Reports1427 results
Exchange Tokens: Features and Value Accrual
In this report, we analyze and compare the utility / value accrual of CEX & DEX tokens....
6 Min
Data
Apr 2021
The Sunday Dip Post-Mortem
April 18th saw a record ~$9.6b worth of futures contracts liquidated in just 24 hours. Here's a rundown on what happened and what could be coming next....
3 Min
DeFi
Apr 2021
Arweave: The Permanent Storage Experiment
Arweave cleverly combines different elements of blockchain architecture with novel techniques to offer a compelling promise - the ability to pay once and have your data stored forever online. Promisin...
20 Min
Storage
Apr 2021
What You Should Know About MEV and How It Affects Gas Costs
An introduction to MEV and the different approaches in tackling it....
7 Min
Block Production
Apr 2021
MCDEX
There is no excerpt because this is a protected post....
1 Min
Derivatives
Apr 2021
$PUSH vs Pull
EPNS is looking to strengthen the communications layer of web 3. This piece covers why incentivized push notifications may help enable stronger engagement between users and platforms....
8 Min
Internet of Things / IoT
Apr 2021
Exchange Tokens Rally Ahead of Coinbase IPO
Both DEX & CEX tokens have been among the top performing sectors in crypto in 2021 significantly outperforming the overall crypto market. The rally was fueled by a combination of increased specula...
4 Min
Spot Exchange
Apr 2021
On-Chain Metrics Suggest Positive Momentum For BTC
Bitcoin is coming off a strong Q1. These on-chain metrics may suggest that trend will continue....
5 Min
Infrastructure
Apr 2021
Proposed Powertrade Token Economics
We describe our proposal for Powertrade's token economics, a first of its kind tokenized insurance fund...
DAO
Apr 2021
An Overview of IDO Launchpads
Launchpads can play an important role bootstrapping ecosystems, facilitating more equitable token distributions and helping developers get their ideas off the ground. In this post, we highlight the ma...
5 Min
Infrastructure
Apr 2021
Coinbase: Overvalued or Underappreciated
Is Coinbase overvalued or underappreciated by investors?...
7 Min
Spot Exchange
Apr 2021
FEI's Genesis Post-Mortem
The majority of retail Genesis participants lost out directly to whales selling the TRIBE air-drop. Watching the pre-swap % over the final hours of the Genesis event, one could probably have seen this...
4 Min
DeFi
Apr 2021
Delphi Bi-Weekly Analyst Call (March 31st, 2021)
We recently hosted our bi-weekly live analyst call (03/31) where we discussed our outlook for markets and several recent notes & reports exclusively for our Institutional members....
1 Min
DeFi
Apr 2021
Understanding FEI's Genesis Event
Today marks the beginning of FEI’s Genesis event. Let's dive into FEI's IDO / bootstrapping design....
4 Min
Stablecoins
Apr 2021
In Search of Yield: How DeFi is Reinventing TradFi
Structured products allow TradFi investors to earn a risk-adjusted return tailored to their individual risk appetite. These are the DeFi projects reinventing structured products and democratizing acce...
8 Min
Derivatives
Mar 2021
To InfiNFT and Beyond: Exploring New Use Cases
The design space for NFTs is still wide open. In this post, we explore the creative new ways projects are incorporating NFTs into their design....
6 Min
NFTs
Mar 2021
The Dawn of Decentralized Derivatives
Despite the advent of DeFi, centralized exchanges still dominate derivatives trading volume. That may soon change, however. Here are the projects leading the charge and they how compare to one another...
27 Min
null
Mar 2021
Investing in DeFi - Passive vs Active Management
While passive investing / farming strategies have seen their TVLs rise, actively managed funds on-chain have yet to see similar growth. When will that change and how do the different options stack up...
6 Min
Spot Exchange
Mar 2021
PancakeSwap : A Perpetual Vampire?
Don't let the name fool you, PancakeSwap has quickly become a serious AMM and, with its token emission schedule, it has the ammo to keep growing....
4 Min
Infrastructure
Mar 2021
The Great Bond Migration
The reallocation away from sovereign debt, specifically U.S. Treasuries, in favor of alternative assets will serve as another long-term tailwind for bitcoin and crypto assets....
8 Min
Macro & Markets
Mar 2021