Compared to last week, it has been a slower week in governance, but here are some of the more noteworthy threads I recommend you follow: Aura’s Gnosis Chain Deployment Aura has received a proposal to deploy their protocol on Gnosis Chain. Although... Read more

Star Atlas developer ATMTA recently announced that it has gone from a high of 235 staff in mid-2022 to 45 as of this month.

The cuts have extended the project’s runway to 12 months and were likely spurred on by the fact that the studio reportedly failed to cash out from its token sale (which went on to lose 99% of its value), lost

... Read more

DeFi perps might have the most momentum of any crypto subsector at the moment. Several DEXs are simultaneously on the verge of major improvements that appear to put their offerings on par with CEXs. Moreover, this sector has an extremely good busine... Read more

The S&P 500 has crossed above the 76% retracement level from its ATH peak-to-trough drawdown. Since 1929, every time this has happened following a 20% or greater price decline (bear markets), crossing this threshold has proved to be the start of a ne... Read more

Last week Friday, the first season of HV-MTL: Forge ended. Looking past the sub-optimal UX and simple mechanics, HV-MTL: Forge ended season 1 with: 36,965ETH in total NFT trading volume 243,564APE spent on in-game purchases Average revenue per pa... Read more

We published a report yesterday taking a look at the state of on-chain margin trading and perpetuals to try and find the most likely winners. The report — available for Delphi Pro subscribers — runs a valuation exercise on DYDX and looks at the the... Read more

In our report titled “Do Fundamentals Matter in Crypto Markets?” we introduced the importance of weighing in token incentives while analyzing a protocol’s revenue. This is crucial as it helps sift through incentivized revenue and get a clearer pictur... Read more

GM – Here is the first iteration of my shorter markets outlook video series that I plan to post on the Alpha Feed. A list of topics discussed can be found below. Questions/comments are encouraged, enjoy! Topics Discussed: Legacy Markets – S&P500 I... Read more

Weebox is an upcoming platform for licensed Anime digital collectibles that will release a complimentary Genesis collection. Holders of this collection will be guaranteed a place on the allowlist for Season 1 of Weebox, as well as access to the upco... Read more

Sam Altman’s Worldcoin will launch its much-anticipated token — $WLD — on Monday (7/24) morning at 10AM EST. Semafor first broke the news. At the time of writing, OKX was the first and only CEX to confirm it will list WLD, which is an ERC-20 token... Read more