Reports583 results
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
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