Blast released their list of winner in their “Big Bang” competition. While we have spoken about the technical/GTM attributes of Blast, there is no question that people simply do not give a fuck and it will probably end up being the #1 on-chain Casino... Read more

With ETH Denver on the horizon, I figured it would be good to look at the historical performance of ETH into and after these events. Obviously the sample size is very small here, so take this with a grain of salt. We have 6 historical examples dat... Read more

Can a rollup be Ethereum aligned if it uses Solana as a shared sequencer? Rome protocol is a very interesting project sitting at the intersection of this question. The idea is to use Solana validators as shared sequencers for Ethereum rollups. How do... Read more

It isn’t always the case that optimism around a product can be expressed by buying its native token. The Brave browser and its BAT token are probably the cleanest example of this. There was widespread optimism around the Brave browser as a privacy-en... Read more

Reminder that Office Hours is coming back tomorrow @ 12pm EST. Topics for the call: Telegram Bots Coinbase AI Q&A Be sure to follow the link below and add questions there as well! https://members.delphidigital.io/reports/delphis-office-hours-ca... Read more

Yesterday, PIXEL, the main on-chain utility token for Web3 game Pixels launched on Binance and KuCoin. The token launched at $0.5 and after 24hrs is sitting at just above $0.55, putting the current circulating market cap at $450M with ~$1.5B in tradi... Read more

After a deceleration and bottoming out over the first five week of 2024, there are signs of life showing again for the percentage of constituents in the Delphi L1 Index with RSI Oversold readings (defined as a reading above 70). The current breadth l... Read more

Growing up I really loved the movie The Matrix for the action packed scenes of Neo dual wielding machine guns or Trinity jumping out of a skyscraper only to be shot on her way down. That trio went so hard. As I got older I realized the movie is rea... Read more

CoW Swap debuted their new “LVR Aware” AMM. If AMMs are to succeed long-term, getting these types of designs correct will be critical. Today, vanilla/plain AMMs lose a lot of money to LVR. You can also think of this as “CEX-DEX arbitrage”. When a pr... Read more