Reports593 results
Exchange Tokens Rally Ahead of Coinbase IPO
Both DEX & CEX tokens have been among the top performing sectors in crypto in 2021 significantly outperforming the overall crypto market. The rally was fueled by a combination of increased specula...
4 Min
Spot Exchange
Apr 2021
Coinbase: Overvalued or Underappreciated
Is Coinbase overvalued or underappreciated by investors?...
7 Min
Spot Exchange
Apr 2021
FEI's Genesis Post-Mortem
The majority of retail Genesis participants lost out directly to whales selling the TRIBE air-drop. Watching the pre-swap % over the final hours of the Genesis event, one could probably have seen this...
4 Min
DeFi
Apr 2021
Delphi Bi-Weekly Analyst Call (March 31st, 2021)
We recently hosted our bi-weekly live analyst call (03/31) where we discussed our outlook for markets and several recent notes & reports exclusively for our Institutional members....
1 Min
DeFi
Apr 2021
Understanding FEI's Genesis Event
Today marks the beginning of FEI’s Genesis event. Let's dive into FEI's IDO / bootstrapping design....
4 Min
Stablecoins
Apr 2021
In Search of Yield: How DeFi is Reinventing TradFi
Structured products allow TradFi investors to earn a risk-adjusted return tailored to their individual risk appetite. These are the DeFi projects reinventing structured products and democratizing acce...
8 Min
Derivatives
Mar 2021
Investing in DeFi - Passive vs Active Management
While passive investing / farming strategies have seen their TVLs rise, actively managed funds on-chain have yet to see similar growth. When will that change and how do the different options stack up...
6 Min
Spot Exchange
Mar 2021
PancakeSwap : A Perpetual Vampire?
Don't let the name fool you, PancakeSwap has quickly become a serious AMM and, with its token emission schedule, it has the ammo to keep growing....
4 Min
Infrastructure
Mar 2021
Uniswap V3 - The Next Evolution
After much anticipation, detailed information on Uniswap V3 has finally been released. Here's a quick rundown on some unique features and our initial thoughts on the pros/cons....
7 Min
Spot Exchange
Mar 2021
Don’t Sleep on Yearn
With key integrations in place and its v2 infrastructure now live, Yearn's TVL recently reached a new ATH. Is it off to the races?...
4 Min
Vaults
Mar 2021
Diem: Crypto Friend or Foe?
Diem is essentially building the rails for CBDCs to be used in a wider array of financial and consumer applications....
8 Min
Layer 1 / L1
Mar 2021
Anchoring The Market To A New Reference Rate
In this piece we explore Anchor, Terra's new savings protocol. Specifically, we dive into how it works, the details of its upcoming distribution and what it means for the Terra ecosystem as a whole....
10 Min
Layer 1 / L1
Mar 2021
Anchor Protocol
There is no excerpt because this is a protected post....
1 Min
Vaults
Mar 2021
Rari Revs Up
Rari has experienced impressive growth YTD. In this post, we'll explore 3 new products they have under development - Fuse, Tanks and Nova....
5 Min
DeFi
Mar 2021
Delphi Bi-Weekly Analyst Call (March 5th, 2021)
We recently hosted our bi-weekly live analyst call (03/05) where we discussed our outlook for markets and several recent notes & reports exclusively for our Institutional members....
1 Min
Derivatives
Mar 2021
Back to Basics: Macro 101 [Interview]
Kevin Kelly sits down with Nathaniel Whittemore (aka “NLW”) on his popular podcast, The Breakdown, to talk through some of the foundational concepts of macro investing and how they relate to the broad...
3 Min
Asset Management
Mar 2021
DODO v2 & Beyond
With DODO v2 now live, let's discuss what the future might hold for the DEX and its users....
6 Min
Spot Exchange
Mar 2021
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