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...
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....
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...
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....
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....
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’...
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...
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...
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....
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....
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...
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...
In this piece, we provide updates on the rate of ETH deposits vs. ETH supply issuance, the latest Beacon Chain stats, and metrics for assessing Ethereum’s network health....
Bancor recently upgraded to Bancor v2.1 - which uniquely featured Impermanent Loss insurance facilitated by elastic BNT supply. Let’s take a look at how Bancor’s v2.1 has gone so far....
Bancor recently upgraded to Bancor v2.1 - which uniquely featured Impermanent Loss insurance facilitated by elastic BNT supply. Let’s take a look at how Bancor’s v2.1 has gone so far....
In order to be truly decentralized, crypto protocols need to find a sustainable way to fund development and operations. As DeFi embraces DAOs, it’s becoming increasingly important to understand commun...
In this piece I share my thoughts on the recent ARC posted on the Aave governance forum that touches on some important upgrades to the Aave Safety Module....