Reports1385 results
Onboarding Players through IP
While only accounting for 9% of all mobile games in 2020, IP games generated 17% of all downloads and more revenue relative to non-IP games. Almost all of the top 10 global IPs have expanded into gami...
23 Min
Gaming
Mar 2024
Bitcoin's Global Breakout
“All the mixings needed to make a delicious cocktail for crypto markets are coming together, and things are really starting […]...
5 Min
Macro & Markets
Mar 2024
A Frenzy Over Bitcoin Ordinals & Runes
Introduction Bitcoin is having its moment in the sun. Once considered a boring asset within the crypto space, it is […]...
35 Min
BRC-20 / Ordinals
Feb 2024
King $COIN Marches On
With the most recent Coinbase quarterly/annual numbers, this market memo aims to provide a short follow-up to our deep dive […]...
7 Min
Macro & Markets
Feb 2024
The Real Merge
Crypto x AI is the hot new thing. Almost overnight, talk of d/acc and AI agents diffused across the timeline. […]...
28 Min
Artificial Intelligence
Feb 2024
Delphi's Office Hours Call (February 21st, 2024)
Join the Research team this for the first edition of the Office Hours call of 2024! As always, these webinars […]...
1 Min
Macro & Markets
Feb 2024
Delphi's Monthly Markets Webinar - February 2024
Join the Macro & Markets team this Thursday (2/15) from 11am ET – 12PM ET for our first webinar of […]...
1 Min
Macro & Markets
Feb 2024
Telegram Bots: Evaluating Crypto's New Cash Cows
Telegram trading bots burst on the scene last summer, offering the market a much-needed fun new concept in the midst of a lethargic bear market. Trading bots were a major driver in the memecoin rally...
20 Min
DeFi
Feb 2024
Farcastoooor
We present our thesis for Farcaster which recently took crypto twitter by storm....
19 Min
Infrastructure
Feb 2024
Stay The Course
CT was initially filled with FUD and “I told you so” proclamations as the Bitcoin ETF approvals proved to be […]...
17 Min
Macro & Markets
Feb 2024
Solana NFTs in 2024: A Hotbed of Opportunities
We've identified Solana as an NFT ecosystem poised for significant growth this year. Solana is the "Dark Horse". Its blend of community and scalability makes it an increasingly attractive option for N...
39 Min
NFTs
Feb 2024
Drops of Jupiter
The question heading into tomorrow is what will JUP trade at, and how much will the airdrops be worth? To try and answer this, we’ll need to make some assumptions. But first, let’s start with what we...
8 Min
DeFi
Jan 2024
Infrastructure Year Ahead 2024 - Webinar
Join our expert analysts as they delve into their top highlights and forecast the key trends for 2024. This is […]...
1 Min
Infrastructure
Jan 2024
NFTs  & Gaming Year Ahead 2024 - Webinar
Join our expert analysts as they delve into their top highlights and forecast the key trends for 2024. This is […]...
2 Min
NFTs & Gaming
Jan 2024
Markets Year Ahead 2024 - Webinar
Join our expert analysts as they delve into their top highlights and forecast the key trends for 2024. This is […]...
2 Min
Macro & Markets
Jan 2024
DeFi Year Ahead 2024 - Webinar
Join our expert analysts as they delve into their top highlights and forecast the key trends for 2024. This is […]...
2 Min
DeFi
Jan 2024
Our Top Picks From 2023
The last year was massive for both Delphi Research and the broader Web 3 industry. Although we only felt the […]...
7 Min
DeFi
Jan 2024
The Year Ahead for Markets - 2024
Introduction — Oh, How Far We’ve Come Exactly one year ago, we published our last Markets Year Ahead report — […]...
76 Min
Macro & Markets
Dec 2023
The Year Ahead for DeFi 2024
Introduction On the surface, 2023 may seem like a pretty uneventful year for DeFi. The chaotic global macro environment and […]...
100 Min
DeFi
Dec 2023
The Year Ahead for Infrastructure 2024
L2 Wars, Solana Separating From The Pack, THORChain & Chainflip: Decentralized Highways For Bitcoin, Intents & Solvers, Ethereum's 2024 Roadmap and more....
93 Min
Infrastructure
Dec 2023