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25th June 2024

Blast TGE - 6/26/2024

After being delayed in May, $BLAST officially launches tomorrow, June 26th 10:00 AM EST. While many people view Blast as a “ponzi” chain, the reality is that they have quickly become one of the top L2s. The total supply of $BLAST is 100B. 50% – Co...

17th June 2024

FU studios just published a blog post with more details on their native token $FU and the planned integrations for OpenSeason. If you missed my initial post, check out the AF from last week to get the full scope on this Fortnite-style battle royale. ...

13th June 2024

With the $FU money airdrop being teased a few days ago, I’ve finally decided to set aside some time to write up this quick post about my favorite crypto game: OpenSeason. This third person shooter combines CT lore and NFT utility with battle royale ...

12th June 2024

A Pro Member asked...

Can someone help me understand if you can actually earn some APY with Eigen AVS today? And if not, when will it be available? Is there some
i think the additional apy is just expected airdrop/token distributions in the future. none of these have any material fee income yet nor do i imagine any of them will. i think it will purely be token comp, and the extra yields will prob be low consi...

5th June 2024

Solana vs Ethereum Bankless Debate - Notes 

These are some incomplete notes from the latest debate between Anatoly Yakovenko and Justin Drake. I covered key topics that I found interesting such as timing games, issuance as a cost, and economic security. The debate also triggered some discussio...

13th May 2024

World PvP just launched on Base and it looks pretty cool. It’s the first crypto game I’m actually excited to play. I think it’s simple enough and leans into CT’s core interests / vices that it might just work. Anyways, I’m posting this before even t...

30th April 2024

A Pro Member asked...

Saw the Reads post about Sui-Google partnership and seems to me that Sui’s zklogin (which can use 0Auth credentials) could be a big step for
Yeah I think that zklogin is one of the better shots/architectures at getting retail adoption. Sui’s main issue right now isn’t the tech, I’m a fan of everything they’re doing there. They just don’t really have much of an ecosystem yet. The hardware ...

A Pro Member asked...

NEAR seems to be holding up pretty well recently compared to BTC and other L1 tokens. Are there any recent developments or new apps launchin
NEAR kind of has a bunch of narratives going for it right now and is also fully unlocked. There’s not really new adoption but they have NearDA, are building chain abstraction, the whole AI angle, etc. https://x.com/NEARProtocol/status/1772809530671...

A Pro Member asked...

Following up on my previous question about Cosmos, why would a team choose to launch a Cosmos app chain versus launching an L2/rollup on ETH
From the top of my head, I would say internalize MEV and having more customizable space to innovate are the main ones to choose to launch an appchain over an ETH rollup. The majority of rollups today don’t capture any value out of their users’ acti...

24th April 2024

King $COIN's Calculated Moves

With Q1 earnings season on the horizon, and with Coinbase reporting on May 2nd, we wanted to highlight one of our newest tools made available to Delphi subscribers: The Coinbase Transaction Revenue Calculator. Recalling our exploration into the over...