Reports1427 results
Speculators Capitulate, Demystifying DeFi Rates, and NFTs Not Dead
BTC speculators are capitulating on spot holdings, DeFi rates follow DeFi prices, USDC expands its market share, and OpenSea sustains high monthly volumes....
4 Min
DeFi
Jun 2021
When Convex & Yearn Compete, Curve Wins
With the recent launch of Convex, more and more CRV is being locked up in governance. How long until there's no more CRV available to lock up?...
4 Min
Vaults
Jun 2021
Mirror takes on Synthetix, Funding Depressed, Aave Dominates Lending
China Piling Up FUD, Miners Net Dumping, and Hashrate Decentralization....
3 Min
DeFi
Jun 2021
ImmutableX
There is no excerpt because this is a protected post....
1 Min
NFT Marketplace
Jun 2021
DeFi Update: Users, Yields, and Establishing Resilience
DeFi user growth falls, Yearn user growth rises, and the search for high DeFi yields....
4 Min
DeFi
Jun 2021
Bitcoin Derivatives Rundown, The State of CryptoPunks
Quarterly derivative expiration, funding turns negative, futures volume shoots up, and the state of CryptoPunks....
3 Min
DeFi
Jun 2021
Parallel
There is no excerpt because this is a protected post....
2 Min
Games
Jun 2021
What BTC Derivatives Data is Saying, Hash Rate Declines, and a Silver Lining for Ethereum
Bitcoin futures data signals hope, reading into BTC's implied volatility, and hash rates for Bitcoin and Ethereum....
3 Min
DeFi
Jun 2021
China FUD Piles Up, Hash Rate Exodus, And Miners Selling
China Piling Up FUD, Miners Net Dumping, and Hashrate Decentralization....
3 Min
Infrastructure
Jun 2021
Nameless
There is no excerpt because this is a protected post....
1 Min
Services
Jun 2021
3 Min
Infrastructure
Jun 2021
Bridging Fragmented Liquidity: Hop & Connext
Liquidity is spreading across layer 1s and 2s as multi-chain becomes the new norm. Meet the bridge builders seeking to keep liquidity liquid....
19 Min
Bridges
Jun 2021
More Bitcoin Hopium, Yearn Won't Stop, And Polygon DEX Volume
BTC HODLers are kicking back into action, BTC options are ticking up again, Yearn's fundamentals detach from YFI price, and Polygon DEXes recover fast....
3 Min
DeFi
Jun 2021
Polygon's Clout and Bitcoin Hopium
Polygon is capturing retail attention, a ray of hope for BTC bulls, and UNI's detached price movement....
3 Min
Macro & Markets
Jun 2021
Top Performing Layer Ones, Market Metrics, and Axie's Sharp Growth
A comparison of YTD Layer 1 performance, structural sentiment data for BTC and ETH, and Axie's monstrous quarter....
4 Min
Infrastructure
Jun 2021
Delphi Ventures Portfolio Showcase: May 2021
A small note that going forward the Delphi Ventures Showcase will shift to a quarterly schedule going forward. That being said, May has been an outstanding month for Delphi Ventures as numerous portfo...
19 Min
Infrastructure
Jun 2021
The Good, The Bad, & The Ugly [Charts]
Bitcoin’s price was nearly cut in half recently, largely driven by a major unwind in leveraged positioning, but what's next for the world's largest crypto asset?...
6 Min
Macro & Markets
Jun 2021
Dynamic Interest Rate Model Based On Control Theory
Lending protocols within DeFi predominantly use fixed interest rate models to price loans. In this report, we explore an alternative pricing solution which we believe to be more capital efficient and...
1 Min
DeFi
Jun 2021
Dynamic Interest Rate Model Based On Control Theory
Lending protocols within DeFi predominantly use fixed interest rate models to price loans. In this report, we explore an alternative pricing solution which we believe to be more capital efficient and...
1 Min
Lending / Borrowing
Jun 2021
ETH 2.0 Won't Stop, Sushiswap Loses Pace, and BTC Futures Basis Back on Track
KSM and SOL lead the bounce, BTC basis is positive again, Sushiswap loses market share, and ETH 2.0 zooms past 100K deposits....
3 Min
Infrastructure
Jun 2021