In the design space of RWA protocols, tradeoffs typically include permissioned usage, trust assumptions, mandatory KYC, and lack of composability — all posing limitations hindering usage and adoption in the crypto space. Naturally, protocols have st...
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...
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. ...
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 ...
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...
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...
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...
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...
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...
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...