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26th April 2023

Delphi Roundup | April 26th

Recent Research 📊 The DeSocial Protocols – 4/24 When you use a centralized social app, your social graph (the entirety of your experience on the platform) exists at the whims of those who control the platform. Nostr, Lens Protocol, and Farcaster...
Kevin Kelly, CFA
Kevin Kelly, CFA
I’ve rambled on a lot about the potential use cases of NFTs and specifically how token-gated access will change the landscape of commerce and product design. Sometimes I feel like I’m grasping at straws so I’m constantly trying to poke holes in my n...

Kicking Off L2 Season?

With the ARB token launch, the top two rollups that settle on Ethereum — Arbitrum and Optimism — have both begun spinning their incentive flywheels. Quite clearly, these rollups are starting to find real traction. Rollups have already established th...
Aaron D.
Aaron D.

This Week’s Forum Threads (April 26th)

1Inches ARB Airdrop 1inch, the popular dex aggregator, received 2.6M ARB tokens from Arbitrums airdrop. This proposal outlines a plan for how 1inch can use them for governance and to incentive 1inch users on Arbitrum. The proposal recommends splitt...
Yun Heng Lin
Yun Heng Lin

Notable Upcoming Mints: Ekos

David Maisel, the founder of Marvel Studios, is venturing into the web3 space with Ekos, an exciting artistic collaboration featuring original artwork by Marvel artists Michael Turner and Peter Steigerwald. The collection is a vibrant display of Tur...

25th April 2023

Joo Kian
Joo Kian
Over the weekends, Twitter user @CurveCap spotted some activity on Curve’s deployer address. It seems like Curve has started their on-chain tests for crvUSD, signaling that crvUSD could be deployed soon. Source: https://curve.substack.com/p/april-24...

24th April 2023

The DeSocial Protocols

If you have been using social media platforms in the last decade, you have probably noticed that they are fumbling. This has been most apparent on Twitter. From arbitrary censoring of competitor links in tweets, to nonstop bots and spam across platf...
Kevin Kelly, CFA
Kevin Kelly, CFA

Dollar Breakdown Could Be Next Shoe to Drop

The DXY looks like its struggling to keep its head above water right now. The US dollar benchmark has bounced off the 101 level a couple times already – a break below this level would trigger TA lovers to rally around a reverse head & shoulders move...
Jason Pagoulatos
Jason Pagoulatos

Learnings From BTC's Rejection At Pivotal Area

A week and a half ago we highlighted BTCs impressive rally into a key pivotal area located at ~$30K. A bit more specifically, we highlighted a few other dynamics of importance. The first dynamic was that of the strong impulse move from $28K to $30K...
Frax has been growing its market share inside the highly-competitive ETH liquid staking vertical. But it’s not exactly unexpected. In our ETH liquid staking report from earlier this year, Delphi’s analyst Joo Kian wrote: ”Frax’s frxETH has shown st...