Crypto Research and Data, Delphi Digital

Delphi Digital

Crypto Research and Data

Institutional-Grade Crypto Research & Data

Delphi Digital seeks to produce unbiased, actionable content for our clients on critical themes affecting digital assets and distributed ledger technology. Our team is committed to providing investors and institutions with key insights through a diverse suite of products including individual project analysis, bespoke research, and tailored consulting services.

Crypto

Bitcoin Pro is a powerful trading system based on artificial intelligence (AI) technologies. The robot trades bitcoin volatility by betting on BTC prices relative to other currencies.

<ul>
<li>
 Halving Dynamics: Bitcoin's imminent halving reduces issuance, influencing short-term price movements amidst evolving market narratives.</li>
<li>
 Liquidity Catalyst: Bitcoin thrives in liquidity upcycles, offering a hedge against currency debasement and driving sustained market growth. </li>
<li>
Bitcoin's Resilience: Engineered precision and apolitical nature underline Bitcoin's strength as a censorship-resistant alternative amid global economic uncertainties.</li>
</ul>



 Halving Dynamics: Bitcoin's imminent halving reduces issuance, influencing short-term price movements amidst evolving market narratives.

 Liquidity Catalyst: Bitcoin thrives in liquidity upcycles, offering a hedge against currency debasement and driving sustained market growth. 

Bitcoin's Resilience: Engineered precision and apolitical nature underline Bitcoin's strength as a censorship-resistant alternative amid global economic uncertainties.


Special Projects Analyst at Delphi Digital, Delphi Digital

Gerryl Pay

Special Projects Analyst at Delphi Digital

Ethereum is an open-source, public, blockchain-based distributed computing platform featuring smart contract (scripting) functionality. It provides a decentralized Turing-complete virtual machine, the Ethereum Virtual Machine (EVM), which can execute scripts using an international network of public nodes. Ethereum also provides a cryptocurrency token called "ether", which can be transferred between accounts and used to compensate participant nodes for computations performed. "Gas", an internal transaction pricing mechanism, is used to mitigate spam and allocate resources on the network.

<ul>
<li>Zetachain is building a bridge into a  smart contract platform in a bid to create a platform for omnichain smart contracts.</li>
<li>Omnichain smart contracts enable applications to live on multiple chains but still be connected and share liquidity.</li>
<li>There is opportunity for Zetachain to seize across DeFi, NFTs, and Ordinals. Whether this will happen comes down to strategy execution and ecosystem building.</li>
</ul>


Zetachain is building a bridge into a  smart contract platform in a bid to create a platform for omnichain smart contracts.
Omnichain smart contracts enable applications to live on multiple chains but still be connected and share liquidity.
There is opportunity for Zetachain to seize across DeFi, NFTs, and Ordinals. Whether this will happen comes down to strategy execution and ecosystem building.


A Comprehensive Analysis of Zetachain (Executive Summary)

<ul>
<li>EigenLayer emerges as a protocol reshaping the staking paradigm. Going beyond Ethereum's security, EigenLayer greatly extends the utility of staked ETH.</li>
<li>UniswapX and other intent based apps will break DEXs out of their growth plateau. </li>
<li>Scalability advancements through rollapps and UX improvements from next-gen wallets will make DeFi more viable for end users. </li>
</ul>


EigenLayer emerges as a protocol reshaping the staking paradigm. Going beyond Ethereum's security, EigenLayer greatly extends the utility of staked ETH.
UniswapX and other intent based apps will break DEXs out of their growth plateau. 
Scalability advancements through rollapps and UX improvements from next-gen wallets will make DeFi more viable for end users. 


Year Ahead for DeFi 2024 (Executive Summary)

Virtual currencies are decentralized, math-based digital assets in which transactions can be performed cryptographically without the need for a central issuing authority. The first specification and proof of concept of Bitcoin, the first widely used virtual currency, was published in 2009 based on a paper published pseudonymously by Satoshi Nakamoto.

<ul>
<li>Surprising a pessimistic market, global liquidity rebounded, prompting expectations of increased buying pressure in the new year, as the Fed appears to remain on hold.</li>
<li>The crypto market is expected to benefit from a structural shift, with Bitcoin (BTC) emerging as a frontrunner after breaking out of a prolonged bear market consolidation.</li>
<li>Solana is anticipated to outperform in the coming year, driven by mean reversion, market share normalization, and narrative developments.</li>
</ul>


Surprising a pessimistic market, global liquidity rebounded, prompting expectations of increased buying pressure in the new year, as the Fed appears to remain on hold.
The crypto market is expected to benefit from a structural shift, with Bitcoin (BTC) emerging as a frontrunner after breaking out of a prolonged bear market consolidation.
Solana is anticipated to outperform in the coming year, driven by mean reversion, market share normalization, and narrative developments.


<ul>
<li>Blockchain gaming peaks industry interest with unprecedented content quality. With the combined market cap of almost 200 leading projects being less than DOGE, there is ample room for future growth.</li>
<li>In 2023, 133 deals closed, securing $1.1B in funding, marking a 66% drop from 2022. Anticipating a reversal in the next ~6 months due to increased attention and capital.</li>
<li>High Web3 project costs drive competition for &lt;1M gaming-inclined wallets. A battle for player liquidity will favor projects with versatile user bases, efficiently funneling between games for market dominance.</li>
</ul>


Blockchain gaming peaks industry interest with unprecedented content quality. With the combined market cap of almost 200 leading projects being less than DOGE, there is ample room for future growth.
In 2023, 133 deals closed, securing $1.1B in funding, marking a 66% drop from 2022. Anticipating a reversal in the next ~6 months due to increased attention and capital.
High Web3 project costs drive competition for &lt;1M gaming-inclined wallets. A battle for player liquidity will favor projects with versatile user bases, efficiently funneling between games for market dominance.


The Year Ahead For Gaming 2024 (Executive Summary)

Delphi Digital
Institutional-Grade Crypto Research & Data

High off the Bitcoin Halving

Bitcoin's upcoming halving impacts price, liquidity drives growth, and resilience as a censorship-resistant alternative in uncertain times.

Delphi Digital

A Comprehensive Analysis of Zetachain (Executive Summary)

Zetachain aims to create a platform for omnichain smart contracts, allowing applications to live on multiple chains while maintaining connectivity...

Delphi Digital

Year Ahead for DeFi 2024 (Executive Summary)

EigenLayer protocol reshapes staking paradigm, enhancing utility of staked ETH. Intent-based apps like UniswapX will boost DEX growth, while...

Delphi Digital

Year Ahead for Markets 2024

Global liquidity rebounds, boosting buying pressure; Bitcoin emerges as a frontrunner in crypto market; Solana expected to outperform with mean...

Delphi Digital

The Year Ahead For Gaming 2024 (Executive Summary)

Blockchain gaming piques industry interest with quality content, but low market cap. Funding fell in 2023, expecting a rebound. Competition for...

Delphi Digital

High off the Bitcoin Halving

​Bitcoin's upcoming halving impacts price, liquidity drives growth, and resilience as a censorship-resistant alternative in uncertain times.

Delphi Digital

A Comprehensive Analysis of Zetachain (Executive Summary)

​Zetachain aims to create a platform for omnichain smart contracts, allowing applications to live on multiple chains while maintaining connectivity...

Delphi Digital

Year Ahead for DeFi 2024 (Executive Summary)

​EigenLayer protocol reshapes staking paradigm, enhancing utility of staked ETH. Intent-based apps like UniswapX will boost DEX growth, while...

Delphi Digital

Year Ahead for Markets 2024

​Global liquidity rebounds, boosting buying pressure; Bitcoin emerges as a frontrunner in crypto market; Solana expected to outperform with mean...

Delphi Digital

The Year Ahead For Gaming 2024 (Executive Summary)

Blockchain gaming piques industry interest with quality content, but low market cap. Funding fell in 2023, expecting a rebound. Competition for...

Delphi Digital

Bitcoin's upcoming halving impacts price, liquidity drives growth, and resilience as a censorship-resistant alternative in uncertain times.

Zetachain aims to create a platform for omnichain smart contracts, allowing applications to live on multiple chains while maintaining connectivity...

EigenLayer protocol reshapes staking paradigm, enhancing utility of staked ETH. Intent-based apps like UniswapX will boost DEX growth, while...

Global liquidity rebounds, boosting buying pressure; Bitcoin emerges as a frontrunner in crypto market; Solana expected to outperform with mean...