Reports1395 results
Solana Sees Resurgence in 2023 With Rise in Active Wallets
πŸŒ… Welcome! The FTX bankruptcy attorney claims to have found over $5B in assets. Have they checked all the sofas […]...
4 Min
Layer 1 / L1
Jan 2023
Bitcoin Update: Reflecting on 2022 and the Future
The past year was a tumultuous one for Bitcoin, with usage stagnating and miners facing increasing pressure. But there were positives as well, like the introduction of Taro....
14 Min
Proof-of-Work
Jan 2023
Daily Transactions on Arbitrum and Optimism Inch Closer to Ethereum
πŸŒ… Welcome! Barry Silbert speaks on Genesis in a letter to shareholders as Gemini officially ends the Earn program. Today, […]...
5 Min
null
Jan 2023
GALA and LDO Pump Amid "Short-Squeeze Szn"
πŸŒ… Welcome! DCG is closing down its wealth management business that had $3.5B in AUM. The SEC is also probing […]...
4 Min
Macro & Markets
Jan 2023
The Future of ETH Liquid Staking
In this report, we analyze the ETH staking market from a business and financial perspective. The end goal of this exercise is to try and ascertain these protocols' potential for value generation....
15 Min
Liquid Staking
Jan 2023
NFT Market Sees Slight Uptick in Trading Activity as 2022 Ends
πŸŒ… Welcome! Genesis considers filing for bankruptcy after firing 30% of its staff. Elsewhere, Kyle Davies of the infamous Three […]...
4 Min
NFT Marketplace
Jan 2023
Delphi Office Hours Call (January 5th, 2023)
Join us as we discuss the most important themes, narratives, and projects to look for in 2023....
1 Min
Macro & Markets
Jan 2023
Rage Trade Attracts Users but Fails to Gain Volume Share
πŸŒ… Welcome! The U.S. Department of Justice is seizing Sam-Bankman Fried’s Robinhood shares. Elsewhere, Genesis tells clients that it needs […]...
4 Min
Perpetual Futures
Jan 2023
December Gaming Roundup
There is little in the way of bullish news when it comes to the current state of Web3 gaming. With that in mind, we'll go over what happened in the markets and zoom out to look at Q4’s overall perform...
14 Min
Gaming
Jan 2023
The Great Reset: Navigating Crypto in 2023
We titled this year’s report The Great Reset because we believe that’s what 2022 represented for crypto – a great reset in prices, expectations, and speculative interest all across the industry. Every...
DeFi
Jan 2023
Arbitrum TVL Holds Steady While Others Bleed
πŸŒ… Welcome! We hope you enjoyed your break as much as we did. Here’s to a great year in 2023! […]...
5 Min
Infrastructure
Jan 2023
Real-World Assets in Decentralized Finance
Although protocols using RWAs currently comprise a small part of DeFi, the potential of this sector has a high ceiling....
11 Min
Money Markets
Jan 2023
An Urbit in Our Stars
There is much myth and mystery surrounding Urbit. Is it an OS? Is it a social network? Is it worth looking into? This report throws back the veil on this mysterious project and sheds some light on wha...
36 Min
Storage
Dec 2022
Coinbase Share Price Hits an All-Time Low
πŸŒ… Welcome! A major Bitcoin mining company has filed for bankruptcy. Meanwhile, SBF can be extradited to the US as […]...
4 Min
Spot Exchange
Dec 2022
The Year Ahead for Markets
2022 was The Great Reset for crypto. Overly hyped trends and mass speculation pushed the crypto market far out over its skis by the end of 2021, so this year’s washout was a necessary reset. Sizable c...
55 Min
Global Macro Themes
Dec 2022
WBTC Supply Shrinks by Record Amount
πŸŒ… Welcome! BlockFi is may restart withdrawals for certain customers while FTX considers asking third parties to voluntarily return past […]...
4 Min
Infrastructure
Dec 2022
The State of the Polygon Gaming Ecosystem
Polygon has consistently grabbed headlines with mainstream partnerships, a $450M venture raise, and a $1B investment into scaling solutions. But how has Polygon's gaming ecosystem fared?...
16 Min
Gaming
Dec 2022
FIL Loses $466M in Market Cap, Drops 36% Within 15 Minutes
πŸŒ… Welcome! Voyager has found a new buyer and you won’t believe who it is. Elsewhere, Grayscale considers returning a […]...
4 Min
Macro & Markets
Dec 2022
NFT Debrief - December 2022
OpenSea transacted $242.2M in November compared to $295.8M in October, representing an 18% decrease over the previous month. There were notable developments in the broader NFT ecosystem, however....
14 Min
NFTs
Dec 2022
Delphi Office Hours Call (December 15th, 2022)
Join us as we discuss the recent CPI print, concentration of volume in DEXs and NFTs, daily active users of prominent dApps, the veToken model, and more....
1 Min
Macro & Markets
Dec 2022