Reports1427 results
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
How “Oracle-less Primitives” Are Rearchitecting DeFi
“Oracle-less primitives” are aiming to revive foundational tenets such as decentralization, trustlessness and composability ensuring that they are not optional luxuries, but rather prerequisites for a...
28 Min
DeFi
Mar 2024
Delphi's Office Hours Call (March 20th, 2024)
Join the Research team for the second edition of the Office Hours call of 2024! As always, these webinars will […]...
1 Min
Macro & Markets
Mar 2024
Delphi's Monthly Markets Webinar - March 2024
Join the Macro & Markets team this Thursday (3/14) from 11am ET – 12PM ET for the next Markets Monthly […]...
1 Min
Macro & Markets
Mar 2024
Onboarding Players through IP
While only accounting for 9% of all mobile games in 2020, IP games generated 17% of all downloads and more revenue relative to non-IP games. Almost all of the top 10 global IPs have expanded into gami...
23 Min
Gaming
Mar 2024
Bitcoin's Global Breakout
“All the mixings needed to make a delicious cocktail for crypto markets are coming together, and things are really starting […]...
5 Min
Macro & Markets
Mar 2024
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
King $COIN Marches On
With the most recent Coinbase quarterly/annual numbers, this market memo aims to provide a short follow-up to our deep dive […]...
7 Min
Macro & Markets
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
Delphi's Office Hours Call (February 21st, 2024)
Join the Research team this for the first edition of the Office Hours call of 2024! As always, these webinars […]...
1 Min
Macro & Markets
Feb 2024
Your Guide to Ordinals and BRC-20s
Chapter 1: What are Ordinals & BRC-20s? 1. Introduction 2023 went down as one of the most transformative years in […]...
22 Min
BRC-20 / Ordinals
Feb 2024
Delphi's Monthly Markets Webinar - February 2024
Join the Macro & Markets team this Thursday (2/15) from 11am ET – 12PM ET for our first webinar of […]...
1 Min
Macro & Markets
Feb 2024
Telegram Bots: Evaluating Crypto's New Cash Cows
Telegram trading bots burst on the scene last summer, offering the market a much-needed fun new concept in the midst of a lethargic bear market. Trading bots were a major driver in the memecoin rally...
20 Min
DeFi
Feb 2024
Farcastoooor
We present our thesis for Farcaster which recently took crypto twitter by storm....
19 Min
Infrastructure
Feb 2024
Stay The Course
CT was initially filled with FUD and “I told you so” proclamations as the Bitcoin ETF approvals proved to be […]...
17 Min
Macro & Markets
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
Solana NFTs in 2024: A Hotbed of Opportunities
We've identified Solana as an NFT ecosystem poised for significant growth this year. Solana is the "Dark Horse". Its blend of community and scalability makes it an increasingly attractive option for N...
39 Min
NFTs
Feb 2024
Drops of Jupiter
The question heading into tomorrow is what will JUP trade at, and how much will the airdrops be worth? To try and answer this, we’ll need to make some assumptions. But first, let’s start with what we...
8 Min
DeFi
Jan 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
Experimental new “Asteroid” inscriptions protocol brings tokens and NFTs to Cosmos Hub
Summary: Delphi Labs and Astroport contributors have unleashed a new inscriptions metaprotocol on Cosmos Hub — a blockchain that, by […]...
12 Min
Other
Jan 2024