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13th July 2023

Kevin Kelly, CFA
Kevin Kelly, CFA

Tides Are Turning

The US ISM is one of the best indicators for forecasting asset price trends, and it looks like its getting closer to the bottom of its two-year downtrend. Markets are forward-looking, and heading into this year equities were already pricing in a pre...
Teng Yan
Tensor is the #1 volume NFT marketplace on Solana today. We’re seeing chatter suggesting that Tensor is getting ready to launch its NFT collection within the next few weeks. Called Tensorians, it will be tied closely to its NFT marketplace. While l...
Aaron D.
Aaron D.

This Week’s Forum Threads (July 12th)

[REDACTED]’s Rewards Claim Although a smaller proposal, [REDACTED] is proposing a significant shift in their bribe rewards. Hidden Hand allows users to receive bribes for voting on specific gauges. However, many bribes go unclaimed for long periods,...

Delphi Roundup | July 12th

Recent Research 📊 Bull v Bear – Understanding COIN’s Dynamics – 7/12 In today’s episode, we examine COIN as it takes center stage in Market Matters. Is COIN acting as a higher beta version of BTC and ETH, or should we view it in the same light as...

11th July 2023

Teng Yan
If you’re into NFTs and enjoy the game of rewards farming, you should be looking at LooksRare instead of Blur. Blur airdrop farming is way too crowded now. You’re unlikely to be profitable unless you employ sophisticated tools. LooksRare’s incentiv...
Yun Heng Lin
Yun Heng Lin

Recursive Ordinals Gains Traction

At the time of writing, the Bitcoin network has successfully surpassed 16M Ordinal inscriptions, a 38% increase since June. The growth of Ordinals inscriptions is showing no signs of a slowdown, largely driven by BRC-20 tokens and the rising popular...

10th July 2023

Arkham Intel announced its latest product, an on-chain intelligence exchange allowing people to buy and sell information around addresses. One Twitter user astutely labels this as “dox-to-earn”, as it essentially allows sleuths — or anyone with knowl...
Teng Yan

Vietnam — a potential Web3 powerhouse

Starting the week here with a different kind of alpha. When you ask someone in crypto about Vietnam, Axie Infinity/Sky Mavis is probably their first thought. But it’s more than that. Over the weekend, I was at GM Vietnam, the largest crypto conf...
Yun Heng Lin
Yun Heng Lin
Luminex, a platform supporting Bitcoin Ordinals and BRC-20 projects, has introduced a groundbreaking Bitcoin token standard called BRC-69, revolutionizing data limitations and reducing transaction costs. The scarcity and costliness of Bitcoin block...
Michael Rinko
Michael Rinko

Charts of the Week (7/9)

Welcome to our second installment of Charts of the Week. To see last week’s edition, click here. This week saw a fairly depressing chart make the rounds on CT, showing new crypto startups nuking amid the bear market. We also got an update from Elec...