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Delphi Daily

Oct 7, 2020 2:38 pm

The Evolution of yEarn Finance

As the DeFi sector started to cool down following triple digit percentage gains, yEarn’s ability to generate cash flows has deteriorated. The yEarn core team announced the initial spec for yVaults v2, which promises to breathe life back into the protocol.

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Thematic Insights

Oct 7, 2020 10:21 am

Crypto Artists

In this report, we explore an eclectic mix of the artists contributing to the growing Crypto Art ecosystem. We provide an overview of the marketplaces currently available, as well as brief commentary on how we think things could evolve.

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Delphi Daily

Oct 7, 2020 12:10 am

Nexus Mutual Proposal to Pause MCR Growth

We propose to pause the programmatic growth of MCR after taking into consideration the amount of cover capacity that will be opening up shortly, the current state of the market, and the amount that MCR grows on a daily basis.

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Delphi Daily

Oct 5, 2020 6:41 pm

Bitmex and Identity as an Attack Vector

Historically in crypto anonymous teams have been seen as a risk and avoided by investors. We argue that the Bitmex charges and other cases like it will increasingly drive the realization that in some verticals identity is an attack vector that makes it very difficult to succeed at scale.

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Podcast

Oct 5, 2020 3:17 pm

Exclusive Podcast with SBF, CEO of FTX and Alameda Research

Chain Reaction Host Tom Shaughnessy hosts SBF, the CEO of FTX and Alameda Research. The two cover SBF's journey in creating Alameda Research, engaging in arbitrage, and why @ProjectSerum on @solana goes way beyond being a DEX.

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Thematic Insights

Oct 5, 2020 11:30 am

Crypto Taxation

October 15th is the final extension deadline to submit tax returns for the 2019 tax year. Our team felt it would be helpful to put together a brief report to help all our clients better understand this confusing and misunderstood part of crypto.

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Delphi Daily

Oct 2, 2020 6:33 pm

The Ripple Effects of the BitMEX Takedown

Breaking down the BitMEX takedown and its implications for DeFi and crypto writ large. Perhaps neither bullish nor bearish, it serves as a reminder there may have to be some compromises along the way if we really do want mass adoption.

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Delphi Daily, Ethereum

Oct 1, 2020 10:28 pm

CSOs & The Evolution of Capital

Continuous securities offerings are a way to align incentives between a company and its key stakeholders more directly in a world in which strong community engagement will become increasingly important.

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Research Reports

Oct 1, 2020 8:20 pm

Aragon Court

In our recent report on Nexus, we discussed the opportunity and importance of smart contract insurance to hedge technical risk. There are other forms of risk in need of mitigation as well though, and Aragon Court could be primed to fill a similar niche role by insuring governance risk for DAOs.

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Delphi Daily

Oct 1, 2020 12:42 am

Smart Stablecoins and its Emerging Stack

The composable nature of Ethereum begets the layering of defi primitives and assets. One clear, but a generally underappreciated example of this is smart’ stablecoins. While catalyzed by the yield farming craze, digging a little further, we can start to see the extended implications of native stablecoins living in various smart-contracts.

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Analyst Calls

Sep 30, 2020 5:08 pm

September 2020 – Analyst Call

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.

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Models

Sep 30, 2020 3:04 pm

Bonding Curve & Governance Model for DXdao v1.0

In our new report, we made three proposals to DXdao. This model contains the formulas for the new governance methodology and bonding curve shape that we proposed.

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