Reports478 results
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
Brace Yourselves, Shanghai Is Coming
Do you hear that? That’s the sound of 17M ETH getting ready to be withdrawn from staking, nearly $30B of ETH supply previously locked up coming onto the market ready to be sold. Or at least, this is w...
21 Min
Liquid Staking
Mar 2023
Bitcoin: More Than Just Digital Gold?
πŸ” Bitcoin: More Than Just Digital Gold? In just the span of 1 month, over 100,000 Bitcoin Ordinals were inscribed […]...
7 Min
Layer 1 / L1
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
ZK-bridges use ZKPs to improve performance of light-client bridges without introducing new trust assumptions. Polymer and zkBridge stand out with their use of parallelizable/recursive proofs. Others w...
18 Min
Bridges
Feb 2023
Bitcoin's New Narrative: Ordinals
Ordinals are extremely interesting and far more than just "NFTs on Bitcoin." Users can store digital artifacts and data on Bitcoin’s L1Β forever. Not only can users store data forever, but ordinal theo...
16 Min
Layer 1 / L1
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 ETH Liquid Staking Derivative Wars
πŸ” The ETH Liquid Staking Derivative Wars To stake ETH, users have to run validator nodes on Ethereum, which comes […]...
7 Min
Layer 2 / L2
Jan 2023
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