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Large Unlocks Incoming, DOT and DYDX
As Polkadot’s initial parachain crowd loan matures, the DOT tokens pledged will begin to unlock....Given that recent parachain auctions have seen merely $1-$2M in DOT commitments, this unlocking will...substantially surge the circulating supply of DOT....The first wave of unlock starts on 24 Oct, 2023, with 113M of DOT valued at ~$403M today.
2 Min
Macro & Markets
Oct 2023
Subs Dot Fun: Tokenized Reddit
One of my recent favourite crypto experiments is trying to rewire this concept – Subs dot fun It is...
7 Min
Social Media
Apr 2025
What's Up With Polkadot?
November 2020, Polkadot was one of the hottest new things in crypto as the network launched and the DOT...slots reserved for the auction, and aspiring parachains will have to bond a fairly large amount of DOT...At a $36 billion market cap, DOT trades at a richer valuation than blockchains like Solana ($3.6 billion...
6 Min
Infrastructure
Mar 2021
What's Up With Polkadot?
November 2020, Polkadot was one of the hottest new things in crypto as the network launched and the DOT...slots reserved for the auction, and aspiring parachains will have to bond a fairly large amount of DOT...At a $36 billion market cap, DOT trades at a richer valuation than blockchains like Solana ($3.6 billion...
6 Min
Infrastructure
Mar 2021
BTC Volatility Contracts as Market Awaits Clarity
In fact, Bitcoin’s price has only matched the raw electrical cost of production (denoted by the red-dotted...The green-dotted lines represent the estimated total cost of production, or where BTC’s price needs to...
4 Min
Macro & Markets
Nov 2022
Delphi Office Hours Call (December 1st, 2021)
(00:43:06) – Do you guys think DOT captures that narrative before years end. Thoughts on Polkadot?
2 Min
Layer 1 / L1
Dec 2021
L1 Performance, Funding Spikes, Options Get More Expensive
KSM and DOT look primed to join the party.
3 Min
Layer 1 / L1
Sep 2021
Incentives Rule Everything Around Me: Multi-Chain Edition
Top performers over the last 24 hours are FTM, SHIB, AR, and DOT.
4 Min
Infrastructure
Oct 2021
The Curve Bull Case, StakeDAO Strategies and Managing Mbappé
(A dot J dot), who left his corporate job at Amazon to pursue crypto and Sorare full-time.
8 Min
Asset Management
Feb 2021
Monthly Chartbook - Spring Crossroads
The dots act as a powerful signaling mechanism to the market....This “dot” represents the Federal Reserve’s expectations for the Fed funds rate at the end of 2023....Leaving the dot unchanged is a notable departure from the Fed’s modus operandi, which saw it raise the...2023 year-end dot projection five consecutive times before the March meeting.
26 Min
Macro & Markets
Apr 2023
ETH Staking Yields Rise Above 10% APR
🐣 Notable Tweets Nike’s .SWOOSH Explained Everything you need to know about the DOT SWOOSH announcement...
5 Min
Proof-of-Stake
Nov 2022
Is a Big Move Brewing for BTC?
The updated Dot Plot implied a 4.6% Fed funds rate by December 2023, with Powell reiterating the Fed’...
5 Min
Macro & Markets
Oct 2022
Leverage Watch, ETF Traction, and Relentless L1s
The outlier here is DOT, on the back of Polkadot’s announcement that Parachains are finally coming to...
3 Min
Infrastructure
Oct 2021
L1 Recovery, Gearbox Strategic Raise, Searching for Market Bottoms
Notable Tweets DOT Held Most by Funds Messari Fund Analysis H1’22 @Polkadot is once again the most commonly...
7 Min
Layer 1 / L1
Jun 2022
L1s Take Off, Can ETH Catch Up?
Ethereum’s market cap is 10x higher than the second-largest network on this list (DOT), which makes it...
4 Min
Infrastructure
Aug 2021
Time to Buckle Up: The State of Global Markets
L1 & DeFi Outlook Since the May 2021 top, ETH, DOT, and KSM have lagged other L1s such as SOL, LUNA...Even the poorest performers — ETH, KSM, and DOT — are up over 3x this calendar year.
16 Min
Derivatives
Oct 2021
Market Note: The Surprising Interplay of AI & Cryptocurrencies
This, when coupled with the ICO mania, led to market conditions akin to the dot-com bubble in the early...The key takeaways from previous tech frenzies, such as the dot-com bubble and the initial craze around...
14 Min
Artificial Intelligence
Jun 2023
The Power of Algo Pools: Astroport's Passive Liquidity Solution
XYK (purple dotted line): This model represents the classic constant product AMM, akin to the mechanism...It is represented by the purple dotted line in the image above....price Price Scale (Pink Line): Where liquidity is maximally concentrated Last Traded Price (Yellow Dots...
18 Min
DeFi
Jul 2024
Top Performing Layer Ones, Market Metrics, and Axie's Sharp Growth
Tezos (XTZ), Near Protocol (NEAR), and Polkadot (DOT) were at the bottom end of the bracket.
4 Min
Infrastructure
Jun 2021
Drops of Jupiter
The DCA product has gotten a lotta love on X dot com from whales and power users.
8 Min
DeFi
Jan 2024