Reports188 results
BTC Breaks Out, L2s on the Rise, & Options TVL Slumps
Weekend Pump Over the weekend, Bitcoin rallied through the $38.5k and $39-$41k resistance levels we had been watching in “Key […]...
3 Min
Infrastructure
Feb 2022
2022 Crypto Year Ahead: Themes, Projects, and Trends We're Watching
As we kick off 2022, we asked the Delphi research team to identify the themes they’re most excited about this […]...
40 Min
DeFi
Jan 2022
Market Lull Shifts Focus to Fundamentals [Chartbook]
Market Follows Weak January Playbook The new year picked up right where it left off at the end of 2021, […]...
18 Min
DeFi
Jan 2022
Pro Crypto AMA Summary
Below is a summary of the Real Vision Pro Crypto AMA our team participated in today. We’ve aggregated the questions […]...
27 Min
Layer 1 / L1
Jan 2022
Helium in the Era of 5G Networks
This post was written by Tom Shaughnessy, Co-Founder of Delphi Digital, in collaboration with guest author Tyler Reynolds, an independent […]...
12 Min
Internet of Things / IoT
Jan 2022
Angel Protocol’s Restore Earth Campaign: Possibly the Best Tax Deductible Year-End Donation
It’s been a plentiful year for investors. If you’re looking to maximize the impact of year-end giving (in a tax-deductible […]...
3 Min
Infrastructure
Dec 2021
The Delphi Year In Review: 2021 Highlights, Staff Picks, & Hits
Editor’s Note What are Delphi analysts reading over the holidays? In truth, more Delphi research. Below, you’ll find the best […]...
5 Min
Asset Management
Dec 2021
Anchor Deposits Cross $10B, L2 Stagnation, Ethereum Deployments Slow
Terra and Avalanche Adoption Boost Token Prices Adoption of Terra and Avalanche has grown significantly throughout 2021, with the latter […]...
3 Min
Infrastructure
Dec 2021
Mapping The Moon: An Overview of Terra's Ecosystem
The Decentralized Stablecoin Thesis Before we get into the mix of all things Terra, there’s one very important thing we […]...
23 Min
Stablecoins
Dec 2021
Moove Over MEV Milkers, Here Comes CowSwap
In Part 1 of this report series, we discussed what MEV is and why it exists, in addition to analyzing […]...
11 Min
MEV
Dec 2021
Relief for DAI, Multi-Chain Competition, and Exchange Balances
DAI Redeems Itself DAI and MakerDAO have gotten a lot of backlash in the past few months for having 60% […]...
4 Min
Infrastructure
Dec 2021
ETH/BTC Break Out, A Fearful Market, & Loopring's L2 Growth
Third Time’s the Charm? ETH/BTC is testing the upper trend line for the third time in the past year. ETH/BTC […]...
3 Min
Infrastructure
Dec 2021
ETH & BNB Hold Strong, Options Weakness, & Liquidity Concerns
An Unlikely Winner When it rains in crypto, it pours. And while BTC holding up well isn’t a surprise, seeing […]...
4 Min
Infrastructure
Nov 2021
ENS Registrations Jump, L2 Traction Diverges, & Uniswap Fee Tiers
The Power of Free Governance Tokens ENS registrations this month did laps over average monthly registrations since 2019. Whether this […]...
4 Min
Infrastructure
Nov 2021
The Policymaker Conundrum (Oct. '21 Chartbook, Part II)
Below is the second part of Delphi’s October Chartbook focused on important macro developments our team is tracking. The Forest […]...
10 Min
Infrastructure
Nov 2021
Breakouts, Shakeouts, & Fresh Market Highs (Oct. '21 Chartbook)
In this edition of the Delphi Chartbook, we look at the state of crypto market structure, on-chain activity, and important […]...
9 Min
Infrastructure
Nov 2021
The State of Ethereum
ETH’s Structural Megatrend Since August 2020, ETH % supply on exchanges has been trending down from ~27% to ~12% as […]...
3 Min
Infrastructure
Nov 2021
SHIB & DOGE Face Off as Gas Prices Rise
Who Let the Dogs Out? Most of the crypto market was sidelined by liquidations, while dog coin connoisseurs showed up […]...
2 Min
Infrastructure
Oct 2021
Leverage Wipes Out, But Is the Worst Behind Us?
Market Pullback Hits Top Performers The last 24 hours have been a whirlwind for crypto markets with base layer tokens […]...
3 Min
Infrastructure
Oct 2021
Extreme Greed Returns as Bitcoin Dominance Falls
GBTC Slowly Recovers From BITO Launch The discount on Grayscale’s flagship Bitcoin-based product (GBTC) dropped to ~20% on October 18th […]...
3 Min
Infrastructure
Oct 2021