Reports578 results
Delphi Office Hours Call (February 9th, 2022)
We recently hosted our Delphi Office Hours call on February 9th....
1 Min
Derivatives
Feb 2022
Market Fears Subside, AssangeDAO, & Uncollateralized Lenders
Market Sentiment Turns ‘Neutral’ With the markets bouncing off their lows over the past few days, investor sentiment has moved […]...
3 Min
DeFi
Feb 2022
Is the Convex Flywheel Sustainable?
Introduction: Understanding the Convex Flywheel Through the latter half of 2021, Curve and Convex were the talk of the town. […]...
17 Min
AMM
Feb 2022
Squeeth & The Crab Strategy
Squeeth & The Crab Strategy Earlier this year, Opyn released a new financial derivative Squeeth (Squared ETH). Pioneered by the […]...
9 Min
Structured Products
Feb 2022
Aave V3: A Multi-Chain Liquidity Protocol
Introduction On January 31st, 2023, we released Aave: A Review Of The Fundamentals, offering updated insights on the themes covered […]...
14 Min
Money Markets
Feb 2022
BitDAO Accumulates, CowSwap Soars, & Azuki's Recent Rise
BitDAO’s Fat Treasury BitDAO is an investment DAO that supports builders in the decentralized ecosystem through partnerships and funding. BitDAO […]...
4 Min
Spot Exchange
Feb 2022
Delphi Office Hours Call (February 2nd, 2022)
We recently hosted our Delphi Office Hours call on February 2nd....
1 Min
Asset Management
Feb 2022
NFTs on SOL and AVAX, Axie DAUs, & Daniele's Fall
SOL and AVAX See Uptick In NFT Volume The NFT craze is going most strong on Ethereum, but the traction […]...
3 Min
NFTs
Feb 2022
Vega: The Most Comprehensive On-Chain Exchange
A Brief Introduction to Vega Vega is a standalone blockchain with a single purpose: being the base layer for a […]...
21 Min
Perpetual Futures
Feb 2022
USDC Grows, DAI's Collateral Woes, & BAYC Pushes Higher
USDC Grows as USDT Lags USDC has grown massively over the past year, recently crossing $50B in supply. USDT is […]...
3 Min
Stablecoins
Feb 2022
MIM's Inflection Point & A Glimpse Into Real NFT Activity
Trouble in Paradise MIM, the native stablecoin of Abracadabra, has been weathering a storm as of late. If you’re on […]...
5 Min
DeFi
Jan 2022
2022 Crypto Year Ahead: Themes, Projects, and Trends We're Watching
As we kick off 2022, we asked the Delphi research team to identify the themes they’re most excited about this […]...
40 Min
DeFi
Jan 2022
Stablecoin Boosts, LTHs in Pain, ETH Burns in Jan, Genie vs Gem
Stablecoins Push Higher Despite the current volatile environment, the stablecoin supply has grown by $5.3B over the past month. The […]...
3 Min
DeFi
Jan 2022
Bitcoin Spot Metrics, USDC Leads Ethereum, & GBTC's Plunge
BTC Losses Ramping Up? Treasury yields have been picking up considerably over the last few weeks and risk assets have […]...
4 Min
DeFi
Jan 2022
Delphi Office Hours Call (January 19th, 2022)
We recently hosted our Delphi Office Hours call on January 19th....
1 Min
Derivatives
Jan 2022
ENS: Decentralized Domains
If you’re reading this post, then you’ve already interacted with and used the internet’s Domain Name System (DNS). The DNS […]...
8 Min
Layer 1 / L1
Jan 2022
Market Lull Shifts Focus to Fundamentals [Chartbook]
Market Follows Weak January Playbook The new year picked up right where it left off at the end of 2021, […]...
18 Min
DeFi
Jan 2022
Pro Crypto AMA Summary
Below is a summary of the Real Vision Pro Crypto AMA our team participated in today. We’ve aggregated the questions […]...
27 Min
Layer 1 / L1
Jan 2022
Convex Wars, OpenSea Recovery, & NFT Endorsements
Convex Dominated Curve’s TVL Recently, the “Curve Wars” have been a hot topic. Simply put, Curve’s stablecoin AMM rewards its […]...
5 Min
Vaults
Jan 2022
The Delphi Year In Review: 2021 Highlights, Staff Picks, & Hits
Editor’s Note What are Delphi analysts reading over the holidays? In truth, more Delphi research. Below, you’ll find the best […]...
5 Min
Asset Management
Dec 2021