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...

The Graph’s incentive model iterates on comparable incentivised prediction/curation models from Steemit, prediction markets, Aragon Court and many more. Such models are enabled by token economic desig...

The recent Bitcoin price rise has sucked the air out of alts and also brought back to the fore tensions between the Bitcoin and DeFi communities. In this post, we argue that these tensions are short-s...

Risk mitigating protocols help investors and traders hedge their exposure to a financial instrument. Barnbridge is a new DeFi project bringing CDOs to DeFi and pioneering permissionless risk managemen...

Keep an eye on Flow as they leverage their unique market insights into creating a network specifically for open worlds. If they can build upon their early momentum in the partnerships domain, then the...

AMMs and IL are hot topics on crypto-twitter at the moment. With that in mind, let’s look at Bancor’s new v2.1 AMM design....

Since our Aragon Court Report earlier this month, a lot has happened with the project. Here’s a rough timeline of events until today for our Institutional members....

Rising risks of insolvency and deflation could serve as a headwind to Bitcoin and crypto, but the long-term consequences highlight the value proposition of digital scarcity....