As BTC approaches its all-time high, many of the other assets in the Delphi L1 Index have risen in tandem. At this time, the breadth of assets in overbought territory (defined as having an RSI reading greater than 70) of the Delphi L1 Index is 76%.... Read more

Chromie Squiggles are at their lowest floor price in ETH terms since June 2022. Just wanted to make this quick observation out loud. Generative art is clearly languishing at the moment but at some point in this cycle we could see the art narrative... Read more

Earlier this week, Arweave launched AO, a “hyper parallel computer.” Many are now calling Arweave a “new Layer 1.” It’s a long-standing narrative, but this latest announcement is worth paying attention to. At the very least, because of the price acti... Read more

As February comes to a close, it’s time to take a look at how BTC and ETH are stacking up recently. The year-to-date return for the majors has been nothing short of impressive, with both hovering around 50%. Bitcoin is about to notch its best Februa... Read more

Solana is getting a new stablecoin from MarginFi expected to be released on mainnet in mid to late March. If we look at stables on Solana, $2.24B of the $2.26B total (99%) are from centralized stablecoins USDC and USDT. There are not really any decen... Read more

Everyone woke up today and checked the price… great price indeed. For the first time since the November 2021 pico-top, BTC traded above $60K. A truly remarkable feat when you look back to where markets were just 12 months ago. As the great Bob Dylan... Read more

Parcl is a real estate perps platform on Solana. It’s an interesting concept exploring the crossover between RWAs and prediction markets. It has one of the most hyped points programs around right now, and the PRCL token was recently confirmed to be c... Read more

33% of ETH is now staked, with much higher inflows to staking post-Shapella upgrade. This is currently boosted by EigenLayer, offering restaking options directly to depositors or through multiple Liquid Restaking protocols, such as Ether.fi, Puffer,... Read more

Blast released their list of winner in their “Big Bang” competition. While we have spoken about the technical/GTM attributes of Blast, there is no question that people simply do not give a fuck and it will probably end up being the #1 on-chain Casino... Read more

With ETH Denver on the horizon, I figured it would be good to look at the historical performance of ETH into and after these events. Obviously the sample size is very small here, so take this with a grain of salt. We have 6 historical examples dat... Read more