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7th July 2023

Legends of the Mara (LOTM) is the first major story-driven experience hosted within The Otherside metaverse. Until recently, the consensus has been that The Otherside would be exclusively available to Yuga Labs NFT holders. However, in this recent tw...

6th July 2023

Getting a BIT Mantle

BitDAO has undergone a rebranding to Mantle, effectively consolidating its ecosystems under the Mantle brand. To provide context: BitDAO is an ecosystem investment DAO closely affiliated with Bybit. Mantle Network is an Optimistic rollup backed by...
Jason Pagoulatos
Jason Pagoulatos
We are now about 3 months removed from the onset of the 2023 Banking Crises that kicked off in March. Since then, interest rates have continued to rise, with the yield on the 2yr UST reaching a new yearly high today. This is not the picture small ban...
Teng Yan
The highly anticipated launch of Parallel Avatars is set for July 6 (Private) / July 11 (Public). Parallel is a competitive, Sci-Fi trading card game using NFT cards, where you can earn PRIME tokens for winning games. The team has raised >$50M in fu...

Delphi Roundup | July 5th

Recent Research 📊 June Gaming Roundup – 7/3 The QoQ change in token trading volume has fallen by 44% across the top 10 gaming tokens by market cap. Overlord will launch its first Web3 game using ImmutableX’s blockchain infrastructure later this...

5th July 2023

June Gaming Roundup

Welcome to another month of Delphi’s Gaming Roundup. This month’s report represents the end of Q2 ’23 and the start of H2. Here’s what you can expect from this month’s Roundup: Web3 game funding has fallen ~30% consecutively over the past 3 quart...
Aaron D.
Aaron D.

This Week’s Forum Threads (July 5th)

Balancer, Beethoven X, and Aura Moving on OP Beethoven X, Balancer’s friendly fork on Optimism, has proposed Balancer modify its protocol fee and core pool framework to better leverage Aura’s upcoming Optimism launch in a bid to become the dominant...
Michael Rinko
Michael Rinko

ETF Tea Leaves

Okay, okay, okay, I need an ETF. I can’t take this anymore. Every day I’m checking the price and bad price. Every day I check CT for news, no news. I can’t take this anymore. I have over-invested (in BlackRock stonk) by a lot. It is what it is, but I...
1inch’s team just sold approx. 11K ETH (or $20.9M as of now) worth of 1INCH tokens about an hour ago. Any time a team or foundation has tokens, you should conservatively consider that imminent sell pressure. When and how is a larger question that no...

Alpha Feed Picks for June 2023

Every month, I plan to aggregate my favorite Alpha Feed posts of the month. Here’s a highlight some of the best insights I think our team put out in June. OI = Effort by Jason In this post, Jason outlines how people often misinterpret market struct...