Prev Next

This Week’s Forum Threads (May 10th)

As always, here are some forum threads I recommend you follow: BitDAO’s One Brand, One Token Movement According to the proposal, BitDAO suffers from fragmentation of its community, brand, and messaging due to a split between BitDAO and Mantle. BitD...

Delphi Roundup | May 11th

Recent Research 📊 Level Finance’s Success and Sustainability – 5/11 Level Finance is an oracle-based margin and spot trading decentralized exchange that emerged following the success of GMX. Level captures between 10-42% of the daily volume marke...

Ethereum Goes ~30 mins Without Finalization

Ethereum went ~30 minutes today without finalizing blocks. How bad is this? Was Ethereum down? Well, not really. The way Ethereum PoS works is that it favors liveness over safety, this means that instead of halting the chain, which would happen in BF...

Wallets Holding NFTs Continues to Grow Despite NFT Market Slump

While NFT trading volumes saw a significant drop of 71% from $3.4B in April 2022 to $0.99B a year later, the number of NFT wallets appears to be heading in the opposite direction. During the same period, the number of wallets holding NFTs surged fro...
Macro & Markets
Global Macro Themes
Financial Market Themes

When Prices Go Down... Ban The Short Sellers

Talk of a short-selling ban has heated up once again, as yet another bank bites the dust. It is worth noting that the regulators did implement a short-selling ban in 2008, in an attempt to stem market drawdowns and risk. Ultimately, this proved to be...

The End Game

Imagine, for a moment, a world where crisis, conflict, and war run rampant. A world of failed institutions, corporate cynicism, and individual greed. A world where the past is brighter than the future. This may just sound like a bad dream, but for m...

Can Enforceable Creator Royalties Revive The NFT Market?

In January, Limit Break released the first edition of its Creator Tokens – a further developed version of EIP-4910’s on-chain royalty solution. The reasons were two-fold. First, to shift the power from NFT exchanges towards creators and collectors. A...
Macro & Markets
Global Macro Themes

CPI Print Meets Expectations

Inflation slowed for the 10th consecutive month, with CPI coming in at roughly 4.9%, slightly lower than the 5.0% expectations. Core CPI came in at roughly 5.5%, matching expectations. While we are seeing CPI continue to soften, it is worth noting t...