I regularly curate a list of things across the crypto space that I personally find quite interesting as part of my hunt for early narratives. Thought I’ll share a few of them this week: I’m been thinking that prediction markets (e.g. Polymarket) co...
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7th August 2023
Gaming Tokens - YGG up >250% & PRIME Pumps Before Parallel Beta
Yield Guild Game’s YGG token made headlines this weekend as trading volume eclipsed ETH’s, and the price pumped >250%. The main catalyst appears to be the recent listing on the Binance Futures market, but there has also been some alleged market manip...
anonymous
4th August 2023
DeFi is dead, long live DeFi!
The prevailing narrative across CT is that DeFi is dead. This is understandable, as we know sentiment is largely driven by price. And DeFi prices are, uh, not great right now. That said, we do see some encouraging signs of growth and risk-on lurkin...
anonymous
ETHE Abbreviated ETF Thesis
For my longer term holdings I’ve been debating if there is a better way to get exposure to ETH beyond holding spot ETH (or staking via stETH, cbETH and others) and I’ve landed on $ETHE – Grayscale’s Ethereum Trust. Long term I’m bullish ETH and thi...
anonymous
My Honest Reaction: Delphi Pro Gaming Report (Yuga Labs)
Earlier this week, we published a report analyzing Yuga Labs’ vision to build out a gaming ecosystem, with a focus on the core business model at work. The report — available for Delphi Pro subscribers — outlines Yuga’s efforts thus far with casual g...
anonymous
3rd August 2023
Delphi Roundup | August 3rd
Recent Research 📊 Reflecting on EthCC – 8/3 Paris was highlighted by EthCC and the Modular Summit, with other infra-focused side events during the week. Common themes throughout were MEV, account abstraction (ERC-4337), intents, zk (both for priv...
anonymous
Where Is Venture Capital Flowing
With 2023 more than half over, I was curious about where VCs were spending their money in crypto. So far in 2023, VCs have put $4.2B of Venture Capital into crypto-related projects – putting crypto on track to raise around $8B in 2023. As we can se...
anonymous
Much has been made of the BTC narrative year to date, and rightly so. We have seen BTC benefit from the Ordinal/BRC20 innovations earlier this year. We have seen BTC benefit from the outside money narrative as it pertains to the banking crisis. And w...
anonymous
The DeGods Twitter account announced on August 1st that Season III, a highly anticipated phase in the DeGods and y00ts ecosystem, is set to kick off on August 9th. While many details are still kept under wraps, we do know that DeGod’s PFP art will un...
anonymous
2nd August 2023
Yuga Labs: From PFPs to Games - Where Does It Go From Here?
On April 30th, 2021, Yuga Labs created Bored Ape Yacht Club as an exclusive members club gated by a 10k collection of ape-inspired profile picture NFTs. The project became renowned for continually driving value back to its holders. At some point, ho...
anonymous