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EIP-1559: Burn Baby Burn
Unpacking EIP-1559  EIP-1559 is slated to go live in July 2021....Variants of EIP-1559 have already been deployed on Filecoin, Near, and Celo with moderate success....A key intent behind EIP-1559 is smoothing out the predictability of transaction fees on the network....Net ETH issuance is certainly lower than it would be without EIP-1559, but only marginally.
9 Min
Infrastructure
Jun 2021
Cancun Upgrade Incoming, EIP-4844 to Benefit L2s
The forthcoming Cancun upgrade will introduce EIP-4844, a crucial enhancement designed to boost the scalability...v=cEJDZguSYcY&ab_channel=EthereumDEVNL EIP-4844, also known as Proto-Danksharding, is set to introduce...The implementation of EIP-4844 will lower fees and boost the throughput of L2s....The forthcoming Cancun upgrade will introduce EIP-4844,...
2 Min
Layer 2 / L2
Jun 2023
150 Minutes of NFTs with Jake Brukhman
And the treasury has, you know, over 1500 ETH in it that’s pretty wild....And so there actually are a couple of proposals for Ethereum wide royalty standards like EIPs....https://storage.googleapis.com/members-portal-bucket/uploads/2021/08/150-Minutes-of-NFTs-with-Jake-Brukhman_mixdown4...
NFTs
Aug 2021
DeFi Summer
Discounts are offered up to a collateralization ratio of 150% and for time locks of as little as 2 weeks...could evolve into. 😭 Meme of the Week 📖 Delphi Reads (Alpha Feed Unlocked) Cancun Upgrade Incoming, EIP...The forthcoming Cancun upgrade will introduce EIP-4844, a crucial enhancement designed to boost the scalability...
11 Min
DeFi
Jun 2023
The Year Ahead for Infrastructure 2024
...state, throughput is still fairly limited, and the initial implementation of 4844 will only allow ~150...(more to come) Swap (more to come) 6 TSS vaults each with 20 nodes  1 TSS vault with a target of 150...One of the most significant and discussed upgrades happening in the Dencun hardfork is EIP-4844, and...
93 Min
Infrastructure
Dec 2023
Avatar Frenzy, ETH Volatility & A DeFi Ecosystem Snapshot
With EIP-1559 going live today, a weak “sell the news” event played out right before the US session....With the much-anticipated EIP-1559 going live in today’s London hard fork, the most obvious theory is...Solana & Terra DeFi At ATHs As the Ethereum community celebrates EIP-1559 and NFT seasons, the Terra...
3 Min
DeFi
Aug 2021
Managing Expectations Heading Into "The Merge"
Transaction Fees & MEV: Since the implementation of EIP-1559 the base fee portion of transactions...ETH Net Issuance and Staking Rate After The Merge Since its introduction, EIP-1559 has led to ~$6.8B...The first chart shows us the real net issuance of Ethereum since EIP-1559 was enacted in August 2021,...
11 Min
Proof-of-Stake
Apr 2022
ETH Breaks Out, Benefits Big From NFT Craze
ETH Inflation Rate Craters Before EIP-1559 was implemented on Aug. 5, ETH’s annualized daily inflation...inflation rate has trended down sharply since and averages an annualized emission rate of 1% since the EIP...Although it’s unlikely that this sustains until the PoS merge, EIP-1559’s impact on ETH’s inflation is...
3 Min
Infrastructure
Sep 2021
Ethereum Burns, Axie's Inflection Point, DeFi Narratives
ETH Burns Can Further Heat Up On Monday, we spoke about EIP-1559 burns amounting to 17,000 ETH ($53...The old style of Ethereum transactions where miners receive the entire fee now co-exists with EIP-1559...Interestingly, EIP-1559 transactions still account for the minority of Ethereum transactions since launch...
4 Min
DeFi
Aug 2021
EVM Wars: Between Giga Gas and Giga Gimmicks
...million gas per second by 2025, Fuel’s new Redacted project aims to reach giga gas throughput with 150K...Fuel Labs intends to come up with another project, “Redacted,” that scales to 150K TPS with millisecond...EIP-7702 also helps with account recovery and gas abstraction....EVM chains may also come up a level if they extend support to EIP-7702.
13 Min
Layer 1 / L1
Mar 2025
Beware the Ethereum Post-Fork Hangover
90 80 70 60 50 40 Days Before/After Fork Homestead Sources: Etherscan, etherchain.org DAO Fork EIP...-150 Hard Fork Spurious Dragon Byzantium 30 27 24 21 18 15 12 9 6 3 0 -3 -6 -9 -1 2...-150 Hard Fork Spurious Dragon 30 26 28 22 24 20 18 16 12 14 8 10 6 4 2 0 -2 -4 -6 -...
1 Min
Layer 1 / L1
Jan 2019
ETH on Fire, Call Buyers Don't Tire, and NFTs Push Higher
. $53 Million of ETH Burned EIP-1559 is living up to expectations as a potential deflationary force...Since the London Hard Fork (when the EIP was implemented) on Aug. 5, over 17,000 ETH, or $53 million...Before the EIP was implemented, miners would’ve pocketed all of that ETH as revenue for their services...
4 Min
DeFi
Aug 2021
The Year Ahead for Infrastructure
For example, if the source chain is a Cosmos chain with 150 validators, the destination chain verifies...EIP-4844, AKA Proto-Danksharding EIP-4844 will be a major milestone for Ethereum L2s (particularly rollups...EIP-4844 relaxes the data requirement on Ethereum L1....EIP-4844 will reduce rollup fees by an order of magnitude.
83 Min
MEV
Dec 2022
The Delphi Chartbook - August 2021
...market, most notably BTC and ETH, before examining the evolution of market structure, the impact of EIP...Over 150,000 ETH have been burned since EIP-1559 went live on Aug. 5....Today, the platform regularly does over $150M of daily volume.
7 Min
Macro & Markets
Sep 2021
L1 Performance, Funding Spikes, Options Get More Expensive
OJcpz1sAWO — The Block (@TheBlock__) September 2, 2021 A thread addressing the perceived negative impact of EIP...-1559 “EIP-1559 sucks....I suppose gas prices would be much higher now if we didn’t have EIP-1559....How does EIP-1559 save you $ETH? ??
3 Min
Layer 1 / L1
Sep 2021
Delta-Neutral AXS Farming, LUNA Burns, Yield Generating NFTs
The supply burn places deflationary pressure on LUNA making it increasingly scarce, similar to EIP-1559...Ethereum is doing 43x the fee revenue of $BTC Over 2.7 billion locked in Layer 2’s 423k ETH burned since EIP...
4 Min
Infrastructure
Oct 2021
Enforceable Creator Royalties
However, with the advent of enforceable on-chain royalty solutions, such as EIP-4910 and further developed...EIP-2981 aims to enable universal support for creators, but all marketplaces must implement the royalty...behave in good faith to uphold the NFT ethos of supporting creators was an oversight when creating EIP...
12 Min
NFTs
Mar 2023
Exploring Base's Role in the Growing Onchain Economy
...has contributed to several onchain advancements: driving rollup transactions to sub-cent fees through EIP...While this is in part because of EIP-4844, the scaling efforts Base has been making (such as raising..., average transaction fees for users are down 70% from $.422 to $.097 post EIP-4844. ...
35 Min
Layer 2 / L2
Nov 2024
ETH Primed for Takeoff If Breakout Holds
Fundamental Drivers The much-anticipated EIP-1559 has finally been implemented, and the early data has...have earned 9,900 ETH in tips, at an average rate of ~ 380 ETH per day, over the same period; before EIP...
6 Min
Layer 1 / L1
Aug 2021
Catalysts Stacking Up - Will Narratives Drive Fundamentals?
Two people are separately confronted with the list of numbers [2, 5, 9, 25, 69, 73, 82, 96, 100, 126, 150...Ethereum Development Continues With EIP-4844 Another potential catalyst to put on the radar is Ethereum...’s next major upgrade, EIP-4844 (or Proto-Danksharding) scheduled for Q4 2023....With the introduction of EIP-4844, the DA cost dwindles to 1 ETH.
44 Min
Macro & Markets
Jul 2023