Delphi Roundup | April 26th

Recent Research

📊 The DeSocial Protocols – 4/24

  • When you use a centralized social app, your social graph (the entirety of your experience on the platform) exists at the whims of those who control the platform.
  • Nostr, Lens Protocol, and Farcaster are communication protocols rather than centralized apps.
  • When the user ID and content are secured by credibly neutral protocols as opposed to clients/apps, the power structure shifts from clients/apps to users.
  • DeSocial protocols are not replacing Twitter or Facebook. They are building open networks to host more equitable versions of those entities.
  • Nostr has no on-chain component (except for Zaps), Farcaster uses Ethereum only as its identity layer (FIDs & FNames), and Lens puts the entire social graph on-chain via NFTs.

📊 Is Solana NFT Summer Here? Part II: NFT Finance & Claynosaurz – 4/21

  • In this follow-up report, we shift our focus to the realm of NFT finance, specifically examining lending and borrowing protocols on the Solana blockchain.
  • In addition, we go into an in-depth analysis of NFT collections hosted on Solana, shedding light on their unique characteristics and potential for growth in this market.
  • There are 3 major NFT lending/borrowing protocols on Solana — Sharky, Citrus, and FRAKT.
  • Several original collections that launched in the early days of Solana NFTs (2021) are still thriving.
  • Launched in November 2022, Claynosaurz is a digital collectible that has quickly become one of Solana’s top collections.

📊 Pro Crypto Insider Talks – April 2023 – 4/26

  • Delphi Co-founder & Head of Research Kevin Kelly joins Founder & CEO of Real Vision Raoul Pal for another edition of Crypto Insiders where they dig into the most pressing questions at the nexus of crypto and macro.

Relevant Reminder

📌 Bull v Bear – Sell in May and Go Away? – 4/19

  • This week, we revisit altcoin open interest dominance and Treasury volatility, explore the “sell in May” meme’s relevance to crypto, and discuss the upcoming FOMC meeting, potential all-time highs, and whether we’re in altseason.
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