Reports199 results
Infrastructure Year Ahead 2024 - Webinar
Join our expert analysts as they delve into their top highlights and forecast the key trends for 2024. This is […]...
1 Min
Infrastructure
Jan 2024
Our Top Picks From 2023
The last year was massive for both Delphi Research and the broader Web 3 industry. Although we only felt the […]...
7 Min
DeFi
Jan 2024
The Year Ahead for Infrastructure 2024
L2 Wars, Solana Separating From The Pack, THORChain & Chainflip: Decentralized Highways For Bitcoin, Intents & Solvers, Ethereum's 2024 Roadmap and more....
93 Min
Infrastructure
Dec 2023
Reflecting on EthCC
In our “Year Ahead for Infrastructure” report, we predicted 2023 would be “the year of infrastructure,” and after the conference week in Paris it’s clear this has become true, almost too true. Paris w...
34 Min
Infrastructure
Aug 2023
Everybody Needs *******
Blockchain infrastructure can be broadly summarized in three verticals: scalability, privacy, and UX. In this post, we’re going to dive into privacy....
37 Min
Infrastructure
Mar 2023
Pro Crypto Insider Talks - February 2023
In this month’s Pro Crypto Insider Talks, Delphi’s own Kevin Kelly and Ceteris join Raoul Pal, CEO of Real Vision, […]...
46 Min
Macro & Markets
Feb 2023
The Wallet Wars
In our Year Ahead report, we mentioned access control/wallets as a major theme. This report will expand on the topic and look at the full picture from the perspective of wallet strategies, roadmaps, r...
41 Min
Infrastructure
Jan 2023
The Great Reset: Navigating Crypto in 2023
We titled this year’s report The Great Reset because we believe that’s what 2022 represented for crypto – a great reset in prices, expectations, and speculative interest all across the industry. Every...
DeFi
Jan 2023
Arbitrum TVL Holds Steady While Others Bleed
🌅 Welcome! We hope you enjoyed your break as much as we did. Here’s to a great year in 2023! […]...
5 Min
Infrastructure
Jan 2023
WBTC Supply Shrinks by Record Amount
🌅 Welcome! BlockFi is may restart withdrawals for certain customers while FTX considers asking third parties to voluntarily return past […]...
4 Min
Infrastructure
Dec 2022
BNB Chain Maintains Lead on New Addresses
🌅 Welcome! Today, SBF was indicted by a grand jury on charges of committing or conspiring to commit fraud, along […]...
4 Min
Infrastructure
Dec 2022
MATIC and BNB Outperform in the Wake of FTX Fallout
🌅 Welcome! BlockFi becomes the latest casualty in the fallout of FTX as it files Chapter 11 of the U.S. […]...
5 Min
Infrastructure
Nov 2022
ETH Deposited in Tornado Cash Declines by 60% After OFAC Sanctions
🌅 Welcome! The world’s leading decentralized stablecoin and its backers are butting heads, and the IRS is expanding its digital […]...
4 Min
Infrastructure
Oct 2022
Gnosis Safe Grows as Multi-Sig Wallets Gain Adoption
🌅 Welcome! Aptos, an L1 blockchain built using the Move language, is off to a slow start. The chain is […]...
5 Min
Infrastructure
Oct 2022
BTC Production Cost, Bitcoin as Inflation Hedge, and Fuel Deep Dive
Chart of The Day: BTC Price Bounces After Hitting Production Cost Over the past 5 years, the electrical expenditure to […]...
6 Min
Infrastructure
Jul 2022
STEPN's Contraction, Auction Market Theory, and Arweave's Ascension
Chart of The Day: STEPN’s Active User Numbers Contract     STEPN has been one of the biggest hits in […]...
7 Min
Macro & Markets
Jun 2022
Arweave Update: A Maturing Storage Solution In Web3
This article is an update on the Arweave project and its current happenings and related projects if you are interested […]...
15 Min
Infrastructure
Jun 2022
Delphi Office Hours Call (May 4th, 2022)
We recently hosted our Delphi Office Hours call on May 4th....
38 Min
Layer 1 / L1
May 2022
Aurora: Another EVM Chain, or the Beginning of Near?
What is Aurora? Aurora is the EVM (Ethereum Virtual Machine) implemented as a smart contract on Near. An important distinction […]...
28 Min
Infrastructure
May 2022
Delphi Office Hours Call (April 27th, 2022)
We recently hosted our Delphi Office Hours call on April 27th....
40 Min
Infrastructure
Apr 2022