Reports1436 results
The Year Ahead for AI + DePIN 2025
2025 is poised to be a big year for both DeAI and DePIN, two crypto sectors we expect to continue outperforming as Bitcoin charts it’s course into the unknown. We expect 2025 to be the year where main...
122 Min
Artificial Intelligence
3 days ago
The Year Ahead for DeFi 2025
The report outlines critical trends, innovations, and challenges expected to shape the decentralized finance (DeFi) landscape in 2025....
72 Min
DeFi
5 days ago
The Year Ahead for Infra 2025
A few years ago the main excuse for why we didn’t have great applications was that the infra wasn’t ready. Fees were high, UX was bad and transactions were slow. Today, that’s no longer the case. With...
128 Min
Infrastructure
Dec 2024
The Year Ahead for Markets 2025
As the year winds to a close, it's time to look ahead to what 2025 will bring for markets. Our Year Ahead for Markets - 2025 does just that. We talk about the macro landscape and how falling rates...
90 Min
Macro & Markets
Dec 2024
The Year Ahead for Gaming 2025
The fight for player liquidity is in full effect, and liquid gaming tokens are struggling to find an audience. However, the small handful of highly-anticipated game launches, newly opened distribution...
61 Min
Gaming
Dec 2024
An Ode To Bitcoin
The report reflects on Bitcoin's journey, its value proposition, and the potential future of the cryptocurrency as it reaches $100,000 per coin....
12 Min
Other
Dec 2024
Sui Network: Demystifying the Monolithic Contender
Our premier publication of Delphi and The Tie’s Institutional Accelerator is a deep dive into Sui Network. In this report we cover the tech stack, token economics, and the ecosystem around Sui....
43 Min
Layer 1 / L1
Dec 2024
Liquity v2: Evolving Onchain Leverage
Are CDP stablecoins toast? They have a rich history in DeFi, but have fallen out of fashion over the past few years. Liquity appears to be a strong contender for CDP resurgence with its upcoming v2 re...
20 Min
Debt-Backed (CDP) Stablecoins
Nov 2024
Exploring Base's Role in the Growing Onchain Economy
This report dives into the recent growth of the onchain economy as of October 2024, and analyzes several use cases behind that growth, including stablecoins, layer 2s (L2s), collectibles, social media...
35 Min
Layer 2 / L2
Nov 2024
The Stablecoin Manifesto
Fintechs like Robinhood and Revolut are launching their own stablecoins. Stripe just acquired a stablecoin company for $1.1B. And despite explicitly cannibalizing their own margins, incumbents like Pa...
45 Min
Stablecoins
Nov 2024
Restaking Games: Chasing for Yield
By this point, the restaking pitch is well-known: use the already bootstrapped economic security of another asset to secure your app, instead of bootstrapping security from scratch with your own token...
53 Min
Staking
Nov 2024
Market Musings - Knock, Knock, Knockin’ on ATH’s Door
Welcome to another Market Musings, spooky szn edition. Sixteen years ago, to the day, one of the most innovative and influential papers in the 21st century was published and began to permeate the...
14 Min
Macro & Markets
Oct 2024
Elixir: Democratizing Liquidity Provisioning in the Age of Orderbooks
Elixir enables anyone to provide order-book liquidity. In the same way that Uniswap democratized access to liquidity provisioning via AMMs, Elixir wants to do the same for order-books....
14 Min
Orderbook
Oct 2024
DeAI IV: The Agentic Economy
The agentic economy may prove to be the most lucrative investment theme of our generation. With the value of your labor going to zero, the train only leaves the station once. The industrial revolution...
63 Min
Artificial Intelligence
Oct 2024
Market Musings - Game Time For Crypto Markets
Much of the last few Market Musings has been focused on the shifting tides in macro land. And rightfully so – a lot has materially changed over the last several weeks. For those who haven’t had a...
16 Min
Macro & Markets
Oct 2024
Off The Grid - Web3 Gaming's Biggest Launch
Off The Grid - Web3’s first ever true AAA title - just launched on PC, PS5 and Xbox, marking the most exciting gaming release of this cycle. With top streamers like Ninja or Ludwig playing a Web3 game...
18 Min
Gaming
Oct 2024
The Fat Wallet Thesis
Protocols and applications are “thinning-out”, freeing up more room for whoever owns the end user. The “Fat Wallet Thesis” asserts that as the ultimate front-end, no one is better positioned to re-cap...
32 Min
Wallets
Oct 2024
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
Oct 2024
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
Oct 2024
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
Oct 2024