Reports275 results
ETH Can't Stop, Won't Stop
Data Digest 1. ETH futures/perpetuals volume and open interest rise 2. ETH options volume flips BTC options volume 3. ETH […]...
2 Min
DeFi
May 2021
The Sunday Dip Post-Mortem
April 18th saw a record ~$9.6b worth of futures contracts liquidated in just 24 hours. Here's a rundown on what happened and what could be coming next....
3 Min
DeFi
Apr 2021
FEI's Genesis Post-Mortem
The majority of retail Genesis participants lost out directly to whales selling the TRIBE air-drop. Watching the pre-swap % over the final hours of the Genesis event, one could probably have seen this...
4 Min
DeFi
Apr 2021
Delphi Bi-Weekly Analyst Call (March 31st, 2021)
We recently hosted our bi-weekly live analyst call (03/31) where we discussed our outlook for markets and several recent notes & reports exclusively for our Institutional members....
1 Min
DeFi
Apr 2021
PancakeSwap : A Perpetual Vampire?
Don't let the name fool you, PancakeSwap has quickly become a serious AMM and, with its token emission schedule, it has the ammo to keep growing....
4 Min
Infrastructure
Mar 2021
Rari Revs Up
Rari has experienced impressive growth YTD. In this post, we'll explore 3 new products they have under development - Fuse, Tanks and Nova....
5 Min
DeFi
Mar 2021
Delphi Bi-Weekly Analyst Call (March 5th, 2021)
We recently hosted our bi-weekly live analyst call (03/05) where we discussed our outlook for markets and several recent notes & reports exclusively for our Institutional members....
1 Min
Derivatives
Mar 2021
MakerDAO Growth Has Reignited
After a rough start to 2020, Maker has turned the ship around with the help of its new Peg Stability Module....
7 Min
Debt-Backed (CDP) Stablecoins
Feb 2021
Visualizing Value Flows In & Out of Avalanche
With the recent launch of its cross-chain bridge, ~$200m has flowed back and forth between Ethereum <> Avalanche over the past couple of weeks. Let's dive into the data....
4 Min
Layer 1 / L1
Feb 2021
February 2021 Analyst Call
Our February Analyst Call in an updated format where we cover Bitcoin, Ethereum, SUSHI, UNI, NBA TopShots, Mirror, Luna, and more!...
2 Min
Asset Management
Feb 2021
Ethereum Ecosystem Analysis
The developments made during the bear market are paying off. Innovation on Ethereum continues at a torrid pace thanks to the composability of lego blocks built in DeFi. In this issue, we dive into var...
1 Min
Layer 1 / L1
Feb 2021
As Aave Soars, Maker Eyes Rate Hike
Aave, Compound and Maker's combined circulating market caps sit at a lofty $9.95 billion, having grown +46% over just the past 24 hours. The majority of those gains came from Aave alone, which added $...
2 Min
DeFi
Feb 2021
Mirror vs Synthetix? How About Terra
Mirror Finance is a new synthetic asset protocol built on top of the Terra blockchain. While Mirror ($MIR) is attracting much of the attention right now, we’ve pursued a different strategy by investin...
16 Min
DeFi
Feb 2021
Curve: Crypto’s Forex Leader
Can Curve generate so much volume and trading fees that people stake CRV faster than it’s released? Let's analyze the data to find out!...
7 Min
DeFi
Feb 2021
Teller Aims To Decollateralize DeFi
While prominent blue chips dominate secured lending, unsecured lending is still perhaps the least penetrated vertical in all of DeFi. Teller is looking to change that by bringing existing credit score...
4 Min
DeFi
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
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
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