Reports1415 results
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
NFT Blue Chip Flippening, Anchor Grows Reserves, & Crypto Fund Flows
BAYC Floor Price is Catching Up to CryptoPunks’ Bored Ape Yacht Club (BAYC) has been outperforming CryptoPunks since the middle […]...
3 Min
NFTs
Dec 2021
Delphi Office Hours Call (December 8th, 2021)
We recently hosted our Delphi Office Hours call on December 8th....
2 Min
Layer 1 / L1
Dec 2021
Stablecoin Inflows, zkSync Soars, & Loan Trends
Stablecoin Growth On the Rise Stablecoins grew substantially the past month, with the Top 5 Stablecoin Marketcap growing from $129B […]...
3 Min
DeFi
Dec 2021
Terra's TVL Growth, Lido's LUNA Benefits, DEX Valuations
Terra’s TVL Overtakes Solana and Avalanche Total Value Locked on Terra Network overtook Avalanche and Solana, now making it the […]...
4 Min
Staking
Dec 2021
Angel Protocol Token Design
Over the past few months we’ve been working with Angel Protocol to design their HALO token....
1 Min
Asset Management
Dec 2021
L1 vs L2: Entering The Endgame
Introduction On-chain activity is taking off at warp speed, and with it so is demand for blockspace. While Ethereum’s blocks […]...
15 Min
Validators
Dec 2021
Governance Digest
Active Votes Aavegotchi, cementing its place as one of the busiest DAOs in the space, is currently voting on four […]...
9 Min
DAO
Dec 2021
A Post Mortem of Last Week's Flash Crash
The Great Deleveraging Leveraged longs took a senseless beating over the last week — and it was perhaps overdue. BTC’s […]...
5 Min
DeFi
Dec 2021
Moove Over MEV Milkers, Here Comes CowSwap
In Part 1 of this report series, we discussed what MEV is and why it exists, in addition to analyzing […]...
11 Min
MEV
Dec 2021
Relief for DAI, Multi-Chain Competition, and Exchange Balances
DAI Redeems Itself DAI and MakerDAO have gotten a lot of backlash in the past few months for having 60% […]...
4 Min
Infrastructure
Dec 2021
Introducing Lockdrop + LBA: A Novel Token Launch Mechanism
(Full PDF Report below, but for convenience we’ve included a 15 minute video where we walk through this mechanism) At […]...
1 Min
Spot Exchange
Dec 2021