Reports1419 results
Markets Will Save The World
This report explores how prediction markets and futarchy harness the general intelligence of markets and why they are two of the most powerful ideas to come out of crypto since Bitcoin and Ethereum....
66 Min
DeFi
4 days ago
Are The Stars Finally Aligning? [Crypto Insider Talks - Sep. 2024]
Real Vision's Raoul Pal and Delphi Digital's Kevin Kelly are back to discuss the latest trends in macro and crypto....
Macro & Markets
4 days ago
Market Musings - Reawakening The Animal Spirits
It’s good to be back in the saddle after a brief hiatus while attending industry conferences in Singapore. If you haven’t had a chance to read my conference takeaways, you can find them on the Alpha F...
16 Min
Macro & Markets
6 days ago
The Inefficient Market Hypothesis
In this report, we will take a practical look at some of the most inefficient markets that exist today and draw parallels to crypto apps exploring solutions. We will unpack zkTLS and discuss why it is...
43 Min
DeFi
9 days ago
Transaction Ordering Policies & Value Accrual in L2s: Timeboost, OP PGA, Fastlane, and OEV Network
Recently, there has been an increasing focus on value accrual within blockchain networks. In this memo, we will explore Arbitrum’s […]...
16 Min
Layer 2 / L2
Sep 2024
Mid Year Gaming Review
After heating up in Q4 2023, Web3 gaming has gone through a volatile 2024 so far. However, the growing number of experienced teams getting closer to launching their products is an encouraging sign for...
18 Min
Gaming
Sep 2024
Market Musings - A Tale of Two Markets
When we compare traditional markets to crypto markets, the difference is clear. 2024 has essentially turned into a tale of two markets. On one hand, TradFi markets look generally fine. We see near...
12 Min
Macro & Markets
Sep 2024
NFT Memo - Metas Worth Paying Attention To
Despite an overall decline in NFT markets, creators keep adapting to current metas, and new narratives emerge. On the one hand, some NFT collections embraced memecoining to the point where they develo...
19 Min
NFTs
Sep 2024
Paladin of the Solana Round Table
The report discusses Paladin, a solution designed to combat predatory MEV while allowing validators, stakers to capture maximum proceeds from other MEV opportunities. We dive deeper into the Paladin b...
21 Min
DeFi
Sep 2024
A New Dawn for Web3 MMOs: Incentivized UA and ServerFi
Introduction The video games industry has seen many defining genres throughout the years, but few have had as rich and […]...
31 Min
Gaming
Sep 2024
A New Framework For Understanding Moats In Crypto Markets
In an industry where the laws of competition are inherently accelerated, the concept of a moat is profoundly important. However, we currently lack the right frameworks for understanding moats, and dow...
36 Min
DeFi
Aug 2024
Market Musings - Eternal Chop
Welcome to Market Musings, a weekly publication designed to keep our readers informed about the most important and timely developments in the crypto market. A year ago, Jerome Powell took the stage...
10 Min
Macro & Markets
Aug 2024
DeAI III: Composable Compute
Software is eating the world. AI is eating software. AI is largely the combination of data, compute and talent. The entity or network which most effectively organizes these resources is set to own the...
39 Min
Artificial Intelligence
Aug 2024
Delphi's Market Matters - August 2024
Hey Delphi Community, The Macro & Markets team is back this Wednesday (8/21) from 12pm to 1pm EST with the […]...
1 Min
Macro & Markets
Aug 2024
Market Musings - Crypto's Apathetic Recovery
Welcome to Market Musings, a weekly publication designed to keep our readers informed about the most important and timely developments in the crypto market. The theme of last week’s musings was eff...
11 Min
Macro & Markets
Aug 2024
Overcoming The Limits of Scale in Virtual Worlds
An Intro To The Current Gaming Landscape The games industry continues to represent one of the largest and most accessible […]...
53 Min
Gaming
Aug 2024
Solana the Modular
As a follow up to last year's "Solana the Monolith", this report explores Solana's evolving role in the modular landscape, highlighting its transition from a highly integrated system to one where its...
50 Min
Layer 2 / L2
Aug 2024
Market Musings - No Pain, No Gain
Welcome to Market Musings, a weekly publication designed to keep our readers informed about the most important and timely developments in the crypto market. Last week’s musings was brought to you jus...
10 Min
Macro & Markets
Aug 2024
Beyond The Meme of Parallelization & Solving For State Growth
Parallel execution has been touted as the holy grail of blockchain scalability and adoption, worth “billions of users." But the data says otherwise. We've explored the data around what percentage of t...
20 Min
Infrastructure
Aug 2024
Market Musings - Through The Fire And Flames
A week ago, things looked pretty good. BTC was at $69K, ETH nearing $3500 and Solana testing $190. Many of the more desirable altcoins were staging strong rallies too. Life was nice. And then everythi...
14 Min
Macro & Markets
Aug 2024