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14th April 2025

Facundo Indabera
Facundo Indabera

Unichain $UNI Incentives Go Live Tomorrow

Starting April 15, Uniswap will start distributing $5M worth of $UNI over two weeks across 12 pools to bootstrap liquidity on its new chain, Unichain.

Fresh $UNI incentives, straight from the pockets of $UNI holders , redirected by Uniswap Labs & Foundation.

Below are the 12 pools that will receive the incentives.-

$USDC / $ETH

https://

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Mondays Have Been Risk-On for BTC

BTC Performance by Day, Past 4 Weeks

Just a quick observation that over the past four weeks, Mondays have consistently been risk-on for Bitcoin. There are still a few hours left before the close, but should we remain above $83,600.82 during that time, we will lock in four straight weeks of gains on Mondays.

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Lucas Raymond
Lucas Raymond

Kraken Announces stocks and ETF trading with zero commissions

Announced this morning: https://x.com/krakenfx/status/1911770230163898541

Kraken is now offering over 11,000 stocks and ETFs: https://www.kraken.com/stocks

Signals a shift for Kraken, differentiating themselves greatly from competitors like Coinbase and putting them in a category more akin to Robinhood. It will be worthwhile watching Krak

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Ceteris
Ceteris

Metaplex DAO to Make ~50-55k SOL ($6-7M) April 25

Locked Feature

Sign up to Delphi Pro to view.

On April 25th Metaplex is on track to make ~50-55k SOL due to the resize deadline. I won’t get into specifics but the tl;dr is that Metaplex has a new NFT standard that costs significantly less SOL. Users can resize their accounts using https://x.com/solincinerator and get some SOL back (if you have a lot of NFTs it can be material).

For

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11th April 2025

Maple Finance's SYRUP: The RWA Bid in Waiting?

Maple Finance was a successful undercollateralized lending project from last cycle. It was one of the major examples of collateral damage in DeFi during the wave of institutional insolvencies, falling victim to ac$36M default by Orthogonal Trading.

Maple Finance has reemerged with Maple 2.0, introducing Syrup, a permissionless institution

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Facundo Indabera
Facundo Indabera

A Pro Member asked...

Can’t an OP-chain switch to celestia / avail?

I mean yes, i think they can (e.g. Derive was built with the OP-stack and it’s using Celestia). The OP Stack is a public good, so technically anyone can use it.

What’s less clear is whether Optimism has strings attached for grant recipients (BASE, Ink, Unichain) like a requirement to post DA to Ethereum, and i suspect they do. Otherwise,

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Facundo Indabera
Facundo Indabera

A Pro Member asked...

what’s your take on EigenDA – how does it position and what do i need to believe in for it to be the long or short leg of the trade

EigenDA is just fake DA: It doesn’t have consensus, it doesn’t have slashing, and it relies entirely on trusting EigenLayer operators to act honestly. That’s the opposite of Celestia, where DA is secured by a native valset with direct economic security via $TIA staking.

“Restaking security” is misleading marketing from my pov since you ca

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10th April 2025

Neel
Neel

Subs Dot Fun: Tokenized Reddit

I wasn’t a part of the early internet but from what I’ve read about it – it was supposed to be a collection of communities each with its own culture, knowledge, and value. After spending better part of my days on the internet (as it is today) it doesn’t feel that way for sure. Our attention is commoditized and the all knowing algo largely

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9th April 2025

Facundo Indabera
Facundo Indabera

$TIA: Bull and Bear Cases 

Given the current macro environment, this could be a good time to look for long-term trade opportunities, if you believe in the underlying fundamentals.

So if you don’t want to read the full Celestia report, this small section outlines the key points you need to make an informed decision on whether to buy $TIA or not. I’ll let you decide

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Jason Pagoulatos
Jason Pagoulatos

Tariff Tantrums - Market Update 4/9/2025

We will be hosting a live stream at 2:30pm EST today (Wed, April 9th). We will go around the table discussing the ongoing tariff situation enveloping the global macroeconomic landscape in the aftermath of last week’s ‘Liberation Day’.

Pro members are invited to ask questions and comment in the Delphi Pro Telegram group throughout the ses

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