DeFi: 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.
629 Results
DeFi
The Bull Case for $COIN with Bankless•
Delphi Analyst, Michael Rinko, joined Bankless and independent researcher, Jay (0xJaypeg), to discuss Coinbase’s historical growth and it’s $COIN asset. […]
DeFi
More Than Just Governance: Unpacking Value Accrual Mechanisms•
The mechanisms for value accrual can differ significantly across various tokens. This report aims to scrutinize four distinct models of value accrual implemented by tokens, draw comparisons among them, and assess their respective implications on the tokens’ value.
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 […]
Debt-Backed (CDP) Stablecoins
The Looming Opportunity With Decentralized Stablecoins•
Stablecoins are an integral part of crypto, with a total market capitalization of $124B. Despite the increasing adoption of DeFi, the majority of the stablecoin market is held by centralized stablecoins such as USDT and USDC.
DeFi
Check the Chain - Beyond Curve: DeFi's Future•
In this pivotal Check the Chain episode, Jordan navigates the fallout from Curve's hack, transforming the chaos of founder Michael Egorov's precarious debt positions into profound insights about DeFi's evolution. Delve into the dynamics of Velodrome and Arrakis' rivalry, envision Maverick's potential dominance, and anticipate the upcoming Arrakis token launch. It's a balanced blend of immediate turbulence and a forward gaze into the maturing landscape of DeFi; it's no longer about just surviving the storm, it's about building a stronger, smarter future.
Perpetual Futures
DYDX Valuation Analysis & DEX Perps Comparison•
Self-custody and censorship resistance are seldom the deciding factors for the average user selecting a crypto exchange. The collapse of FTX created a window of opportunity that DEXs have thus far failed to exploit.
DeFi
Show Me The MoneyBy
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Show Me The Money New types of narratives are emerging in a maturing industry. These narratives share a common denominator, […]
DeFi
Check the Chain - Return of the Yield•
Amid DeFi's changing narrative, true yield is resurfacing. In this Check the Chain episode, join Jordan as he explores yield rooted in protocol revenue. Spotlighting Voltz, IPOR, Maverick, and Thales, he positions these protocols on a risk-reward matrix, using T-Bills as our tradfi benchmark. Tune in to uncover the potential upside hidden in stablecoin positions and witness the new wave of yield in DeFi.
DeFi
DeFi SummerBy
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DeFi Summer Four years ago, DeFi “Blue-Chips” such as lending protocol AAVE and derivatives protocol Synthetix put in their all-time […]