Reports1429 results
A Sneak Peak at the Future of ETH
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....
12 Min
Infrastructure
Oct 2020
Why We Spent $159k On Digital Battle Pets
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....
15 Min
Games
Oct 2020
Yearn & Curve Research Report
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...
1 Min
AMM
Oct 2020
Is Bitcoin Eating the World?
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....
5 Min
Data
Oct 2020
Aave Governance: Money-Market Powered Governance Attacks
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...
6 Min
Money Markets
Oct 2020
Exclusive Conference - Meet Our Portfolio Companies
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...
2 Min
Other
Oct 2020
Axie Infinity Announces Delphi-Designed $AXS Governance Token
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...
4 Min
Staking
Oct 2020
Signal: Trustless Curation with The Graph
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...
6 Min
Layer 1 / L1
Oct 2020
Bitcoin and DeFi are Symbiotic
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...
8 Min
AMM
Oct 2020
Barnbridge Brings Structured Finance to DeFi
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...
6 Min
DeFi
Oct 2020
It Might Soon Be Flow Time
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...
9 Min
Layer 1 / L1
Oct 2020
Bancor v2.1: Can’t Solve Impermanent Loss? Ok, let’s insure it
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....
5 Min
DeFi
Oct 2020
A Quick Update on Aragon & ANJ
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....
3 Min
DAO
Oct 2020
The Aftermath of One Big Macro Trade
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....
6 Min
Derivatives
Oct 2020
What’s Next for Gnosis?
One of the first Dapps built on the Ethereum Ecosystem is at a crossroads. Today, we will take a deeper look at the evolution of Gnosis and why investor's patience is wearing thin....
5 Min
Asset Management
Oct 2020
Nexus Mutual Proposal Aftermath
Our proposal to pause MCR has been successfully accepted. We walk through what happens next....
3 Min
Insurers
Oct 2020
Do Vested Rewards Work?
Liquidity incentive programs have become a cornerstone of growth strategies for projects in the space. Today, let’s take a look at an important question: do vested rewards work?...
8 Min
Infrastructure
Oct 2020
Evolution of Treasury Management
As we transition to more community owned projects, this in turn means greater accessibility to project treasuries. We take a look how treasury management has evolved to greater align with long term in...
7 Min
Asset Management
Oct 2020
Wormhole: A Solana/Ethereum Bridge ?
Certus One has released Wormhole, a bidirectional bridge ERC-20 and SPL Token bridge between Ethereum and Solana....
5 Min
Infrastructure
Oct 2020
YFI Price Action - A MasterClass By SBF
SBF borrows big from Aave and YFI volatility ensues. We try to piece together the strategy of one the top traders in crypto using on-chain data....
4 Min
Lending / Borrowing
Oct 2020