Reports1428 results
Pay Attention To Celestia
Introduction A monolithic chain where everyone executes every transaction is inherently not scalable. Indeed, this is why almost every major […]...
25 Min
Proof-of-Stake
Feb 2022
Cheap Gas, DAO Updates, & DeFi Perps Plunge
Chart of The Day: Gas Is On Sale! Are you looking to move funds around or claim yields? Now’s a […]...
4 Min
Stablecoins
Feb 2022
Celebrating Valentine's Day With The Revamped Delphi Daily
Quick Valentine’s Day Update Love (for crypto research) is in the air. Today, we’re excited to release an upgraded version […]...
9 Min
Layer 1 / L1
Feb 2022
The Blood of Moloch and Ve-Everything
Active Votes APWine, due to a lack of quorum in the first vote, is voting again to add a treasury-fee […]...
10 Min
DAO
Feb 2022
Chad Rallies, Inflation, & The Policymakers Conundrum
Bitcoin “Chad” Rally Hits Overhead Resistance Since our last edition of Market Insights, Bitcoin has notched an extremely impressive week, […]...
11 Min
Macro & Markets
Feb 2022
Metaverse Land Attracts, Keeping Wallets $SAFE, & Rust's TVL Rises
Metaverse Land Gains Traction Land prices in both Sandbox and Decentraland have risen considerably since Facebook’s Meta rebrand announcement on […]...
4 Min
Virtual Real Estate
Feb 2022
Delphi Office Hours Call (February 9th, 2022)
We recently hosted our Delphi Office Hours call on February 9th....
1 Min
Derivatives
Feb 2022
Sandbox vs. Decentraland, Fancy Birds Launch, "Blue Chips" Struggle
State of the Market We’re now well into the 2nd month of the year and, thankfully, NFT interest remains high. […]...
13 Min
NFTs
Feb 2022
Market Fears Subside, AssangeDAO, & Uncollateralized Lenders
Market Sentiment Turns ‘Neutral’ With the markets bouncing off their lows over the past few days, investor sentiment has moved […]...
3 Min
DeFi
Feb 2022
Monthly Chartbook - Too Early to Call It a Comeback [January 2022]
Before we dive into this month’s chartbook, it’s important to make note of the current market environment we find ourselves […]...
22 Min
Macro & Markets
Feb 2022
Uni Gains Ground, Miners Offload BTC, & MEV Profits Tighten
Uniswap Gaining in Stableswaps In May 2021, when V3 was released, Uniswap began to eat into Curve’s market share. This […]...
3 Min
Infrastructure
Feb 2022
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
Maker DAO Talks KYC/AML
Active Votes Aave is going through a governance blitz with six proposals on the docket. Multi-Collateral DAI: Proposed by zxMore_MakerDAO, […]...
9 Min
DAO
Feb 2022
Attack Cost and Profit from Manipulating Constant Product Market Maker TWAP Oracles in DeFi Protocols.
In this paper, we explore some common oracle-related attacks, as well as the cost and profit potential associated with them. We focus specifically on CPMM based TWAP oracles, which are a specific orac...
1 Min
Oracles
Feb 2022
Is the Convex Flywheel Sustainable?
Introduction: Understanding the Convex Flywheel Through the latter half of 2021, Curve and Convex were the talk of the town. […]...
17 Min
AMM
Feb 2022
Squeeth & The Crab Strategy
Squeeth & The Crab Strategy Earlier this year, Opyn released a new financial derivative Squeeth (Squared ETH). Pioneered by the […]...
9 Min
Structured Products
Feb 2022
The Fight Against The Resistance
The last several weeks have rarely provided any respite; glimmers of hope are often short-lived while daily rebounds are quickly […]...
13 Min
Macro & Markets
Feb 2022
Aave V3: A Multi-Chain Liquidity Protocol
Introduction On January 31st, 2023, we released Aave: A Review Of The Fundamentals, offering updated insights on the themes covered […]...
14 Min
Money Markets
Feb 2022
BitDAO Accumulates, CowSwap Soars, & Azuki's Recent Rise
BitDAO’s Fat Treasury BitDAO is an investment DAO that supports builders in the decentralized ecosystem through partnerships and funding. BitDAO […]...
4 Min
Spot Exchange
Feb 2022
Delphi Office Hours Call (February 2nd, 2022)
We recently hosted our Delphi Office Hours call on February 2nd....
1 Min
Asset Management
Feb 2022