Reports189 results
The Year Ahead for Infra 2025
A few years ago the main excuse for why we didn’t have great applications was that the infra wasn’t ready. Fees were high, UX was bad and transactions were slow. Today, that’s no longer the case. With...
128 Min
Infrastructure
9 days ago
Paladin of the Solana Round Table
The report discusses Paladin, a solution designed to combat predatory MEV while allowing validators, stakers to capture maximum proceeds from other MEV opportunities. We dive deeper into the Paladin b...
21 Min
DeFi
Sep 2024
Beyond The Meme of Parallelization & Solving For State Growth
Parallel execution has been touted as the holy grail of blockchain scalability and adoption, worth “billions of users." But the data says otherwise. We've explored the data around what percentage of t...
20 Min
Infrastructure
Aug 2024
ETHCC: One Year Later, Have we Made Progress?
Was ETHCC as depressing as CT made it out to be, or were there things to be excited about? We'd argue the latter, with things like DEX design, TEEs, Preconfs, Based Rollups and Chain Abstraction all b...
31 Min
DeFi
Jul 2024
ZetaChain: The Path Forward for Universal Apps
Understand the core value proposition of ZetaChain as the Chain Abstraction narrative takes flight. In this report, we cover Zetachain's technological revamp, new application opportunities enabled by...
41 Min
Infrastructure
Jul 2024
API3: The State of OEV
Over $3.1 billion have been liquidated on lending protocols on Ethereum, but these liquidation mechanisms are not the most efficient. Liquidators or searchers face very tight profit margins because he...
29 Min
Infrastructure
Jul 2024
A Look At Dispute Resolution Protocols in Optimistic Rollups
In an ideal world, everything works as intended and there are no disputes. But that’s not a realistic world view […]...
24 Min
Layer 2 / L2
Jun 2024
Supra - Vertical Integration with The Intralayer
Supra is building the IntraLayer, a vertically integrated blockchain stack that includes a Layer 1, Oracles, Bridges, VRF, and a Virtual Machine. With emerging rollapps and appchains, liquidity is...
39 Min
Infrastructure
Apr 2024
Based Rollups: The New ETH Alignment
We explored how based rollups, preconfirmations, and shared sequencing can help to fix Ethereum's liquidity fragmentation...
42 Min
Infrastructure
Mar 2024
Farcastoooor
We present our thesis for Farcaster which recently took crypto twitter by storm....
19 Min
Infrastructure
Feb 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
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 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
Reflecting on EthCC
In our “Year Ahead for Infrastructure” report, we predicted 2023 would be “the year of infrastructure,” and after the conference week in Paris it’s clear this has become true, almost too true. Paris w...
34 Min
Infrastructure
Aug 2023
Everybody Needs *******
Blockchain infrastructure can be broadly summarized in three verticals: scalability, privacy, and UX. In this post, we’re going to dive into privacy....
37 Min
Infrastructure
Mar 2023
Pro Crypto Insider Talks - February 2023
In this month’s Pro Crypto Insider Talks, Delphi’s own Kevin Kelly and Ceteris join Raoul Pal, CEO of Real Vision, […]...
46 Min
Macro & Markets
Feb 2023
The Wallet Wars
In our Year Ahead report, we mentioned access control/wallets as a major theme. This report will expand on the topic and look at the full picture from the perspective of wallet strategies, roadmaps, r...
41 Min
Infrastructure
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
🌅 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
WBTC Supply Shrinks by Record Amount
🌅 Welcome! BlockFi is may restart withdrawals for certain customers while FTX considers asking third parties to voluntarily return past […]...
4 Min
Infrastructure
Dec 2022