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Research Reports

Sep 30, 2020 12:02 am

Three Proposals for DXdao

Since the release of our report in August, the engagement we’ve encountered from DXdao’s community has been nothing short of incredible. In this follow-up, our team presents three proposals focused on governance, DXD’s bonding curve, and their UI/UX.

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Delphi Daily

Sep 29, 2020 5:57 pm

$SHROOM Showing Potential

Shroom Finance proposes to be a 100% community owned DeFi protocol, governed through a DAO, that focuses on in-game asset minting, launches, and trading. The platform could ultimately become a useful tool for developers to bootstrap their in-game economies.

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Delphi Daily

Sep 28, 2020 9:44 pm

Keep’s tBTC: Re-entering the Race

On the back of Keep Network re-launching tBTC, we take a look at the latest developments and what to expect given the high demand for tokenized BTC on Ethereum.

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Models

Sep 26, 2020 12:45 pm

Axie Rarity & Utility Calculator v1.0

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.

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Delphi Daily

Sep 25, 2020 7:11 pm

Why We Spent $159k On Digital Battle Pets

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.

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Market Commentary, Macro

Sep 25, 2020 3:00 pm

One Big Macro Trade – Macro Monthly

Financial markets are increasingly driven by global policy rather than underlying fundamentals. Elevated intermarket correlations between major asset classes puts financial markets on fragile ground, especially given the increased sensitivity to fluctuations in the US dollar.

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Podcast

Sep 25, 2020 10:50 am

Exclusive Podcast with Yearn.Finance Contributor Andre Cronje

We're thrilled to release an exclusive podcast with Yearn.Finance Contributor Andre Cronje.

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Public Releases, Models

Proposed PowerPool LM Model

Sep 24, 2020 6:10 pm

Proposed PowerPool LM Model

We propose a comprehensive, long-term oriented model that charts a sustainable path forward for the community heading into the mainnet launch of the PowerIndex.

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Delphi Daily, Ethereum

Sep 23, 2020 6:43 pm

Pickle Finance: More Than Just A Meme

Pickle is a new protocol with the basic goal of using farming incentives and strategies to bring stablecoins back to their pegs. This strategy is cycle agnostic and can generate alpha in DeFi bull or bear markets and its overall goal has substance vs the majority of flash in the pan yield farming food tokens.

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Market Commentary, Video

Sep 23, 2020 4:18 pm

Real Vision: Macro, Crypto, and Value

Kevin Kelly joins Real Vision senior editor, Ash Bennington, to discuss the macro tailwinds driving crypto markets, how investors are realizing yield in crypto, and the relationship between the many tokens that have been created and transparency.

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Delphi Daily

Sep 22, 2020 3:22 pm

Unforkable Moats in DeFi

While moats are crucial to long-term value accrual and sustainability, DeFi’s open, permissionless nature makes it difficult to establish moats due to the possibility of forking. We explore four unforkable moats and how to combine them to create defensibility.

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Bitcoin

Sep 21, 2020 6:50 pm

Bitcoin Outlook 9/21/2020

In this report, we dig into Bitcoin’s outlook amidst an uncertain macro backdrop. We unpack notable long-term miner, exchange, and holder base metrics, as well as touch on where Bitcoin could move in the current market.

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