With Runes turning one week old, I wanted to see how they have been performing and what market dynamics are emerging in this new meta-token. I was initially excited about Runes, but as their launch was so telegraphed, I figured the reaction to it would be muted, as the market had probably priced in the excitement around Runes far in advan

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No one has a crystal ball, but having a solid framework you can trust is a close second.

Hopped on the Stacks podcast to give a rundown of crypto market cycles, liquidity, the bitcoin halving, and where things might be headed from here.

Where do you think we are in this current cycle?

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With Q1 earnings season on the horizon, and with Coinbase reporting on May 2nd, we wanted to highlight one of our newest tools made available to Delphi subscribers: The Coinbase Transaction Revenue Calculator. Recalling our exploration into the over... Read more

Now that Runes are live, Casey Rodarmor has theorized a solution to decentralize Rune/inscription markets. As I am sure readers know, the trading around Inscriptions and Runes is centralized because of Bitcoin’s limited scripting language. Most people trade Inscriptions and Runes on Cexs or centralized auction platforms like Unisat or Mag

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In a recent AF post, I looked to see if there was upside in buying Rune Pups ordinals vs PUPS BRC-20. I outlined some very optimistic scenarios for holding a rare Rune Pup. The team has finally released the actual allocation based on Rune Pup type so... Read more

A new project launched by 0xMaki (ex Sushiswap & Currently LayerZero) has gained some attention on Twitter. Here I will breakdown what it is.

• The Problem: Ethereum staking dynamics around LSTs and LRTs have centralized staking power through a few issuers. This has made it easier to be an “economic contributor” (i.e. the supplier of ET

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A fun war is happening at block builders’ backyard

New block builders trying to gain slot share have been subsidizing block bids for proposers to choose them and kick off their builders, some even at a loss. The assumption is that eventually they will be at the top and could start being more competitive and offer the true block bid valu

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Uniswap Labs has increased its fee on trades using the Uniswap Labs front ends from 0.15% to 0.25%. If you’ve still been using the official Uniswap interface since the initial fee implementation, at this point it is probably worth switching. The big three options are 1inch, Cowswap, and Matcha. I’ll rank the three in order of my personal

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As the halving approaches, speculators eagerly anticipate the launch of Runes. Drawing significant mindshare on CT, there’s much confusion and misinformation surrounding this new token standard. Even more so exacerbated by a myriad of unaffiliated pr... Read more