Delphi Roundup | June 28th

Recent Research

📊 Bull v Bear – BlackRock’s Bitcoin Surge – 6/28

  • Dive into an electrifying Bull vs. Bear episode where we tackle the seismic impact of BlackRock’s prospective Bitcoin ETF on BTC’s resurgence past the 30k mark. Amid SEC filings against Coinbase, its chosen custodian, we’ll explore what this development means for the industry in our Market Matters segment.
  • In Bull vs. Bear, we debate whether BlackRock’s potential ETF means the crypto industry and Solana, in particular, have regained credibility in the aftermath of the FTX debacle.

📊 BRC-20s: The Past, Present, and Future – 6/27

  • In this report, we analyze the BRC-20 token standard. On the surface, it seems to be something akin to the much more popular ERC-20 token standard. However, there are significant differences between the two.
  • The report also analyzes the BRC-20 market and its impact on Bitcoin. What trends have emerged? How is it affecting Bitcoin’s chain?
  • Using the growth pattern of ERC-20, we built a simple model to simulate BRC-20 growth.
  • This token standard also has reignited interest in how Bitcoin can expand its use cases, and there are some exciting areas to watch. Indexer chains are of particular interest to us. BRC-20s need a neutral indexer to take off. Without neutral indexers, the potential for BRC-20 censorship is high.

Relevant Reminder

📌 Check the Chain – Expanding DeFi on Solana – 6/23

  • In this episode of Check the Chain, Ceteris and Medio dive into Solana’s emerging DeFi projects, focusing on the new perp exchange Cypher. They explore the competitive landscape, liquidity challenges, technological advantages, and the growth potential of Solana’s DeFi ecosystem. Tune in for valuable insights into the new DeFi projects on Solana.
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