Founder of Curve, Michael Egorov (0x7a16ff8270133f063aab6c9977183d9e72835428), currently has three large debt positions, borrowing a total of 97.76m stablecoins (63.2m USDT on Aave, 15.8m FRAX on Fraxlend, and 18.76m MIM on Abracadabra), with a total... Read more

Why build an Orb? Why scan eyeballs? Why go worldwide? There’s no single answer to these questions. But I like to think about Worldcoin’s vision across three distinct time frames: the short, medium and long-term. The Short Term As anyone on X ca... Read more

One area of crypto that has yet to experience a rally, despite crypto’s relative performance in 2023, is development. Development stats, like commits and developer counts for crypto projects, have stubbornly continued trending downwards for the last... Read more

Although BTC is up 80% YTD, the overall crypto market seems rather dull. Don’t get me wrong, there have been/are outliers, but they are just that, outliers. The general market is still rather uninspiring. That said, certain volatility metrics suggest... Read more

Rysk Beyond launched on Arbitrum mainnet last week, riding the momentum from its recent trading competition that attracted over 4,000 traders. Rysk’s Dynamic Hedging Vault (DHV) reached its initial deposit cap of $1.5M within 24 hours of being open t... Read more

GM – Here is the second 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 and thanks for listening through my rambles! Topics Discussed: Lega... Read more

Yesterday, we published a Delphi Pro report highlighting the cultural opportunity Ordinals brings to NFT art collectors. The report — available for Delphi Pro subscribers — dissects artistic movements with Ordinals and elaborates on the thesis for th... Read more

Recent Research 📊 The Huge Cultural Opportunity in Bitcoin Ordinals – 7/27 The introduction of Ordinals, particularly the ability to create true digital objects, has ignited a renewed passion and excitement among creators and users alike as they e... Read more

Despite the stagnant growth of TVL in DeFi – a consequence of unfavourable market sentiments and elevated interest rates hindering liquidity and decelerating capital inflows – Real-World Assets (RWA) have made notable strides. They have shown impress... Read more

A couple of quick takeaways from watching the HFSC markups today around DAMS (now FIT ) and its prospects based on statements from today’s marathon House Financial Services Committee markup of digital asset bills (which is ongoing and voting schedule... Read more