In an industry where the laws of competition are inherently accelerated, the concept of a moat is profoundly important. However, we currently lack the right frameworks for understanding moats, and dow...

Welcome to Market Musings, a weekly publication designed to keep our readers informed about the most important and timely developments in the crypto market. A year ago, Jerome Powell took the stage...

Software is eating the world. AI is eating software. AI is largely the combination of data, compute and talent. The entity or network which most effectively organizes these resources is set to own the...

Hey Delphi Community, The Macro & Markets team is back this Wednesday (8/21) from 12pm to 1pm EST with the […]...

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...

An Intro To The Current Gaming Landscape The games industry continues to represent one of the largest and most accessible […]...

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...

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...

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...

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...

Join us for this month’s episode of the Office Hours, where Ceteris, Kevin, Jason and Duncan digest this week’s […]...

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...

Real Vision's Raoul Pal and Delphi Digital's Kevin Kelly are back to discuss the latest trends in macro and crypto....

Welcome to Market Musings, a weekly publication designed to keep our readers informed about the most important and timely developments […]...

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...

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...

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...

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...

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...

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...