Reports274 results
Sui’s Q2 focused on turning past infrastructure upgrades into tools developers can actually use. Frameworks like SEAL, Passkeys, and Remora began to surface in SDKs and product flows, aimed at fixing...
12 Min
Infrastructure
Aug 2025
We are witnessing the slow, structural inversion of crypto’s power dynamics. From infrastructure-heavy protocols with bloated valuations and abstracted use cases, to application-first ecosystems that...
43 Min
Layer 1 / L1
Apr 2025
Story Protocol offers an exciting, forward-thinking vision for intellectual property management in an AI-driven, digital economy. Rather than extending outdated legacy systems, Story takes a bold leap...
24 Min
Layer 1 / L1
Apr 2025
Celestia has the tech and the thesis. What it doesn’t have is validation. It needs one breakout rollup, one app with traction and DA needs big enough to matter. That’s what turns the narrative into fe...
47 Min
Layer 1 / L1
Apr 2025
EVM chains have forever been optimizing for scalability but have always lagged behind alt VM chains like Solana, Sui, and Aptos when it comes to throughput and latency. But now we have a lineup of sev...
13 Min
Layer 1 / L1
Mar 2025
If the appchain thesis holds and every major app launches its own L2, they’ll need more than just pure infra; they’ll need a full-stack solution. This is where Initia steps in—offering customization w...
31 Min
Layer 1 / L1
Feb 2025
Our premier publication of Delphi and The Tie’s Institutional Accelerator is a deep dive into Sui Network. In this report we cover the tech stack, token economics, and the ecosystem around Sui....
43 Min
Layer 1 / L1
Dec 2024
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
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
The report discusses the emergence of Ordinals and the BRC-20 token standard on the Bitcoin network, marking a transformative period in Bitcoin's history. It explains that Ordinals are specific Satosh...
22 Min
BRC-20 / Ordinals
Feb 2024
Bitcoin rebounded strongly in 2023, not just with respect to price but on-chain activity through ordinals and renewed interest in Bitcoin scaling. This report is a retrospective on what 2023 brought t...
28 Min
Layer 1 / L1
Feb 2024
App Building Opportunities Zetachain’s ability to support smart contracts and connect to heterogeneous chains – including the Bitcoin blockchain – […]...
47 Min
Layer 1 / L1
Jan 2024
ZetaChain – Architecture & Key Features Architecture At a high level, the way we would explain ZetaChain is “THORChain with […]...
51 Min
Layer 1 / L1
Jan 2024
What is Anoma? This is a surprisingly hard question to answer. Anoma is not a blockchain. Or, more accurately, not just a blockchain. Anoma is an architecture....
28 Min
Layer 1 / L1
Oct 2023
What is Anoma? This is a surprisingly hard question to answer. Anoma is not a blockchain. Or, more accurately, not just a blockchain. Anoma is an architecture....
24 Min
Layer 1 / L1
Sep 2023
What is Anoma? This is a surprisingly hard question to answer. Anoma is not a blockchain. Or, more accurately, not just a blockchain. Anoma is an architecture....
23 Min
Layer 1 / L1
Aug 2023
In July's Crypto Insider Talks, Ash Bennington, Raoul Pal, and Kevin Kelly discuss key topics: Ripple ruling and its market implications, pending BTC ETFs, potential of Coinbase's $COIN in a bull mark...
1 Min
Layer 1 / L1
Jul 2023
For the first time in a long time, Bitcoin seems to have the potential to develop an exciting and vibrant digital economy. BRC-20s have breathed new life into Bitcoin, and people would be remiss to ig...
25 Min
Layer 1 / L1
Jun 2023
Solana is not just about slapping some expensive hardware on a blockchain and calling it a day, but rather, how do we optimize software to best take advantage of performant hardware?...
52 Min
Layer 1 / L1
May 2023
Delphi Co-founder & Head of Research, Kevin Kelly and Head of Delphi Labs, Jose Maria Macedo join Founder & CEO of Real Vision, Raoul Pal, for May 2023's edition of Crypto Insiders where they...
53 Min
Layer 1 / L1
May 2023