Happy U.S election day everyone. While patiently awaiting the results of this historic event, we wanted to put some BTC on-chain metrics on your radar....
In this report, we dig into Bitcoin’s outlook as BTC enters back into the limelight after taking a backseat to the “summer of DeFi” craze. We unpack notable long-term indicators, exchange, and holder...
In this report, we take a look at how the Ethereum ecosystem is holding up in light of the DeFi cool down and the market cycle rotation of alts into BTC with the favorable macro environment. We dive i...
There were over 200 projects which were submitted to ETHOnline’s Hackathon this past month. In today’s Daily, I cover some of my favorites and what they tell us for the future of ETH....
In this report, we're going to cover two of the most important, yet complex, projects in the DeFi sector - Yearn and Curve. This will serve as part 1 of our series on Yearn and Curve, with additional...
The longer and more extensive the bifurcation becomes between BTC and conventional asset classes, the more likely it will start to garner greater attention from big market players....
As analysts, a key part of our research involves spending time reading and engaging in community governance discussions. In this post, we highlight a recent discussion we participated in on the Aave g...
Late last year, Delphi Digital was contracted to help structure Axie Infinity’s ERC 20 governance token. Our immediate goal was to thoroughly understand the existing and future in-game dynamics such t...
The Graph’s incentive model iterates on comparable incentivised prediction/curation models from Steemit, prediction markets, Aragon Court and many more. Such models are enabled by token economic desig...
The recent Bitcoin price rise has sucked the air out of alts and also brought back to the fore tensions between the Bitcoin and DeFi communities. In this post, we argue that these tensions are short-s...
Keep an eye on Flow as they leverage their unique market insights into creating a network specifically for open worlds. If they can build upon their early momentum in the partnerships domain, then the...
Since our Aragon Court Report earlier this month, a lot has happened with the project. Here’s a rough timeline of events until today for our Institutional members....
Rising risks of insolvency and deflation could serve as a headwind to Bitcoin and crypto, but the long-term consequences highlight the value proposition of digital scarcity....
Liquidity incentive programs have become a cornerstone of growth strategies for projects in the space. Today, let’s take a look at an important question: do vested rewards work?...
As we transition to more community owned projects, this in turn means greater accessibility to project treasuries. We take a look how treasury management has evolved to greater align with long term in...