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....
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....
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....
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...
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....
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...
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...
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...
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...
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....
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...
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?...
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...
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!...
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...
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...
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...