Reports1412 results
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
1 day ago
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
2 days ago
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
4 days ago
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
9 days ago
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
Delphi's Office Hours (6th of August, 2024)
Join us for this month’s episode of the Office Hours, where Ceteris, Kevin, Jason and Duncan digest this week’s […]...
Macro & Markets
Aug 2024
Milady: NFTs as Onchain Cults
Milady rose to popularity in the post-2021 NFT boom scene due to its unique style and cult-like community. Despite controversies, Milady's creator, Remilia, has become a major NFT brand, shipping mult...
30 Min
NFTs
Aug 2024
Pro Crypto Insider Talks - July 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
Jul 2024
Market Musings - Will History Rhyme?
Welcome to Market Musings, a weekly publication designed to keep our readers informed about the most important and timely developments […]...
9 Min
Macro & Markets
Jul 2024
ETHCC: One Year Later, Have we Made Progress?
Was ETHCC as depressing as CT made it out to be, or were there things to be excited about? We'd argue the latter, with things like DEX design, TEEs, Preconfs, Based Rollups and Chain Abstraction all b...
31 Min
DeFi
Jul 2024
Fuel Network: Redefining Scalability for Modular Blockchains
Discover how Fuel, a first-of-its-kind rollup OS, addresses the challenges of scalability, state growth & inefficient virtual machine architectures. This report explores Fuel virtual machine’s sol...
38 Min
Layer 2 / L2
Jul 2024
ZetaChain: The Path Forward for Universal Apps
Understand the core value proposition of ZetaChain as the Chain Abstraction narrative takes flight. In this report, we cover Zetachain's technological revamp, new application opportunities enabled by...
41 Min
Infrastructure
Jul 2024