Reports189 results
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
Keep3r Network: Andre Cronje’s latest project could drastically move the DeFi and crypto space forward....
6 Min
DAO
Nov 2020
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
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
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
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
Bitcoin Outlook 9/21/2020
In this report, we dig into Bitcoin’s outlook amidst an uncertain macro backdrop. We unpack notable long-term miner, exchange, and holder base metrics, as well as touch on where Bitcoin could move in...
1 Min
DeFi
Sep 2020
Fork Defense Strategies in DeFi
Competitive strategy is now critical to crypto projects and founders who aspire to build something valuable, defensible, and lasting in our space. A special Guest Post by Ian from the IDEO team!...
13 Min
Infrastructure
Sep 2020
The Smallest Market Everyone Knows About
Last month, our own Kevin Kelly was asked to write a contributor piece for Global Macro Investor, Raoul Pal’s flagship research service. The report is packed with charts and interesting perspective on...
1 Min
DeFi
Sep 2020
Reimagining The PowerPool
What if we redesigned PowerPool as a liquidity pool rather than a lending protocol? LP shares effectively become an ETF token for the DeFi sector, with PowerPool acting as the governance layer built o...
7 Min
Indices
Sep 2020
Low-Mid Market Cap DMR
This dashboard monitors all projects with market caps of greater than $1M, deriving a DMR rating representing the ratio of developer activity to the project's market cap, and displaying here all proje...
1 Min
Infrastructure
Sep 2020