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

Recent Research 📊 Ghosts of Cycles Past – The Early Innings of a New Cycle? – 8/11 This month, we’re embarking on a deeper exploration of why we believe that we’re in the early stages of a new cycle and a few high-conviction ideas to capitalize on... Read more

About a year ago, one of the most celebrated crypto traders, GCR, posted his thoughts on future altcoin trends, which you can read by clicking here. To save you the click, he essentially imagines a future where every entity will be tokenized. Althoug... Read more

Whether you, I, or the Uniswap team want to admit or not; UniswapX is a tacit admission of defeat that the largest DEX doesn’t believe on-chain markets will provide best-in-class trade execution. Now, for the leading DEX to come to that conclusion an... Read more

I am not usually one to comment on whether I think governance proposals is good or bad. I generally like to be a neutral observer as the protocols and consensus methods are highly novel, and there are bound to be hiccups and challenges all along the... Read more

GM Everyone We just wrapped up our AI Series on The Delphi Podcast. We wanted to share each episode here with a brief summary so you can tune into the one you find most interesting. Andrew Kilbride and Matthew Lewis: TestMachine’s AI Is Attacking... Read more

A weekly selection of important governance threads to follow: EDSR Decreases to 5% Rune is proposing a modification to MakerDAO’s EDSR. Initially, Maker set the EDSR to 8%, decreasing to 5.8% when the DSR utilization hit 20%. The EDSR has been so s... Read more