Reports & Releases
Elevate your research journey with our in-depth, actionable crypto research reports and releases. From blockchain analysis to market deep dives, Delphi provides the insights you need to navigate digital assets with clarity.
1558 Results
Global Macro Themes
Through the Fire - Will the Rubber Meet the Road?•
We’re getting closer to the point where the rubber will meet the road. We’ve written plenty on the bull case […]
Layer 1 / L1
WTF Is Anoma? Part 3: WTF is Typhon?•
What is Anoma? This is a surprisingly hard question to answer. Anoma is not a blockchain. Or, more accurately, not just a blockchain. Anoma is an architecture.
Gaming
Why Asia Will Lead Web3 Gaming: Learnings From Token2049 & KBW•
Foreword The number of well-funded blockchain games that are opening their doors to the public with playable builds is swelling. […]
Macro & Markets
Pro Crypto Insider Talks - September 2023•
Delphi Co-founder & Head of Research, Kevin Kelly, and Founder & CEO of Real Vision, Raoul Pal, are back to analyze exactly what is going on at the nexus of crypto and macro. Recorded on September 26th, 2023.
NFTs
The State of NFT Lending — Opportunities & Risks•
Introduction Exactly one year ago, we wrote about how credit markets for NFTs were developing and why they would be […]
Layer 1 / L1
WTF Is Anoma? Part 2: WTF Are Intent-Based Apps?•
What is Anoma? This is a surprisingly hard question to answer. Anoma is not a blockchain. Or, more accurately, not just a blockchain. Anoma is an architecture.
Social Media
Friend.Tech Continues Making Waves•
This report serves as a partial update of a previous report written by Ceteris, ‘Came for the Tech, Stayed for […]
Liquidity Aggregator
The Future of On-Chain Liquidity•
Introduction Despite the adoption of Automated Market Makers (AMMs) in the DeFi space, numerous problems persist. Liquidity providers(LPs) enter the […]
Financial Market Themes
Coinbase: From Sleeping Giant To Industry Leader•
A Certified OG Coinbase was founded on June 20th, 2012. That same day, the price of BTC hit $6.65. It […]
Social Media
Came for the Tech, Stayed for the FriendsIn our “Reflecting on EthCC” report, we mentioned how most of the crypto discourse has been about the infra layer as opposed to the application layer. Friend.tech, a new social app launched on Coinbase’s rollup Base, has proven to be an exception to this trend.
Gaming
Opportunities in Web3 Mobile Gaming•
Mobile is the dominant global gaming platform. The proliferation of fast wireless internet and comparatively low hardware costs are all key factors that are driving widespread adoption. It has been reported that in 2022, consumers spent an average of five hours per day on their mobile devices.
Layer 1 / L1
WTF Is Anoma? Part 1: WTF Are Intents?•
What is Anoma? This is a surprisingly hard question to answer. Anoma is not a blockchain. Or, more accurately, not just a blockchain. Anoma is an architecture.