Reports757 results
Bitcoin's Seasonal Struggles
The early months of a new year are typically the most challenging for bitcoin, especially in years following massive Q4 gains....
4 Min
Spot Exchange
Jan 2021
The Launch Of Armor Protocol
In this piece, I take a look at what products Armor is launching and how it’ll coexist with Nexus Mutual....
4 Min
Layer 1 / L1
Jan 2021
Dapper Does It Again
Yesterday marked a historic day for Dapper Labs as their latest product called NBA Top Shot which operates on Flow, hit a $7M day of volume and in doing so took the collectible podium from CryptoKitti...
5 Min
Infrastructure
Jan 2021
PowerPool: The Missing Piece of Yearn’s Ecosystem
Let me be clear. I’d be lying if I said our team foresaw just how pro-active the PowerPool community would […]...
10 Min
DeFi
Jan 2021
Bitcoin Outlook Jan. 2021
On-chain analysis, market indicators, and cycle comparisons to understand the current state of Bitcoin....
Spot Exchange
Jan 2021
Frax Finance
Frax Finance leverages a two-token model to create an algorithmic, partially-collateralized stablecoin. In this report, we analyze the design mechanics and explain the rationale behind our yield farmi...
13 Min
DeFi
Jan 2021
FXS Staking Boost Calculator
This model accompanies the Frax Finance research report. To calculate boosted staking APYs, you can toggle different base yields, collateral ratios and days locked....
1 Min
DeFi
Jan 2021
DODO v2.0: Will It Fly?
In this piece I explore DODO’s evolution up until now and what we can expect for the upcoming v2.0....
8 Min
DeFi
Jan 2021
Honey Badger Meets Ethereum
In this daily, we look into BadgerDAO, a community driven project aiming to accelerate the growth of BTC on Ethereum...
8 Min
Vaults
Jan 2021
NFTs: A Multifaceted Ecosystem
2020 was a monumental year for NFTs and the stage is set for another record-setting year in 2021. Over the course of last year, we saw a net increase of buyers (+114%) over sellers (+8%) of NFTs as th...
NFTs & Gaming
Jan 2021
Uniswap vs Sushiswap: A Tale of Two DEXes
Uniswap is the top DEX by various metrics but it faces stiff competition from Sushiswap. As both seek to become high-performing DEXes through different paths, investors must understand the cultural an...
8 Min
DeFi
Jan 2021
Best of Delphi Research (Nov/Dec. 2020)
November & December edition of Delphi's Research Recap report includes the bull case for bitcoin in 2021 & beyond, in-depth analysis and much more of our team's top content....
1 Min
Infrastructure
Jan 2021
Aave Token Architecture V2: Towards Aave As An Insured Credit Protocol
On November 10th, we put forth a proposal to fundamentally revise Aave’s current token architecture. Having received excellent feedback from the community, we are thrilled to present V2 which incorpor...
1 Min
Lending / Borrowing
Dec 2020
The Curious Case of Fully Diluted Valuations
In this piece, I touch on the intricacies behind fully diluted valuations and why understanding them early in an asset’s lifecycle can help guide better decisions based off risk/reward....
8 Min
Infrastructure
Dec 2020
Aave Token Architecture V2: Towards Aave As An Insured Credit Protocol
On November 10th, we put forth a proposal to fundamentally revise Aave’s current token architecture. Having received excellent feedback from the community, we are thrilled to present V2 which incorpor...
1 Min
DeFi
Dec 2020
Crypto Security Best Practices ?
Given on-going hacks and security concerns in the crypto space, this guest post is meant to inform Delphi Digital members on best practices to help secure their digital lives....
14 Min
Infrastructure
Dec 2020
The Graph: Our Experience Creating a Subgraph for Empty Set Dollar
We decided to take this opportunity to create our first subgraph on The Graph to allow us to get the data we need, and also to make this data more accessible to others in the future. In this daily we’...
7 Min
DeFi
Dec 2020
Crypto Investing Framework: Why Insurance Is Relatively Undervalued
In this piece, we outline the stacked risk framework analysis required by crypto investors and how it differs from traditional investment. We then use this framework to analyze the exchange and insura...
7 Min
Insurance
Dec 2020
Layer 2: Rollups
In this report, we look at how the Layer 2 ecosystem is shaping up and dive into the varying rollup solutions vying for adoption. We’ve seen already the scalability limitations of Ethereum today. In o...
1 Min
Infrastructure
Dec 2020
Analyzing MKR's Underperformance
Despite being the largest DeFi protocol by TVL, Maker's governance token, MKR, has underperformed fellow blue chips by a wide margin YTD. Let's dive into a few reasons why that might have happened....
8 Min
Cash-Backed (Custodian) Stablecoins
Dec 2020