Reports & Releases

2020 was a monumental year for NFTs and the stage is set for another record-setting year in 2021. Over the course of last year, we saw a net increase of buyers (+114%) over sellers (+8%) of NFTs as the variety of experiences and applications available continues to increase.

Appetite for blockchain-based virtual worlds appears to be strongly correlated across major peers. The year-to-date sales for 3 of the top 4 (excluding Decentraland) all hover near $2.5 million. What might serve as a meaningful differentiator that could drive a divergence?

The title statement was made in a recent podcast that I hosted with Robbie Ferguson, the Co-Founder of Immutable. It struck me as a brilliant catchphrase, but to what extent might this actually be true?

Late last year, Delphi Digital was contracted to help structure Axie Infinity’s ERC 20 governance token. Our immediate goal was to thoroughly understand the existing and future in-game dynamics such that they could be synergistically intertwined with the token economics in order to support the core team’s long-term vision.

Keep an eye on Flow as they leverage their unique market insights into creating a network specifically for open worlds. If they can build upon their early momentum in the partnerships domain, then they may be able to introduce a sufficient amount of recognized IP to kick-start a fresh ecosystem with a gravity of its own aided by broader mainstream appeal.

For our Sept 2020 analyst call, we spent time covering our recent Mystic Axie purchase and our proposals for the DXdao, PowerPool, and Pickle communities.

We designed this tool to help our Institutional+ members quickly compare the rarity of different Mystic Axies. We'll be adding more functionality in future releases.

Last night our team purchased 5 Axies for 473.5 ETH (worth ~$159k at the time). Here's why we're so excited about this investment.

The major Amazon-owned streaming website Twitch has begun to offer a 10% discount on all Twitch Prime subscriptions paid for via crypto with BitPay. It may well be the case that Twitch is looking to closer align with crypto in anticipation of emergent synergies across blockchain and gaming.

Our March 2019 analyst call focuses on the Enjin Coin, Cosmos, Bitcoin, Ethereum, and Market Outlook