Reports1422 results
The Next Frontier of the Digital Economy
Crypto has several secular tailwinds at its back, most notably the rise of digitization, global growth shortage, record low rates, and widening wealth inequality....
6 Min
DeFi
Aug 2020
DXdao
Delphi Digital is officially joining DXdao as a member and we wanted to share why with our members....
2 Min
DeFi
Aug 2020
The Race to Layer 2s Is Underway
While Layer 2 will bring incredible benefits for individual applications as they are ported over, it initially will most likely impair the composability we all cherish between these projects ....
3 Min
Infrastructure
Aug 2020
KeeperDAO: A Cooperation Black Hole
KeeperDAO is an on-chain liquidity underwriter for DeFi. Using KeeperDAO, people can pool their assets to earn passive income through liquidations, arbitrage, and other opportunities from all across D...
9 Min
Lending / Borrowing
Aug 2020
Helium and Melon Update: Cautious Traction
Given the positive action around Helium and Melon, we feel as though it is time for a quick update on both. With positive price action for both Helium (HNT, ~$0.20 to $2) and Melon Protocol (MLN, $5 t...
6 Min
Infrastructure
Aug 2020
Floods and Mining in China
China has been experiencing historic levels of rainfall and flooding. With 70% of Bitcoin's hashrate originating from the country, what impact is this having on mining?...
4 Min
Infrastructure
Aug 2020
Yield Farming
In this report, we dig in to the yield farming frenzy in DeFi. We unpack the latest insights ranging from the widespread impact it has had on the industry, what needs to be improved, upcoming opportu...
1 Min
Vaults
Aug 2020
Market Commentary - 08.14.20
The last several weeks have been nothing short of crazy in the crypto market. During times like this, it’s difficult […]...
7 Min
DeFi
Aug 2020
$BASED Aims For A Fairer YFI Distribution
Compound started a chain reaction with its COMP token for yield farming; YFI, YAMs (which kept everyone awake during its 24 hour rise and fall), and now BASED....
5 Min
DeFi
Aug 2020
From Direct-to-Consumer to Direct-to-Avatar
The degree to which a user identifies with and feels embodied in their avatar dictates how much money and time they are willing to invest in it. What’s more, is that people want to be able to trust th...
7 Min
Digital Collectibles
Aug 2020
DEX Wars and Aggregation Theory
Aggregation Theory by Ben Thompson describes how the internet changed value capture in business. We explore how this applies to DEXs....
5 Min
DeFi
Aug 2020
BlackHoleSwap - The Unlimited Liquidity DEX
The BlackHoleSwap’s whitepaper and its “Unlimited Liquidity” claims have made its rounds over Twitter and Telegram this week. Let's dive in....
4 Min
DeFi
Aug 2020
The Resurrection of the "Everything Rally"
Gold's latest surge puts it among this year's best performing assets, outpacing global equities by 34 percentage points YTD and marking its largest gain through August 6th since the early 1970s. Notab...
7 Min
DeFi
Aug 2020
Not One, Two Bull Markets Incoming for Crypto
Yesterday, I wrote a piece for CoinDesk where I outlined why I believe there will be two bull markets simultaneously […]...
6 Min
DeFi
Aug 2020
Fill Up The Tank With GasTokens
GasTokens, such as GST2 and CHI, let anyone tokenize gas as a way to hedge against price increases, potentially reducing future transaction fees by up to 42% on exchanges like 1inch....
4 Min
DeFi
Aug 2020
Nexus Mutual Bonding Curve Model v1.1
This model accompanies the research report on Nexus Mutual, published on July 27th, 2020. Version 1.1: Corrected Supply, Updated Historical Data....
1 Min
Insurers
Aug 2020
July Analyst Call
We are thrilled to share our July, 2020 analyst call. Kevin Kelly opens with a Macro/BTC update followed by Alex who covers our latest deep dive on Ethereum and Tom Shaughnessy closes with an update o...
1 Min
DeFi
Aug 2020
Bitcoin Plays Catch Up as Precious Metals Surge
Bitcoin jumped 24% in July amid the most extensive break above $10k we've seen since last summer, finally breaking out of its extended consolidation pattern....
4 Min
DeFi
Aug 2020
Bitcoin Outlook for August
Bitcoin and Ethereum have finally come to life after a DeFi lead 'alt season'. In this Bitcoin Outlook for August, we explore likely reasons why ETH lead this recent rally....
DeFi
Jul 2020
The State of Ethereum 2020
Our inaugural monthly Ethereum Ecosystem Analysis report - special edition for ETH's 5th birthday. We dig into the Ethereum ecosystem led by DeFi and unpack the latest on the road to Eth 2.0....
1 Min
DeFi
Jul 2020