zkVerify is a modular L1 blockchain designed to become the universal verification layer for zero-knowledge proofs (ZKPs). Developed by Horizen Labs, zkVerify addresses critical challenges in ZKP imple...

2025 is poised to be a big year for both DeAI and DePIN, two crypto sectors we expect to continue outperforming as Bitcoin charts it’s course into the unknown. We expect 2025 to be the year where main...

A few years ago the main excuse for why we didn’t have great applications was that the infra wasn’t ready. Fees were high, UX was bad and transactions were slow. Today, that’s no longer the case. With...

Our premier publication of Delphi and The Tie’s Institutional Accelerator is a deep dive into Sui Network. In this report we cover the tech stack, token economics, and the ecosystem around Sui....

This report dives into the recent growth of the onchain economy as of October 2024, and analyzes several use cases behind that growth, including stablecoins, layer 2s (L2s), collectibles, social media...

By this point, the restaking pitch is well-known: use the already bootstrapped economic security of another asset to secure your app, instead of bootstrapping security from scratch with your own token...

The agentic economy may prove to be the most lucrative investment theme of our generation. With the value of your labor going to zero, the train only leaves the station once. The industrial revolution...

In this report, we will take a practical look at some of the most inefficient markets that exist today and draw parallels to crypto apps exploring solutions. We will unpack zkTLS and discuss why it is...

The report examines Arbitrum's proposed transaction ordering policy, Timeboost, which aims to enhance value capture while protecting users from negative aspects of miner extractable value (MEV) behavi...

The report discusses Paladin, a solution designed to combat predatory MEV while allowing validators, stakers to capture maximum proceeds from other MEV opportunities. We dive deeper into the Paladin b...

Software is eating the world. AI is eating software. AI is largely the combination of data, compute and talent. The entity or network which most effectively organizes these resources is set to own the...

As a follow up to last year's "Solana the Monolith", this report explores Solana's evolving role in the modular landscape, highlighting its transition from a highly integrated system to one where its...

Parallel execution has been touted as the holy grail of blockchain scalability and adoption, worth “billions of users." But the data says otherwise. We've explored the data around what percentage of t...

Was ETHCC as depressing as CT made it out to be, or were there things to be excited about? We'd argue the latter, with things like DEX design, TEEs, Preconfs, Based Rollups and Chain Abstraction all b...

Discover how Fuel, a first-of-its-kind rollup OS, addresses the challenges of scalability, state growth & inefficient virtual machine architectures. This report explores Fuel virtual machine’s sol...

Understand the core value proposition of ZetaChain as the Chain Abstraction narrative takes flight. In this report, we cover Zetachain's technological revamp, new application opportunities enabled by...

Dive into the Infrastructure Layer of the Decentralized AI (DeAI) crypto stack in part 2 of our DeAI series. Learn about Compute projects like Render, Gensyn, io.net and more, plus whether the "Airbnb...

Over $3.1 billion have been liquidated on lending protocols on Ethereum, but these liquidation mechanisms are not the most efficient. Liquidators or searchers face very tight profit margins because he...

The report discusses the longstanding user experience (UX) problems in on-chain applications within the cryptocurrency space, emphasizing the need for improved interfaces to make interactions more acc...

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...