Layer 1 tokens have been in the spotlight lately, with AVAX on a tear while LUNA and SOL hit all […]...

The recent L1 surge, ETH heats up, and BTC liquidity improves....

The recent L1 surge, ETH heats up, and BTC liquidity improves....

Lido is the current market leader in the liquid staking space and, as of now, the race isn't very close. Will this dominance continue? The data indicates that Lido may just be warming up....

Analyzing addresses in profit, exchange flows, and Bitcoin's hash rate....

SOL & LUNA stand out. Anchor's integration with Lido helps drive UST demand....

Optimism might still be in its infancy, but Uniswap V3 and Synthetix are preparing it for prime time....

We recently hosted our live, bi-weekly analyst call on July 20th, where we discussed our outlook for Crypto markets, Axie and recent notes & reports exclusively for our Institutional.members....

We're excited to provide a large update on THORChain, which we present in 3 parts. First, we share our brief assessment on the recent unfortunate exploit. Next, we analyze historical THORChain MCCN da...

An early look at Optimism's numbers....

After much anticipation, EIP-1559 is set to go live next month. In this post, we'll attempt to answer the question on everyone's mind - will it turn ETH net deflationary and, if so, when?...

China Piling Up FUD, Miners Net Dumping, and Hashrate Decentralization....

An update on Bitcoin market structure....

Liquidity is spreading across layer 1s and 2s as multi-chain becomes the new norm. Meet the bridge builders seeking to keep liquidity liquid....

Polygon is capturing retail attention, a ray of hope for BTC bulls, and UNI's detached price movement....

A comparison of YTD Layer 1 performance, structural sentiment data for BTC and ETH, and Axie's monstrous quarter....

A small note that going forward the Delphi Ventures Showcase will shift to a quarterly schedule going forward. That being said, May has been an outstanding month for Delphi Ventures as numerous portfo...

Lending protocols within DeFi predominantly use fixed interest rate models to price loans. In this report, we explore an alternative pricing solution which we believe to be more capital efficient and...

KSM and SOL lead the bounce, BTC basis is positive again, Sushiswap loses market share, and ETH 2.0 zooms past 100K deposits....

Mixed Trading Signals For BTC, Terra and Ethereum DeFi Undervalued, Ether Supply In Smart Contracts...