Reports240 results
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
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
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
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
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
Delphi Office Hours Call (December 1st, 2021)
We recently hosted our Delphi Office Hours call on December 1st, where we answered open questions from our Pro members....
2 Min
Layer 1 / L1
Dec 2021
ETH & BNB Hold Strong, Options Weakness, & Liquidity Concerns
An Unlikely Winner When it rains in crypto, it pours. And while BTC holding up well isn’t a surprise, seeing […]...
4 Min
Infrastructure
Nov 2021
Boba TVL Grows, CRO Outperforms, & Interest Rate Woes
TVL on Boba Network Climbs on the back of Oolong Swap Liquidity Mining Incentives Boba Network is an L2 Optimism […]...
3 Min
Layer 1 / L1
Nov 2021
AVAX Adoption and Bridging Highs, BTC Miners Accumulate as Alongside HODLers
Avalanche Usage Trends Up While Ethereum Remains a Stronghold AVAX C-Chain adoption has been increasing lately and recently hit 600k […]...
4 Min
Layer 1 / L1
Nov 2021
Price Retracements, AVAX Momentum, MetaMask Usage Climbs
Help, I’m Getting Liquidated BTC had a great run up through the first half of November, setting a new high […]...
3 Min
Macro & Markets
Nov 2021
The Policymaker Conundrum (Oct. '21 Chartbook, Part II)
Below is the second part of Delphi’s October Chartbook focused on important macro developments our team is tracking. The Forest […]...
10 Min
Infrastructure
Nov 2021
Breakouts, Shakeouts, & Fresh Market Highs (Oct. '21 Chartbook)
In this edition of the Delphi Chartbook, we look at the state of crypto market structure, on-chain activity, and important […]...
9 Min
Infrastructure
Nov 2021
The State of Ethereum
ETH’s Structural Megatrend Since August 2020, ETH % supply on exchanges has been trending down from ~27% to ~12% as […]...
3 Min
Infrastructure
Nov 2021
SHIB & DOGE Face Off as Gas Prices Rise
Who Let the Dogs Out? Most of the crypto market was sidelined by liquidations, while dog coin connoisseurs showed up […]...
2 Min
Infrastructure
Oct 2021
Leverage Wipes Out, But Is the Worst Behind Us?
Market Pullback Hits Top Performers The last 24 hours have been a whirlwind for crypto markets with base layer tokens […]...
3 Min
Infrastructure
Oct 2021
Extreme Greed Returns as Bitcoin Dominance Falls
GBTC Slowly Recovers From BITO Launch The discount on Grayscale’s flagship Bitcoin-based product (GBTC) dropped to ~20% on October 18th […]...
3 Min
Infrastructure
Oct 2021
Leverage Watch, ETF Traction, and Relentless L1s
With Great Leverage Comes Great Responsibility Earlier today, ETH did what we’ve all been waiting for: it pushed towards its […]...
3 Min
Infrastructure
Oct 2021
Is a Bitcoin Futures ETF Really THAT Bad?
Primer The ProShares Bitcoin ETF launched yesterday, attracting over $500M in capital on day one. However, the ETF isn’t simply […]...
5 Min
Infrastructure
Oct 2021
Delphi Bi-Weekly Analyst Call (October 15th, 2021)
We recently hosted our live, bi-weekly analyst call on October 15th, where we discussed our outlook for Crypto Markets, our recent Research and Open Questions from our Institutional members....
1 Min
Layer 1 / L1
Oct 2021