Reports578 results
Stablecoin Growth Propels LUNA Forward
On Feb 7, a Jump Trading proposal to increase on-chain liquidity went live on Terra. Since then, $470m of LUNA has been swapped to mint stables, burning 4.3% of LUNA’s total supply in just a few weeks...
6 Min
Stablecoins
Mar 2021
Beware the Ides of March
Bitcoin tends to struggle between mid-Feb and late March but a growing institutional presence should serve as a strong price floor....
5 Min
Spot Exchange
Mar 2021
Alchemix: The Yield-Derivative Primitive
Alchemix, a “future-yield-backed synthetic asset platform,” went live this weekend and has already absorbed close to 190M in DAI TVL.  While TVL growth is primarily driven by ALCX farming, the Alchemi...
5 Min
Debt-Backed (CDP) Stablecoins
Mar 2021
MakerDAO Growth Has Reignited
After a rough start to 2020, Maker has turned the ship around with the help of its new Peg Stability Module....
7 Min
Debt-Backed (CDP) Stablecoins
Feb 2021
Visualizing Value Flows In & Out of Avalanche
With the recent launch of its cross-chain bridge, ~$200m has flowed back and forth between Ethereum <> Avalanche over the past couple of weeks. Let's dive into the data....
4 Min
Layer 1 / L1
Feb 2021
Loopring Leads L2 Adoption
As high gas fees reinforce the need for scaling, let's turn our attention towards a layer 2 DeFi application that's already live and growing on Ethereum - Loopring....
3 Min
Layer 2 / L2
Feb 2021
2/17 Analyst Call: BTC, Terra, Cosmos, NXM, NFTs, and Aggregators
Our second Delphi Digital’s Febuary analyst call features a discussion on BTC, Terra, Cosmos, NXM, NFTs and Aggregators....
1 Min
Layer 1 / L1
Feb 2021
Best of Delphi Research (Jan. 2021)
The January 2021 edition of Delphi's Research Recap report includes our Bitcoin Monthly Outlook, Ethereum Ecosystem Analysis, and much more of our team's top content....
1 Min
Derivatives
Feb 2021
Best of Delphi Research (Jan. 2021)
The January 2021 edition of Delphi's Research Recap report includes our Bitcoin Monthly Outlook, Ethereum Ecosystem Analysis, and much more of our team's top content....
1 Min
Derivatives
Feb 2021
MicroStrategy’s Bitcoin Blueprint
MicroStrategy’s convertible debt sale provides bond investors with a way to get exposure to BTC, laying the blueprint for similar offerings to come....
5 Min
Derivatives
Feb 2021
DeFi Aggregators
DeFi aggregators had a breakout year in 2020 and YTD data suggests they're just getting started as growth continues to accelerate....
13 Min
Liquidity Aggregator
Feb 2021
How Nexus Can Incentivize Auditors
DeFi needs a solution that gives auditors and white hat hackers skin in the game, so they are incentivized to act honestly rather than maliciously. We believe Nexus is in a unique position to deliver...
7 Min
Insurers
Feb 2021
MetaMask: Aggregating the Aggregator
The unfolding MetaMask story reveals valuable insights on the emergent and ever-evolving Ethereum defi stack. In particular, aggregators, as well as underlying liquidity protocols....
3 Min
Spot Exchange
Feb 2021
Harvest Finance
Harvest Finance is a yield aggregator that’s been stuck in yEarn Finance’s shadow. Yet the data indicates there are strong growth prospects for FARM, and the market is already starting to price in the...
6 Min
Vaults
Feb 2021
The Curve Bull Case, StakeDAO Strategies and Managing Mbappé
In this piece, I share some highlights and after-thoughts from a conversation with Julien Bouteloup, who I hosted on the Delphi Podcast last week....
8 Min
Asset Management
Feb 2021
Revenge of the Yams (Yam Finance)
With the rally in DeFi, many projects are getting second chances and capitalizing. Yam Finance as one may recall had a short stint in the spotlight this past summer. In this daily, I dive into the pro...
9 Min
Derivatives
Feb 2021
February 2021 Analyst Call
Our February Analyst Call in an updated format where we cover Bitcoin, Ethereum, SUSHI, UNI, NBA TopShots, Mirror, Luna, and more!...
2 Min
Asset Management
Feb 2021
Ethereum Ecosystem Analysis
The developments made during the bear market are paying off. Innovation on Ethereum continues at a torrid pace thanks to the composability of lego blocks built in DeFi. In this issue, we dive into var...
1 Min
Layer 1 / L1
Feb 2021
As Aave Soars, Maker Eyes Rate Hike
Aave, Compound and Maker's combined circulating market caps sit at a lofty $9.95 billion, having grown +46% over just the past 24 hours. The majority of those gains came from Aave alone, which added $...
2 Min
DeFi
Feb 2021
Building Conviction In Magical Founders and Projects
Building conviction in magical founders and projects takes time, and falls along four key cornerstones. In this post, we dive into what to look for while you’re on the hunt for the next great project....
11 Min
Vaults
Feb 2021