Reports199 results
Loopring Leads L2 Adoption
As high gas fees reinforce the need for scaling, let's turn our attention towards a layer 2 DeFi application that's already live and growing on Ethereum - Loopring....
3 Min
Layer 2 / L2
Feb 2021
Building Conviction In Magical Founders and Projects
Building conviction in magical founders and projects takes time, and falls along four key cornerstones. In this post, we dive into what to look for while you’re on the hunt for the next great project....
11 Min
Infrastructure
Feb 2021
The Launch Of Armor Protocol
In this piece, I take a look at what products Armor is launching and how it’ll coexist with Nexus Mutual....
4 Min
Layer 1 / L1
Jan 2021
Dapper Does It Again
Yesterday marked a historic day for Dapper Labs as their latest product called NBA Top Shot which operates on Flow, hit a $7M day of volume and in doing so took the collectible podium from CryptoKitti...
5 Min
Infrastructure
Jan 2021
Honey Badger Meets Ethereum
In this daily, we look into BadgerDAO, a community driven project aiming to accelerate the growth of BTC on Ethereum...
8 Min
Vaults
Jan 2021
Best of Delphi Research (Nov/Dec. 2020)
November & December edition of Delphi's Research Recap report includes the bull case for bitcoin in 2021 & beyond, in-depth analysis and much more of our team's top content....
1 Min
Infrastructure
Jan 2021
The Curious Case of Fully Diluted Valuations
In this piece, I touch on the intricacies behind fully diluted valuations and why understanding them early in an asset’s lifecycle can help guide better decisions based off risk/reward....
8 Min
Infrastructure
Dec 2020
Looking in The Mirror
In this piece I explore the present and future of Mirror, a synthetic assets protocol focused on real world assets....
13 Min
DeFi
Dec 2020
Crypto Security Best Practices ?
Given on-going hacks and security concerns in the crypto space, this guest post is meant to inform Delphi Digital members on best practices to help secure their digital lives....
14 Min
Infrastructure
Dec 2020
Layer 2: Rollups
In this report, we look at how the Layer 2 ecosystem is shaping up and dive into the varying rollup solutions vying for adoption. We’ve seen already the scalability limitations of Ethereum today. In o...
1 Min
Infrastructure
Dec 2020
Delphi Analyst Call - Bitcoin, On-Chain Data, Governance and ETH’s Ecosystem
Delphi Digital’s December analyst call features a discussion on markets, on-chain data from our latest BTC monthly, governance ideas, and covers Ethereum’s ecosystem....
1 Min
Infrastructure
Dec 2020
Update: Ethereum's Network Activity
In this piece, we provide updates on the rate of ETH deposits vs. ETH supply issuance, the latest Beacon Chain stats, and metrics for assessing Ethereum’s network health....
4 Min
Infrastructure
Dec 2020
The Bitcoin Bull Case: 2021 & Beyond
Market cycle forecasts leveraging UTXO analysis, institutional demand, and a conducive macro backdrop make the bullish setup for Bitcoin over the next 12 months hard to ignore....
1 Min
Infrastructure
Dec 2020
ETH 2.0 and Ethereum Ecosystem Analysis
We dive into the kick-off of the multi-year transition to ETH 2.0. The launch has partially fueled an ETH rally for which we dig into deeper and we also cover the growth of DeFi underpinning the succe...
2 Min
Infrastructure
Dec 2020
THORChain ($RUNE)
Almost exactly a year ago, our team sent our Institutional clients a deep-dive report on THORChain, highlighting its native asset $RUNE. Today, we make that report public....
1 Min
Infrastructure
Dec 2020
Layer 2s: Betamax vs VHS?
This first mover advantage combined with simple onboarding and backing could give Optimism enough adoption by the time that zero knowledge proof solutions are sufficiently mature that the network effe...
6 Min
ZK-Rollups
Nov 2020
Our New PowerPool Proposal (#9) Ahead of Next Week’s PowerIndex Launch
It’s time for the main Power Index to launch. The purpose of this proposal is to create a smooth transition from the current baby index to the main index, while incorporating a few improvements to the...
9 Min
Infrastructure
Nov 2020
No, This is Not Your 2017 Bitcoin...
Despite its latest surge, bitcoin’s total market value still represents less than ~0.4% of global M2 money supply....
5 Min
DeFi
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
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