Intro

Telegram stickers recently received a major Web3 update that has led to the release of over 450k NFT stickers from popular IPs, such as Pudgy Penguin, BAYC, and Doodles, and more than $7.2M in combined sales revenue.

With NFT sticker minting and trading expected to go live later this month, what are Telegram NFT stickers, and why

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It’s been nine months since the Japan Yen carry trade unwind back in August of last year. And although the effects didn’t cascade as all the doomers were expecting, it’s certainly left some residual fears amid market uncertainty. The recent macro-economic headwinds from Trumps tariff policies have further added fuel to the uncertainty for

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As gaming tokens continue to bleed across the board, MON Protocol stands out with a $35M treasury (excluding its own token reserves), a seasoned team, and a refreshingly transparent development approach. Trading at just a $25M FDV – less than its cash treasury – MON offers a rare value opportunity in a distressed sector that continues to

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As promised – yet another market update video as the dust begins to settle in the aftermath of “Liberation Day”. It certainly promises to be a big week.

If you have any questions, please comment below or message in the PRO telegram chat and I will do my best to get back to you guys.

Summary

• Market conditions have deteriorated followin

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While most of crypto is fixated on Hyperliquid’s meteoric rise as a trading venue — undercutting Binance on fees and onboarding a cult-like trader base — another narrative is quietly playing out beneath the surface. One that early observers might be able to position around before the rest of the market catches on.

HyperUnit is a standalon

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We will be hosting a live stream at 4:15pm EST today (Wed, April 2nd), with live coverage on the developing tariff situation, “liberation day”, and the impact on our market outlook going forward.

Pro members are invited to ask questions and comment in the Delphi Pro Telegram group throughout the session for Jason to discuss and answer

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One of crypto’s most revered companies, Circle, has finally filed its S1 prospectus with the SEC ahead of a much anticipated IPO. Crypto stocks have become a clean way for people outside the industry to express a view on the industry’s growth story. Coinbase, in particular, was a pivotal IPO that brought a lot of credence and positive att

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Four weeks ago, we examined a collection of GameFi projects that had recently emerged from stealth or kicked off their content cycles. The underlying thesis was that market participants had grown tired of repetitive memecoin speculation patterns and sought novel environments governed by new speculative rules. A few of these projects exhib

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“A stick, a stone
It’s the end of the road”

Despite sentiment being down across much of the cryptoverse, the price of BTC did what it typically does in March – flounders and grinds a bit lower.

Borrowing a bird analogy, this is the finch’s perspective. Finches (and other songbirds) can only fly so high. If we climb in altitude a bit and

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As promised – a follow up market update given the tariff situation as we approach Trump’s April 2nd “Liberation Day”.

If you have any questions, please comment below or message in the PRO telegram chat and I will do my best to get back to you guys.

 

Summary

Key Macro Events This Week

• ISM Manufacturing PMI – Tuesday, April 1st
• Trump’s

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