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Does the DOGE Rally Mean "Alt Szn?"
📊 Does the DOGE Rally Mean “Alt Szn?”...Historically, a strong rally in DOGE has marked the beginning of an “alt szn” – a time period characterized...
4 Min
Macro & Markets
Oct 2022
Macro - Bitcoin Hits Resistance Amid Rebound in Alts
[pdf-embedder url=”http://cdn.delphidigital.io/uploads/2020/07/Macro-Bitcoin-Hits-Resistance-Amid-Rebound-in-_Alts_-1-24-2020.pdf” title=”Macro – Bitcoin Hits Resistance Amid Rebound in _Alts_ – 1 24...
1 Min
DeFi
Jan 2020
An Alt Reversal?
Crypto markets have hit some headwinds lately, with many alts and memes getting murdered, while BTC ranges...wanted to highlight a great chart from CryptoKoryo that is signaling a potential reversal here—his Alt...August 2023 was the bottom for many alts, which ran hard into 2024, and January 2021 was the start of...
2 Min
Macro & Markets
May 2024
Is "Alt Szn" Upon Us?
Why is this important for an “alt szn” you ask?...Historically, an ETHBTC rally has preceded a full-blown “alt szn.”...
2 Min
Macro & Markets
Nov 2023
ETF Flows and Their Effects on BTC, Alts and Memes
Yan, Duncan, Ceteris and guest Jason Pagoulatos discuss the the current market conditions, what the ETF inflows have done to Bitcoin, Altcoins and Memecoins....
50 Min
DeFi
Mar 2024
This Time is Different? Dispersion in Alts and New Halving Narratives
The conversation discusses the recent market volatility and the dispersion effect in the cryptocurrency market. The hosts speculate on whether the recent market drop is the low point or if it will go...
55 Min
DeFi
Apr 2024
Charting Crypto Cycles
Bitcoin dominance almost always declines as capital rotates down the risk curve into ETH, alt L1s and...@secretsofcrypto Many alts that started to run in the spring tend to experience exponential moves in...Alts become the future and the only thing that matters....In terms of timing, alts usually top within one month of Bitcoin.
17 Min
Macro & Markets
Mar 2024
Brands & NFTs: How Web3 Is A Game Changer For Brand Growth
ALT(er) Ego NFTs offered early product access, event tickets, and stakes in the ALTS ecosystem....These phases were rolled out systematically in chapters, with Chapter 1, “Alt(er) Ego,” in April 2023...With ALTS, Adidas’ strategy now appears to be 3-pronged: 1....ALTs with the “sole” trait were given a 10% bonus during the bidding.
37 Min
NFTs
Nov 2023
Delphi Office Hours Call (April 20th, 2022)
I think once the Merge does occur, we’ll see a lot of success with Ethereum, and I think alt L1s will...For alt L1s, I think that Ethereum will have a narrative as a trade, especially just with the supply...In terms of what it’ll do to alt L1s, because it’s not necessarily solving scalability issues or the...
33 Min
Layer 2 / L2
Apr 2022
Market Musings - Return of the Flows
(this timeline was moved about half a year) SOL would continue to outperform ETH into year end ETH alts...TLDR – The ETH ETF is about to bring a massive alt season which the BTC ETF did not deliver on pic.twitter.com...This is also why ETH alts have done quite poorly over the last 6 months – ETHBTC has performed quite...
11 Min
Macro & Markets
May 2024
EVM Wars: Between Giga Gas and Giga Gimmicks
EVM chains have forever been optimizing for scalability but have always lagged behind alt VM chains like...” that scales to 150K TPS with millisecond block times, and this is where they’ve decided to use an alt...existing EVM rollups to either hasten their efforts to scale Ethereum’s DA capacity or opt-in with an alt...
13 Min
Layer 1 / L1
Mar 2025
Ethereum Ecosystem Analysis
...the Ethereum ecosystem is holding up in light of the DeFi cool down and the market cycle rotation of alts...
1 Min
Layer 1 / L1
Nov 2020
NFT Debrief - June 2023
, will be divided into three tiers for the Allow List: Allow List Tier 1: Holders of any NFT from ALTS...by Adidas with DECOS ALT[er] Ego, ALTA by Adidas NFT with SOLES ALT[er] Ego, and FEWOCiOUS x FewoWorld...Holders of all ALTS by Adidas NFT ALT[er] Egos and all FEWOCiOUS NFT collections will gain access to...
20 Min
NFTs
Jun 2023
Friend.Tech Continues Making Waves
Self Buying (or Alt Buying) The most efficient way to farm points over the last weeks was by buying up...Either through the same account (self-buying) or through alt accounts (alt-buying)....In addition to that, there are likely alt-buyers as well, which are more difficult to identify.
7 Min
Social Media
Sep 2023
The Dawn of Bitcoin Programmability: Paving the Way for Rollups
Alt DA In the context of rollups, the inclusion proofs of rollup blocks within the data availability...For rollups trying to provide a more scalable & cheaper experience for the end user, alt DA would...On the other hand, using an Alt DA like Nubit, which inherits the security of Bitcoin via Babylon, may...
60 Min
Layer 2 / L2
May 2024
Bitcoin Outlook for August
Bitcoin and Ethereum have finally come to life after a DeFi lead 'alt season'.
DeFi
Jul 2020
Arbitrum Nitro: Building On Year 1
State of EVM Chains To start we must look at the landscape of alt-EVM chains....What actually happened is that these alt-EVM layer 1s got a significant amount of users as people left...a bit confusing at first glance so I’ll break it down: % of Native Addresses on Ethereum: The % of alt-EVM...
18 Min
Layer 2 / L2
Aug 2022
Load the Bitfinex Shorts, dApp Revenues, ENS Grows
After a fun few days, alt season may have been short-lived; AXS has been hit the worst, down 22% in the...
3 Min
Asset Management
Jul 2021
Delphi Office Hours Call (August 25th, 2022)
Alt L1s (53:52) SudoRare Rug (01:06:33) $GHO’s Impact (01:07:03) Transcript To Follow...
1 Min
Macro & Markets
Aug 2022
The Fat App Thesis: An Inflection Point in Value Accrual
...this has been so much the case that founders and builders are almost incentivized to launch another alt-L1...Blob-based data inclusion (EIP-4844) decoupling execution from settlement, and L2s opting for alt-DA...If you’ve been here long enough, you’re likely familiar with the “ETH-killer” meme – alt L1s claiming...
43 Min
Layer 1 / L1
Apr 2025