Reports1425 results
Market Musings - Crypto's Apathetic Recovery
Welcome to Market Musings, a weekly publication designed to keep our readers informed about the most important and timely developments in the crypto market. The theme of last week’s musings was eff...
11 Min
Macro & Markets
Aug 2024
Overcoming The Limits of Scale in Virtual Worlds
An Intro To The Current Gaming Landscape The games industry continues to represent one of the largest and most accessible […]...
53 Min
Gaming
Aug 2024
Solana the Modular
As a follow up to last year's "Solana the Monolith", this report explores Solana's evolving role in the modular landscape, highlighting its transition from a highly integrated system to one where its...
50 Min
Layer 2 / L2
Aug 2024
Market Musings - No Pain, No Gain
Welcome to Market Musings, a weekly publication designed to keep our readers informed about the most important and timely developments in the crypto market. Last week’s musings was brought to you jus...
10 Min
Macro & Markets
Aug 2024
Beyond The Meme of Parallelization & Solving For State Growth
Parallel execution has been touted as the holy grail of blockchain scalability and adoption, worth “billions of users." But the data says otherwise. We've explored the data around what percentage of t...
20 Min
Infrastructure
Aug 2024
Market Musings - Through The Fire And Flames
A week ago, things looked pretty good. BTC was at $69K, ETH nearing $3500 and Solana testing $190. Many of the more desirable altcoins were staging strong rallies too. Life was nice. And then everythi...
14 Min
Macro & Markets
Aug 2024
Delphi's Office Hours (6th of August, 2024)
Join us for this month’s episode of the Office Hours, where Ceteris, Kevin, Jason and Duncan digest this week’s […]...
Macro & Markets
Aug 2024
Milady: NFTs as Onchain Cults
Milady rose to popularity in the post-2021 NFT boom scene due to its unique style and cult-like community. Despite controversies, Milady's creator, Remilia, has become a major NFT brand, shipping mult...
30 Min
NFTs
Aug 2024
Pro Crypto Insider Talks - July 2024
Real Vision's Raoul Pal and Delphi Digital's Kevin Kelly are back to discuss the latest trends in macro and crypto....
Macro & Markets
Jul 2024
Market Musings - Will History Rhyme?
Welcome to Market Musings, a weekly publication designed to keep our readers informed about the most important and timely developments […]...
9 Min
Macro & Markets
Jul 2024
ETHCC: One Year Later, Have we Made Progress?
Was ETHCC as depressing as CT made it out to be, or were there things to be excited about? We'd argue the latter, with things like DEX design, TEEs, Preconfs, Based Rollups and Chain Abstraction all b...
31 Min
DeFi
Jul 2024
Fuel Network: Redefining Scalability for Modular Blockchains
Discover how Fuel, a first-of-its-kind rollup OS, addresses the challenges of scalability, state growth & inefficient virtual machine architectures. This report explores Fuel virtual machine’s sol...
38 Min
Layer 2 / L2
Jul 2024
ZetaChain: The Path Forward for Universal Apps
Understand the core value proposition of ZetaChain as the Chain Abstraction narrative takes flight. In this report, we cover Zetachain's technological revamp, new application opportunities enabled by...
41 Min
Infrastructure
Jul 2024
Dog Days of Summer
The first half of 2024 has been a tale of two seasons for crypto markets. We went from a classic crypto summer to the dog days of summer. It looks like we’re finally emerging out of our first bull...
34 Min
Macro & Markets
Jul 2024
DeAI II: Seizing the Means of Production
Dive into the Infrastructure Layer of the Decentralized AI (DeAI) crypto stack in part 2 of our DeAI series. Learn about Compute projects like Render, Gensyn, io.net and more, plus whether the "Airbnb...
42 Min
Artificial Intelligence
Jul 2024
API3: The State of OEV
Over $3.1 billion have been liquidated on lending protocols on Ethereum, but these liquidation mechanisms are not the most efficient. Liquidators or searchers face very tight profit margins because he...
29 Min
Infrastructure
Jul 2024
Market Musings - The Bulls Strike Back
Welcome to Market Musings, a weekly publication designed to keep our readers informed about the most important and timely developments […]...
9 Min
Macro & Markets
Jul 2024
Delphi's Market Matters - July 2024
Hey Delphi Community, Join the Macro & Markets team this Wednesday (7/17) from 11am ET – 12PM ET for the […]...
1 Min
Macro & Markets
Jul 2024
The Power of Algo Pools: Astroport's Passive Liquidity Solution
Astroport excels in the competitive AMM space by catering to passive liquidity providers with its advanced algo pool model. By dynamically adjusting fees and liquidity concentration, it offers superio...
18 Min
DeFi
Jul 2024
The Dark Night Rises - Part 1
This is one of the most challenging macro environments we’ve seen in a long time. The latest soft data seems to illuminate a path to rate cuts and a soft landing, but that rosy outlook could change qu...
23 Min
Macro & Markets
Jul 2024