Reports1429 results
Delphi Radar Webinar Replay - Nov 12 2020
We have a video replay of the Delphi Radar webinar for those interested in learning more about this exciting new product!...
1 Min
DeFi
Nov 2020
Bitcoin for Advisors [Presentation]
Key discussion points from my presentation at the Bitcoin for Advisors conference earlier this week titled, “Global Macro Outlook and What It Means for Bitcoin”....
7 Min
DeFi
Nov 2020
Institutional Chat AMA - Nov 4 2020
To be sure all our Institutional members were able to benefit from the open conversations with strong teams building and investing in the space, we’re sharing a transcript of the first official AMA we...
1 Min
DeFi
Nov 2020
Empty Set Dollar: A Game Theoretical Approach to Elastic Stablecoins
Empty Set Dollar (ESD) is an elastic, algorithmic stablecoin that uses in-built monetary incentives to maintain its peg. The protocol is still experimenting with the overall mechanism design with an a...
9 Min
DeFi
Nov 2020
Nexus Mutual Update and Outlook
We analyze the significance of the MCR% decline on recent outflows from the Capital Pool, along with what’s being done to potentially curb that outflow and expectations going forward....
1 Min
Insurers
Nov 2020
The Shift to Layer 2: A Potential Disruption Catalyst for the AMM Ecosystem
Layer two solutions such as optimistic and zero-knowledge rollups promise reduced latency and cost, but these present a further liquidity fragmentation problem as AMMs will need to launch copies of th...
5 Min
Layer 2 / L2
Nov 2020
Towards Aave as a Credit Protocol: Tranching Risk To Enable Greater Capital Efficiency, Innovation and Robustness
Having worked closely with the Aave team for months, in this post we propose a new token architecture for Aave that we believe will lead to greater capital efficiency, innovation and robustness....
1 Min
DeFi
Nov 2020
Towards Aave as a Credit Protocol: Tranching Risk To Enable Greater Capital Efficiency, Innovation and Robustness
Having worked closely with the Aave team for months, in this post we propose a new token architecture for Aave that we believe will lead to greater capital efficiency, innovation and robustness....
1 Min
DeFi
Nov 2020
Empty Set Dollar: A Game Theoretical Approach to Elastic Stablecoins
Empty Set Dollar (ESD) is an elastic, algorithmic stablecoin that uses in-built monetary incentives to maintain its peg. The protocol is still experimenting with the overall mechanism design with an a...
9 Min
Stablecoins
Nov 2020
Polkadot’s DeFi Stack
Polkadot was one of 2020’s most anticipated mainnet launches. Despite launching in May 2020, the Web 3 Foundation – which developed Polkadot – has been hard at work with other teams to create an ecosy...
1 Min
DeFi
Nov 2020
? Best of Delphi Research (Oct. 2020)
Keeping up with content these days has become increasingly hard, which is why we’re excited to announce our new monthly Delphi Research Recap! From now on, we’ll be releasing a monthly digest highligh...
1 Min
Stablecoins
Nov 2020
? Best of Delphi Research (Oct. 2020)
Keeping up with content these days has become increasingly hard, which is why we’re excited to announce our new monthly Delphi Research Recap! From now on, we’ll be releasing a monthly digest highligh...
1 Min
Stablecoins
Nov 2020
Coordination, Public Goods and Crypto (Part 1)
While private property rights and markets have led to massive progress, underfunded public goods are a class of coordination problem which cannot be solved solely using markets. In this post, I explor...
6 Min
DeFi
Nov 2020
Coordination, Public Goods and Crypto (Part 1)
While private property rights and markets have led to massive progress, underfunded public goods are a class of coordination problem which cannot be solved solely using markets. In this post, I explor...
6 Min
DeFi
Nov 2020
Gauge Weight Shifts & The Impact on Vaults
Assuming boosts remain constant, we expect the yUSD Vault to see its APY jump from 11.1% to 20.0% as a result of tomorrow's gauge weight shift, which may attract inflows....
3 Min
Asset Management
Nov 2020
Video Games as the Trojan Horse for Global Blockchain Adoption
The title statement was made in a recent podcast that I hosted with Robbie Ferguson, the Co-Founder of Immutable. It struck me as a brilliant catchphrase, but to what extent might this actually be tru...
7 Min
Art
Nov 2020
BTC On-chain Metrics Brief
Happy U.S election day everyone. While patiently awaiting the results of this historic event, we wanted to put some BTC on-chain metrics on your radar....
3 Min
Analytics
Nov 2020
Bitcoin Outlook 11/3/2020
In this report, we dig into Bitcoin’s outlook as BTC enters back into the limelight after taking a backseat to the “summer of DeFi” craze. We unpack notable long-term indicators, exchange, and holder...
1 Min
Analytics
Nov 2020
Keep3r Network: Andre Cronje’s latest project could drastically move the DeFi and crypto space forward....
6 Min
DAO
Nov 2020
Ethereum Ecosystem Analysis
In this report, we take a look at how the Ethereum ecosystem is holding up in light of the DeFi cool down and the market cycle rotation of alts into BTC with the favorable macro environment. We dive i...
1 Min
Layer 1 / L1
Nov 2020