Reports1442 results
Welcome to Market Musings, a weekly publication designed to keep our readers informed about the most important and timely developments […]...
10 Min
Macro & Markets
Jul 2024
Token airdrops often lead to inflated activity pre-snapshot and declines post-distribution. Data from major projects shows the need for better strategies to build lasting communities. This report sugg...
25 Min
DeFi
Jul 2024
From gambling to gaming, NFTs, memecoins, SocialFi—you name it, Sanko GameCorp has delivered multiple products while forging a cult-like following over the years. Now, after months of teasing it, they...
21 Min
Gaming
Jun 2024
We’re excited to bring you the fifth edition of the Office Hours show, now streaming! This month’s office call session […]...
1 Min
Macro & Markets
Jun 2024
In just a few short months, TON's gaming ecosystem has gone from zero to hero with hundreds of millions of registered users and single-game revenue figures greater than $10M. But is there any substanc...
31 Min
Gaming
Jun 2024
At the time of writing, the relentless sound of aggr liquidations continues to chime in the background, with BTC trading at ~$58.6K.
Two weeks ago, BTC was trading within striking distance of yet a...
12 Min
Macro & Markets
Jun 2024
Can decentralized AI (The Square) compete with the behemoth that is centralized AI (The Tower)? The following report is an exploration into the AI value-chain: a peek into the awesome resources being...
45 Min
Artificial Intelligence
Jun 2024
Welcome to Market Musings, a weekly publication designed to keep our readers informed about the most important and timely developments […]...
9 Min
Macro & Markets
Jun 2024
Join the Macro & Markets team tomorrow (6/11) from 12:30pm ET – 1:30PM ET for our monthly stream, Market Matters! As always, these webinars will take place right here on the member’s portal for De...
1 Min
Macro & Markets
Jun 2024
CEX volume is, on average, 10 times higher than DEXs. Is this just because of a better UI? We think there is more to it. Making financial moves in open, transparent blockchains is not free of conseque...
27 Min
DeFi
Jun 2024
Welcome to Market Musings, a weekly publication designed to keep our readers informed about the most important and timely developments […]...
8 Min
Macro & Markets
Jun 2024
Contango is an emerging project sitting at the intersection of lending and leverage trading. In this memo, we will evaluate Contango's approach to leverage trading and explore how it can take advantag...
13 Min
DeFi
Jun 2024
Welcome to Market Musings, a weekly publication that aims to keep our readers up-to-date on the most important and timely […]...
11 Min
Macro & Markets
May 2024
User Generated Content (UGC) has long been a driver of innovation within the gaming industry. Counter-Strike, DotA 2, League of Legends and PUPB - some of the most played games of all times - all orig...
25 Min
Gaming
May 2024
Welcome to the third edition of Market Musings, a weekly publication that aims to keep our readers up-to-date on the […]...
8 Min
Macro & Markets
May 2024
Bitcoin's scripting system is inherently limited in its programmability. Consequently, bridges to Bitcoin rely on multisigs and federation control, introducing trust. This has constrained Bitcoin's ut...
60 Min
Layer 2 / L2
May 2024
Hey Delphi Community, Join the Macro & Markets team this Friday (5/17) from 11am ET – 12PM ET for the […]...
1 Min
Macro & Markets
May 2024
Join the Research team for the fourth edition of the Office Hours call of 2024! As always, these webinars will […]...
1 Min
Macro & Markets
May 2024
Welcome our second edition of Market Musings, a weekly publication that aims to keep our readers up-to-date on the most […]...
9 Min
Macro & Markets
May 2024
Unpack the mechanisms behind the attention economy in our latest report. Discover how AI and crypto are challenging Big Tech's dominance, turning your digital attention into a valuable asset, and resh...
33 Min
Financial Market Themes
May 2024