Reports466 results
Optimism might still be in its infancy, but Uniswap V3 and Synthetix are preparing it for prime time....
9 Min
Layer 1 / L1
Aug 2021
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....
1 Min
Layer 1 / L1
Jul 2021
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...
21 Min
Layer 1 / L1
Jul 2021
3 Min
Infrastructure
Jul 2021
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?...
9 Min
Infrastructure
Jun 2021
China Piling Up FUD, Miners Net Dumping, and Hashrate Decentralization....
3 Min
Infrastructure
Jun 2021
An update on Bitcoin market structure....
3 Min
Infrastructure
Jun 2021
Liquidity is spreading across layer 1s and 2s as multi-chain becomes the new norm. Meet the bridge builders seeking to keep liquidity liquid....
19 Min
Bridges
Jun 2021
Polygon is capturing retail attention, a ray of hope for BTC bulls, and UNI's detached price movement....
3 Min
Macro & Markets
Jun 2021
A comparison of YTD Layer 1 performance, structural sentiment data for BTC and ETH, and Axie's monstrous quarter....
4 Min
Infrastructure
Jun 2021
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...
19 Min
Infrastructure
Jun 2021
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...
1 Min
DeFi
Jun 2021
KSM and SOL lead the bounce, BTC basis is positive again, Sushiswap loses market share, and ETH 2.0 zooms past 100K deposits....
3 Min
Infrastructure
Jun 2021
Mixed Trading Signals For BTC, Terra and Ethereum DeFi Undervalued, Ether Supply In Smart Contracts...
3 Min
Infrastructure
Jun 2021
Chainlink has long dominated the oracle sector but will this continue as viable competitors emerge to challenge it?...
16 Min
Infrastructure
Jun 2021
ETH/BTC nearly retraces dip, Convex and Yearn's battle for veCRV, and receding spot volume....
4 Min
DeFi
Jun 2021
4 Min
DeFi
Jun 2021
Monthly BTC options expire tomorrow, ETH data suggests fundamentals are sound....
3 Min
Infrastructure
May 2021
Multi-chain DeFi is growing, Terra's scare with UST has a silver lining, and Maker DAO's PSM hits $1 billion of liquidity,...
3 Min
DAO
May 2021
In this post, we analyze 1inch, 0x and DODO to see who is the top liquidity aggregator on BSC, and how it compares to their activity on Ethereum....
3 Min
Layer 1 / L1
May 2021