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23rd February 2023
A Pro Member asked...
In our most recent Bull vs. Bear episode we discussed a topic brought up by one of our Delphi subscribers, Christof. Christof posed the fol
We give our takes on Christof’s thoughts in the Bull vs. Bear segment below!...
anonymous
SudoSwap users remains stagnant despite SUDO launch
It’s interesting to note that the volume and users on SudoSwap hasn’t picked up much in the past few weeks. This is despite the launch of the SUDO token, which is now transferrable and can be traded. One likely reason for this is that majority of l...
anonymous
Is The Worst Actually Behind Us?
The “No Landing” camp is getting larger by the day as more market pundits are starting to believe a recession won’t be in the cards this year. This begs the question: is the worst actually behind us? This argument has some merit as we’re seeing *pot...
anonymous
Dispersion Returns to the Layer 1 Index
At the start of February, the range of the rolling 30 day correlations among all unique asset pairs in the Delphi L1 index was tightly concentrated above +0.5. Ever since, however, the dispersion has been steadily increasing. Viewed another way, usi...
anonymous
22nd February 2023
Beijing Softens Crypto Stance
Increasingly, China is softening its once-hawkish stance on crypto. Bloomberg ran a piece yesterday on Hong Kong’s efforts to woo crypto businesses back to help reestablish the city’s ‘financial center of Asia’ bona fides. Notably, this push has be...
anonymous
Coinbase had an ominous tweet an hour ago, just a date of Feb 23rd and a blue dot. Around the same time, Optimism released this: Is Coinbase launching their own L2 based off of the Optimism codebase? Tomorrow we’ll find out. If it does, expect the n...
anonymous
Volatility Comes Back Strong
The S&P 500 Index on Tuesday experienced its largest daily loss of 2023. In 2022, there were 23 daily losses that exceeded -2.0%, while 2021 only saw 5 such occurrences. The Volatility Index (VIX) just printed its strongest 3-day return in more than...
anonymous
What's the End Game for NFT Marketplaces?
Interesting to see how dramatic the selloff has been in NFT marketplace tokens following their sizable runups heading into the BLUR airdrop. X2Y2 and LOOKS were among this year’s big gainers through the first 6 weeks of 2023, but most (if not all) of...
anonymous
The Definitive Conversation on the Government's Regulatory Assault on Crypto
Given the plethora of regulatory announcements in the crypto space, we’re excited to share a long-form podcast with industry experts on the outlook for crypto regulations and their impact on the market. On this episode Miller Whitenhouse-Levine, the...
anonymous
21st February 2023
Dollar Weakness Boosts Global Liquidity
Dollar liquidity continues to support markets as we get deeper into Q1. US dollar weakness over the last few months has given a boost to global liquidity – when measured in USD – as growth in BOJ and PBOC assets has more than offset the decline in th...
anonymous