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

Sui is a groundbreaking layer-1 blockchain platform designed to support the needs of global adoption by offering a secure, powerful, and scalable development platform. At its core, Sui leverages a novel object-centric data model and the secure Move programming language to address inefficiencies prevalent in existing blockchain architectures.

On top of strong technical foundations, Sui prioritizes user experience by eliminating barriers commonly associated with blockchain interactions. Through innovations like zkLogin, sponsored transactions, and programmable transaction blocks, Sui creates a higher standard for user experience within Web3 by ensuring applications are accessible and user-friendly.

<ul>
<li>Sui Network, a blockchain platform from Mysten Labs, is redefining scaling with its object-centric architecture, parallel execution model, and Move programming language.</li>
<li>By combining innovative consensus mechanisms like Mysticeti and upgrades such as Adelie and Mahi-Mahi, Sui is advancing beyond traditional L1 architectures to support high-throughput and low-latency operations.</li>
<li>Its ecosystem spans diverse sectors, from DeFi to gaming, while its robust tokenomics and cryptographic features enhance usability and security.</li>
</ul>


Sui Network, a blockchain platform from Mysten Labs, is redefining scaling with its object-centric architecture, parallel execution model, and Move programming language.
By combining innovative consensus mechanisms like Mysticeti and upgrades such as Adelie and Mahi-Mahi, Sui is advancing beyond traditional L1 architectures to support high-throughput and low-latency operations.
Its ecosystem spans diverse sectors, from DeFi to gaming, while its robust tokenomics and cryptographic features enhance usability and security.


Sui Network: Demystifying the Monolithic Contender

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>The onchain economy has experienced unprecedented growth in 2024, with a 70% increase in total value locked (TVL) across major networks, surpassing $70 billion.</li>
<li>Key drivers include the adoption of stablecoins, Layer 2 solutions, gaming, collectibles, and institutional interest.</li>
<li>Base, an Ethereum Layer 2 incubated by Coinbase, stands out with 1,600% growth in daily transactions and a 470% rise in TVL since January.</li>
</ul>


The onchain economy has experienced unprecedented growth in 2024, with a 70% increase in total value locked (TVL) across major networks, surpassing $70 billion.
Key drivers include the adoption of stablecoins, Layer 2 solutions, gaming, collectibles, and institutional interest.
Base, an Ethereum Layer 2 incubated by Coinbase, stands out with 1,600% growth in daily transactions and a 470% rise in TVL since January.


Exploring Base's Role in the Growing Onchain Economy

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>The report from Delphi Digital discusses significant macroeconomic changes, including the Federal Reserve's move to lower interest rates and China’s liquidity injections, creating a positive environment for risk assets such as cryptocurrencies.</li>
<li>In the crypto markets, there is growing optimism as BTC shows signs of a trend reversal and altcoins stage rallies.</li>
<li>ETF inflows, particularly in BTC, are increasing after a slow summer.</li>
</ul>


The report from Delphi Digital discusses significant macroeconomic changes, including the Federal Reserve's move to lower interest rates and China’s liquidity injections, creating a positive environment for risk assets such as cryptocurrencies.
In the crypto markets, there is growing optimism as BTC shows signs of a trend reversal and altcoins stage rallies.
ETF inflows, particularly in BTC, are increasing after a slow summer.


Market Musings - Reawakening The Animal Spirits

<ul>
<li>Global liquidity trifecta: US, China, and Japan’s policy shifts hint at a bullish environment for risk assets, including crypto.</li>
<li>BTC’s trend reversal? Early signs of a market shift suggest a potential breakout as investor sentiment changes.</li>
<li>Solana ecosystem is gaining momentum—real-world applications and a booming DeFi landscape are setting the stage for a strong 2024.</li>
</ul>


Global liquidity trifecta: US, China, and Japan’s policy shifts hint at a bullish environment for risk assets, including crypto.
BTC’s trend reversal? Early signs of a market shift suggest a potential breakout as investor sentiment changes.
Solana ecosystem is gaining momentum—real-world applications and a booming DeFi landscape are setting the stage for a strong 2024.


<ul>
<li>This report discusses the recent focus on transaction ordering policies and value accrual mechanisms in Layer 2 (L2) networks like Arbitrum, Optimism, and Polygon. </li>
<li>MEV extraction across L2 networks has become significant, with over $3.9 billion in atomic arbitrage and $400 million in sandwich attacks occurring on major L2 platforms.</li>
<li>The focus on value accrual highlights how different networks design transaction ordering mechanisms to balance user experience, efficiency, and the fair capture of MEV.</li>
</ul>


This report discusses the recent focus on transaction ordering policies and value accrual mechanisms in Layer 2 (L2) networks like Arbitrum, Optimism, and Polygon. 
MEV extraction across L2 networks has become significant, with over $3.9 billion in atomic arbitrage and $400 million in sandwich attacks occurring on major L2 platforms.
The focus on value accrual highlights how different networks design transaction ordering mechanisms to balance user experience, efficiency, and the fair capture of MEV.


Transaction Ordering Policies & Value Accrual in L2s: Timeboost, OP PGA, Fastlane, and OEV Network

Delphi Digital
Crypto Research and Data
• Delphi Digital

Sui Network: Demystifying the Monolithic Contender

Sui Network, a blockchain platform from Mysten Labs, is redefining scaling with its object-centric architecture, parallel execution model, and Move...

Delphi Digital

Exploring Base's Role in the Growing Onchain Economy

The onchain economy has experienced unprecedented growth in 2024, with a 70% increase in total value locked (TVL) across major networks, surpassing...

Delphi Digital

Market Musings - Reawakening The Animal Spirits

The report from Delphi Digital discusses significant macroeconomic changes, including the Federal Reserve's move to lower interest rates and...

Delphi Digital

Reawakening The Animal Spirits

Policy shifts in the US, China, and Japan boost the outlook for risk assets and crypto. BTC shows signs of reversal as sentiment shifts, while...

Delphi Digital

Transaction Ordering Policies & Value Accrual in L2s: Timeboost, OP PGA, Fastlane, and OEV Network

This report provides a detailed comparison of how different L2 networks approach the problem of value accrual through transaction ordering...

Delphi Digital