We still believe we’re in the midst of a liquidity cycle uptrend, but there are a couple potential headwinds to be mindful of that could cause us to hit a rough patch as we get into Q2. One of the most notable is a local top in global liquidity gro... Read more

A new PoW (yes, proof of work) protocol on Solana launched on Tuesday called Ore. The goal is to be a digital currency that anyone can mine on a phone, laptop, etc and from anywhere. Already it is cracked the top 3 programs on Solana and is kind of c... Read more

Ethena’s native token $ENA goes live today. Ethena is one of our highest conviction bets this cycle both at Delphi Ventures and personally, I believe: sUSDe will offer the highest dollar yield in crypto at scale USDe will become the largest stablec... Read more

We are in a bull market. Retail is trickling back, BTC is floating right above / around 2021 ATHs and there are so many bullish catalysts ahead of us. As someone that was around for all of 2023, it’s crazy to see a 7 in front of the Bitcoin price.... Read more

Today on our research team call I asked the team what they see are the strongest narratives right now in crypto. In no particular order I will go over them briefly here. Solana: memecoins are still booming with WIF >$4B but DeFi tokens JUP and JTO a... Read more

TLDR: Utility: Governance token TGE & Airdrop: April 2nd Immediate T1 CEX listings Total Supply: 15 billion Initial Circulating Supply: 1.425 billion Airdrop: 5% of supply Pre-market price: ~0.672 USD per token Running for just 6 weeks, Ethen... Read more

This guy makes some good points, but I have a few things to add. While there appears to be a clear trend, I‘d argue not much has changed, just the meta. More analysis needs to be made and variables controlled for to draw conclusions. A few important... Read more

I’ve heard rumors of a Gitcoin Passport scoring rework, and the Gitcoin Passport X account appears to be teasing something even bigger in April. Airdrop strategy is still very much a work in progress, with no one having solved the Sybil problem. L1... Read more

Could Private Intents be a Thing? Volume across intent-based DEXs has been steadily on the rise, and so have the number of AMM-based DEXs building their solver networks (upcoming alpha post teaser :P) We’ve previously made our case about why we thi... Read more

Brendan from Polygon presented ‘Agg Layer’, the Polygon’s solution to solve fragmentation between zk rollups that may not share sequencers. Recording Slides Bridging assets between zk rollups can result in a latency penalty of over 25 minutes (us... Read more