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...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...
Report
1 Min
Infrastructure
Dec 2020
Covalent has added a real-time data streaming feature to its MCP....Without structured data and context, agents are as good as blind....Tools & Datasets as Moats
A ZEE can only be as good as the tools and data it has made available for...Access to quality data sets across niches, whether it is off-chain data such as real-world price info...
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13 Min
Infrastructure
Jun 2025
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...
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5 Min
Layer 1 / L1
Aug 2021
Once the antenna receives communication from an end user, it relays it to a data center (such as Equinix...meaning more antennas are required to cover the same area as a traditional telecom antenna) and the data...While data flows in these two models seem rather similar, DeWi initiatives make use of special parts...
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4 Min
Layer 1 / L1
Jul 2022
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.
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4 Min
NFTs
Mar 2021
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.
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2 Min
DeFi
Aug 2020
The Delphi Digital Chartbook is a new initiative to summarize the most important trends and data points...Disclosure: Delphi Ventures and members of our team
may own positions in assets mentioned in this report...Data as of June 30th, 2021
Source: Bloomberg
Bitcoin vs.
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1 Min
DeFi
Jul 2021
...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.
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16 Min
Infrastructure
Jun 2021
The Delphi Digital Chartbook is a recent initiative summarizing the month’s most salient trends and data...Disclosure: Delphi Ventures and members of our team
may own positions in assets mentioned in this report...But the
question still
remains as to
whether we’re
out of the
woods yet…
Data as of July 31st, 2021...Data as of July 30th, 2021
Source: Bloomberg...
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1 Min
DeFi
Jul 2021
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...
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5 Min
DAO
Sep 2021
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...
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4 Min
Spot Exchange
May 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. […]...
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10 Min
Infrastructure
Oct 2021
Bitcoin futures data signals hope, reading into BTC's implied volatility, and hash rates for Bitcoin...
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3 Min
DeFi
Jun 2021
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.
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5 Min
DAO
Aug 2021
Data Digest
Uniswap v3 performs through crash
BTC options OI and volume fall in tandem
Sharp increase...
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2 Min
DeFi
May 2021
...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!
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1 Min
Stablecoins
Nov 2020
Global policymakers have rapidly become the world’s most popular punching bags as multi-trillion dollar relief packages and pledges of “unlimited […]...
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4 Min
DeFi
Apr 2020
...have
helped…
Data as of September 2025
Source: Delphi Digital, Bloomberg
BTC tracks higher as bond...mid-July amid these TGA refill concerns…
Data as of September 2025
Source: Delphi Digital, Bloomberg...Data as of September 2025
Source: Delphi Digital, Bloomberg
Over any meaningful time horizon, UST...
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Macro & Markets
Sep 2025
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...
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1 Min
Macro & Markets
Aug 2024
...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.
Report
7 Min
Macro & Markets
Sep 2021














