Category

Crypto

May 09
0

Daily Brief Crypto: ZKsync & Elastic Network’s Q1 Wrapped: Ecosystem & Development Highlights and more

By | Crypto, Daily Briefs

In today’s briefing:

  • ZKsync & Elastic Network’s Q1 Wrapped: Ecosystem & Development Highlights

ZKsync & Elastic Network’s Q1 Wrapped: Ecosystem & Development Highlights

By Delphi Digital

  • Institutional adoption accelerates with Deutsche Bank, UBS PoC, WonderFi, and Tradable building compliant solutions on ZKsyn9
  • ZKsync is the second-largest blockchain for tokenized RWAs, capturing over 27% market share, trailing only Ethereum
  • ZKsync Era dominates ZK rollups, leading in TVS, proof volume, and user activity

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May 08
0

Daily Brief Crypto: USD.AI: Financing the Future of AI Infra and more

By | Crypto, Daily Briefs

In today’s briefing:

  • USD.AI: Financing the Future of AI Infra

USD.AI: Financing the Future of AI Infra

By Delphi Digital

  • The report by Delphi Consulting presents USD.AI, a DeFi-based solution to fund AI and decentralized infrastructure by enabling short-term loans backed by real-world hardware.
  • It introduces USDai, a synthetic dollar backed by collateralized hardware assets, offering scalable capital access through on-chain mechanisms.
  • Legal enforceability is ensured via tokenized ownership under UCC laws, while risks are mitigated through conservative lending terms, insurance, and governance oversight.

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Apr 24
0

Daily Brief Crypto: Sui’s Q1 Wrapped: BitcoinFi and more

By | Crypto, Daily Briefs

In today’s briefing:

  • Sui’s Q1 Wrapped: BitcoinFi, MEV, and Scaling

Sui’s Q1 Wrapped: BitcoinFi, MEV, and Scaling

By Delphi Digital

  • In Q1 2025, Sui made significant strides in both infrastructure and ecosystem development.
  • The network introduced BTCfi primitives, enabling native Bitcoin staking and DeFi integrations via protocols like Suilend and Aftermath.
  • On the tech side, upgrades like Mysticeti v2, Move VM 2.0, and Pilotfish execution sharding enhanced scalability, latency, and modularity.

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Apr 23
0

Daily Brief Crypto: New Research: Unlocking Quantitative Alpha in Cryptocurrency Markets and more

By | Crypto, Daily Briefs

In today’s briefing:

  • New Research: Unlocking Quantitative Alpha in Cryptocurrency Markets

New Research: Unlocking Quantitative Alpha in Cryptocurrency Markets

By William Mann

  • Market inefficiencies persist in crypto markets, particularly in cross-exchange arbitrage and futures basis trading
  • Traditional factor models can be adapted for cryptocurrency markets with size, momentum, and liquidity factors showing statistical significance
  • On-Chain metrics provide unique alpha signals unavailable in traditional markets

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Mar 11
0

Daily Brief Crypto: End of The “dot-crypto” Era and more

By | Crypto, Daily Briefs

In today’s briefing:

  • End of The “dot-crypto” Era

End of The “dot-crypto” Era

By Etherbridge

  • Our short term view for 2025 was boring or scary.
  • February threw boring out of the window, in less than two months we have seen trade war scares, politicians launching and rug-pulling memecoins, politicians tweeting about crypto strategic reserves, a massive exchange exploit and downside economic surprises.
  • Price action through these events has been scary, at the beginning of February we saw a massive liquidation across cryptoassets, with some remarkable recoveries.

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Feb 15
0

Daily Brief Crypto: Zenrock: Paving the Path in DMPC and more

By | Crypto, Daily Briefs

In today’s briefing:

  • Zenrock: Paving the Path in DMPC

Zenrock: Paving the Path in DMPC

By Delphi Digital

  • Zenrock addresses critical blockchain interoperability challenges through its distributed Multi-Party Computation (dMPC) technology.
  • While existing cross-chain solutions handle significant volumes, they remain vulnerable to security breaches, as evidenced by recent attacks resulting in losses over $965 million.
  • Built on zrChain and zrSign, Zenrock’s dMPC network offers a decentralized, trust-minimized solution for cross-chain communication.

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Feb 13
0

Daily Brief Crypto: The More Things Change and more

By | Crypto, Daily Briefs

In today’s briefing:

  • The More Things Change, The More They Stay The Same

The More Things Change, The More They Stay The Same

By Etherbridge

  • 2025 is off to a tough start. Our call on boring or scary price action seems to be holding up.
  • Bitcoin remains boring and is range-bound between $106k and $91k.
  • Altcoins have been scary, with the average sector down 25%+. Sector Performance for Jan 2025.

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Feb 11
0

Daily Brief Crypto: Ethereum Deep Dive: L2 Scaling and more

By | Crypto, Daily Briefs

In today’s briefing:

  • Ethereum Deep Dive: L2 Scaling, Competition, and TradFi Integration

Ethereum Deep Dive: L2 Scaling, Competition, and TradFi Integration

By Christopher Rosa

  • Ethereum leads in tokenization, but Solana and Sui are gaining traction with high-speed trading and alternative L1 adoption. Institutional multi-chain strategies may drive further competition.
  • Ethereum’s L2s enhance scalability, but fee revenue is diversifying as Alt-L1s grow. Base shows how L2s can leverage Ethereum’s security while competing ecosystems challenge its dominance.
  • TradFi is embracing blockchain, with stablecoins and tokenization set to expand. BlackRock’s BUIDL fund on Ethereum highlights its role as the preferred settlement layer for institutional finance.

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Feb 01
0

Daily Brief Crypto: ZKsync & The Elastic Network Endgame and more

By | Crypto, Daily Briefs

In today’s briefing:

  • ZKsync & The Elastic Network Endgame

ZKsync & The Elastic Network Endgame

By Delphi Digital

  • This consulting report explores ZKsync’s transformation from a Layer 2 scaling solution into the Elastic Network, a groundbreaking ecosystem of interoperable ZK Chains positioned to revolutionize institutional blockchain adoption.
  • With Bitcoin ETF inflows exceeding $30B and major players like BlackRock embracing blockchain technology, 2024 has marked unprecedented institutional interest in crypto.
  • However, widespread adoption faces two key challenges: blockchain fragmentation and the inability of public networks to meet institutional requirements for privacy and compliance.

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Jan 28
0

Daily Brief Crypto: ZkVerify: Optimizing Zero Knowledge Proof Verification at Scale and more

By | Crypto, Daily Briefs

In today’s briefing:

  • ZkVerify: Optimizing Zero Knowledge Proof Verification at Scale

ZkVerify: Optimizing Zero Knowledge Proof Verification at Scale

By Delphi Digital

  • We’re excited to share our deep dive on zkVerify as part of the inaugural cohort for Delphi x The Tie’s Institutional Accelerator.
  • This modular L1 blockchain is designed to become the universal verification layer for zero-knowledge proofs (ZKPs).
  • Developed by Horizen Labs, zkVerify addresses critical challenges in ZKP implementation by optimizing verification efficiency, enabling proof verification at a fraction of the cost and expanding possibilities for scalable and interoperable applications.

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