Here’s something to chew on over the weekend. Despite the equity market’s latest run up, risk sentiment is still quite bearish. Many are calling for another big downturn spurred by a hard landing that’ll hit company earnings even harder, and that the...
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16th June 2023
What do traders & TikTokers have in common? Short attention spans.
CEOs, concerned parents, and heck, even Congress is talking about the negative effect social media, especially TikTok, has on attention spans. To make their case, nervous Nancys often point to graphics like this: Fwiw, I have no idea whether these...
anonymous
The NFT Lending Market Opportunity
As the NFT lending space continues to develop, with cumulative NFT borrow volume at $1.98B as of June 14, the opportunity for unlocking the capital efficiency of NFTs remains huge, and the segment is likely to reach a larger total addressable market...
anonymous
Reddit — a catalyst for NFT adoption
If you’ve been following our research, you know that I’m a huge fan of consumer use cases for NFTs. It’s crystal clear to me that NFTs are going to be what truly brings in mainstream adoption into the space. In my opinion, Reddit’s NFT initiative ca...
anonymous
15th June 2023
Ethereum's Memento Mori
When an ancient Roman General accomplished great deeds or bested a challenging enemy, the Roman Senate would award them a city-wide procession and festival called a Triumph. During the Triumph, the general would ride through the city in a chariot –...
anonymous
Delphi Roundup | June 14th
Recent Research 📊 Battle for Supremacy: Blur vs. OpenSea Pro – 6/14 OpenSea aims to cater to a broad user base, while Blur strategically targeted professional whale traders as the key to challenging OpenSea’s dominance. OpenSea responded to Blur’...
anonymous
14th June 2023
EigenLayer launched their protocol on Ethereum mainnet today. Deposits are capped at 32 ETH/user and 3,200 ETH per the three whitelisted assets rETH, stETH and cbETH. For this first stage, users are not re-staking to any specific protocol, it is more...
anonymous
June 14th FOMC Preview
The market expects the Federal Reserve to pause its rate hikes at today’s meeting after ripping off 10 consecutive hikes. Note: the big drop circa March 9 was due to the collapse of Silicon Valley Bank This would mark the first pause since the Fed...
anonymous
Blur Traders Engages in Larger-Sized Trades Compared to OpenSea Pro
By delving deeper into the trading patterns of Blur and OpenSea Pro users, we can discern notable distinctions in their user bases. It is evident that Blur’s user base tends to engage in larger-sized trades, likely attributed to the attractive BLUR...
anonymous