Reports1425 results
The State of the Polygon Gaming Ecosystem
Polygon has consistently grabbed headlines with mainstream partnerships, a $450M venture raise, and a $1B investment into scaling solutions. But how has Polygon's gaming ecosystem fared?...
16 Min
Gaming
Dec 2022
FIL Loses $466M in Market Cap, Drops 36% Within 15 Minutes
πŸŒ… Welcome! Voyager has found a new buyer and you won’t believe who it is. Elsewhere, Grayscale considers returning a […]...
4 Min
Macro & Markets
Dec 2022
NFT Debrief - December 2022
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....
14 Min
NFTs
Dec 2022
Delphi Office Hours Call (December 15th, 2022)
Join us as we discuss the recent CPI print, concentration of volume in DEXs and NFTs, daily active users of prominent dApps, the veToken model, and more....
1 Min
Macro & Markets
Dec 2022
Valhalla Floor Price Surges After Armory Token Airdrop
πŸŒ… Welcome! A former U.S. President is launching an NFT collection and a committee to represent creditors in the FTX […]...
4 Min
NFTs
Dec 2022
A Nuanced Approach to Estimating Mark-to-Market Crypto-Asset Values
The reasons for the monumental collapse of FTX still aren't entirely clear. There are numerous theories that speculate on what went down. Yet, nothing can be said with absolute certainty. That said, s...
15 Min
Macro & Markets
Dec 2022
Binance Sees USD Outflows of $5B as Users Withdraw Funds
πŸŒ… Welcome! MetaMask is partnering with one of the world’s largest digital payment platforms and SBF may have just seen […]...
4 Min
Spot Exchange
Dec 2022
The Year Ahead for Infrastructure
A popular takeaway regarding the FTX drama has been that this was not a DeFi problem, but a TradFi one. It’s absolutely true that custody risks apply to CEXs and not DeFi. Yet, given the size of the c...
83 Min
MEV
Dec 2022
BNB Chain Maintains Lead on New Addresses
πŸŒ… Welcome! Today, SBF was indicted by a grand jury on charges of committing or conspiring to commit fraud, along […]...
4 Min
Infrastructure
Dec 2022
Monthly Chartbook - Uncertainty Reigns Supreme Post-FTX Collapse
Has anything changed on the macro front given the macro-driven bear market? This month, the answer is…we’re getting closer....
19 Min
Macro & Markets
Dec 2022
GMX Outperforms As It Approaches An All-Time High
πŸŒ… Welcome! SBF will testify to the U.S. House Committee on Financial Services tomorrow. Meanwhile, Binance responds to a recent […]...
2 Min
Macro & Markets
Dec 2022
November Gaming Roundup
The total market cap for all gaming-related tokens hit roughly $7.4B at the end of November, representing a 17% increase from September, according to CoinGecko. However, as we will illustrate in this...
12 Min
Games
Dec 2022
Delphi Office Hours Call (December 8th, 2022)
Join us as we discuss recent price action, Maple Finance's troubles, what on-chain metrics say about the markets, DAO treasury ranks, how insightful bridge flows are, and more....
1 Min
Macro & Markets
Dec 2022
Axie Core Leads to Spike in Transaction Volume
πŸŒ… Welcome! SBF may be subpoenaed by the U.S. House Committee on Financial Services and separately faces a market manipulation […]...
4 Min
NFTs & Gaming
Dec 2022
The Year Ahead for Gaming
Gaming was a primary driver of the 2021 mania, yet it has given way to cold realism as we move into the trough of disillusionment....
35 Min
Games
Dec 2022
Frax Finance's Liquid Staking Solution Continues To Grow
πŸŒ… Welcome! SEC Chairman Gary Gensler continues to talk about crypto regulations and Genesis tells clients that the path forward […]...
5 Min
Proof-of-Stake
Dec 2022
Total Liquidity Processed by Solana Plummets
πŸŒ… Welcome! The Alameda investment portfolio has been leaked while Ledger is launching a hardware wallet with an interactive touch-screen. […]...
4 Min
Layer 1 / L1
Dec 2022
The Year Ahead for DeFi
In this report, we look to highlight some key opportunities and challenges for DeFi and spell out the reasons we remain optimistic that DeFi will thrive....
54 Min
Options
Dec 2022
The Year Ahead for NFTs
We looked at the year that was and the year that may be in the world of NFTs....
44 Min
NFT Marketplace
Dec 2022
LTC Outperforms as the Halving Draws Closer
πŸŒ… Welcome! A crypto lender is leaving the United States due to a lack of regulatory clarity and a decentralized […]...
4 Min
Macro & Markets
Dec 2022