Reports1484 results
Join the Research team for the fourth edition of the Office Hours call of 2024! As always, these webinars will […]...
1 Min
Macro & Markets
May 2024
Welcome our second edition of Market Musings, a weekly publication that aims to keep our readers up-to-date on the most […]...
9 Min
Macro & Markets
May 2024
Unpack the mechanisms behind the attention economy in our latest report. Discover how AI and crypto are challenging Big Tech's dominance, turning your digital attention into a valuable asset, and resh...
33 Min
Financial Market Themes
May 2024
Introduction MakerDAO has historically been punished for its lack of innovation and stagnant culture, but it could be on […]...
18 Min
DeFi
May 2024
Welcome to the first edition of Market Musings, a weekly publication that aims to keep our readers up-to-date on the […]...
6 Min
Macro & Markets
May 2024
zk proofs boost application scalability but their generation can be costly and slow, and while zk rollups present a solution, they can lead to centralization and liveness issues. We explored the alter...
31 Min
ZK-Rollups
May 2024
Watch on YouTube: Listen on Spotify:...
1 Min
DeFi
May 2024
Amidst the fast-evolving landscape of decentralized finance (DeFi), the lending sector has been notably slow-moving due to the prominent design of complex multi-asset lending pools and protocol decisi...
31 Min
DeFi
Apr 2024
With the Bitcoin halving top of mind this week, our markets team issued a brief note to update their views on the short and longer-term outlook for BTC.
The Delphi Research team has done a ton of w...
7 Min
Macro & Markets
Apr 2024
Supra is building the IntraLayer, a vertically integrated blockchain stack that includes a Layer 1, Oracles, Bridges, VRF, and a Virtual Machine.
With emerging rollapps and appchains, liquidity is...
39 Min
Infrastructure
Apr 2024
Intro The stablecoin duopoly is being challenged. After rapidly scaling supply from zero to over $2.2B in less than a […]...
40 Min
DeFi
Apr 2024
Join the Research team for the third edition of the Office Hours call of 2024! As always, these webinars will […]...
1 Min
Macro & Markets
Apr 2024
Sports and gambling are two of the largest entertainment industries in the world and worth hundreds of billions of dollars. Sorare and DrafKing and their nine digit NFT collection volume speak to the...
24 Min
Gaming
Apr 2024
Hey Delphi Community, Join the Macro & Markets team this Wednesday (4/17) from 11am ET – 12PM ET for the […]...
1 Min
Macro & Markets
Apr 2024
One of our highest conviction theses at the start of the year was that — given a more supportive liquidity […]...
13 Min
Macro & Markets
Apr 2024
We explored how based rollups, preconfirmations, and shared sequencing can help to fix Ethereum's liquidity fragmentation...
33 Min
NFTs & Gaming
Mar 2024
We explored how based rollups, preconfirmations, and shared sequencing can help to fix Ethereum's liquidity fragmentation...
42 Min
Infrastructure
Mar 2024
A Change of Seasons In crypto, nothing is older than our habit of calling everything new. — Mark Twain Despite […]...
17 Min
Macro & Markets
Mar 2024
“Oracle-less primitives” are aiming to revive foundational tenets such as decentralization, trustlessness and composability ensuring that they are not optional luxuries, but rather prerequisites for a...
28 Min
DeFi
Mar 2024
Join the Research team for the second edition of the Office Hours call of 2024! As always, these webinars will […]...
1 Min
Macro & Markets
Mar 2024