Reports471 results
The L2 Wars
πŸŒ‡ Sunsetting The Delphi Daily During periods of lower activity, it becomes more important to focus on the broader […]...
7 Min
Layer 2 / L2
Jan 2023
Solana Sees Resurgence in 2023 With Rise in Active Wallets
πŸŒ… Welcome! The FTX bankruptcy attorney claims to have found over $5B in assets. Have they checked all the sofas […]...
4 Min
Layer 1 / L1
Jan 2023
Bitcoin Update: Reflecting on 2022 and the Future
The past year was a tumultuous one for Bitcoin, with usage stagnating and miners facing increasing pressure. But there were positives as well, like the introduction of Taro....
14 Min
Proof-of-Work
Jan 2023
The Future of ETH Liquid Staking
In this report, we analyze the ETH staking market from a business and financial perspective. The end goal of this exercise is to try and ascertain these protocols' potential for value generation....
15 Min
Liquid Staking
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
πŸŒ… 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
An Urbit in Our Stars
There is much myth and mystery surrounding Urbit. Is it an OS? Is it a social network? Is it worth looking into? This report throws back the veil on this mysterious project and sheds some light on wha...
36 Min
Storage
Dec 2022
WBTC Supply Shrinks by Record Amount
πŸŒ… Welcome! BlockFi is may restart withdrawals for certain customers while FTX considers asking third parties to voluntarily return past […]...
4 Min
Infrastructure
Dec 2022
The Year Ahead for Infrastructure
A popular takeaway regarding the FTX drama has been that this was not a DeFi problem, but a TradFi one. It’s absolutely true that custody risks apply to CEXs and not DeFi. Yet, given the size of the c...
83 Min
MEV
Dec 2022
BNB Chain Maintains Lead on New Addresses
πŸŒ… Welcome! Today, SBF was indicted by a grand jury on charges of committing or conspiring to commit fraud, along […]...
4 Min
Infrastructure
Dec 2022
Frax Finance's Liquid Staking Solution Continues To Grow
πŸŒ… Welcome! SEC Chairman Gary Gensler continues to talk about crypto regulations and Genesis tells clients that the path forward […]...
5 Min
Proof-of-Stake
Dec 2022
Total Liquidity Processed by Solana Plummets
πŸŒ… Welcome! The Alameda investment portfolio has been leaked while Ledger is launching a hardware wallet with an interactive touch-screen. […]...
4 Min
Layer 1 / L1
Dec 2022
MATIC and BNB Outperform in the Wake of FTX Fallout
πŸŒ… Welcome! BlockFi becomes the latest casualty in the fallout of FTX as it files Chapter 11 of the U.S. […]...
5 Min
Infrastructure
Nov 2022
Chainlink Verifiable Random Function Activity Surges
πŸŒ… Welcome! Rockstar Games (makers of GTA) joins Minecraft as the next big gaming platform to rebuke NFTs. Meanwhile, Genesis […]...
5 Min
Oracles
Nov 2022
ETH Staking Yields Rise Above 10% APR
πŸŒ… Welcome! Genesis suspends withdrawals as the fallout from the collapse of FTX continues. Elsewhere, Ronaldo announces his first NFT […]...
5 Min
Proof-of-Stake
Nov 2022
ETH Supply Turns Net Deflationary Since the Merge
πŸŒ… Welcome! Nike will allow users to create and collect virtual items on their new web3 community platform. Meanwhile, CZ […]...
5 Min
Proof-of-Stake
Nov 2022
The Oracle of Pyth
Pyth takes a fundamentally different and innovative approach to oracles, getting information directly from first-party sources, without the use of data aggregators in the middle....
20 Min
Oracles
Nov 2022
Solana TVL Drops Amid Growing Concerns on FTX/Binance Deal
πŸŒ… Welcome! The past 24 hours have been a whirlwind. We are just beginning to see the aftermath of FTX’s […]...
4 Min
Layer 1 / L1
Nov 2022
stETH on Ethereum Bridges Skyrockets
πŸŒ… Welcome! The drama between CZ and SBF likely comes to an end as Binance signs a non-binding agreement to […]...
5 Min
Liquid Staking
Nov 2022
Price Oracles for Derivative Assets
Delphi Labs is proud to present an analysis on price oracles for derivative assets. We analyze pre-existing assumptions on price oracles for derivative assets within the context of DeFi lending protoc...
1 Min
Oracles
Nov 2022