Free Pro 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.
66 Results
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.
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.
Layer 1 / L1
Solana the MonolithBy
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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?
Macro & Markets
Why Bitcoin?•
Understand Bitcoin through the lens of the (potential) fall of the US dollar and how it measures up against commodities like gold.
Infrastructure
Is the iPhone of Crypto Wallets here?•
In this video, we unveil innovative wallets that could bring crypto's iPhone moment to life. Discover how Frame, Rabby, Backpack, and Solana's Saga are redefining user experience, security, and convenience. We also include a bonus look at hardware wallets and with an unexpected benefit that you may not know about.
AMM
Trader Joe's Novel Take on Concentrated LiquidityBy
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Trader Joe’s LB introduced a novel innovation that created an alternative model of concentrated liquidity and provides more flexibility for LPs. Its unique implementation of a constant sum invariant within each price bin allows traders to enjoy zero-slippage swaps, unlike other constant product AMM DEXs.
Liquid Staking
Staking Ethereum: Comparing LSD Mechanisms & Risks•
A guide to understanding the Ethereum liquid staking landscape; how different liquid staking mechanisms work and the risks to ETH liquid staking.
Liquid Staking
Brace Yourselves, Shanghai Is ComingBy
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Do you hear that? That’s the sound of 17M ETH getting ready to be withdrawn from staking, nearly $30B of ETH supply previously locked up coming onto the market ready to be sold. Or at least, this is what you may think if you’ve wandered into certain parts of crypto Twitter.
Asset Management
How to Navigate Token Unlocks•
A guide to understanding the factors affecting crypto token unlocks and its impact on token prices.
Algorithmic Stablecoins
Frax Finance: Examining The Protocol’s Holy Trinity of De-Fi•
Frax Finance is a household name for seasoned DeFi users. In the last year, they’ve launched Fraxlend and Fraxswap alongside several other products. This post will look at Frax’s newer product launches and examine their traction.
Lending / Borrowing
Aave: A Review Of The FundamentalsBy
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In our Year Ahead report for DeFi, we examined the thesis for so-called DeFi blue chips and their ability to bounce back from a tough year. Aave is one of those projects, and one that virtually everyone in crypto is aware of.
Infrastructure
The Wallet WarsBy
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In our Year Ahead report, we mentioned access control/wallets as a major theme. This report will expand on the topic and look at the full picture from the perspective of wallet strategies, roadmaps, revenue potential, smart contract wallets, account abstraction, MPC wallets, and more.