Reports275 results
Moove Over MEV Milkers, Here Comes CowSwap
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
Delphi Office Hours Call (December 1st, 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
ETH & BNB Hold Strong, Options Weakness, & Liquidity Concerns
An Unlikely Winner When it rains in crypto, it pours. And while BTC holding up well isn’t a surprise, seeing […]...
4 Min
Infrastructure
Nov 2021
Examining the Design and Traction of GMX's Hybrid DEX
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
MetaMask Revenues, DEX Fee Competition, and Aggregator Wars
DeFi’s Secret Cash Flow Machine In Sept. 2020, Metamask announced its native swapping feature that gets quotes from multiple DEX […]...
3 Min
DeFi
Nov 2021
Axie's New DEX and a DeFi Update
To Infinity and Beyond AXS and SLP are having a great day on the back of Axie Infinity’s latest announcement: […]...
3 Min
DeFi
Nov 2021
Leverage Watch, ETF Traction, and Relentless L1s
With Great Leverage Comes Great Responsibility Earlier today, ETH did what we’ve all been waiting for: it pushed towards its […]...
3 Min
Infrastructure
Oct 2021
Market Creeps Higher as Bitcoin Futures ETF Debuts
Market Updates All eyes are on Proshare’s Bitcoin Futures ETF today, the first Bitcoin-linked ETF in the US, as it […]...
4 Min
DeFi
Oct 2021
Crypto On a Roll as Macro Backdrop Heats Up
The Bulls are Back BTC just recorded its highest weekly close on record last week; let’s let that sink in. […]...
5 Min
DeFi
Oct 2021
Delphi Bi-Weekly Analyst Call (October 15th, 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
Time to Buckle Up: The State of Global Markets
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
ETH Rebounds, Banker Joe Launch, Perps & CEX Coins
ETH/BTC Rebounds From Key Support From Oversold Regions After days of hovering at the bottom of the 0.06 to 0.08 […]...
3 Min
DeFi
Oct 2021
MCDEX: The New Kid on Perp Street
Market Update Crypto is having a slow day as BTC finds it difficult to climb above $58K. BTC is still […]...
4 Min
DeFi
Oct 2021
Trader Joe Ascends Amidst Avalanche Rush
Trader Joe has taken the Avalanche ecosystem by storm, becoming the dominant DEX on the network in only 2 months. […]...
6 Min
Lending / Borrowing
Oct 2021
Make or Break For Crypto Markets
Market Update Today was starting to look despondent, with BTC seeming to have rejected a key trend line, and other […]...
4 Min
Infrastructure
Oct 2021
Huobi Basis Deviates, Options Skew Signals Positive Outlook, OpenSea Hits ATHs
Market Update This week started off with positive price action across crypto. BTC broke $50k again, signaling some optimism. However, […]...
3 Min
DeFi
Oct 2021
The Delphi Chartbook - September 2021
In this edition of the Delphi Chartbook, we cover crypto markets, DeFi, L1s & L2s, and important macro data points. […]...
10 Min
Infrastructure
Oct 2021
An Ounce of Hopium for ETH Bulls
Market Update It’s a relieving sight to see green across the board for crypto today, although it isn’t a very […]...
4 Min
DeFi
Sep 2021
Bitcoin Market Structure, Fees and Lightning
Market Update Barring a handful of tokens and stablecoins, virtually all of crypto is in the red today. The Sep. […]...
4 Min
Infrastructure
Sep 2021
PBOC Signals Support, dYdX Flips Coinbase
Market Update Macro and regulatory overhangs continue to linger as most of the market has been in the red today. […]...
3 Min
DeFi
Sep 2021