Reports1490 results
Bitcoin and the broader crypto market are not isolated from macro risks, most notably those related to global liquidity and financial conditions. History suggests it isn't rate hikes that adversely im...
8 Min
Proof-of-Work
Jan 2022
Risk Assets Pullback on Hawkish Fed Minutes December’s Fed meeting minutes released yesterday pointed towards quicker and more aggressive rate […]...
3 Min
Macro & Markets
Jan 2022
FTM Overtakes AVAX on Daily Transactions Fantom surpassed Avalanche in daily transactions at the start of 2022. As the narrative […]...
3 Min
Layer 1 / L1
Jan 2022
Welcome to NFT Insights, a weekly newsletter focusing on NFTs and the metaverse! This newsletter will drop on Wednesday every […]...
10 Min
NFTs
Jan 2022
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 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
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
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
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 Flipped CryptoPunks, Briefly The flippening has begun, at least by some measures. The floor price for BAYC flipped CryptoPunks […]...
3 Min
NFTs
Dec 2021
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
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 Volume Drying Up on Other Chains, Ethereum Remains Vibrant NFTs have made their way onto multiple L1 chains as […]...
3 Min
NFTs
Dec 2021
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
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
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
We recently hosted our Delphi Office Hours call on December 15th....
1 Min
NFTs
Dec 2021
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
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
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