Reports578 results
Mapping The Moon: An Overview of Terra's Ecosystem
The Decentralized Stablecoin Thesis Before we get into the mix of all things Terra, there’s one very important thing we […]...
23 Min
Stablecoins
Dec 2021
UST Overtakes DAI, Astroport TVL, USDT Supply on Exchanges
31% of USDT Supply Is Sitting on Exchanges Risk assets fell during Asian hours weighed down by rising Omicron cases […]...
3 Min
Algorithmic Stablecoins
Dec 2021
Delphi Office Hours Call (December 15th, 2021)
We recently hosted our Delphi Office Hours call on December 15th....
1 Min
NFTs
Dec 2021
Option Skews, Ribbon's Divergence, & Transactional Traction
Option Skews Don’t Look Too Hot Implied volatility for near-term options are skewed towards puts, indicating that market participants have […]...
3 Min
DeFi
Dec 2021
Holiday Market Blues
As many of us gear up for the holiday season, the market is not looking quite as cheerful. Sentiment is […]...
5 Min
DeFi
Dec 2021
Disappointing December, Flight to Stables, Nike Furthers Metaverse Ambitions
Stablecoin Movements Back to May Highs Daily stablecoin transfer volume went up to ~$57B today, which was only previously seen […]...
3 Min
DeFi
Dec 2021
Stablecoin Inflows, zkSync Soars, & Loan Trends
Stablecoin Growth On the Rise Stablecoins grew substantially the past month, with the Top 5 Stablecoin Marketcap growing from $129B […]...
3 Min
DeFi
Dec 2021
Angel Protocol Token Design
Over the past few months we’ve been working with Angel Protocol to design their HALO token....
1 Min
Asset Management
Dec 2021
A Post Mortem of Last Week's Flash Crash
The Great Deleveraging Leveraged longs took a senseless beating over the last week — and it was perhaps overdue. BTC’s […]...
5 Min
DeFi
Dec 2021
Moove Over MEV Milkers, Here Comes CowSwap
In Part 1 of this report series, we discussed what MEV is and why it exists, in addition to analyzing […]...
11 Min
MEV
Dec 2021
Introducing Lockdrop + LBA: A Novel Token Launch Mechanism
(Full PDF Report below, but for convenience we’ve included a 15 minute video where we walk through this mechanism) At […]...
1 Min
Spot Exchange
Dec 2021
Delphi Office Hours Call (December 1st, 2021)
We recently hosted our Delphi Office Hours call on December 1st, where we answered open questions from our Pro members....
2 Min
Layer 1 / L1
Dec 2021
ETH & BNB Hold Strong, Options Weakness, & Liquidity Concerns
An Unlikely Winner When it rains in crypto, it pours. And while BTC holding up well isn’t a surprise, seeing […]...
4 Min
Infrastructure
Nov 2021
Convex Dominates, yEarn Strengthens, Metaverse Strikes
Convex Finance Owns Largest Piece of CRV Pie Convex Finance continues to dominate the Curve wars as it owns the […]...
3 Min
Vaults
Nov 2021
Examining the Design and Traction of GMX's Hybrid DEX
The DEX space is rife with innovative designs that enable efficient swaps across a multitude of assets. One of the […]...
13 Min
Derivatives
Nov 2021
Deleveraging, Volatility, & Mixed Market Signals
Deleveraging Wave Sparks Downside Volatility After a swift run up to new highs, BTC has stumbled in recent days and […]...
17 Min
Spot Exchange
Nov 2021
MetaMask Revenues, DEX Fee Competition, and Aggregator Wars
DeFi’s Secret Cash Flow Machine In Sept. 2020, Metamask announced its native swapping feature that gets quotes from multiple DEX […]...
3 Min
DeFi
Nov 2021
Axie's New DEX and a DeFi Update
To Infinity and Beyond AXS and SLP are having a great day on the back of Axie Infinity’s latest announcement: […]...
3 Min
DeFi
Nov 2021
Curve's Growth, DeFi's Dilemma, & Meme Coins
No Curve Balls Curve has facilitated over $100B of volume since launching in Jan. 2020. The CRV token launched in […]...
3 Min
Vaults
Oct 2021
Leverage Watch, ETF Traction, and Relentless L1s
With Great Leverage Comes Great Responsibility Earlier today, ETH did what we’ve all been waiting for: it pushed towards its […]...
3 Min
Infrastructure
Oct 2021