World PvP just launched on Base and it looks pretty cool. It’s the first crypto game I’m actually excited to play. I think it’s simple enough and leans into CT’s core interests / vices that it might just work. Anyways, I’m posting this before even t...
Loading post...
13th May 2024
11th May 2024
The Zeihan Rate Prediction
I sometimes like to venture into non-crypto analysis, as we can get stuck in a little echo chamber and be surprised when events hit us. This week, I was catching up on what Peter Zeihan has been saying in the last few weeks, and his recent prediction about rate increases caught my eye. As a disclaimer, Zeihan is notoriously skeptical of c
...anonymous
9th May 2024
SchizoPosters: The NFT Collection With the Most Momentum?
SchizoPosters are a collection from the Radbro Webring, a brother community of Remilia Corp. Radbro, Radcat, Radbro SV, SchizoPosters fall under the Radbro umbrella, while Milady, Remilio, Bonkler fall under the Remilia umbrella.
SP#5555 (Tulpa)
SchizoPosters are detailed images of Radbro and Milady faces, often disguised by or sculpte
...
anonymous
Fantasy Top
Fantasy-top is a Social-Fi trading-card game built on Blast.
The game is simple: put trading cards in your ‘deck’, submit your decks to different tournaments, and get rewarded with ETH, Blast Gold, Fan Points, Stars, and Packs.
Each trading card is a different Twitter crypto influencer. The more engagement their posts get, the higher
...
anonymous
8th May 2024
🎉
Exclusive 30% Discount to Consensus for Pro Members!
Are you looking to find the next big trend, identify new opportunities, and network with some of the crypto industry’s most influential leaders and teams?
Look no further than Consensus 2024 – your exclusive pass to 3 days of cutting-edge conversations, networking events, and exclusive experiences you won’t find anywhere else.
Act now and
...anonymous
CleanSpark Shows The Future Of Mining
Sign up to Delphi Pro to view.
My AF post about being bearish on Bitcoin mining stocks was correct. With one notable exception, miners have drastically underperformed Bitcoin YTD. However, CleanSpark has managed to buck the broader trend and has performed almost as well as Bitcoin. CleanSpark’s performance begs the question, what is their secret? What are they doing di
...anonymous
Eigenlayer AVSs
Actively Validated Services built on top of Eigenlayer launched alongside Eigenlayer mainnet on April 9th, 2024.
Before Eigenlayer launched, AVSs were applications that utilized decentralized, independent consensus mechanisms to validate transactions. Eigenlayer changed this by allowing AVSs to tap into Ethereum’s validator pool instea
...
anonymous
7th May 2024
Paradox of the Dollar
I can’t help but consider we have entered into one of those classic Soros-inspired, ultimately unsustainable, self-reinforcing cycles where larger U.S. deficits actually drive the dollar higher.
At a high level:
Larger deficits -> above trend growth -> sticky inflation -> rates remain elevated -> dollar inflows -> less competitive exp
...anonymous
6th May 2024
Morpheus - Crypto x AI Project's Token Goes Live May 8
We wanted to alert members that Morpheus’s token goes live on May 8 , this Wednesday.
Morpheus is a crypto x AI project whose fair launched attracted over ~$400M in stETH deposits to bootstrap the project within two weeks of launch.
In anticipation of the launch we hosted a core developer of Morpheus, David Johnston, on our pod
...
anonymous
Aave 2030
Aave Labs recently submitted a proposal to the DAO to develop Aave 2030.
Aave 2030 aims to continue expanding Aave as the dominant DeFI platform. This proposal requested a grant of 15M GHO + 25,000 stkAAVE.
Aave Labs published a separate temp-check on building Aave V4.
V3 introduced many improvements including increased capital efficien
...
anonymous