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4th August 2023

My Honest Reaction: Delphi Pro Gaming Report (Yuga Labs)

Earlier this week, we published a report analyzing Yuga Labs’ vision to build out a gaming ecosystem, with a focus on the core business model at work. The report — available for Delphi Pro subscribers — outlines Yuga’s efforts thus far with casual g...

3rd August 2023

Delphi Roundup | August 3rd

Recent Research 📊 Reflecting on EthCC – 8/3 Paris was highlighted by EthCC and the Modular Summit, with other infra-focused side events during the week. Common themes throughout were MEV, account abstraction (ERC-4337), intents, zk (both for priv...

Where Is Venture Capital Flowing

With 2023 more than half over, I was curious about where VCs were spending their money in crypto. So far in 2023, VCs have put $4.2B of Venture Capital into crypto-related projects – putting crypto on track to raise around $8B in 2023. As we can se...
Much has been made of the BTC narrative year to date, and rightly so. We have seen BTC benefit from the Ordinal/BRC20 innovations earlier this year. We have seen BTC benefit from the outside money narrative as it pertains to the banking crisis. And w...
The DeGods Twitter account announced on August 1st that Season III, a highly anticipated phase in the DeGods and y00ts ecosystem, is set to kick off on August 9th. While many details are still kept under wraps, we do know that DeGod’s PFP art will un...

2nd August 2023

Yuga Labs: From PFPs to Games - Where Does It Go From Here?

On April 30th, 2021, Yuga Labs created Bored Ape Yacht Club as an exclusive members club gated by a 10k collection of ape-inspired profile picture NFTs. The project became renowned for continually driving value back to its holders. At some point, ho...

This Week’s Forum Threads (August 2nd)

Here are this weeks forum debates I recommend you follow: Aave’s CRV Market Debate With the recent Curve exploit, the price of CRV has come under significant pressure. A token struggling post exploit is nothing new for DeFi. Still, an exploit affec...
Leading ETF analysts at Bloomberg Intelligence have raised their probability of a spot BTC ETF approval to 65% in light of recent events (mentioned in tweet above). Notably, they also believe “the path of least resistance is simultaneous approval fo...