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....

MicroStrategy’s convertible debt sale provides bond investors with a way to get exposure to BTC, laying the blueprint for similar offerings to come....

MicroStrategy’s convertible debt sale provides bond investors with a way to get exposure to BTC, laying the blueprint for similar offerings to come....

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...

DeFi aggregators had a breakout year in 2020 and YTD data suggests they're just getting started as growth continues to accelerate....

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...

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....

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...

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...

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....

With the rally in DeFi, many projects are getting second chances and capitalizing. Yam Finance as one may recall had a short stint in the spotlight this past summer. In this daily, I dive into the pro...

Our February Analyst Call in an updated format where we cover Bitcoin, Ethereum, SUSHI, UNI, NBA TopShots, Mirror, Luna, and more!...

The developments made during the bear market are paying off. Innovation on Ethereum continues at a torrid pace thanks to the composability of lego blocks built in DeFi. In this issue, we dive into var...

Aave, Compound and Maker's combined circulating market caps sit at a lofty $9.95 billion, having grown +46% over just the past 24 hours. The majority of those gains came from Aave alone, which added $...

Building conviction in magical founders and projects takes time, and falls along four key cornerstones. In this post, we dive into what to look for while you’re on the hunt for the next great project....

Building conviction in magical founders and projects takes time, and falls along four key cornerstones. In this post, we dive into what to look for while you’re on the hunt for the next great project....

Understanding parallels we can draw to traditional markets and how they may impact our neck of the woods....

Mirror Finance is a new synthetic asset protocol built on top of the Terra blockchain. While Mirror ($MIR) is attracting much of the attention right now, we’ve pursued a different strategy by investin...

Can Curve generate so much volume and trading fees that people stake CRV faster than it’s released? Let's analyze the data to find out!...

Historically, Sushiswap's rolling price-to-sales (P/S) ratio has been higher than Uniswap's, but that recently changed as the valuation of UNI has surged higher. Currently, on a rolling 7-day basis, S...