Reports1426 results
DODO v2.0: Will It Fly?
In this piece I explore DODO’s evolution up until now and what we can expect for the upcoming v2.0....
8 Min
DeFi
Jan 2021
Honey Badger Meets Ethereum
In this daily, we look into BadgerDAO, a community driven project aiming to accelerate the growth of BTC on Ethereum...
8 Min
Vaults
Jan 2021
ETH Emerges Reaching New ATH
On January 13, 2018, ETH reached an all time high of $1,432 according to data from Messari. Almost three years later to the day, ETH briefly surpassed this previous peak, hitting $1,440 on Coinbase ea...
1 Min
Layer 1 / L1
Jan 2021
Nexus - A Sleeping DeFi Blue Chip
Due to ETH's recent rise, the $ value of Nexus' capital pool is hovering around all time highs and the market price of wNXM is trading at only an ~11% premium to its book value. Is Nexus ready to awak...
4 Min
Insurers
Jan 2021
NFTs: A Multifaceted Ecosystem
2020 was a monumental year for NFTs and the stage is set for another record-setting year in 2021. Over the course of last year, we saw a net increase of buyers (+114%) over sellers (+8%) of NFTs as th...
NFTs & Gaming
Jan 2021
Jess Sloss and Cooper Turley: Social Tokens Are Rearchitecting Community and Social Engagement
The Delphi Podcast Hosts Tom Shaughnessy and Piers Kicks host Jess Sloss, of Seed Club, and Cooper Turley, of Audius, to discuss social tokens and their must read 2020 social tokens post....
49 Min
Social Media
Jan 2021
Building in DeFi doesn't have to suck
Andre Cronje, the creator of Yearn Finance wrote an article called “Building in defi sucks (part 2)” in which he expresses his frustrations in dealing with the crypto community. We talked to a few dev...
3 Min
Vaults
Jan 2021
Uniswap vs Sushiswap: A Tale of Two DEXes
Uniswap is the top DEX by various metrics but it faces stiff competition from Sushiswap. As both seek to become high-performing DEXes through different paths, investors must understand the cultural an...
8 Min
DeFi
Jan 2021
Sell-off By The Numbers
Bitcoin experienced its worst one-day % decline since March 12th last year. Historically, similar sell-offs have proven to be attractive entry points with bitcoin averaging a ~28% return in the 14 day...
5 Min
Asset Management
Jan 2021
Sell-off By The Numbers
Bitcoin experienced its worst one-day % decline since March 12th last year. Historically, similar sell-offs have proven to be attractive entry points with bitcoin averaging a ~28% return in the 14 day...
5 Min
Asset Management
Jan 2021
Embracing Bitcoin Volatility, The DeFi-NFT Symbiosis, DEX Aggregator Wars: The Delphi Debrief
A free weekly digest of the latest analysis and content from Delphi Digital's research team, including key takeaways from Delphi Digital's latest research reports, bite-sized summaries of every Delphi...
3 Min
DeFi
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....
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