Reports1422 results
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
Update: Ethereum's Network Activity
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....
4 Min
Infrastructure
Dec 2020
Bancor v2.1: IL Insurance Check-In
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....
4 Min
DeFi
Dec 2020
Bancor v2.1: IL Insurance Check-In
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....
4 Min
DeFi
Dec 2020
Bitcoin Following the ATH Playbook
Bitcoin is more than 6% off its new all-time high but so far its following its early 2017 playbook....
4 Min
Macro & Markets
Dec 2020
STABLE Act: Impending Regulation or Political Wish List?
Will the new STABLE Act stifle innovation or is it a political wish list with no path forward?...
6 Min
DeFi
Dec 2020
A Look Into Public DeFi Treasuries
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...
1 Min
Asset Management
Dec 2020
The Beginning of the Journey for the Aave Safety Module
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....
8 Min
DeFi
Dec 2020
The Bitcoin Bull Case: 2021 & Beyond
Market cycle forecasts leveraging UTXO analysis, institutional demand, and a conducive macro backdrop make the bullish setup for Bitcoin over the next 12 months hard to ignore....
1 Min
DeFi
Dec 2020
The Bitcoin Bull Case: 2021 & Beyond
Market cycle forecasts leveraging UTXO analysis, institutional demand, and a conducive macro backdrop make the bullish setup for Bitcoin over the next 12 months hard to ignore....
1 Min
Infrastructure
Dec 2020
ETH 2.0 and Ethereum Ecosystem Analysis
We dive into the kick-off of the multi-year transition to ETH 2.0. The launch has partially fueled an ETH rally for which we dig into deeper and we also cover the growth of DeFi underpinning the succe...
2 Min
Infrastructure
Dec 2020
THORChain ($RUNE)
Almost exactly a year ago, our team sent our Institutional clients a deep-dive report on THORChain, highlighting its native asset $RUNE. Today, we make that report public....
1 Min
Infrastructure
Dec 2020
The Great yBundling (YFI)
Yearn (YFI) is both horizontally and vertically integrating DeFi legos. In this piece we dive into where value will accrue; YFI or its “acquired” tokens....
10 Min
Asset Management
Dec 2020
Layer 2s: Betamax vs VHS?
This first mover advantage combined with simple onboarding and backing could give Optimism enough adoption by the time that zero knowledge proof solutions are sufficiently mature that the network effe...
6 Min
ZK-Rollups
Nov 2020