axie and recent notes & reports exclusively for our Institutional.members....
1 Min
Layer 1 / L1
Jul 2021
Out From Chaos Comes THORSynths
We're excited to provide a large update on THORChain, which we present in 3 parts. First, we share our brief assessment on the recent unfortunate exploit. Next, we analyze historical THORChain MCCN da...
21 Min
Layer 1 / L1
Jul 2021
An Update on DeFi Perps
A brief comparison on dYdX & Perpetual Protocol's recent traction, in addition to updates on MCDEX, Futureswap, Vega and Injective....
6 Min
Perpetual Futures
Jul 2021
Appraising Digital Real Estate: The World of Lunacia
In this report, we demystify the world of Lunacia and analyze potential opportunities in the Land market....
8 Min
Games
Jul 2021
PERP 2.0: Redesigning A Success
Since it launched in December, Perp Protocol has facilitated $20B in total trading volume and generated $20M in protocol earnings.Β V1 has clearly been a success. Here's what you can come to expect out...
7 Min
Perpetual Futures
Jul 2021
Axie Trends Toward Infinity
Strong player growth and a booming game economy have resulted in Axie becoming the most profitable dApp in crypto. If the current trend continues, we estimate that ~69% of the AXS circulating supply c...
7 Min
Games
Jul 2021
Money Market ALPHA
When will Alpha shake off its hangover from the Iron Bank exploit? Here are a few reasons an Alpha re-rating could be on the horizon....
5 Min
Money Markets
Jul 2021
The Delphi Chartbook - June 2021
A concise highlight reel of important datasets we're keeping an eye on across markets, DeFi, NFTs, and macro trends....
1 Min
DeFi
Jul 2021
Axie Part 2 - Gamer Economics
In this post, we analyze the supply/demand dynamics of Axie breeding, discuss the impact of Axie Scholars, and highlight key upcoming developments to keep an eye on....
9 Min
Games
Jul 2021
Axie Part 1 - Fundamentals That Can't Be Overlooked
Axie’s community treasury has grown from less than $1M to over $14M in ~2 months from breeding and marketplace fees, implying a P/E ratio of 7.59....
12 Min
Games
Jul 2021
EIP-1559: Burn Baby Burn
After much anticipation, EIP-1559 is set to go live next month. In this post, we'll attempt to answer the question on everyone's mind - will it turn ETH net deflationary and, if so, when?...
9 Min
Infrastructure
Jun 2021
Hume
There is no excerpt because this is a protected post....
1 Min
Music
Jun 2021
ImmutableX
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1 Min
NFT Marketplace
Jun 2021
Parallel
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2 Min
Games
Jun 2021
Nameless
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1 Min
Services
Jun 2021