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8th April 2025

The Quiet but Impressive Rise of Telegram NFT Stickers

Intro

Telegram stickers recently received a major Web3 update that has led to the release of over 450k NFT stickers from popular IPs, such as Pudgy Penguin, BAYC, and Doodles, and more than $7.2M in combined sales revenue.

Luca Message.jpg

With NFT sticker minting and trading expected to go live later this month, what are Telegram NFT stickers, and why

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7th April 2025

Arcana
Arcana

Global Markets Are One Giant Carry Trade

It’s been nine months since the Japan Yen carry trade unwind back in August of last year. And although the effects didn’t cascade as all the doomers were expecting, it’s certainly left some residual fears amid market uncertainty. The recent macro-economic headwinds from Trumps tariff policies have further added fuel to the uncertainty for

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Duncan Matthes
Duncan Matthes

Pixelmon - Building IP

As gaming tokens continue to bleed across the board, MON Protocol stands out with a $35M treasury (excluding its own token reserves), a seasoned team, and a refreshingly transparent development approach. Trading at just a $25M FDV – less than its cash treasury – MON offers a rare value opportunity in a distressed sector that continues to

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6th April 2025

Jason Pagoulatos
Jason Pagoulatos

Livin' On A Prayer? - Market Update 4/6/2025

As promised – yet another market update video as the dust begins to settle in the aftermath of “Liberation Day”. It certainly promises to be a big week.

If you have any questions, please comment below or message in the PRO telegram chat and I will do my best to get back to you guys.

Summary

  • Market conditions have deteriorated followin
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5th April 2025

Simon Shockey
Simon Shockey

The $UNIT Opportunity: HyperUnit’s Quiet Power Play in the Hyperliquid Stack

While most of crypto is fixated on Hyperliquid’s meteoric rise as a trading venue — undercutting Binance on fees and onboarding a cult-like trader base — another narrative is quietly playing out beneath the surface. One that early observers might be able to position around before the rest of the market catches on.

HyperUnit is a standalon

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2nd April 2025

Jason Pagoulatos
Jason Pagoulatos

Trump's Liberation Day: Market Update Live Stream

We will be hosting a live stream at 4:15pm EST today (Wed, April 2nd), with live coverage on the developing tariff situation, “liberation day”, and the impact on our market outlook going forward.

Pro members are invited to ask questions and comment in the Delphi Pro Telegram group throughout the session for Jason to discuss and answer

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The Circle IPO: Caveat Emptor?

One of crypto’s most revered companies, Circle, has finally filed its S1 prospectus with the SEC ahead of a much anticipated IPO. Crypto stocks have become a clean way for people outside the industry to express a view on the industry’s growth story. Coinbase, in particular, was a pivotal IPO that brought a lot of credence and positive att

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31st March 2025

Hunter Solaire
Hunter Solaire

Update: Resurgence of GameFi?

Four weeks ago, we examined a collection of GameFi projects that had recently emerged from stealth or kicked off their content cycles. The underlying thesis was that market participants had grown tired of repetitive memecoin speculation patterns and sought novel environments governed by new speculative rules. A few of these projects exhib

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The Waters of March

“A stick, a stone
It’s the end of the road”

Despite sentiment being down across much of the cryptoverse, the price of BTC did what it typically does in March – flounders and grinds a bit lower.

Borrowing a bird analogy, this is the finch’s perspective. Finches (and other songbirds) can only fly so high. If we climb in altitude a bit and

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Jason Pagoulatos
Jason Pagoulatos

Way Down We Go? - Market Update 3/31/2025

As promised – a follow up market update given the tariff situation as we approach Trump’s April 2nd “Liberation Day”.

If you have any questions, please comment below or message in the PRO telegram

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