Reports1427 results
Announcing Delphi Digital's Investment In Yield Guild
We believe that the Yield Guild vision of becoming the largest virtual world economy ever observed is not only attainable, but that there is an opportunity to improve tens of thousands of lives along...
3 Min
NFTs & Gaming
Mar 2021
Alchemix: The Yield-Derivative Primitive
Alchemix, a “future-yield-backed synthetic asset platform,” went live this weekend and has already absorbed close to 190M in DAI TVL.  While TVL growth is primarily driven by ALCX farming, the Alchemi...
5 Min
Debt-Backed (CDP) Stablecoins
Mar 2021
MakerDAO Growth Has Reignited
After a rough start to 2020, Maker has turned the ship around with the help of its new Peg Stability Module....
7 Min
Debt-Backed (CDP) Stablecoins
Feb 2021
Visualizing Value Flows In & Out of Avalanche
With the recent launch of its cross-chain bridge, ~$200m has flowed back and forth between Ethereum <> Avalanche over the past couple of weeks. Let's dive into the data....
4 Min
Bridges
Feb 2021
Visualizing Value Flows In & Out of Avalanche
With the recent launch of its cross-chain bridge, ~$200m has flowed back and forth between Ethereum <> Avalanche over the past couple of weeks. Let's dive into the data....
4 Min
Layer 1 / L1
Feb 2021
Loopring Leads L2 Adoption
As high gas fees reinforce the need for scaling, let's turn our attention towards a layer 2 DeFi application that's already live and growing on Ethereum - Loopring....
3 Min
Layer 2 / L2
Feb 2021
2/17 Analyst Call: BTC, Terra, Cosmos, NXM, NFTs, and Aggregators
Our second Delphi Digital’s Febuary analyst call features a discussion on BTC, Terra, Cosmos, NXM, NFTs and Aggregators....
1 Min
Layer 1 / L1
Feb 2021
NFTs: The Lay of The Land
The NFT market is undeniably hot right now, with the vast majority of record-breaking sales happening within the last 30 days. We have seen an Axie Estate sell for 888 ETH, Danny pickup a HashMask for...
6 Min
NFTs
Feb 2021
NFTX - Good Idea, Bad Design
The NFT sector has never been hotter but some of the projects garnering attention have fundamental flaws in their design. NFTX is one of them, here's why....
9 Min
NFTs
Feb 2021
Best of Delphi Research (Jan. 2021)
The January 2021 edition of Delphi's Research Recap report includes our Bitcoin Monthly Outlook, Ethereum Ecosystem Analysis, and much more of our team's top content....
1 Min
Derivatives
Feb 2021
Best of Delphi Research (Jan. 2021)
The January 2021 edition of Delphi's Research Recap report includes our Bitcoin Monthly Outlook, Ethereum Ecosystem Analysis, and much more of our team's top content....
1 Min
Derivatives
Feb 2021
MicroStrategy’s Bitcoin Blueprint
MicroStrategy’s convertible debt sale provides bond investors with a way to get exposure to BTC, laying the blueprint for similar offerings to come....
5 Min
Macro & Markets
Feb 2021
MicroStrategy’s Bitcoin Blueprint
MicroStrategy’s convertible debt sale provides bond investors with a way to get exposure to BTC, laying the blueprint for similar offerings to come....
5 Min
Derivatives
Feb 2021
NFTs: The Lay of The Land
The NFT market is undeniably hot right now, with the vast majority of record-breaking sales happening within the last 30 days. We have seen an Axie Estate sell for 888 ETH, Danny pickup a HashMask for...
6 Min
NFTs
Feb 2021
DeFi Aggregators
DeFi aggregators had a breakout year in 2020 and YTD data suggests they're just getting started as growth continues to accelerate....
13 Min
Liquidity Aggregator
Feb 2021
How Nexus Can Incentivize Auditors
DeFi needs a solution that gives auditors and white hat hackers skin in the game, so they are incentivized to act honestly rather than maliciously. We believe Nexus is in a unique position to deliver...
7 Min
Insurers
Feb 2021
MetaMask: Aggregating the Aggregator
The unfolding MetaMask story reveals valuable insights on the emergent and ever-evolving Ethereum defi stack. In particular, aggregators, as well as underlying liquidity protocols....
3 Min
Spot Exchange
Feb 2021
Cosmos' Catalysts; BSC Makes Some Noise
With gas fees higher than ever, Ethereum's own success is hindering further adoption. This represents an opportunity for competing networks to gain market share. Let's talk about two we currently have...
5 Min
Layer 1 / L1
Feb 2021
Harvest Finance
Harvest Finance is a yield aggregator that’s been stuck in yEarn Finance’s shadow. Yet the data indicates there are strong growth prospects for FARM, and the market is already starting to price in the...
6 Min
Vaults
Feb 2021
The Curve Bull Case, StakeDAO Strategies and Managing Mbappé
In this piece, I share some highlights and after-thoughts from a conversation with Julien Bouteloup, who I hosted on the Delphi Podcast last week....
8 Min
Asset Management
Feb 2021