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....

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...

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...

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...

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...

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...

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...

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....

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...

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....

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...

Keep3r Network: Andre Cronje’s latest project could drastically move the DeFi and crypto space forward....

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...

There were over 200 projects which were submitted to ETHOnline’s Hackathon this past month. In today’s Daily, I cover some of my favorites and what they tell us for the future of ETH....

Last night our team purchased 5 Axies for 473.5 ETH (worth ~$159k at the time). Here's why we're so excited about this investment....

In this report, we're going to cover two of the most important, yet complex, projects in the DeFi sector - Yearn and Curve. This will serve as part 1 of our series on Yearn and Curve, with additional...

The longer and more extensive the bifurcation becomes between BTC and conventional asset classes, the more likely it will start to garner greater attention from big market players....

As analysts, a key part of our research involves spending time reading and engaging in community governance discussions. In this post, we highlight a recent discussion we participated in on the Aave g...

In a partnership with Oppenheimer, we are pleased to announce our third Blockchain & Digital Assets Summit (Blockchain Meets Wall Street) on Thursday, November 19. Several of our portfolio compani...

Late last year, Delphi Digital was contracted to help structure Axie Infinity’s ERC 20 governance token. Our immediate goal was to thoroughly understand the existing and future in-game dynamics such t...