Reports472 results
Third Time’s the Charm? ETH/BTC is testing the upper trend line for the third time in the past year. ETH/BTC […]...
3 Min
Infrastructure
Dec 2021
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
TVL on Boba Network Climbs on the back of Oolong Swap Liquidity Mining Incentives Boba Network is an L2 Optimism […]...
3 Min
Layer 1 / L1
Nov 2021
Avalanche Usage Trends Up While Ethereum Remains a Stronghold AVAX C-Chain adoption has been increasing lately and recently hit 600k […]...
4 Min
Layer 1 / L1
Nov 2021
The Power of Free Governance Tokens ENS registrations this month did laps over average monthly registrations since 2019. Whether this […]...
4 Min
Infrastructure
Nov 2021
Help, I’m Getting Liquidated BTC had a great run up through the first half of November, setting a new high […]...
3 Min
Macro & Markets
Nov 2021
Below is the second part of Delphi’s October Chartbook focused on important macro developments our team is tracking. The Forest […]...
10 Min
Infrastructure
Nov 2021
In this edition of the Delphi Chartbook, we look at the state of crypto market structure, on-chain activity, and important […]...
9 Min
Infrastructure
Nov 2021
ETH’s Structural Megatrend Since August 2020, ETH % supply on exchanges has been trending down from ~27% to ~12% as […]...
3 Min
Infrastructure
Nov 2021
Who Let the Dogs Out? Most of the crypto market was sidelined by liquidations, while dog coin connoisseurs showed up […]...
2 Min
Infrastructure
Oct 2021
Market Pullback Hits Top Performers The last 24 hours have been a whirlwind for crypto markets with base layer tokens […]...
3 Min
Infrastructure
Oct 2021
GBTC Slowly Recovers From BITO Launch The discount on Grayscale’s flagship Bitcoin-based product (GBTC) dropped to ~20% on October 18th […]...
3 Min
Infrastructure
Oct 2021
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
Primer The ProShares Bitcoin ETF launched yesterday, attracting over $500M in capital on day one. However, the ETF isn’t simply […]...
5 Min
Infrastructure
Oct 2021
Roughly a year has passed from when I first wrote about our acquisition of 5 Mystic Axies. Since that time, […]...
5 Min
NFT AI
Oct 2021
We recently hosted our live, bi-weekly analyst call on October 15th, where we discussed our outlook for Crypto Markets, our recent Research and Open Questions from our Institutional members....
1 Min
Layer 1 / L1
Oct 2021
Bitcoin is leading the crypto market higher, breaking out of a multi-month consolidation as it looks to retest its highest […]...
16 Min
Derivatives
Oct 2021
The concept of Maximal Extractable Value (MEV) has been thrust into the spotlight over the past few years, particularly as […]...
13 Min
MEV
Oct 2021
Trader Joe has taken the Avalanche ecosystem by storm, becoming the dominant DEX on the network in only 2 months. […]...
6 Min
Lending / Borrowing
Oct 2021
Market Update Besides a market sell of $40m worth of BTC on Bitstamp leading to a market-wide pullback yesterday, the […]...
4 Min
Layer 1 / L1
Oct 2021



















