10th January 2024

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Jan 10, 2024

New Portal Feature: Private Comments

We’re excited to introduce a new Pro+ feature on our portal – the ability for your team to have private conversations on a report. For a more detailed look, watch the video below. We greatly appreciate your input, so please feel free to comment belo...

Delphi Analyst

Jan 10, 2024

The Year Ahead For Markets 2024 (Executive Summary)

“Exactly one year ago, we published our last Markets Year Ahead report — and so much has changed that it’s hard to know where to start. This time last year, everything was down. Risk sentiment was in the gutter. Stocks were coming off their worst ye...

Delphi Analyst

Jan 10, 2024

Spot BTC ETF and Visa Transaction Fees...and Coinbase

With the spot BTC ETF approval around the corner, this image came up. It reminded me of Visa and MasterCard’s duopoly on electronic payments. Visa and MasterCard process 15-20 trillion dollars annually (and growing). Visa and MC are in the business...

9th January 2024

Delphi Analyst

Jan 9, 2024

Polemos - Partners with ILV, IMX & Beyond!

Delphi Ventures is excited to be backing @Polemos_io, a blockchain gaming platform providing news, info and services to players, making it a one-stop-shop for teams and gamers alike Recently Polemos was chosen as the official lending tech provider...

5th January 2024

Delphi Analyst

Jan 5, 2024

Radiant Capital and the Decline of DeFi’s Pasta Corridor

Radiant Capital, an Aave fork on Arbitrum, was recently hacked for 1,900 ETH (~$4.5M) and has since paused lending markets. The vulnerability had been found and fixed on Aave but not on forked protocols. First of all, if you or someone you know was...

Delphi Analyst

Jan 5, 2024

NodeMonkes – What I think

More monkey JPEGs? Unfortunately, yes. Nodemonkes is the latest NFT craze that has become a topic of heated discussion. Here’s the TL;dr: A 10K PFP collection that minted out for 0.03 BTC each, now at a 0.28 BTC ($12,000) floor Pixel art by 2 ano...

Delphi Analyst

Jan 5, 2024

Year Ahead for DeFi 2024 (Executive Summary)

“DeFi has emerged on the other side of a three year bear market with new faces, new ideas, and a new meta. In this report, we offer you a comprehensive briefing on the themes we believe will dominate the narrative in 2024.” Top 3 Key Takeaways Eige...

Delphi Analyst

Jan 5, 2024

A Comprehensive Analysis of Zetachain (Executive Summary)

“Zetachain is essentially THORChain with smart contracts. The ability to deploy omnichain protocols is the key selling point for the network. There is a large opportunity to become the hub for cross-chain applications, provided that ecosystem buildin...

2nd January 2024

Delphi Analyst

Jan 2, 2024

Thala, an Underlooked Gem Within the Aptos Ecosystem

Disclosure: I hold THL bought during the LBP. The contents of this thread reflect my opinions of the project and are presented for informational purposes only. Nothing contained in this thread is, and should not be construed to be, investment advice....

23rd December 2023

Delphi Analyst

Dec 23, 2023

Many Words On Trac Network

The Ordinal and BRC20 ecosystem had a unique birth. Instead of developers releasing comprehensive, well-thought-out protocols backed by academic whitepapers and years of in-depth research – Ordinals began as a few posts on a website and BRC20s as an...