Join Delphi Research today and immediately get access to our Member Portal!

Sign in or subscribe

Delphi Daily

Dec 29, 2020 7:00 pm

Looking in The Mirror

In this piece I explore the present and future of Mirror, a synthetic assets protocol focused on real world assets.

Read More

Podcast, Video

Dec 29, 2020 4:54 pm

Algorithmic Stablecoins Series: Sam Kazemian of Frax Finance

Chain Reaction Host Tom Shaughnessy hosts Sam Kazemian, the Founder of Frax Finance to discuss the project.

Read More

Podcast, Video

Dec 28, 2020 9:30 am

Algorithmic Stablecoins Series: Dan Elitzer and Lewis Freiberg Covering Empty Set Dollar

New Podcast, @Shaughnessy119 hosts @delitzer and @LewisFreiberg Within this series on elastic stablecoins, the guests discuss @emptysetdollar or $ESD. The conversation covers everything ESD as the stablecoin tops 500M in supply. Dive in!

Read More

Delphi Daily

Dec 23, 2020 6:18 pm

‘Tis The Season

With the current tax year coming to a close, what can we expect for the start of 2021? Let's dive in and analyze the historic seasonality of BTC and ETH as we attempt to answer that question.

Read More

Delphi Daily

Dec 22, 2020 1:12 pm

Crypto Security Best Practices 🔒

Given on-going hacks and security concerns in the crypto space, this guest post is meant to inform Delphi Digital members on best practices to help secure their digital lives.

Read More

Delphi Daily

Dec 21, 2020 4:33 pm

The Graph: Our Experience Creating a Subgraph for Empty Set Dollar

We decided to take this opportunity to create our first subgraph on The Graph to allow us to get the data we need, and also to make this data more accessible to others in the future. In this daily we’ll talk through the process we went through to act as a guide to help others.

Read More

Layer 2s, A Look At $MKR Underperformance, Beeple Sell Out: The Delphi Debrief

Dec 18, 2020 5:27 pm

Layer 2s, A Look At $MKR Underperformance, Beeple Sell Out: The Delphi Debrief

A free weekly digest of the latest analysis and content from Delphi Digital's research team, including key takeaways from Delphi Digital's latest research reports, bite-sized summaries of every Delphi Daily, charts of the Week and The Delphi Podcast highlights

Read More

Ethereum, Podcast

Dec 18, 2020 2:17 pm

A DAO Masterclass with Aaron Wright

Chain Reaction Host Jose Maria Macedo hosts Aaron Wright, cofounder of OpenLaw, The LAO and now Flamingo DAO.

Read More

Public Releases

Crypto Investing Framework: Why Insurance Is Relatively Undervalued

Dec 18, 2020 12:23 pm

Crypto Investing Framework: Why Insurance Is Relatively Undervalued

In this piece, we outline the stacked risk framework analysis required by crypto investors and how it differs from traditional investment. We then use this framework to analyze the exchange and insurance sector, arguing that insurance is relatively undervalued at this stage.

Read More

Thematic Insights

Dec 18, 2020 12:13 am

Layer 2: Rollups

In this report, we look at how the Layer 2 ecosystem is shaping up and dive into the varying rollup solutions vying for adoption. We’ve seen already the scalability limitations of Ethereum today. In order to unlock the next phase of growth, the scaling torch has been passed over to Layer 2s, led by rollup solutions each with their own set of trade-offs.

Read More

Delphi Daily

Dec 17, 2020 2:17 pm

Analyzing MKR’s Underperformance

Despite being the largest DeFi protocol by TVL, Maker's governance token, MKR, has underperformed fellow blue chips by a wide margin YTD. Let's dive into a few reasons why that might have happened.

Read More

Podcast, Video

Dec 16, 2020 4:36 pm

Brian Flynn: Rabbithole Is Pioneering On-Chain Data and Social Identities 🐰🕳️

New Podcast! @Shaughnessy119 hosts @Flynnjamm of @rabbithole_gg 🐰🕳️ RabbitHole is pioneering the future of on-chain work, giving users opportunities to earn tokens based on their on-chain data.

Read More