Reports1490 results
The past few months have made one thing clear: Avalanche’s appchain model is working.
- Daily transactions have grown 6x since January
- Contract deployments are hitting 250k+ per day
- Interchai...
18 Min
Infrastructure
50 minutes ago
The concept of a "prop AMM" may seem like a contradiction. AMMs by design are open, deterministic systems. Their role is to offer clear pricing curves, transparent pool balances, and trustless access...
24 Min
Spot Exchange
3 days ago
The institutions are here. The debut of spot Bitcoin ETFs truly flipped the script. It’s no longer far-fetched to say that crypto is crossing the chasm into mainstream adoption.
J.P. Morgan is leadi...
17 Min
Infrastructure
4 days ago
Sanctum is on an impressive growth trajectory and is one of the more innovative Solana projects, but it has flown under the radar and the CLOUD token has underperformed. Could its major unlocks mark t...
10 Min
DeFi
7 days ago
Geopolitical flareups, looming rate cuts and a growing institutional crypto wave are reshaping the macro landscape. From Circle’s explosive IPO to accelerating BTC ETF flows and the Fed’s shifting ton...
14 Min
Macro & Markets
9 days ago
Deep dive analysis: How Pump.fun's $1.3B raise at maximum pessimism creates crypto's most compelling contrarian TGE. $780M revenue, steep valuation discount, and hated rally setup analyzed....
30 Min
DeFi
Jul 2025
Shuffle ($SHFL) fundamental analysis: Transparent cash distributions, defensive characteristics, and rerating potential in unloved casino sector....
19 Min
Betting
Jul 2025
KYC is finally meeting its match. Traditional checks cost North-American institutions $64 B a year and still expose users to sprawling data leaks. Our newest Delphi Pro deep-dive shows how Zero-Knowle...
20 Min
Macro & Markets
Jul 2025
Unsecured lending is arguably the biggest missing puzzle piece in DeFi's vision to upend and rewire the financial rails of the world. In our latest research piece, “Engineering Real Credit On-Chain: T...
18 Min
DeFi
Jul 2025
The success of a blockchain hinges on two pillars: servicing a large number of concurrent users and hosting applications that give them a compelling reason to use the chain. Aptos is making notable st...
39 Min
Infrastructure
Jun 2025
Humanity Protocol stands out in the identity landscape not by competing directly with World, but by redefining the market. Where World focuses on vertically integrated hardware + consumer identity, Hu...
31 Min
AI
Jun 2025
In crypto, most AI agents today are little more than GPT-wrapped gimmicks—single-step automations parading as intelligence. The market caught on. Agent tokens are down 80% to 90% from peak, and for go...
13 Min
Infrastructure
Jun 2025
What began as a bold balance sheet directional bet has matured into a repeatable financial structure. Public crypto accumulation is no longer confined to Bitcoin, and it is no longer limited Microstra...
31 Min
Macro & Markets
Jun 2025
Despite Galaxy’s original emphasis on providing financial services for digital asset related businesses and investors, the crown-jewel of its operating company portfolio is Helios, its flagship data c...
32 Min
Macro & Markets
Jun 2025
Key Highlights Include:
Trump’s Tariff Impact: The report details how Trump’s tariff policies disrupted global trade and financial markets, driving volatility in risk assets—including crypto—and sp...
25 Min
Macro & Markets
Jun 2025
Wemade’s journey offers a glimpse into what it takes to bring Web2 gamers and Web3 economies together. While their core business continues to deliver strong, compounding cash flows, Wemix still hasn’t...
18 Min
Gaming
Jun 2025
Plasma isn’t just a response to technical limits. It’s the thesis that stablecoins have grown large enough to justify infrastructure designed for them alone – the same way AWS built dedicated services...
28 Min
Infrastructure
Jun 2025
As applications scale, their needs often exceed what general-purpose blockchains can offer. Avalanche L1s – custom, sovereign chains – address this by letting teams control their infrastructure while...
22 Min
Infrastructure
Jun 2025
Despite favourable market conditions, crypto’s end vision faces a critical challenge that’s rarely discussed: the alarmingly small number of live applications and their sluggish development pace. This...
31 Min
Infrastructure
May 2025
The internet is becoming a house of mirrors.
Those concert tickets for your favorite artist that sold out in seconds? Snatched up by scalper bots. That attractive dating profile you just matched w...
26 Min
AI
May 2025