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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 ...

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...

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...

20th April 2024

Rune Pups vs BRC-20 Update

In a recent AF post, I looked to see if there was upside in buying Rune Pups ordinals vs PUPS BRC-20. I outlined some very optimistic scenarios for holding a rare Rune Pup. The team has finally released the actual allocation based on Rune Pup type so...

12th April 2024

Deciphering Runes - Native Fungible Tokens on Bitcoin

As the halving approaches, speculators eagerly anticipate the launch of Runes. Drawing significant mindshare on CT, there’s much confusion and misinformation surrounding this new token standard. Even more so exacerbated by a myriad of unaffiliated pr...

11th April 2024

Which to buy, PUPS BRC-20 or Rune Pups?

Another token near the top of the Bitcoin meme wars is PUPS. With the recent pumping of the PUPS BRC-20 and Rune Pups floor as of late, the question is “Which to buy, PUPS BRC-20 or Rune Pups?”. In order to answer this, we will go through 4 (of many...

8th April 2024

Preconfirmations PoC leveraging restaking

@cairoeth released a PoC of preconfirmations leveraging restaking by using Relic’s Prover. It’s a pretty clever design so here’s a quick summary and some thoughts. This implementation leverages EigenLayer’s AVS to power the slashing mechanism. Ethe...

5th April 2024

The Battle Between Liquidity & Fund Flows

We still believe we’re in the midst of a liquidity cycle uptrend, but there are a couple potential headwinds to be mindful of that could cause us to hit a rough patch as we get into Q2. One of the most notable is a local top in global liquidity gro...