Reports1427 results
Risk Analysis on Centralized Stablecoins
As a critical component in the crypto ecosystem, stablecoins play a vital role in providing a safe haven for investors and serving as the asset of choice across exchanges, lending markets, and virtual...
12 Min
Stablecoins
Apr 2023
NFT Debrief - April 2023
Welcome to our monthly coverage of NFTs and the metaverse. This month: OpenSea Pro, Starbucks Odyssey, and the fierce competition for pro NFT traders....
19 Min
NFTs
Apr 2023
Inside Delphi: Make Crypto Happen Better And Faster
Today we’re excited to reintroduce Delphi Digital’s research platform. From the very beginning, our mission has always been to make […]...
3 Min
Inside Delphi
Apr 2023
Uniswap's Fee Switch
Uniswap has a cumulative total of ~$1T volume, often competing with CEXs like Coinbase for volume on major pairs. Uniswap views CEXs as its primary competitor rather than other DEXs. The Uniswap commu...
11 Min
DeFi
Apr 2023
Monthly Chartbook - Spring Crossroads
Despite the Fed’s best intentions, its messaging is muddled and its monetary policy is contradictory - a combination that’s having a significantly negative impact on the market and threatens to worsen...
26 Min
Macro & Markets
Apr 2023
The Gotchiverse - Aavegotchi's Gaming Spirit
Heavily inspired by Tamagotchi digital pets, Aavegotchis are NFT collectibles that enjoy the on-chain benefits of DAOs, DeFi, and gaming. Aavegotchi was birthed from an Aave ecosystem grant and reside...
13 Min
Gaming
Apr 2023
Preparing For Shanghai
Since Ethereum's Beacon chain went live at the end of 2020, over 18M ETH or 15% of the total supply has been staked in a deposit-only staking system. In this report, we consider the implication of the...
7 Min
Layer 1 / L1
Apr 2023
NFT Photography and the Future of Digital Art
The ubiquity of smartphones and social media platforms has revolutionized visual storytelling, with photographs playing a central role in this transformation. NFTs have emerged as a potent resource fo...
24 Min
NFTs
Apr 2023
March Gaming Roundup
We have reached the end of the first quarter of 2023! In this month’s edition of the Gaming Roundup, we will take a look at the markets and how gaming assets have performed over the past three months....
14 Min
Gaming
Apr 2023
TreasureDAO: A Decentralized Gaming Ecosystem
TreasureDAO is the 5th largest entity on Arbitrum by transactions and log occurrences. This report will outline the past, present, and potential future for one of the most promising Web3 gaming ecosys...
30 Min
Gaming
Mar 2023
zkEVMs Launch on Mainnet
🔍 zkEVMs Launch on Mainnet Over the past few months, Optimism and Arbitrum have dominated the Ethereum layer-2 landscape. These […]...
6 Min
Layer 2 / L2
Mar 2023
Finding the Edge
Edge is a repeatable process in which a trader can expect to make money over time, net of costs and fees. In other words, edge can be thought of as a trading process with positive expected value. Expe...
24 Min
Financial Market Themes
Mar 2023
Braindrops: Pioneering the AI Art Movement
The world has been enthralled by AI this year, and for good reason; AI is a species-level shift that could shape the rest of our lives. Riding on this theme, AI art is poised to be one of the defining...
15 Min
NFTs
Mar 2023
Market Note: DeFi's Resurgence?
Price action following the COVID crash saw DeFi outperform pretty much every asset. Since then, DeFi has generally not shown any meaningful strength against the rest of the crypto market. That is, unt...
11 Min
Macro & Markets
Mar 2023
The Arbitrum Airdrop Is Finally Here
🔍 The Arbitrum Airdrop Is Finally Here Tomorrow, Arbitrum will launch the ARB token and airdrop 12.75% of its supply, […]...
9 Min
Layer 2 / L2
Mar 2023
USDC De-Pegs & Bitcoin Rallies
🔍 USDC De-Pegs & Bitcoin Rallies If you haven’t been living under a rock, you’re probably inundated with headlines spelling […]...
8 Min
Cash-Backed (Custodian) Stablecoins
Mar 2023
Pro Crypto Insider Talks - March 2023
Raoul Pal, Kevin Kelly, and Ash Bennington engage in a comprehensive discussion on the current state of the crypto market, stablecoins, and the global economy....
2 Min
Macro & Markets
Mar 2023
Avoiding the Real Banking Iceberg
We’ve been saying for months that access to funding is the biggest risk to the crypto industry this year. Never has that been more relevant than right now given the events of the last few days....
38 Min
Global Macro Themes
Mar 2023
Trader Joe's Novel Take on Concentrated Liquidity
Trader Joe’s LB introduced a novel innovation that created an alternative model of concentrated liquidity and provides more flexibility for LPs. Its unique implementation of a constant sum invariant w...
9 Min
AMM
Mar 2023
NFT Debrief - March 2023
Welcome to our monthly coverage of NFTs and the metaverse. This month: Bitcoin Ordinals, Cool Cats, and the meteoric rise of Checks NFTs....
20 Min
NFTs
Mar 2023