Reports1436 results
Monthly Chartbook - AI Narrative Takes the Wheel
This month’s musing will be devoted to analyzing vibes. You might think, what’s the point of wasting time on, uh, “vibes?” Shouldn’t we focus on more important stuff like numbers, charts, and math? We...
30 Min
Global Macro Themes
Jun 2023
A Wild BART Appears
A BART is a charting pattern that is most often seen in the crypto markets. BART patterns are most frequently characterized by a sharp surge in the price of an asset, followed by a period of consolida...
10 Min
Financial Market Themes
Jun 2023
Gary's Protection
Gary’s Protection In spectacular fashion, the SEC has filed lawsuits against the two largest cryptocurrency exchanges, Binance and Coinbase, on […]...
8 Min
Spot Exchange
Jun 2023
Solo, Liquid, or Centralized: A Guide to Staking ETH
The launch of Ethereum's Shapella upgrade marks a significant moment that allows the withdrawal of staked ETH from the Beacon Chain, a feature that was previously unavailable. As highlighted in our ea...
16 Min
Liquid Staking
Jun 2023
May Gaming Roundup
Welcome to another edition of Delphi’s monthly Gaming Roundup! As always, we have curated the latest and greatest data and news from the past month to keep you updated with everything that’s going on...
18 Min
Gaming
Jun 2023
Exploring Web3's Implications for Multi-Billion Dollar In-Game Item Economies
As mobile gaming grew its share of the global games industry, representing roughly half of total revenue, the free-to-play (F2P) business was booming. Following a model of onboarding first and monetiz...
25 Min
Gaming
Jun 2023
Vitalik's Warning
Ethereum is known to be the most secure layer-1 blockchain. Part of the reason why it has attracted so much volume and liquidity is due to the security it can provide to applications that deploy on it...
7 Min
Staking
Jun 2023
Solana the Monolith
Solana is not just about slapping some expensive hardware on a blockchain and calling it a day, but rather, how do we optimize software to best take advantage of performant hardware?...
52 Min
Layer 1 / L1
May 2023
Pro Crypto Insider Talks - May 2023
Delphi Co-founder & Head of Research, Kevin Kelly and Head of Delphi Labs, Jose Maria Macedo join Founder & CEO of Real Vision, Raoul Pal, for May 2023's edition of Crypto Insiders where they...
53 Min
Layer 1 / L1
May 2023
Reddit Avatars: NFTs as Digital Identity
Reddit - the "front page of the internet" - has been revolutionizing the way people interact and share ideas since its inception in 2005. Renowned for its diverse communities, ranging from light-heart...
12 Min
NFTs
May 2023
Bitcoin - Back From the Future
For the first time in a while, Bitcoin's future is exciting with possible upcoming catalysts and innovations. Only time will tell if they lead to a positive renaissance on Bitcoin or fundamentally bre...
17 Min
Layer 1 / L1
May 2023
Mass Adoption
Mass Adoption Last week, NFT project “Pudgy Penguins” announced the launch of Pudgy World, a blockchain-powered digital experience intended to […]...
6 Min
NFTs
May 2023
Market Note: INJ Ecosystem Fund Boost Has Precedent
The second half of the most recent bull market, colloquially named the "double bubble," was dominated by the "L1 Wars" narrative. The initial spark was Avalanche's announcement of "Avalanche Rush," a...
17 Min
Layer 1 / L1
May 2023
Voltz, IPOR, and the Next Wave of Interest Rate Derivatives
Interest rate derivatives are perhaps the most underdeveloped and underexplored area in all of crypto. Interest rate projects have struggled mightily to attract liquidity, and seemed forgotten about t...
22 Min
Derivatives
May 2023
Lido's Game Theory
Liquid Staking Derivatives (LSDs) enable users to swap ETH in return for a derivative token that represents staked ETH. LSDs let users bypass the frictions of staking ETH: (i) the technical know-how o...
5 Min
DeFi
May 2023
The Rise of NFT Perpetual Futures
Crypto derivatives refer to financial contracts, such as futures and options, that derive their value from underlying assets like BTC and ETH. These contracts enable traders to speculate on or hedge t...
23 Min
NFTs
May 2023
NFT Debrief - May 2023
Welcome to our monthly coverage of NFTs and the metaverse. This month: Pudgy Penguins raises $9M in Seed funding, led by 1kx, as they look to expand their IP beyond static images. Nike’s .SWOOSH platf...
16 Min
NFTs
May 2023
Level Finance's Success and Sustainability
Level Finance is an oracle-based margin and spot trading decentralized exchange (DEX) that emerged following the success of GMX. Its growth has been remarkable since launching in 2023, achieving volum...
12 Min
Derivatives
May 2023
$100 Swaps
Daily active addresses on Uniswap are spiking to levels not seen since May 2021. Why is this? Well, one of the main reasons is meme tokens, of course. The current rally’s poster boy, PEPE, has rallied...
6 Min
Layer 2 / L2
May 2023
The End Game
Imagine, for a moment, a world where crisis, conflict, and war run rampant. A world of failed institutions, corporate cynicism, and individual greed. A world where the past is brighter than the future...
38 Min
Macro & Markets
May 2023