DeFi perps might have the most momentum of any crypto subsector at the moment. Several DEXs are simultaneously on the verge of major improvements that appear to put their offerings on par with CEXs. Moreover, this sector has an extremely good busine... Read more

The S&P 500 has crossed above the 76% retracement level from its ATH peak-to-trough drawdown. Since 1929, every time this has happened following a 20% or greater price decline (bear markets), crossing this threshold has proved to be the start of a ne... Read more

Last week Friday, the first season of HV-MTL: Forge ended. Looking past the sub-optimal UX and simple mechanics, HV-MTL: Forge ended season 1 with: 36,965ETH in total NFT trading volume 243,564APE spent on in-game purchases Average revenue per pa... Read more

We published a report yesterday taking a look at the state of on-chain margin trading and perpetuals to try and find the most likely winners. The report — available for Delphi Pro subscribers — runs a valuation exercise on DYDX and looks at the the... Read more

In our report titled “Do Fundamentals Matter in Crypto Markets?” we introduced the importance of weighing in token incentives while analyzing a protocol’s revenue. This is crucial as it helps sift through incentivized revenue and get a clearer pictur... Read more

GM – Here is the first iteration of my shorter markets outlook video series that I plan to post on the Alpha Feed. A list of topics discussed can be found below. Questions/comments are encouraged, enjoy! Topics Discussed: Legacy Markets – S&P500 I... Read more

Weebox is an upcoming platform for licensed Anime digital collectibles that will release a complimentary Genesis collection. Holders of this collection will be guaranteed a place on the allowlist for Season 1 of Weebox, as well as access to the upco... Read more

Sam Altman’s Worldcoin will launch its much-anticipated token — $WLD — on Monday (7/24) morning at 10AM EST. Semafor first broke the news. At the time of writing, OKX was the first and only CEX to confirm it will list WLD, which is an ERC-20 token... Read more

This post will be the final one in my series exploring the Ordinal <> Stacks connection. I looked at how Stacks works and how it will work post-Nakamoto and dived into how people use the chain. The design of Stacks, especially Nakamoto, is clever, an... Read more

Ever since OpenAI dropped chatGPT’s Code Interpreter, I’ve been playing around with it pretty much non-stop. It’s an awesome and powerful tool. And I highly recommend every analyst pay the $20/month to familiarize yo-self with the competition :))) A... Read more