Reports1436 results
Monthly Chartbook - A New Consensus?
How are we already one-third of the way through 2023? Well, as a wise man once said: “Time flies when the market is intent upon separating you from your capital.” – Jason Pagoulatos...
27 Min
Macro & Markets
May 2023
Analyzing Leverage Ratios and Altcoin Price Movements
Leverage is a double-edged sword, and is frequently misunderstood in the realm of crypto trading. While it can act as a profit multiplier for disciplined traders, it simultaneously serves as the harbi...
17 Min
Derivatives
May 2023
Pulse Check on Liquidity Trends
In early February, we wrote about the turnaround in the global liquidity cycle and its influence on the market’s strong start to the year. Since then, the broad crypto market is up ~14%, largely drive...
7 Min
Global Macro Themes
May 2023
April Gaming Roundup
Despite the broader crypto market performing quite well in April, with ETH making a run past $2,000, the Web3 gaming sector continued to follow a downward trend. This report will add color to the curr...
10 Min
Gaming
May 2023
The Rise of Lens Protocol in 2023
Crypto-native social media is revving up to bring the competition to web2 social media. In this report, we explore Lens Protocol, the open-source, web3 social graph. The protocol has seen a substantia...
7 Min
Social Media
Apr 2023
Skip: Building Blocks in Cosmos
Protocols who are not able to capture the MEV they create will struggle to accrue value. This is where Skip comes in, providing the infrastructure for Cosmos appchains to capture their MEV....
22 Min
MEV
Apr 2023
Pro Crypto Insider Talks - April 2023
Delphi Co-founder & Head of Research, Kevin Kelly, joins Founder & CEO of Real Vision, Raoul Pal, for April 2023's edition of Crypto Insiders where they dig into the most pressing questions at...
1 Min
Macro & Markets
Apr 2023
The DeSocial Protocols
If you have been using social media platforms in the last decade, you have probably noticed that they are fumbling. This has been most apparent on Twitter. From arbitrary censoring of competitor links...
25 Min
Social Media
Apr 2023
Is Solana NFT Summer Here? Part II: NFT Finance & Claynosaurz
Perhaps "Solana Summer," which first gained traction in 2021, was just delayed by two years. In 2023, the Solana NFT ecosystem is flourishing more than ever. Numerous protocols are launching their tok...
18 Min
NFTs
Apr 2023
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