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Delphi Analyst Call - Bitcoin, On-Chain Data, Governance and ETH’s Ecosystem
...http://cdn.delphidigital.io/uploads/2020/12/Analyst-Call-December-16-2020-v2.mp3 Delphi Digital’s December...analyst call features a discussion on markets, on-chain data from our latest BTC monthly, governance...Ethereum’s ecosystem. 0:00: Kevin Kelly on global markets and bitcoin 7:33: Medio Demarco on the on-chain data...
1 Min
Infrastructure
Dec 2020
Covalent: On-chain Data Meets Agency
This server acts as a bridge between their indexed data and agent systems....Covalent has added a real-time data streaming feature to its MCP....Without structured data and context, agents are as good as blind....Access to quality data sets across niches, whether it is off-chain data such as real-world price info...
13 Min
Infrastructure
Jun 2025
What On-Chain Market Data is Saying
The first, which applies to both ETH and BTC, is that this metric only focuses on on-chain data, while...As a result, this data doesn’t reflect the true profit/loss of spot participants — only the ones who...So this data, while representing on-chain positioning, doesn’t account for the billions of dollars of...
5 Min
Layer 1 / L1
Aug 2021
On-Chain Indicator Presents Alluring Data for ETH, Intro to DeWi Wars
For more on Ethereum’s technical underpinnings, Delphi members can read our Delphi Pro report here....Once the antenna receives communication from an end user, it relays it to a data center (such as Equinix...While data flows in these two models seem rather similar, DeWi initiatives make use of special parts...Sign up for Delphi Insights here.
4 Min
Layer 1 / L1
Jul 2022
Delphi Enters DXdao
While Delphi Ventures has made a small allocation to DXD already, we may increase our commitment depending...Delphi Digital is officially joining DXdao as a member and we wanted to share why.
2 Min
DeFi
Aug 2020
The Oracle (Report) Of Delphi
...providers directly put their data on-chain....When a request for data is submitted, the validating nodes fetch the data from its source, then aggregate...API3 is similar with regards to how data providers directly submit their data on-chain, but the with...data feeds.
16 Min
Infrastructure
Jun 2021
What BTC Derivatives Data is Saying, Hash Rate Declines, and a Silver Lining for Ethereum
Bitcoin futures data signals hope, reading into BTC's implied volatility, and hash rates for Bitcoin...
3 Min
DeFi
Jun 2021
Uniswap Ignores Price Crash; Stablecoin and Derivatives Data Offer Glimpse of Hope
Data Digest Uniswap v3 performs through crash BTC options OI and volume fall in tandem Sharp increase...
2 Min
DeFi
May 2021
The Delphi Chartbook - July 2021
The Delphi Digital Chartbook is a recent initiative summarizing the month’s most salient trends and data...
1 Min
DeFi
Jul 2021
Gimme The Loot: The Delphi Debrief
Delphi Free subscribers & clients can see the full brief here....Delphi Daily subscribers & clients can see the full brief here....Delphi Daily Of The Week [Delphi Daily] L1 Performance, Funding Spikes, Options Get More Expensive...The Delphi Podcast Host and GP of Delphi Ventures Tom Shaughnessy sits down with John Crain, Founder...
5 Min
DAO
Sep 2021
To the $LUNA: The Delphi Debrief
Delphi’s own Yan Liberman wrote a thread summarizing the post, which was seconded by Terra’s founder...Do Kwon: (Disclosure: Delphi Ventures is an investor in $LUNA and $ANC.)...of fate, Guy Lawrence—one half of the electronic music duo Disclosure—appeared on the podcast after Delphi...Delphi Daily subscribers & clients can see the full brief here.
4 Min
NFTs
Mar 2021
Introducing: The Delphi Daily
Global policymakers have rapidly become the world’s most popular punching bags as multi-trillion dollar relief packages and pledges of “unlimited […]...
4 Min
DeFi
Apr 2020
Fear vs Greed: The Delphi Debrief
 multi-chain data....ETH volume across exchanges reached extremely high levels, and on-chain data suggests the network’s fundamentals...[Delphi Daily] Uniswap Ignores Price Crash; Stablecoin and Derivatives Data Offer Glimpse of Hope Uniswap...Get The Full Daily for Free Featured Podcast The Delphi Podcast Host and GP of Delphi Ventures...
4 Min
Spot Exchange
May 2021
The Delphi Chartbook - June 2021
The Delphi Digital Chartbook is a new initiative to summarize the most important trends and data points...
1 Min
DeFi
Jul 2021
The Delphi Chartbook - August 2021
...the few months despite the net outflows BTC-based products have experienced, according to fund flow data...To understand what this means, check out this edition of the Delphi Daily.
7 Min
Macro & Markets
Sep 2021
Visa Goes Punk: The Delphi Debrief
Delphi Free subscribers & clients can see the full brief here....Delphi Daily subscribers & clients can see the full brief here....[Delphi Daily] L1s Take Off, Can ETH Catch Up?...Delphi Daily Of The Week [Delphi Daily] A Brief Look at Market Structure The markets are red again..., charts of the Week and The Delphi Podcast highlights.
5 Min
DAO
Aug 2021
The Delphi Chartbook - September 2021
In this edition of the Delphi Chartbook, we cover crypto markets, DeFi, L1s & L2s, and important...macro data points....According to Glassnode’s on-chain data, this cohort continues to accumulate....macro data points. […]...
10 Min
Infrastructure
Oct 2021
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
? Best of Delphi Research (Oct. 2020)
...content these days has become increasingly hard, which is why we’re excited to announce our new monthly Delphi...Even if you’re not a Delphi Member, you can access the entire report for free below!
1 Min
Stablecoins
Nov 2020
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’...Fed’s Jackson Hole summit this week amid signs of a weakening labor market and disappointing economic data...
1 Min
Macro & Markets
Aug 2024