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26th March 2023

Delphi Roundup | March 25th

Recent Research 📊 Market Note: DeFi’s Resurgence? – 3/24 There has been chatter surrounding a possible DeFi resurgence over the last several weeks. Previously, any such resurgence talks have been met with a local top in DeFi price action shortly...

24th March 2023

Avoiding the Real Banking Iceberg

We’ve been saying for months that access to funding would be one of the biggest risks to the crypto industry this year. Never has that been more relevant than right now. But the storyline here is bigger than crypto. It’s even bigger than the banks....
Aaron D.
Aaron D.
As always, so much is happening in the Ordinal space that I struggle to keep up. Here is a quick overview of some of the most exciting developments in the space from the last two weeks. A New Challenger Enters Some of the biggest news for Ordinals...
Yun Heng Lin
Yun Heng Lin

Upcoming Mint: DenDekaDen's Spirit Key Avatars

DenDekaDen, which is a project jointly launched between Toei Animation and Strata, is set to launch their Spirit Key Avatars, consisting of 7777 NFTs. Toei Animation is one of the world’s most popular anime production studios and has produced more t...

Trader Joe's Novel Take on Concentrated Liquidity

Trader Joe recently launched v2 of its decentralized exchange (DEX), called Liquidity Book (LB). The LB design incorporates concentrated liquidity, akin to how Uniswap v3 (Uni v3) works, that enhances capital efficiency for liquidity providers (LPs)...

23rd March 2023

Kevin Kelly, CFA
Kevin Kelly, CFA
Asset impairment is how liquidity problems turn into solvency crises. The amount of debt (both private and public) that needs to be rolled over the next couple years will create real strains if rates remain high. Going to be a wakeup call for many....
Aaron D.
Aaron D.

This Weeks Forum Threads to Follow (March 20th)

With all the news this week, it would be easy to miss some important governance discussions ongoing in DAOs. Here is a short list and summary of some proposals you should watch. ByBit > BitDAO Contribution Changes BitDAO is debating changing the me...
Yun Heng Lin
Yun Heng Lin
Arbitrum’s early supporters were granted rewards today through the airdrop of its native token to users and organizations. Among the earliest adopters was Treasure DAO, a gaming ecosystem founded in September 2021. In an effort to encourage wider dis...
Priyansh Patel
Priyansh Patel

When "altszn?"

The recent banking failures have paved the way for one of the strongest BTC narratives. As a result, BTC has been on an absolute tear. Given that there hasn’t been a huge influx of capital to crypto markets, capital from other tokens is used to bid u...

22nd March 2023

Michael Rinko
Michael Rinko

Fed Full of Contradictions

When Jerome Powell issues his imminent decree, he will weigh two competing forces: the deflation emanating from the banking sector and the Fed’s inherently inflationary response. “Jerome Powell as Thanos” – Midjourney People like to throw around th...