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Social Tokens: The Rise of the Coin’s E-Den Syndicate
...experimental, Marguerite’s token transcends our “real” world of crypto and the fictional world of the E-Den...“Coin’s E-Den is the first ever Neon District syndicate and largely a social experiment....(Marguerite as the Boss of the Coin E-Den Syndicate) Whilst $COIN feels particularly well contextualized...
4 Min
NFTs & Gaming
Sep 2020
How NFTs are Transforming Shopify and Commerce w/ Alex Danco
It’s very intentional commerce. It’s purposeful commerce....If you look at the difference between e-commerce 15 years ago versus now, certainly scope to North America...and the west anyway, because e-commerce in the east is an entirely different story, but I think this...NFTs aren’t an output of commerce; they’re an input of commerce.
NFTs
Jun 2022
Virtuals’ Agent Commerce Protocol (ACP): Towards Multi-Agent Collaboration
Without a standardized framework, AI-to-AI commerce remains inefficient, leading to miscommunication,..., trustless economic layer for AI-driven commerce....This post examines ACP’s architecture, its role in standardizing AI-driven commerce, and how it addresses...How ACP aids Multi-Agent Collaboration 1) The Fragmentation Problem in AI Commerce AI-driven businesses...
4 Min
Artificial Intelligence
Feb 2025
The Aftermath of One Big Macro Trade
The secular migration towards e-commerce and digital may be enough to make up the difference, but that...
6 Min
Derivatives
Oct 2020
Stablecoin Growth Propels LUNA Forward
This is why Terra’s long-term plan is to continue increasing stablecoin usage in e-commerce.
6 Min
Stablecoins
Mar 2021
Is Phygital The Future Of Fashion? A Look At Clone X Forging
Socks 0.03 E (~$40) Cap 0.04 E (~$55) T-shirt 0.08 E (~$110) Pants 0.13 E (~$175) Hoodie 0.19 E (~$255...) Air Force One 0.38 E (~$515) The most popular items are the T-shirts and the Nike Air Force One shoes...As a reference, the average revenue per user (ARPU) for fashion and beauty e-commerce in Europe is around...
12 Min
NFTs
Sep 2022
Delphi Office Hours Call (June 22nd, 2022)
...included: Overview (00:35) Macro #1 (01:25) Macro #2 (04:29) DeFi Derivs (08:39) NFT NYC (14:23) Commerce...talk about some of the learnings from the episode and maybe a little more context on, where do you see e-commerce...E-commerce is, or at least has been in the past very much a single player thing.  21:37 · Gui However...
43 Min
Macro & Markets
Jun 2022
Frax Finance
...function(c,d){"use strict";var e=!1,n=!1;if(d.querySelector)if(c.addEventListener)e=!...c.wp.receiveEmbedMessage)if(c.wp.receiveEmbedMessage=function(e){var t=e.data;if(t)if(t.secret||t.message...(e=i[s]).getAttribute("data-secret"))t=Math.random().toString(36).substr(2,10),e.src+="#?...The utility it could have in global commerce is self evident.
13 Min
DeFi
Jan 2021
Has Flashbots' Market Share Plateaued?
Google has partnered with Coinbase Commerce to begin accepting crypto payments for cloud services in...Google integrates with Coinbase Commerce to begin accepting digital currency payments for cloud services...
5 Min
MEV
Oct 2022
The Policymaker Conundrum (Oct. '21 Chartbook, Part II)
...same (poor) analogy, if the Fed were to raise rates too far too fast, it would be like ripping the e-brake...Stronger-than-expected demand forced global commerce industries to ramp up production, which as we noted...
10 Min
Infrastructure
Nov 2021
Why the Future of Fashion Is in the Metaverse
Megatrend 3: Fashion Spending Is Rapidly Shifting Online Fashion e-commerce is the largest B2C commerce...It is estimated that revenue in the global fashion e-commerce market will hit $1T in 2025, doubling in...
21 Min
Fashion
Oct 2022
Squads' Expansion from Multisigs to Crypto-Native Fintech Infrastructure
Payment Service Providers (PSPs), Neobanks, digital wallets, payroll and remittance platforms, and e-commerce...Beyond crypto, AI agents in banking, e-commerce, and home management can also adopt stablecoin rails.
26 Min
Infrastructure
Feb 2025
Axie Part 1 - Fundamentals That Can't Be Overlooked
To calculate the P/E Ratio, we used Fully Diluted Valuation divided by the annualized 30D average earnings...P/E has come down from over 800 at the end of April to the recent low of 7.59....grown from less than $1M to over $14M in ~2 months from breeding and marketplace fees, implying a P/E...
12 Min
Games
Jul 2021
The Stablecoin Manifesto
AI-Enabled Commerce: Beyond traditional business use cases, stablecoins are uniquely positioned to serve...nature, instant settlement, and ability to handle micro-transactions make them ideal for agent-to-agent commerce...However, with time, we will likely see more sophisticated examples of agent-to-human commerce emerge.
45 Min
Stablecoins
Nov 2024
Anchoring The Market To A New Reference Rate
...bootstrapped through the current crypto audience, eventually it will be incorporated into Chai (Terra’s e-commerce...
10 Min
Layer 1 / L1
Mar 2021
A TON of Gaming Hype
...monetize their users, those platforms have started to expand their scope into gaming, daily services, e-commerce...within the next few months, an open task platform as a user funnel for other projects, and an upcoming e-commerce...
31 Min
Gaming
Jun 2024
Liquidity Dries Up, ZK vs Optimistic Rollups, NFTs Transforming Shopify
How NFTs are Transforming Shopify and Commerce – Alex Danco [Excerpt from a Delphi Podcast] Alex Danco... is the Head of Blockchain at Shopify, a commerce platform that allows anyone to set up an online store...Shopify’s shift into Web3, the importance of wallet UX for crypto adoption, the future of NFT-integrated commerce...
7 Min
Spot Exchange
Jun 2022
NFT Game Platforms: Through the Eyes of Founders
Venly is focusing on the intersection between NFTs, gaming, and e-commerce.
11 Min
Gaming
Sep 2022
From Direct-to-Consumer to Direct-to-Avatar
...the nature of our digital experience afoot which are giving rise to the concept of Direct-to-Avatar commerce...As direct-to-avatar commerce comes to the fore, we will continue to track which infrastructure components...
7 Min
Digital Collectibles
Aug 2020
Looking in The Mirror
Their Chai app – an e-commerce platform – is used all around Korea by users that have no idea the Terra...
13 Min
DeFi
Dec 2020