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....
With the current tax year coming to a close, what can we expect for the start of 2021? Let's dive in and analyze the historic seasonality of BTC and ETH as we attempt to answer that question....
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...
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...
Keeping up with content these days has become increasingly hard, which is why we’re excited to announce our new monthly Delphi Research Recap! From now on, we’ll be releasing a monthly digest highligh...
Keeping up with content these days has become increasingly hard, which is why we’re excited to announce our new monthly Delphi Research Recap! From now on, we’ll be releasing a monthly digest highligh...
In this report, we take a look at how the Ethereum ecosystem is holding up in light of the DeFi cool down and the market cycle rotation of alts into BTC with the favorable macro environment. We dive i...
The Graph’s incentive model iterates on comparable incentivised prediction/curation models from Steemit, prediction markets, Aragon Court and many more. Such models are enabled by token economic desig...
The recent Bitcoin price rise has sucked the air out of alts and also brought back to the fore tensions between the Bitcoin and DeFi communities. In this post, we argue that these tensions are short-s...
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...
On the back of Keep Network re-launching tBTC, we take a look at the latest developments and what to expect given the high demand for tokenized BTC on Ethereum....
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...
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 ....
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...
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....