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The Theory of (Mostly) Everything: Part 2
Summary The Delphi Macro Regime (v2) now incorporates leading indicators of global growth and inflation...The Delphi Macro Regime now incorporates leading indicators of global growth and inflation....Today, the Delphi Macro Regime (v2) is “neutral”, having flipped from risk on in November 2025.
12 Min
Macro & Markets
Oct 2026
Finding the Fun in Fundamentals #2 - Wemade
From 2019 to 2024, gross revenue grew from ₩113.6 billion ($87 million) to ₩711.9 billion ($547 million...steep losses in 2022 and 2023, at -₩185.8 billion (-$143 million) and -₩206.7 billion (-$159 million)...At the time of publication, CROW saw just $40,000 in daily volume.
18 Min
Gaming
Jun 2025
Delphi Digital's Chartbook - September 2025
September 2025 Source: Delphi Digital, Bloomberg 25bps cut 50bps cut Now 2 Cuts BTC returns tend...0% -2% -4% -60 -55 -50 -45 -40 -35 -30 -25 -20 -15 -10 -5 0 5 10 15 20 25 30 35 40 45 50 55 60 65...
Macro & Markets
Sep 2025
Delphi's Market Matters - August 2024
Hey Delphi Community, The Macro & Markets team is back this Wednesday (8/21) from 12pm to 1pm EST...This live stream, exclusively for Delphi Pro subscribers, will be available right here on the member’...The Macro & Markets team is back this Wednesday (8/21) from 12pm to 1pm EST with the next installment...
1 Min
Macro & Markets
Aug 2024
Daily Transactions on Arbitrum and Optimism Inch Closer to Ethereum
This is the Delphi Daily. Let’s dive in...., even as the network still processes over 200K transactions daily....Ethereum hit an all-time high for daily transactions at 1.9M on Dec. 9, 2022....Currently, daily rewards for the execution layer generally range between 1-2% APR, with an average of...
5 Min
Jan 2023
Celebrating Valentine's Day With The Revamped Delphi Daily
Today, we’re excited to release an upgraded version of the Delphi Daily, our flagship daily newsletter...The new Delphi Daily will include: Featured “Chart of the Day” (and details on why it matters) Highlights...Daily newsletter going forward....Now, on to today’s Delphi Daily.
9 Min
Layer 1 / L1
Feb 2022
Delphi Digital's Chartbook - November 2025
The Macro & Market chartbook examines many of the key macro & market themes taking place throughout the course of the year. The chartbook publication aims to marry the top down macro-liquidity...
Macro & Markets
Nov 2025
Uniswap Daily Active Addresses Rise Despite the Bear Market
This is the Delphi Daily. Let’s dive in....daily active addresses on Uniswap increased by 20% over the previous month to reach 41K....Uniswap previously recorded similar levels of activity in November 2021 when average daily active addresses...For more on Vovo Finance, Delphi members can read our Delphi Pro report here.
4 Min
Nov 2022
WTF Is Anoma? Part 2: WTF Are Intent-Based Apps?
Part 2 – Applications In Part 1 we have overviewed Anoma’s intents and seen how they compare to Ethereum-style...“Part 2: WTF are intent-based apps?”...has 2 sections; First, we take a look at some existing intent-based apps across various verticals that...their TVL on a daily basis....It has 2 modes of operation; fast and slow.
24 Min
Layer 1 / L1
Sep 2023
Zetachain Part 2: The Opportunity Ahead for Omnichain Applications
BRC-20’s on this DEX trade against sUSDT....THORChain has been on a roll in 2023, hitting an ATH in daily swap volume with the trend looking to continue...Actual activity on Ordinals saw a significant spike between May and Sept 2023, averaging over 200K inscribed...
47 Min
Layer 1 / L1
Jan 2024
Delphi's Office Hours Call (May 21st, 2024)
Join the Research team for the fourth edition of the Office Hours call of 2024!...As always, these webinars will take place on the member’s portal for Delphi Pro subscribers.
1 Min
Macro & Markets
May 2024
Delphi's Market Matters - June 2024
Hey Delphi Community, Join the Macro & Markets team tomorrow (6/11) from 12:30pm ET – 1:30PM ET for...As always, these webinars will take place right here on the member’s portal for Delphi Pro subscribers...
1 Min
Macro & Markets
Jun 2024
Delphi's Office Hours Call (February 21st, 2024)
Join the Research team this for the first edition of the Office Hours call of 2024!...As always, these webinars will take place on the member’s portal for Delphi Pro subscribers.
1 Min
Macro & Markets
Feb 2024
Delphi's Market Matters - July 2024
Hey Delphi Community, Join the Macro & Markets team this Wednesday (7/17) from 11am ET – 12PM ET...As always, these streams will take place right here on the member’s portal for Delphi Pro subscribers...How does the back half of 2024 look to be setting up? You won’t want to miss this month’s stream.
1 Min
Macro & Markets
Jul 2024
Delphi's Monthly Markets Webinar - May 2024
Hey Delphi Community, Join the Macro & Markets team this Friday (5/17) from 11am ET – 12PM ET for...As always, these webinars will take place right here on the member’s portal for Delphi Pro subscribers...Hey Delphi Community, Join the Macro & Markets team this Friday (5/17) from 11am ET – 12PM ET for...
1 Min
Macro & Markets
May 2024
Delphi's Monthly Markets Webinar - March 2024
As always, these webinars will take place on the member’s portal for Delphi Pro subscribers.
1 Min
Macro & Markets
Mar 2024
Delphi's Office Hours (6th of August, 2024)
What you’ve basically seen over the last 2 or 3 weeks is the reversal of all those factors, right?...Is you look back historically and you, I don’t know if I’m in the same page here [00:26:07] Jason Pagoulatos...2 trillion to 400 billion, you know, in the last year or 18 months.
Macro & Markets
Aug 2024
Delphi's Office Hours Call (June 26th, 2024)
We’re excited to bring you the fifth edition of the Office Hours show, now streaming! This month’s office call session […]...
1 Min
Macro & Markets
Jun 2024
Delphi's Monthly Markets Webinar - February 2024
Join the Macro & Markets team this Thursday (2/15) from 11am ET – 12PM ET for our first webinar of...2024!...As always, these webinars will take place on the member’s portal for Delphi Pro subscribers.
1 Min
Macro & Markets
Feb 2024
Daily NFT Transactions Spike On Solana After y00ts NFT Mint
This is the Delphi Daily. Welcome to the new beginning....📊 Daily NFT Transactions Spike On Solana After y00ts NFT Mint Solana experienced a 372% increase...The network recorded NFT volume of 344k SOL, the highest daily volume since the previous all-time high...For more on Solana’s NFT ecosystem, Delphi members can read our NFT Insights report here.
4 Min
NFTs
Sep 2022