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25th July 2023

Kevin Kelly, CFA
Kevin Kelly, CFA

Indicator With 100% Hit Rate Implies New Equity Bull Market

The S&P 500 has crossed above the 76% retracement level from its ATH peak-to-trough drawdown. Since 1929, every time this has happened following a 20% or greater price decline (bear markets), crossing this threshold has proved to be the start of a ne...
Joseph A.C. Lloyd
Joseph A.C. Lloyd

Players Spent ~250k APE On In-Game Purchases In HV-MTL: Forge Season 1

Last week Friday, the first season of HV-MTL: Forge ended. Looking past the sub-optimal UX and simple mechanics, HV-MTL: Forge ended season 1 with: 36,965ETH in total NFT trading volume 243,564APE spent on in-game purchases Average revenue per pa...

My Honest Reaction: New Delphi Pro Perps Report

We published a report yesterday taking a look at the state of on-chain margin trading and perpetuals to try and find the most likely winners. The report — available for Delphi Pro subscribers — runs a valuation exercise on DYDX and looks at the the...
Priyansh Patel
Priyansh Patel

Do Fundamentals Matter in Crypto Markets? A Walk Down Memory Lane.

In our report titled “Do Fundamentals Matter in Crypto Markets?” we introduced the importance of weighing in token incentives while analyzing a protocol’s revenue. This is crucial as it helps sift through incentivized revenue and get a clearer pictur...

24th July 2023

Jason Pagoulatos
Jason Pagoulatos

Jason's Market Outlook - Week of 7.24.2023

GM – Here is the first iteration of my shorter markets outlook video series that I plan to post on the Alpha Feed. A list of topics discussed can be found below. Questions/comments are encouraged, enjoy! Topics Discussed: Legacy Markets – S&P500 I...
Yun Heng Lin
Yun Heng Lin

Upcoming Mint: Weebox's San FranTokyo NFT Ticket

Weebox is an upcoming platform for licensed Anime digital collectibles that will release a complimentary Genesis collection. Holders of this collection will be guaranteed a place on the allowlist for Season 1 of Weebox, as well as access to the upco...
Michael Rinko
Michael Rinko

Worldcoin Token Launching Monday (7/24) @ 10AM EST

Sam Altman’s Worldcoin will launch its much-anticipated token — $WLD — on Monday (7/24) morning at 10AM EST. Semafor first broke the news. At the time of writing, OKX was the first and only CEX to confirm it will list WLD, which is an ERC-20 token...

21st July 2023

Aaron D.
Aaron D.
This post will be the final one in my series exploring the Ordinal <> Stacks connection. I looked at how Stacks works and how it will work post-Nakamoto and dived into how people use the chain. The design of Stacks, especially Nakamoto, is clever, an...

20th July 2023

Michael Rinko
Michael Rinko

Window(s) to the Future

Ever since OpenAI dropped chatGPT’s Code Interpreter, I’ve been playing around with it pretty much non-stop. It’s an awesome and powerful tool. And I highly recommend every analyst pay the $20/month to familiarize yo-self with the competition :))) A...
Teng Yan
Prohibition is an emerging open platform for generative art, essentially positioning itself as the “Art Blocks” of the Arbitrum network. This week marks the launch of Prohibition, and it’s kicking off in style with a series of 11 collections that wi...