Reports95 results
It's no secret, our team loves gaming tokens. In this post, we provide an update on Axie's recent growth and explain the unique impact tokens can have as games transition to being community-owned....
3 Min
NFTs & Gaming
Apr 2021
With the upcoming launch of ImmutableX, new life has been breathed into Gods Unchained. In this report, we analyze the GU NFT universe and highlight the rarest / most useful assets within it....
13 Min
Gaming
Mar 2021
We believe that the Yield Guild vision of becoming the largest virtual world economy ever observed is not only attainable, but that there is an opportunity to improve tens of thousands of lives along...
3 Min
NFTs & Gaming
Mar 2021
2020 was a monumental year for NFTs and the stage is set for another record-setting year in 2021. Over the course of last year, we saw a net increase of buyers (+114%) over sellers (+8%) of NFTs as th...
NFTs & Gaming
Jan 2021
Appetite for blockchain-based virtual worlds appears to be strongly correlated across major peers. The year-to-date sales for 3 of the top 4 (excluding Decentraland) all hover near $2.5 million. What...
8 Min
Virtual Real Estate
Nov 2020
The title statement was made in a recent podcast that I hosted with Robbie Ferguson, the Co-Founder of Immutable. It struck me as a brilliant catchphrase, but to what extent might this actually be tru...
7 Min
Art
Nov 2020
Late last year, Delphi Digital was contracted to help structure Axie Infinity’s ERC 20 governance token. Our immediate goal was to thoroughly understand the existing and future in-game dynamics such t...
4 Min
Staking
Oct 2020
Keep an eye on Flow as they leverage their unique market insights into creating a network specifically for open worlds. If they can build upon their early momentum in the partnerships domain, then the...
9 Min
Layer 1 / L1
Oct 2020
For our Sept 2020 analyst call, we spent time covering our recent Mystic Axie purchase and our proposals for the DXdao, PowerPool, and Pickle communities....
1 Min
NFTs & Gaming
Sep 2020
We designed this tool to help our Institutional+ members quickly compare the rarity of different Mystic Axies. We'll be adding more functionality in future releases....
1 Min
NFTs & Gaming
Sep 2020
Last night our team purchased 5 Axies for 473.5 ETH (worth ~$159k at the time). Here's why we're so excited about this investment....
15 Min
Gaming
Sep 2020
The major Amazon-owned streaming website Twitch has begun to offer a 10% discount on all Twitch Prime subscriptions paid for via crypto with BitPay. It may well be the case that Twitch is looking to c...
4 Min
Gaming
Jul 2020
Infrastructure
Apr 2019
Our March 2019 analyst call focuses on the Enjin Coin, Cosmos, Bitcoin, Ethereum, and Market Outlook...
1 Min
Asset Management
Mar 2019
Gaming
Feb 2019