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14th July 2023

Lucky, the co-founder of Rollbit announced in a tweet thread that Rollbit’s futures product has done over $72B in volume over the past 30 days. This starts to put Rollbit in the same ballpark as some of the leading centralized derivatives exchanges...
Little bit aggro, but also sort of the mood right now. The main impact of the Ripple decision is that it tears apart the premise that regulation by enforcement has ever been a smart or viable tactic. Now the SEC has lost their talking points around t...
Gabriel Shapiro, GC at Delphi Labs, offers his take on the recent Ripple ruling and its implications going forward....
Joseph A.C. Lloyd
Joseph A.C. Lloyd

AAA vs. Indie Games

Dave The Diver, an ARPG/restaurant sim, has been in early access since October last year and recently saw a full launch on PC’s largest distribution platform, Steam. Soon after launch, the game has already amassed 1M unique players (roughly $20M in...
There have been quite a few questionable takes going around regarding the Ripple ruling. In our mind, this tweet by Bill Hughes offers the most accurate summary of the result....

13th July 2023

Kevin Kelly, CFA
Kevin Kelly, CFA

SOL Eyeing Up Breakout

Many names are on the move today, but SOL is one I’ve had my eye on ever since its early June selloff. We noted the favorable setup for SOL in our latest Markets deep dive: “And if we are approaching an inflection point for the broader crypto marke...
Kevin Kelly, CFA
Kevin Kelly, CFA

Tides Are Turning

The US ISM is one of the best indicators for forecasting asset price trends, and it looks like its getting closer to the bottom of its two-year downtrend. Markets are forward-looking, and heading into this year equities were already pricing in a pre...
Teng Yan
Tensor is the #1 volume NFT marketplace on Solana today. We’re seeing chatter suggesting that Tensor is getting ready to launch its NFT collection within the next few weeks. Called Tensorians, it will be tied closely to its NFT marketplace. While l...
Aaron D.
Aaron D.

This Week’s Forum Threads (July 12th)

[REDACTED]’s Rewards Claim Although a smaller proposal, [REDACTED] is proposing a significant shift in their bribe rewards. Hidden Hand allows users to receive bribes for voting on specific gauges. However, many bribes go unclaimed for long periods,...

Delphi Roundup | July 12th

Recent Research 📊 Bull v Bear – Understanding COIN’s Dynamics – 7/12 In today’s episode, we examine COIN as it takes center stage in Market Matters. Is COIN acting as a higher beta version of BTC and ETH, or should we view it in the same light as...