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16th March 2023

Yun Heng Lin
Yun Heng Lin
Bored Ape Yacht Club has recently launched The Summoning, which marks the next phase in the Bored Ape lore following the conclusion of the Dookey Dash game. Eligible Sewer Pass holders with a score greater than zero can now burn their pass and summon...
Aaron D.
Aaron D.
Given the prior week’s high-profile banking failures and financial stresses, it can be easy to overlook governance in our space. As such, here is a list and a brief synopsis of some important forum threads readers should follow. Compound v3 to Arbit...

Delphi Roundup | March 15th

Recent Research 📊 Ethereum: Problem Solving with LSD – 3/15 A video guide to understanding the Ethereum liquid staking landscape; how different liquid staking mechanisms work and the risks to ETH liquid staking. 📊 Analyzing Market Behavior for...

15th March 2023

Kevin Kelly, CFA
Kevin Kelly, CFA

Beware The Steeper Yield Curve - The Fed's Dilemma

The historic drop in US 2-year Treasury yields has many cheering for a Fed pivot, but be careful what you ask for. To pull a quote from our Markets Year Ahead report, “equities tend to suffer painful drawdowns when the yield curve starts to re-steep...

14th March 2023

Kevin Kelly, CFA
Kevin Kelly, CFA

The Tip of The Banking Liquidity Iceberg

There’s still a ton of uncertainty and speculation plaguing the US banking sector, but even if policymakers manage to stem the bleeding, SVB has thrown a spotlight on bigger problems lurking in the financial system. The big concern now is not just o...

Analyzing Market Behavior for Key Airdrops

Airdrops are one of the most sought-after events for users of on-chain projects. They’re the distribution of a protocol’s token, often to historical users. The aim is to reward loyal users and increase the user stickiness of the product. But they don...
Ceteris
Ceteris
Lido announced a delay in their expected timeline for withdrawals and won’t be ready at the Shanghai hardfork. They’ve uncovered some findings from their 7 audits that have required attention. Due to the stakes at play, they are prioritizing safety a...
Yun Heng Lin
Yun Heng Lin

Symbiogenesis by Square Enix

Symbiogenesis is an upcoming game featuring a new type of NFT-based entertainment, merging collectible digital artwork with actual gameplay benefits, all within a realm known as The Floating Continent. Square Enix, the renowned publisher of blockbust...
Teng Yan

Tough times for new PFPs

Thinking of launching a PFP project today? Stop. Price chart below is from Momoguro, which is helmed by a 9x Emmy-winning studio. Its extremely tough to launch a new PFP project that intends to become an IP/Brand business today. Real demand is just...

13th March 2023

Aaron D.
Aaron D.
Today Meta announced they are discontinuing their NFT initiatives. Meta pivoted to web3 in the later stages of the recent bull run and began to explore concepts and ideas related to digital ownership and crypto, including NFTs. Unfortunately, the mar...