Top Results1117 results
State of the Charts
In this post, I will provide some technical analysis of the major L1s by means of index breadth conditions, recently observed volume spikes, and the DeMark Setup indicator. Breadth of the Delphi L1 In...
3 Min
Macro & Markets
Apr 2025
Let It Happen - Market Update 5/4/2025
<span data-mce-type="bookmark" style="display: inline-block; width: 0px; overflow: hidden; line-height: 0;" class="mce_SELRES_start"></span> As promised – yet another market update video....
1 Min
Macro & Markets
May 2025
Up Up & Away? - Market Update 5/12/2025
As promised – yet another weekly market update video. Last week was indeed a big week. BTC is now trading at range highs near $104K with ETH well above $2K for the first time in many months. Many al...
1 Min
Macro & Markets
May 2025
To Liquidity and Beyond - 6 charts that explain why BTC is coiled for a breakout
The direction of this move will tell us how real the risk appetite is in Q3. 5.
5 Min
Macro & Markets
Jun 2025
MON Protocol - Primed for IP Expansion
...be confirmed), all in-game payments would unlock discounts when using the token on an external web page...In this context, the Conversion Rate (CR) measures the ratio of users who land on the Playstore page...
16 Min
Gaming
Apr 2025
Something’s Gotta Give
Three months ago, Fed fund futures were pricing 5-6 cuts in 2025. Now, it’s less than 2.  ...This is one of the best charts to watch right now. Let’s see what happens.
7 Min
Macro & Markets
Jan 2025
An Ode To Bitcoin
10 largest crypto assets (Dec. 2018) In other words, we thought it was the perfect time to drop a 60-page...BTC’s total market value is only 3% of total US public equity market cap (1.5% of global), 5% of total...
12 Min
Other
Dec 2024
Programmable Asset Ledgers Will Eat The World
As long as an asset has a CUSIP everyone is able to operate on the same page....Over the coming 5 years, I expect nearly all illiquid asset classes will undergo its “mortgage-backed...
25 Min
DeFi
Mar 2025
Yapster: Sleeping Giant of the Internet Capital Markets Meta?
Coingecko has released a Believeapp ecosystem page, and the insightful ICM explainer from @ahboyash offers...$YAPSTER has no real utility or value accrual, but it is the pinned tweet on the Yapster page, suggesting...
5 Min
DeFi
May 2025
Kill your customer: The death of KYC and the rise of ZK-TLS
...portion to ensure that the user isn’t lying about the content, all without seeing any portions of the page...
20 Min
Macro & Markets
Jul 2025
What went on during Steam Next Fest - June Edition
Moving on to some data, the following six charts show the top 40 most popular tags and how many games...The charts give a good but nuanced insight into what genres, styles, or mechanics are saturated and which...This allowed it to start D1 at number 10 on the trending charts (and why it isn’t included on our list...
8 Min
Gaming
Jun 2025
The Year Ahead for AI + DePIN 2025
...highlights > wants to build 5GW data center > 5GW = the entire city of LA > wants to build 5-...7 of them > that’s 5-7 new LAs to the grid > 1) whathttps://t.co/vZKpbRkgvS — mrink0 (@mrink0)...This poses a problem for the grid, which has grown accustomed to ~5% growth over the past decade.
122 Min
Artificial Intelligence
Dec 2024
Plasma: Stablecoin Infrastructure & The Trillion Dollar Opportunity
Over the next two years the total stablecoin market would explode from ~$5 billion in 2020 to over ~$150...interest income becomes pure profit With over $155 billion in USD₮ circulation, even modest yields (eg. 5%...utm_source=plasma.beehiiv.com&utm_medium=referral&utm_campaign=where-money-moves-edition-5 Another...
28 Min
Infrastructure
Jun 2025
Delphi's Market Matters - June 2025
In charts, kind of in a vacuum. ’cause like, again, I have no edge predicting geopolitical strife and...So two point a half percent, 2.5 to 5%, and five to [00:26:15] 10% depth. I believe....Heavier [00:26:45] hand, uh, spot sellers have the, the heavier hand, uh, in, in this, you know, 1 0 5...
64 Min
Macro & Markets
Jun 2025
Key Takeaways From Steam Next Fest 2025
Charts & Comments Without further ado, here are four charts with comments....note that I left out the last 3 genres on the list (MMORPG = 7 games, Utilities = 6 apps, and Trivia = 5...
4 Min
Gaming
Mar 2025
The Fat App Thesis: An Inflection Point in Value Accrual
The common trend between most of these new protocols is that the charts are down only.
43 Min
Layer 1 / L1
Apr 2025
Delphi Daily - 7th May 2025
The 212-page proposal includes disclosure requirements, self-custody rights, and consumer protections...
4 Min
Other
May 2025
Why has Sonic been up only?
The Sonic labs app page shows which protocols offer AP rewards. ...From Sonic Labs Apps Page Key DeFi Projects on Sonic Beets– A leading DEX and liquid staking provider...For a full list of DeFi protocols you can refer to the Sonic labs app page or DeFiLlama Boosted multipliers...
3 Min
DeFi
Feb 2025
Pro Crypto Insider Talks - July 2024
It’s all about Kevin’s charts. Let’s get to Kevin’s charts....And I’ll get into a couple of charts that that explain that....I’ve got a couple technical charts too that I can, I can get into and re share....can make some money from it, but it’s still, you know, miles less than a Yeah, it’s like 3 percent, 5%...
Macro & Markets
Jul 2024
Hope, Quantified: When Sentiment Snaps Back, So Does BTC
Across 7 triggers, BTC saw a median return of +6.2% by Day 5, with 86% finishing green....Median returns climb consistently through Day 5, peaking at +6.2% before moderating....The histogram of 5-day returns reinforces this view....Where the Edge Peaks: 5th day The data makes it clear that Day 5 is the optimal horizon.
7 Min
Macro & Markets
May 2025