Crypto Research Reports & Releases

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.

In July's Crypto Insider Talks, Ash Bennington, Raoul Pal, and Kevin Kelly discuss key topics: Ripple ruling and its market implications, pending BTC ETFs, potential of Coinbase's $COIN in a bull market, and the Unibot Telegram bot.

For the first time in a long time, Bitcoin seems to have the potential to develop an exciting and vibrant digital economy. BRC-20s have breathed new life into Bitcoin, and people would be remiss to ignore this trend.

Solana is not just about slapping some expensive hardware on a blockchain and calling it a day, but rather, how do we optimize software to best take advantage of performant hardware?

Delphi Co-founder & Head of Research, Kevin Kelly and Head of Delphi Labs, Jose Maria Macedo join Founder & CEO of Real Vision, Raoul Pal, for May 2023's edition of Crypto Insiders where they dig into the most pressing questions at the nexus of crypto and macro.

For the first time in a while, Bitcoin's future is exciting with possible upcoming catalysts and innovations. Only time will tell if they lead to a positive renaissance on Bitcoin or fundamentally break it.

The second half of the most recent bull market, colloquially named the "double bubble," was dominated by the "L1 Wars" narrative. The initial spark was Avalanche's announcement of "Avalanche Rush," a $180M liquidity mining incentive program. The day of the Avalanche Rush announcement led to a 28% gain for the AVAX token, followed by a nearly sixfold surge in price over the subsequent three months.

Join Ceteris and Jordan in this insightful episode of Check the Chain as they explore the Solana ecosystem post-FTX fallout. Dive into the intricacies of DeFi, NFTs, wallets, and emerging platforms, featuring Backpack, Solfare, Phantom, Helium, Tensor, Magic Eden, Mad Lads, Drift, Orca, Mango Markets, and Render Network. Discover the innovation and resilience driving Solana in these uncertain times, and learn how the community continues to thrive.

In this timely episode of Check the Chain, Ceteris and Jordan dive into the developments following Ethereum's long awaited Shanghai update, as Ethereum's price surges above $2000 for the first time since May 2022. They discuss the post-update landscape, the impact on withdrawal queues, staking inflows, and effect on liquid staking tokens. Don't miss this essential episode with insights on the Ethereum ecosystem during this exciting price breakthrough.

Since Ethereum's Beacon chain went live at the end of 2020, over 18M ETH or 15% of the total supply has been staked in a deposit-only staking system. In this report, we consider the implication of the Shanghai hardfork that will allow users to withdraw these assets, worth almost $32B.

In this special two-part episode of Check the Chain, join Ceteris and Jordan as they scope the current Cosmos ecosystem. Part one focuses on the Cosmos starmap, featuring Cosmos Hub, Osmosis (AMM for LPs), Stride (Liquid Staking Appchain), and upcoming app chains like Noble, set to natively issue assets (e.g., USDC & WBTC) to Cosmos, and DyDX, launching their app chain in September. Stay tuned for part two, where they'll dive into Voltz, a new interest rate swaps protocol.

Blockchain infrastructure can be broadly summarized in three verticals: scalability, privacy, and UX. In this post, we’re going to dive into privacy.