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AXS Shorts In The SAND, Ethereum's Asymmetric Gas Trends
Crypto sweethearts AXS and SAND had another monster day, but have retraced a decent chunk of their moves...AXS Leaves Shorts in the SAND AXS has been the star of the crypto market for just over 2 weeks now....Despite the hype, shorts have been piling up on SAND and AXS perps across centralized exchanges....AXS and SAND shorts...
5 Min
NFTs & Gaming
Jul 2021
Axie Infinity Announces Delphi-Designed $AXS Governance Token
Disclaimer: Delphi Digital both designed the AXS token via our consulting division as well as led its...Infinity’s growing momentum, the team has decided to distribute the Delphi-designed governance token, AXS...What are Axie Infinity Shards (AXS)?...Axie Infinity Shards (AXS) will unlock new dimensions of incentive alignment between the developers and...
4 Min
Staking
Oct 2020
Delta-Neutral AXS Farming, LUNA Burns, Yield Generating NFTs
AXS and LUNA hit fresh ATHs today following the implementation of AXS Staking and Terra’s Colombus-5...AXS Arbitrage?...due to the release of AXS staking on Friday....AXS is up +117% over the past 7 days....This can be done by simultaneously buying spot AXS to stake, while shorting the AXS-perpetual future.
4 Min
Infrastructure
Oct 2021
Ethereum Burns, Axie's Inflection Point, DeFi Narratives
Taking into account the run rate implied by July’s volume and AXS’s current fully diluted valuation of...There’s a coherent argument to be made that AXS is still reasonably valued....Notable Tweets Axie Infinity reduces breeding fees to 2 AXS....We’ve reduced the AXS portion of the breeding fee to 2 AXS.
4 Min
DeFi
Aug 2021
Axie Part 2 - Gamer Economics
AXS staking is currently expected to go live sometime in Q3 this year....The AXS ecosystem is set to be unveiled later this year or early next year....Ronin DEX: Currently, there is no DEX on the Ronin chain, which makes it tedious to swap SLP/AXS/ETH...Some players use Over-The-Counter transactions to purchase SLP/AXS which increases the risks of scamming...
9 Min
Games
Jul 2021
Analyzing Leverage Ratios and Altcoin Price Movements
This is when AXS began its phenomenal rally of 4,577% (from $3.5 to $165)....AXS is highly traded by the retail community....In terms of price action and market dynamics, AXS paints a slightly different picture....However, AXS not only invalidates that assumption but does so with a significant print in the opposite...
17 Min
Derivatives
May 2023
NFTs Heats Up, Stablecoins Risk & Axie's Record Breaking July
More All-Time Highs For AXS Price and Axie Revenues One from July’s Delphi Chartbook, Axie Infinity...maintains its upward momentum over the past month with AXS price seeing a recent high of $53.5 on July...The interplay between Axie’s revenues and AXS price is noticeable...., which significantly decreases the circulating supply of AXS – causing a supply side squeeze.
3 Min
NFTs & Gaming
Aug 2021
Axie's New DEX and a DeFi Update
To Infinity and Beyond AXS and SLP are having a great day on the back of Axie Infinity’s latest announcement...The DEX will be bootstrapped with AXS/ETH and SLP/ETH pairs, offering token rewards to liquidity providers...To Infinity and Beyond AXS and SLP are having a great day on the back of Axie Infinity’s latest announcement...
3 Min
DeFi
Nov 2021
Metaverse Movers, Axie Econ, & Post-Euphoria Market Structure
AXS is also required to breed Axies, and its price has increased over 20x over just the last four months...Breeding costs were reduced from 2 AXS to 1 AXS in September, but that hasn’t been enough to incite enough...
4 Min
NFTs & Gaming
Nov 2021
Axie Shorts Stack Up, BTC Options, Polygon's Contraction
Today’s market focus, at least price wise, has been in altcoins where AXS continues to defy gravity;...In today’s episode of “What Axie Did,” AXS broke it’s all-time high and entered full blown price discovery...Fun fact: in the time between the making of the below chart and its publishing, AXS’s funding rate has...
4 Min
DeFi
Jul 2021
Axie Trends Toward Infinity
The amount of ETH in the treasury is a function of Marketplace volume while AXS in the treasury comes...Despite the price of AXS rising ~4.5x over the past two weeks, its P/E ratio has remained flat as earnings...Breeding requires SLP and AXS, and it’s the latter of the two that creates a very interesting situation...
7 Min
Games
Jul 2021
Load the Bitfinex Shorts, dApp Revenues, ENS Grows
After a fun few days, alt season may have been short-lived; AXS has been hit the worst, down 22% in the...$AXS pic.twitter.com/Y5CGPbClL5 — Axie Infinity (@AxieInfinity) July 8, 2021 Benjamin Simon of Mechanism...
3 Min
Asset Management
Jul 2021
Axie Part 1 - Fundamentals That Can't Be Overlooked
...to 4 AXS....Projections for AXS in the treasury were also a function of DAU growth....We assume 4 AXS per new Axie bred as these are fixed variables....AXS Fees were 2 AXS per new Axie but it will be increasing to 4 as of July 2021.
12 Min
Games
Jul 2021
DeFi and NFTs: Signs of Growth and Speculation
NFT + Gaming Outperforms And An 8x Axie Infinity and AXS have been the talk of the town for the last...AXS has greatly outperformed the broader crypto market, even creating momentum for other tokens in the...AXS, SAND, and FLOW have in particular had a fantastic July, but AXS’s outperformance versus SAND and...pools (stake AXS, earn ILV).
4 Min
DeFi
Jul 2021
Ronin: Calm Before The Storm, As Axie Origin Approaches
Firstly, RON was being farmed by users adding liquidity to the ETH/AXS and ETH/SLP pools on Katana for...This was largely fueled by the launch of RON farming rewards for ETH/AXS and ETH/SLP liquidity pools,...and the already existing AXS staking....Currently available tokens are limited to ETH, AXS, SLP, USDC, and RON.
11 Min
Layer 2 / L2
Mar 2022
Voyager Files for Bankruptcy, Axie Infinity Land Staking, State of the NFT Market
Tokenomics: Total Supply of 270M AXS, with 29% (78.3M AXS) of the total supply reserved for Staking Rewards...Notable Unlocks: 20% (54M AXS) of the total supply reserved for Play and Earn is currently vesting since...Q1/Q2 2021 8% (21.6M AXS) of the total supply reserved for the Ecosystem Fund is currently vesting 21%...
5 Min
Spot Exchange
Jul 2022
Revenge Shorts, Crypto Indices, and a Trip to Goblin Town
NFT project tokens have continued to increase in price, riding on the coattails of AXS’s fierce bounce...Aggressive Shorting on AXS and SLP The entire market was down in the dumps last week, but this week...AXS capitalized on its recent bout of strength and closed yesterday up 49% from its daily open (yes,...
5 Min
NFTs & Gaming
Jul 2021
The Delphi Chartbook - August 2021
AXS buyers don’t seem to have cared much for the revenue contraction, which is possible because AXS staking...
7 Min
Macro & Markets
Sep 2021
Select NFTs Shine, RAI Proves Stable, DAO Updates
Axie Infinity announced AXS staking today, and Terra successfully upgraded to Colombus-5 (Cosmos interoperability...(@Darrenlautf) September 28, 2021 AXS staking is live! AXS staking is live!...• Stake AXS here: https://t.co/N3uHT9Lx9b • Staking guide: https://t.co/s7fyKJ93cw • We are distributing...
4 Min
DAO
Sep 2021
Axie's Growth & The Potential of Gaming Tokens
Axie Growth Update  AXS is entitled to the various revenue streams of the Axie ecosystem, which are...Up until recently, AXS’ value has primarily centered around both primary and secondary NFT sales (i.e...With AXS staking set to come online in the following months, the AXS community can benefit from these...
3 Min
NFTs & Gaming
Apr 2021