Reports1426 results
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
The Revival of MakerDAO: Unpacking The MKR Thesis
Introduction MakerDAO has historically been punished for its lack of innovation and stagnant culture, but it could be on […]...
18 Min
DeFi
May 2024
Market Musings - Bitcoin Battles ETF Outflows
Welcome to the first edition of Market Musings, a weekly publication that aims to keep our readers up-to-date on the […]...
6 Min
Macro & Markets
May 2024
Prove It: Shared Provers, Proof Aggregation & Prover Marketplaces
zk proofs boost application scalability but their generation can be costly and slow, and while zk rollups present a solution, they can lead to centralization and liveness issues. We explored the alter...
31 Min
ZK-Rollups
May 2024
1 Min
DeFi
May 2024
Modular Lending: The Next Phase of DeFi Money Markets
Amidst the fast-evolving landscape of decentralized finance (DeFi), the lending sector has been notably slow-moving due to the prominent design of complex multi-asset lending pools and protocol decisi...
31 Min
DeFi
Apr 2024
High off the Halving
With the Bitcoin halving top of mind this week, our markets team issued a brief note to update their views on the short and longer-term outlook for BTC. The Delphi Research team has done a ton of w...
7 Min
Macro & Markets
Apr 2024
Supra - Vertical Integration with The Intralayer
Supra is building the IntraLayer, a vertically integrated blockchain stack that includes a Layer 1, Oracles, Bridges, VRF, and a Virtual Machine. With emerging rollapps and appchains, liquidity is...
39 Min
Infrastructure
Apr 2024
The Rise of Ethena: Unpacking The Emerging Synthetic Dollar
Intro The stablecoin duopoly is being challenged. After rapidly scaling supply from zero to over $2.2B in less than a […]...
40 Min
DeFi
Apr 2024
Delphi's Office Hours Call (April 24th, 2024)
Join the Research team for the third edition of the Office Hours call of 2024! As always, these webinars will […]...
1 Min
Macro & Markets
Apr 2024
Sports, Gambling and Web3
Sports and gambling are two of the largest entertainment industries in the world and worth hundreds of billions of dollars. Sorare and DrafKing and their nine digit NFT collection volume speak to the...
24 Min
Gaming
Apr 2024
Delphi's Monthly Markets Webinar - April 2024
Hey Delphi Community,  Join the Macro & Markets team this Wednesday (4/17) from 11am ET – 12PM ET for the […]...
1 Min
Macro & Markets
Apr 2024
No Pain, No Gain
One of our highest conviction theses at the start of the year was that — given a more supportive liquidity […]...
13 Min
Macro & Markets
Apr 2024
Get Ready to BLAST Off
We explored how based rollups, preconfirmations, and shared sequencing can help to fix Ethereum's liquidity fragmentation...
33 Min
NFTs & Gaming
Mar 2024
Based Rollups: The New ETH Alignment
We explored how based rollups, preconfirmations, and shared sequencing can help to fix Ethereum's liquidity fragmentation...
42 Min
Infrastructure
Mar 2024
Charting Crypto Cycles
A Change of Seasons In crypto, nothing is older than our habit of calling everything new. — Mark Twain Despite […]...
17 Min
Macro & Markets
Mar 2024