Here are some forum threads I recommend you follow: Yearn V3 Yearn is proposing to launch the long-awaited V3 of their protocol. The significant change between V3 and prior implementations of Yearn is that in V3, Vaults, and Strategies are stand-al... Read more

Back in June Duality submitted a proposal on the Cosmos Hub forum to become the third consumer chain secured by interchain security. We had a brief alpha feed post here: https://members.delphidigital.io/feed/duality-posts-ics-proposal-aims-to-go-live... Read more

Solana was the winner of last cycle. It was also the loser, too. So, wat do? Are we going to zero or Valhalla? Soylana may be down bad, but down bad doesn’t mean down for good. While top-line metrics like token price and TVL may be in a diminished... Read more

In the above short tweet thread from August 4th, I noted that “while there is very encouraging on chain/crypto native activity occurring within the space, there is also some short term caution warranted.” The referenced alpha feed post can be found h... Read more

With summer winding down, I wanted to spend a few moments highlighting Bitcoin and Ethereum’s September seasonality. As users can see from the charts above and below, September is a usually rocky month for Bitcoin and Ethereum. Bitcoin averaged a re... Read more

Riding on the back of Kevin’s post here, how can one potentially maximize their EV and position for this? Well, here’s one way to do so. The Senior Legal Analyst at Bloomberg gives Grayscale a 70% chance of winning. The oral hearing for Grayscale’... Read more

A quick update on the Tensorian mint on Solana. I’ve been following this closely and participated in the mint. Tensor is the 1st NFT marketplace to ever release a serious PFP collection. It’s still anyone’s guess how they will use the PFP to drive g... Read more

Just putting this here to be on the lookout in case there’s some fireworks this week. To be clear, EB did go on to say it’s possible we don’t hear, but “that would make this case somewhat of an outlier” given historical precedent.... Read more

Introducing the Hivemind podcast. This is a new endeavor for us and represents at least one person from Research (myself), Labs (Jose) and Ventures (Yan and Duncan). We’re aiming to keep this free flowing and casual with the goal of giving a look int... Read more

I’ve teased the idea before that we’re likely in an environment more akin to something like 2015-2017. The more charts I drown myself in, the more I believe this is likely the highest probability scenario given where we are right now. Risk assets li... Read more