Top Results183 results
Deconstructing This Week In DeFi
If you were put into a freezer in 2017 and woke up this week to check CoinMarketCap - you might have thought the crazy crypto bull market was still going on based on some of the daily returns projects...
5 Min
Analytics
Jun 2020
Art Blocks Curated Series 1 NFTs Rise Amid Bear Market
...days, Chromie Squiggles (+23%), Genesis (+106%), Construction Token (+69%), Dynamic Slices (+99%), and Elevated...Deconstructions (+176%) have outperformed other NFT collections such as Fidenza, Ringers, BAYC, and...
4 Min
Art
Nov 2022
Liquity v2: Evolving Onchain Leverage
Deconstructing CDP Success Liquity v2 looks promising, but stablecoins have become highly saturated,...moat Controversial figures & partnerships Alchemix Alchemix boasted one of the more ambitious elevator...Mania: Same scenario as above, but market wide bull run elevates valuation multiples and demand for leverage...
20 Min
Debt-Backed (CDP) Stablecoins
Nov 2024
Market Musings - Uncertainty Permeates The Market
...upside or downside), we’ve experienced a significant amount of chopping and churning, with bouts of elevated...Trade wars are not great for risk assets in the short term due to the elevated volatility and uncertainty...given us a taste of how markets are likely to react to Trump’s economic agenda & tariff playbook — elevated...
13 Min
Macro & Markets
Feb 2025
A Gamer's Review of P2E Titles
The criteria I used to examine these games were: Elevator Pitch: A brief description of the game Accessibility...Pegaxy Elevator Pitch: A game where you can compete, breed, rent, and earn by racing mythological horses...Thetan Arena Elevator Pitch: Thetan Arena is a MOBA (Multiplayer Online Battle Arena) on PC and Mobile...
16 Min
NFTs & Gaming
Jul 2022
Finding the Fun in Fundamentals #1 - Mythical Games
You can read a more detailed deconstruction of Sorare in a previous report here.
13 Min
Gaming
Mar 2025
Generative Art Takes Off — Is It The Defining Art Movement Of The Century?
In this chart, we have excluded major outliers (Fidenza, Ringers, Elevated Deconstructions) that would...
25 Min
Art
Jul 2022
High off the Halving
...tensions in the Middle East are making their own fresh highs, so volatility in risk markets could remain elevated...However, downside risk remains elevated, especially if we break below the $60K level.
7 Min
Macro & Markets
Apr 2024
A Wild BART Appears
While spot activity continues to subside and taper, perp/futures activity remains elevated and aggressive...In the above, we can clearly see: The elevated perp/futures activity propping up prices at elevated...
10 Min
Financial Market Themes
Jun 2023
Shuffle: Stacking USDC from Casino Profits While Awaiting Rerating
From House Edge to Holder Yield: Deconstructing the SHFL Lottery It should be noted that despite the...
19 Min
Betting
Jul 2025
MegaETH: Performance to Compete With TradFi
January 14, 2025 To not compromise on decentralization, MegaETH has regular full nodes and have also deconstructed...
21 Min
Layer 2 / L2
Jan 2025
Delphi Office Hours Call (October 20th, 2022)
Highlights included: Could we be looking at 15+ years of elevated inflation?
1 Min
Macro & Markets
Oct 2022
Worldcoin
Growth Despite the stagnant growth of TVL in DeFi – a consequence of unfavorable market sentiments and elevated...
6 Min
Data
Jul 2023
April Showers… May Flowers? - Macro & Markets May 2025
The April tariff shock has been fully retraced across risk assets, and sentiment indicators, while elevated...During past cycle tops, the signal consistently exceeded 80 and often stayed elevated for several weeks...In contrast, today’s reading suggests elevated participation without signs of euphoric excess.
25 Min
Macro & Markets
Jun 2025
Rage Trade Attracts Users but Fails to Gain Volume Share
Despite the bear market, the protocol has seen elevated interest from users since the beginning of October...
4 Min
Perpetual Futures
Jan 2023
The Rise of Ethena: Unpacking The Emerging Synthetic Dollar
Consequently, BTC yields will be competitive with ETH, especially when funding rates are elevated....said, It is worth briefly mentioning one counteracting force that could keep funding rates slightly elevated...If Ethena is simply able to maintain current USDe supply of around $2B, and sUSDe yields remain elevated...
40 Min
DeFi
Apr 2024
Pulse Check on Liquidity Trends
Assuming US policymakers don’t come to an agreement soon, volatility will likely remain elevated as we...
7 Min
Global Macro Themes
May 2023
An Ounce of Hopium for ETH Bulls
Ethereum Usage Remains at Elevated Levels Key on-chain data points for ETH still look fairly bullish...And daily interactions with smart contracts has stabilized at an elevated level.
4 Min
DeFi
Sep 2021
Out of The Frying Pan, Not Out of The Fire
In terms of perp activity, this price rally has been accompanied by relatively elevated funding rates...Most of today’s elevated inflation in the euro area is attributable to higher energy costs, an issue...
11 Min
Macro & Markets
Jul 2022