Reports1415 results
Embracing Bitcoin's Volatility
Bitcoin is capturing the mind share of younger generations because of its volatility and their appetite for risk will continue to drive speculation....
4 Min
Macro & Markets
Jan 2021
The DeFi - NFT Symbiosis
On the one hand, DeFi can provide a dramatic expansion of utility, functionality, and access to more complex financial infrastructure through fractionalization for the NFT ecosystem. And on the other,...
5 Min
NFTs
Jan 2021
Embracing Bitcoin's Volatility
Bitcoin is capturing the mind share of younger generations because of its volatility and their appetite for risk will continue to drive speculation....
5 Min
Macro & Markets
Jan 2021
The DeFi - NFT Symbiosis
On the one hand, DeFi can provide a dramatic expansion of utility, functionality, and access to more complex financial infrastructure through fractionalization for the NFT ecosystem. And on the other,...
5 Min
NFTs
Jan 2021
DEX Aggregator Wars: The Positive Slippage Experience
As 2020 came to an end, which aptly coincided with the launch of the 1inch token (DEX aggregator), talks surrounding aggregation theory and its relationship to defi protocols resurfaced. 1inch, in par...
4 Min
DeFi
Jan 2021
Best of Delphi Research (Nov/Dec. 2020)
November & December edition of Delphi's Research Recap report includes the bull case for bitcoin in 2021 & beyond, in-depth analysis and much more of our team's top content....
1 Min
Infrastructure
Jan 2021
Bitcoin is King of the Hill...Again
Bitcoin finds itself atop the leaderboard of best performing assets in 2020 for the second year in a row....
4 Min
Macro & Markets
Dec 2020
Aave Token Architecture V2: Towards Aave As An Insured Credit Protocol
On November 10th, we put forth a proposal to fundamentally revise Aave’s current token architecture. Having received excellent feedback from the community, we are thrilled to present V2 which incorpor...
1 Min
Lending / Borrowing
Dec 2020
The Curious Case of Fully Diluted Valuations
In this piece, I touch on the intricacies behind fully diluted valuations and why understanding them early in an asset’s lifecycle can help guide better decisions based off risk/reward....
8 Min
Infrastructure
Dec 2020
Aave Token Architecture V2: Towards Aave As An Insured Credit Protocol
On November 10th, we put forth a proposal to fundamentally revise Aave’s current token architecture. Having received excellent feedback from the community, we are thrilled to present V2 which incorpor...
1 Min
DeFi
Dec 2020
Looking in The Mirror
In this piece I explore the present and future of Mirror, a synthetic assets protocol focused on real world assets....
13 Min
DeFi
Dec 2020
'Tis The Season
With the current tax year coming to a close, what can we expect for the start of 2021? Let's dive in and analyze the historic seasonality of BTC and ETH as we attempt to answer that question....
3 Min
Layer 1 / L1
Dec 2020
Crypto Security Best Practices ?
Given on-going hacks and security concerns in the crypto space, this guest post is meant to inform Delphi Digital members on best practices to help secure their digital lives....
14 Min
Infrastructure
Dec 2020
The Graph: Our Experience Creating a Subgraph for Empty Set Dollar
We decided to take this opportunity to create our first subgraph on The Graph to allow us to get the data we need, and also to make this data more accessible to others in the future. In this daily we’...
7 Min
DeFi
Dec 2020
Crypto Investing Framework: Why Insurance Is Relatively Undervalued
In this piece, we outline the stacked risk framework analysis required by crypto investors and how it differs from traditional investment. We then use this framework to analyze the exchange and insura...
7 Min
Insurance
Dec 2020
Layer 2: Rollups
In this report, we look at how the Layer 2 ecosystem is shaping up and dive into the varying rollup solutions vying for adoption. We’ve seen already the scalability limitations of Ethereum today. In o...
1 Min
Infrastructure
Dec 2020
Analyzing MKR's Underperformance
Despite being the largest DeFi protocol by TVL, Maker's governance token, MKR, has underperformed fellow blue chips by a wide margin YTD. Let's dive into a few reasons why that might have happened....
8 Min
Cash-Backed (Custodian) Stablecoins
Dec 2020
Delphi Analyst Call - Bitcoin, On-Chain Data, Governance and ETH’s Ecosystem
Delphi Digital’s December analyst call features a discussion on markets, on-chain data from our latest BTC monthly, governance ideas, and covers Ethereum’s ecosystem....
1 Min
Infrastructure
Dec 2020
Crypto Investing Framework: Why Insurance Is Relatively Undervalued
In this piece, we outline the stacked risk framework analysis required by crypto investors and how it differs from traditional investment. We then use this framework to analyze the exchange and insura...
7 Min
Insurance
Dec 2020
Beeple Shatters Crypto Art Records Across the Board
Beeple, a legendary digital artist who has risen to fame after consistently outputting one artwork a day for over 13 years, has entered the space with a bang. 4976 consecutive days of dedication broug...
5 Min
NFTs
Dec 2020