Reports1415 results
More Bitcoin Hopium, Yearn Won't Stop, And Polygon DEX Volume
BTC HODLers are kicking back into action, BTC options are ticking up again, Yearn's fundamentals detach from YFI price, and Polygon DEXes recover fast....
3 Min
DeFi
Jun 2021
Polygon's Clout and Bitcoin Hopium
Polygon is capturing retail attention, a ray of hope for BTC bulls, and UNI's detached price movement....
3 Min
Macro & Markets
Jun 2021
Top Performing Layer Ones, Market Metrics, and Axie's Sharp Growth
A comparison of YTD Layer 1 performance, structural sentiment data for BTC and ETH, and Axie's monstrous quarter....
4 Min
Infrastructure
Jun 2021
Delphi Ventures Portfolio Showcase: May 2021
A small note that going forward the Delphi Ventures Showcase will shift to a quarterly schedule going forward. That being said, May has been an outstanding month for Delphi Ventures as numerous portfo...
19 Min
Infrastructure
Jun 2021
The Good, The Bad, & The Ugly [Charts]
Bitcoin’s price was nearly cut in half recently, largely driven by a major unwind in leveraged positioning, but what's next for the world's largest crypto asset?...
6 Min
Macro & Markets
Jun 2021
Dynamic Interest Rate Model Based On Control Theory
Lending protocols within DeFi predominantly use fixed interest rate models to price loans. In this report, we explore an alternative pricing solution which we believe to be more capital efficient and...
1 Min
DeFi
Jun 2021
Dynamic Interest Rate Model Based On Control Theory
Lending protocols within DeFi predominantly use fixed interest rate models to price loans. In this report, we explore an alternative pricing solution which we believe to be more capital efficient and...
1 Min
Lending / Borrowing
Jun 2021
ETH 2.0 Won't Stop, Sushiswap Loses Pace, and BTC Futures Basis Back on Track
KSM and SOL lead the bounce, BTC basis is positive again, Sushiswap loses market share, and ETH 2.0 zooms past 100K deposits....
3 Min
Infrastructure
Jun 2021
Mixed Trading Signals For BTC, Terra and Ethereum DeFi Undervalued, Ether Supply In Smart Contracts
Mixed Trading Signals For BTC, Terra and Ethereum DeFi Undervalued, Ether Supply In Smart Contracts...
3 Min
Infrastructure
Jun 2021
The Oracle (Report) Of Delphi
Chainlink has long dominated the oracle sector but will this continue as viable competitors emerge to challenge it?...
16 Min
Infrastructure
Jun 2021
BTC on Ethereum Won't Slow Down, Mixed Signals from Spot and Derivatives Market
ETH/BTC nearly retraces dip, Convex and Yearn's battle for veCRV, and receding spot volume....
4 Min
DeFi
Jun 2021
ETH/BTC Shrugs Off Correction, The Fight For Curve Dominance
ETH/BTC nearly retraces dip, Convex and Yearn's battle for veCRV, and receding spot volume....
2 Min
DeFi
Jun 2021
ETH/BTC Correlation, Sentiment Reversals, and Flight to ETH DeFi
May's worst hit tokens, ETH/BTC correlation peaking, bullish options flows, and Ethereum DeFi....
3 Min
DeFi
Jun 2021
Is the Bitcoin Bull Run Over?
A look into key data points for Bitcoin and what they say....
4 Min
DeFi
Jun 2021
Options Prices, Market Volatility, and DeFi's Top Dogs
Market volatility and DeFi comparisons....
4 Min
DeFi
Jun 2021
Fear vs Greed: The Delphi Debrief
A free weekly digest of the latest analysis and content from Delphi Digital's research team, including key takeaways from Delphi Digital's latest research reports, bite-sized summaries of every Delphi...
4 Min
Spot Exchange
May 2021
Tokemak AMA With Carson Cook
Tom hosts Carson Cook and the Tokemak team for a deep dive AMA on the project....
16 Min
DeFi
May 2021
BTC Options Expiry, Ethereum Thrives
Monthly BTC options expire tomorrow, ETH data suggests fundamentals are sound....
3 Min
Infrastructure
May 2021
Multi-Chain DeFi, Terra's Scare, and DAI's Resilience
Multi-chain DeFi is growing, Terra's scare with UST has a silver lining, and Maker DAO's PSM hits $1 billion of liquidity,...
3 Min
DAO
May 2021
Market Sentiment and DeFi's Resilience
Funding back at normal, retail spooked, and DeFi keeping chugging along....
3 Min
DeFi
May 2021