Reports1421 results
Delphi's Office Hours Call (June 26th, 2024)
We’re excited to bring you the fifth edition of the Office Hours show, now streaming! This month’s office call session […]...
1 Min
Macro & Markets
Jun 2024
A TON of Gaming Hype
In just a few short months, TON's gaming ecosystem has gone from zero to hero with hundreds of millions of registered users and single-game revenue figures greater than $10M. But is there any substanc...
31 Min
Gaming
Jun 2024
Market Musings - Strong Summer Start Turns Sour
At the time of writing, the relentless sound of aggr liquidations continues to chime in the background, with BTC trading at ~$58.6K. Two weeks ago, BTC was trading within striking distance of yet a...
12 Min
Macro & Markets
Jun 2024
Mantle Network
Mantle Network is redefining the L2 landscape with its innovative modular design. Central to Mantle's strategy is its goal to establish itself as the premier native yield chain, simplifying and democr...
16 Min
Asset Management
Jun 2024
DeAI I: The Tower & the Square
Can decentralized AI (The Square) compete with the behemoth that is centralized AI (The Tower)? The following report is an exploration into the AI value-chain: a peek into the awesome resources being...
45 Min
Artificial Intelligence
Jun 2024
Market Musings - ETF Flows Shine As BTC Flirts With Range Highs
Welcome to Market Musings, a weekly publication designed to keep our readers informed about the most important and timely developments […]...
9 Min
Macro & Markets
Jun 2024
Delphi's Market Matters - June 2024
Hey Delphi Community, Join the Macro & Markets team tomorrow (6/11) from 12:30pm ET – 1:30PM ET for our monthly […]...
1 Min
Macro & Markets
Jun 2024
Diving Into Dark Pools
CEX volume is, on average, 10 times higher than DEXs. Is this just because of a better UI? We think there is more to it. Making financial moves in open, transparent blockchains is not free of conseque...
27 Min
DeFi
Jun 2024
A Look At Dispute Resolution Protocols in Optimistic Rollups
In an ideal world, everything works as intended and there are no disputes. But that’s not a realistic world view […]...
24 Min
Layer 2 / L2
Jun 2024
Market Musings - April Showers Bring May Flowers
Welcome to Market Musings, a weekly publication designed to keep our readers informed about the most important and timely developments […]...
8 Min
Macro & Markets
Jun 2024
Contango: A Forward-looking Approach to Leverage
Contango is an emerging project sitting at the intersection of lending and leverage trading. In this memo, we will evaluate Contango's approach to leverage trading and explore how it can take advantag...
13 Min
DeFi
Jun 2024
Market Musings - Return of the Flows
Welcome to Market Musings, a weekly publication that aims to keep our readers up-to-date on the most important and timely […]...
11 Min
Macro & Markets
May 2024
UGC Gaming & Web3
User Generated Content (UGC) has long been a driver of innovation within the gaming industry. Counter-Strike, DotA 2, League of Legends and PUPB - some of the most played games of all times - all orig...
25 Min
Gaming
May 2024
Market Musings - A Bullish Beat Down For BTC Bears
Welcome to the third edition of Market Musings, a weekly publication that aims to keep our readers up-to-date on the […]...
8 Min
Macro & Markets
May 2024
The Dawn of Bitcoin Programmability: Paving the Way for Rollups
Bitcoin's scripting system is inherently limited in its programmability. Consequently, bridges to Bitcoin rely on multisigs and federation control, introducing trust. This has constrained Bitcoin's ut...
60 Min
Layer 2 / L2
May 2024
Superchain and the Monolithic Experience
As an ecosystem of chains, Superchain has the responsibility of satisfying not just the users who are looking for an […]...
67 Min
Layer 2 / L2
May 2024
Delphi's Monthly Markets Webinar - May 2024
Hey Delphi Community, Join the Macro & Markets team this Friday (5/17) from 11am ET – 12PM ET for the […]...
1 Min
Macro & Markets
May 2024
Delphi's Office Hours Call (May 21st, 2024)
Join the Research team for the fourth edition of the Office Hours call of 2024! As always, these webinars will […]...
1 Min
Macro & Markets
May 2024
Market Musings - Bulls Attempt To Take The Initiative
Welcome our second edition of Market Musings, a weekly publication that aims to keep our readers up-to-date on the most […]...
9 Min
Macro & Markets
May 2024
Attention Is All You Need
Unpack the mechanisms behind the attention economy in our latest report. Discover how AI and crypto are challenging Big Tech's dominance, turning your digital attention into a valuable asset, and resh...
33 Min
Financial Market Themes
May 2024