Reports471 results
A Frenzy Over Bitcoin Ordinals & Runes
Introduction Bitcoin is having its moment in the sun. Once considered a boring asset within the crypto space, it is […]...
35 Min
BRC-20 / Ordinals
Feb 2024
The Real Merge
Crypto x AI is the hot new thing. Almost overnight, talk of d/acc and AI agents diffused across the timeline. […]...
28 Min
Artificial Intelligence
Feb 2024
Your Guide to Ordinals and BRC-20s
The report discusses the emergence of Ordinals and the BRC-20 token standard on the Bitcoin network, marking a transformative period in Bitcoin's history. It explains that Ordinals are specific Satosh...
22 Min
BRC-20 / Ordinals
Feb 2024
Farcastoooor
We present our thesis for Farcaster which recently took crypto twitter by storm....
19 Min
Infrastructure
Feb 2024
The State Of Bitcoin
Bitcoin rebounded strongly in 2023, not just with respect to price but on-chain activity through ordinals and renewed interest in Bitcoin scaling. This report is a retrospective on what 2023 brought t...
28 Min
Layer 1 / L1
Feb 2024
Infrastructure Year Ahead 2024 - Webinar
Join our expert analysts as they delve into their top highlights and forecast the key trends for 2024. This is […]...
1 Min
Infrastructure
Jan 2024
Our Top Picks From 2023
The last year was massive for both Delphi Research and the broader Web 3 industry. Although we only felt the […]...
7 Min
DeFi
Jan 2024
Zetachain Part 2: The Opportunity Ahead for Omnichain Applications
App Building Opportunities Zetachain’s ability to support smart contracts and connect to heterogeneous chains – including the Bitcoin blockchain – […]...
47 Min
Layer 1 / L1
Jan 2024
Zetachain Part 1: A Competitive Landscape of Blockchain Bridges
ZetaChain – Architecture & Key Features Architecture At a high level, the way we would explain ZetaChain is “THORChain with […]...
51 Min
Layer 1 / L1
Jan 2024
The Year Ahead for Infrastructure 2024
L2 Wars, Solana Separating From The Pack, THORChain & Chainflip: Decentralized Highways For Bitcoin, Intents & Solvers, Ethereum's 2024 Roadmap and more....
93 Min
Infrastructure
Dec 2023
WTF Is Anoma? Part 3: WTF is Typhon?
What is Anoma? This is a surprisingly hard question to answer. Anoma is not a blockchain. Or, more accurately, not just a blockchain. Anoma is an architecture....
28 Min
Layer 1 / L1
Oct 2023
WTF Is Anoma? Part 2: WTF Are Intent-Based Apps?
What is Anoma? This is a surprisingly hard question to answer. Anoma is not a blockchain. Or, more accurately, not just a blockchain. Anoma is an architecture....
24 Min
Layer 1 / L1
Sep 2023
WTF Is Anoma? Part 1: WTF Are Intents?
What is Anoma? This is a surprisingly hard question to answer. Anoma is not a blockchain. Or, more accurately, not just a blockchain. Anoma is an architecture....
23 Min
Layer 1 / L1
Aug 2023
Reflecting on EthCC
In our “Year Ahead for Infrastructure” report, we predicted 2023 would be “the year of infrastructure,” and after the conference week in Paris it’s clear this has become true, almost too true. Paris w...
34 Min
Infrastructure
Aug 2023
Pro Crypto Insider Talks - July 2023
In July's Crypto Insider Talks, Ash Bennington, Raoul Pal, and Kevin Kelly discuss key topics: Ripple ruling and its market implications, pending BTC ETFs, potential of Coinbase's $COIN in a bull mark...
1 Min
Layer 1 / L1
Jul 2023
Worldcoin
Worldcoin Founder of OpenAI, Sam Altman, has launched Worldcoin, his attempt at solving the sybil problem. A Sybil Attack is […]...
6 Min
Data
Jul 2023
Getting a BIT Mantle
Mantle Network positions itself as a modular L2 that brings together features like modular data availability, MPC, and decentralized sequencers to achieve high scalability and improved user experience...
15 Min
Layer 2 / L2
Jul 2023
BRC-20s: The Past, Present, and Future
For the first time in a long time, Bitcoin seems to have the potential to develop an exciting and vibrant digital economy. BRC-20s have breathed new life into Bitcoin, and people would be remiss to ig...
25 Min
Layer 1 / L1
Jun 2023
Market Note: The Surprising Interplay of AI & Cryptocurrencies
A recent and dramatic surge in artificial intelligence innovation has likened the field to a Cambrian explosion. AI went from the realm of science fiction for many to something rapidly approaching rea...
14 Min
Artificial Intelligence
Jun 2023
Monthly Chartbook - AI Narrative Takes the Wheel
This month’s musing will be devoted to analyzing vibes. You might think, what’s the point of wasting time on, uh, “vibes?” Shouldn’t we focus on more important stuff like numbers, charts, and math? We...
30 Min
Global Macro Themes
Jun 2023