With many new rollups launching (each with their own structures!) I thought it would be worthwhile to give an overview of the benefits of shared sequencers.
A rollup sequencer is a node that that picks up rollup transactions from L2 mempools, batches the transactions together, and then finalizes the transactions on Ethereum.
The majo
...
Sign up to Delphi Pro to view.
Given the drama surrounding the EigenLayer points airdrop, I could think of only one thing:Ā memecoins. EigenLayer is a project with tons of hype and promise and some of the bestĀ VC backers in the space. Unfortunately, despite the hype, their airdrop has garnered a lot of criticism ā something we see repeatedly in the space. Criticism arou
...In the first week of January 2022, we put out a report titled, āWhy Bitcoin Is Behaving Like It Shouldā.
The premise of it was simple ā several macro tailwinds that had helped propel BTC and crypto assets to new highs during 2020-2021 were reversing course.
We cited rising inflation concerns, tighter financial conditions, and a stronger U
...
Ā
The Blast Jackpot has created gold incentives for Blast native tokens and NFTs.
Ā
Previously, native blast tokens faced a significant issue: ETH and USDB were rewarded with Blast Gold & Points, while blast native tokens and NFTs were not. Holding Blast tokens was effectively -EV when accounting for Blast incentives.
Ā
The Blast Jackp
...
After eight months and $50M+ in fees, FriendTech V2 launched today.
10% of the airdrop is claimable immediately, with the remaining 90% claimable on the following ten accounts and joining a moneyclub. This system is designed to prevent people from leaving immediately and hook users to the new FriendTech features.
The token is initially
...
Today is earnings day for our favorite crypto stonk, Coinbase.
Ā
In February, Coinbase exceeded Wall Street expectations significantly, providing additional fuel on $COINās move towards yearly highs around $280, from $170. Since then, both traditional markets and crypto markets have cooled off a bit, providing a healthy pullback across th
...
Op_Cat, the next potential upgrade to Bitcoin, became an official improvement proposal today by receiving a BIP (347) number. Ordinals kicked off a renaissance in Bitcoin development. Before Ordinals, the culture around Bitcoin was concerned with ossifying and limiting the development of Bitcoin Core, as upgrades could potentially put Bi
...
Sign up to Delphi Pro to view.
We have previously touched on Sanctum in the 2024 year ahead reports for Infrastructure and DeFi.
Sanctum can be thought of as an LST aggregator. It uses flash loans to accept all LSTs in exchange for SOL. This makes it easier to integrate newer LSTs across DeFi, undermining the economies of scale for the first movers. Itās hard to imagin
...
