Join this week's call with our research analysts to discuss crypto developer data, the echo bubble thesis, X2Y2's NFT lending growth, liquid staking derivatives, and more....

The issues that plagued centralized exchanges (CEX) in their infancy have still not been eradicated. In the grand scheme of things, we’ve made some vast improvements to CEX performance. Some are bette...

🌇 Sunsetting The Delphi Daily During periods of lower activity, it becomes more important to focus on the broader […]...

OpenSea transacted $242.2M in November compared to $295.8M in October, representing an 18% decrease over the previous month. There were notable developments in the broader NFT ecosystem, however....

🌅 Welcome! In a new blog post, Sam-Bankman Fried (SBF) has doubled down on his innocence. Meanwhile, Genesis owes its […]...

Unlike fungible tokens, which capture value from products but don’t create value directly, NFTs are often the products themselves -- consider Fidenzas, CryptoPunks, and music NFTs. This makes the toke...

🌅 Welcome! The FTX bankruptcy attorney claims to have found over $5B in assets. Have they checked all the sofas […]...

The past year was a tumultuous one for Bitcoin, with usage stagnating and miners facing increasing pressure. But there were positives as well, like the introduction of Taro....

🌅 Welcome! Barry Silbert speaks on Genesis in a letter to shareholders as Gemini officially ends the Earn program. Today, […]...

🌅 Welcome! DCG is closing down its wealth management business that had $3.5B in AUM. The SEC is also probing […]...

In this report, we analyze the ETH staking market from a business and financial perspective. The end goal of this exercise is to try and ascertain these protocols' potential for value generation....

🌅 Welcome! Genesis considers filing for bankruptcy after firing 30% of its staff. Elsewhere, Kyle Davies of the infamous Three […]...

Join us as we discuss the most important themes, narratives, and projects to look for in 2023....

🌅 Welcome! The U.S. Department of Justice is seizing Sam-Bankman Fried’s Robinhood shares. Elsewhere, Genesis tells clients that it needs […]...

There is little in the way of bullish news when it comes to the current state of Web3 gaming. With that in mind, we'll go over what happened in the markets and zoom out to look at Q4’s overall perform...

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...

🌅 Welcome! We hope you enjoyed your break as much as we did. Here’s to a great year in 2023! […]...

Although protocols using RWAs currently comprise a small part of DeFi, the potential of this sector has a high ceiling....

There is much myth and mystery surrounding Urbit. Is it an OS? Is it a social network? Is it worth looking into? This report throws back the veil on this mysterious project and sheds some light on wha...

🌅 Welcome! A major Bitcoin mining company has filed for bankruptcy. Meanwhile, SBF can be extradited to the US as […]...