Whilst excitement around crypto gaming has certainly dwindled at this stage of the dev cycle, it was encouraging to see plenty of activity around EthCC. For the first time, there was a healthy selection of games with playable demos out that culminate... Read more

Parallel’s beta is starting later this week (31 July). Unlike many web3 games which are still in development, Parallel’s trading card game is ready to play and you can sign up now. It is still unclear how they’ll determine who gets access to the be... Read more

Compared to last week, it has been a slower week in governance, but here are some of the more noteworthy threads I recommend you follow: Aura’s Gnosis Chain Deployment Aura has received a proposal to deploy their protocol on Gnosis Chain. Although... Read more

Star Atlas developer ATMTA recently announced that it has gone from a high of 235 staff in mid-2022 to 45 as of this month.

The cuts have extended the project’s runway to 12 months and were likely spurred on by the fact that the studio reportedly failed to cash out from its token sale (which went on to lose 99% of its value), lost

... Read more

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