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...
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...
Bitcoin is capturing the mind share of younger generations because of its volatility and their appetite for risk will continue to drive speculation....
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,...
Bitcoin is capturing the mind share of younger generations because of its volatility and their appetite for risk will continue to drive speculation....
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,...
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...
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....
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....