Reports1426 results
Top 10 L1s & dApps by TVL, Bitcoin Battles Tighter Policy Outlook
Top 10 Blockchains by Total Value Locked Note: Ethereum TVL is on a separate axis to better highlight fluctuations in […]...
4 Min
Layer 1 / L1
Jan 2022
Convex Wars, OpenSea Recovery, & NFT Endorsements
Convex Dominated Curve’s TVL Recently, the “Curve Wars” have been a hot topic. Simply put, Curve’s stablecoin AMM rewards its […]...
5 Min
Vaults
Jan 2022
Governance Digest
Active Votes AladdinDAO currently has two votes on their docket. Vote-to-earn, 88mph: This vote is part of Aladdins DaoFi vote-to-earn […]...
9 Min
DAO
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
BAYC Flips CryptoPunks, NFT Search Trends, & Derivative DEXes Slow
BAYC Flipped CryptoPunks, Briefly The flippening has begun, at least by some measures. The floor price for BAYC flipped CryptoPunks […]...
3 Min
NFTs
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
NFT Volumes Thrive, YFI Revamps, & GBTC Remains a Tough Sell
NFT Volume Drying Up on Other Chains, Ethereum Remains Vibrant NFTs have made their way onto multiple L1 chains as […]...
3 Min
NFTs
Dec 2021
Governance Digest
Active Votes 0x Protocol is voting on policies for their community temperature check process. The new guidelines would require: a […]...
9 Min
DAO
Dec 2021
UST Overtakes DAI, Astroport TVL, USDT Supply on Exchanges
31% of USDT Supply Is Sitting on Exchanges Risk assets fell during Asian hours weighed down by rising Omicron cases […]...
3 Min
Algorithmic Stablecoins
Dec 2021
Prices Rebound, Avalanche Dev Activity, & DEX Volumes
Crypto Rebounds After FOMC Comments Crypto assets rebounded after Fed Chariman Powell’s speech yesterday. In fact, risk assets as a […]...
4 Min
Layer 1 / L1
Dec 2021
Delphi Office Hours Call (December 15th, 2021)
We recently hosted our Delphi Office Hours call on December 15th....
1 Min
NFTs
Dec 2021
Option Skews, Ribbon's Divergence, & Transactional Traction
Option Skews Don’t Look Too Hot Implied volatility for near-term options are skewed towards puts, indicating that market participants have […]...
3 Min
DeFi
Dec 2021
Holiday Market Blues
As many of us gear up for the holiday season, the market is not looking quite as cheerful. Sentiment is […]...
5 Min
DeFi
Dec 2021
Disappointing December, Flight to Stables, Nike Furthers Metaverse Ambitions
Stablecoin Movements Back to May Highs Daily stablecoin transfer volume went up to ~$57B today, which was only previously seen […]...
3 Min
DeFi
Dec 2021
Altered State Machine: Tokenized AI
Additional Resource: Delphi interviewed ASM co-founders Aaron and David on our podcast in October 2021. You can review our full […]...
7 Min
NFT AI
Dec 2021
ETH Dominance, Mining Activity, & OpenSea's Recovery
ETH Dominance on the Rise ETH and BTC have both performed well in 2021. However, as the year went on […]...
4 Min
NFT Marketplace
Dec 2021
Governance Digest
Active Votes Anchor is currently running a vote to reduce the proposal deposit from 1,000 ANC to 100 ANC. If […]...
11 Min
DAO
Dec 2021
When There's Blood In The Streets (Nov. '21 Chartbook)
The last couple weeks have been a bit of a whirlwind. Massive deleveraging sparked a sharp and violent sell-off that […]...
19 Min
Macro & Markets
Dec 2021