...addressing the market’s insatiable appetite for yield....Presently, Tether and Circle maintain a stranglehold over the stablecoin market with a combined 90% market...get deeply embedded in the fabric of both DeFi and CeFi have resulted in high barriers to entry for emerging...its market cap.

Theoretically, the potential for composability and the inability of this immature market to efficiently...The Vovo vaults are best suited for expressing short-medium term, low-conviction views on the market....Vault funds are lent to market makers (Wintermute and Folkvang Trading) at 9.75% APR over 28-day epochs...

Everyone cheered and markets rallied....Where does that leave markets today?...In our Market Musings from August 6th, we cautioned that markets we’re not likely out of the woods just...in crypto markets to continue...., creators keep adapting to current metas, and new narratives emerge....turned into a tale of two markets.

The core problem is that illiquid markets = inefficient markets....the market....One emergent behavior on Polymarket is the comments section has become its own form of SocialFi....Prediction markets do something similar for markets....Decision markets are essentially parallel markets for governance tokens.

markets....The market structure shift we discussed in the previous editions of Market Musings has solidified with...So far for the last year, the market has been very clear....Last cycle we had stables grow from $5-$10bn market cap to nearly $200bn market cap at peak.

DELPHI CONSULTING State of Token Markets Fixing the Issues Plaguing Token Issuance and Token Markets...With Performance II What Broke Token Markets The TRUMP Effect on Memecoin Markets IV The Way Forward...Memecoin markets must reclaim authenticity Tokens considered a junior investment class The market...Design Better token Markets.

...changes and emerging trends....The digital asset secondary market is increasingly resembling the robust secondary markets in traditional...finance markets....’s digital asset secondary market has been the emergence of distinct buyer archetypes....Market Consolidation and Access Private markets have a distribution saturation problem.

Welcome back to Market Musings, our weekly memo covering timely market happenings....market environment....the broad crypto market)....the crypto market....Market prices react when something causes a change in market expectations....The central theme of last week’s Musings was the catalyst driven nature of the current market environment...

Apps like Pendle have found product market fit by allowing users to speculate on the points market....There is no marketing budget; restaurants market to nearby restaurants and grow the business through...Market Research Market research, and more broadly advertising, is one of the biggest industries in existence...

There’s 3x more money held in US money market funds compared to BTC’s market cap....This year, a narrative has emerged that “ETH pumps are bearish.”...When everyone believes the market is PvP, then the market indeed is PvP....Token supply can come from both from private markets and public market places....for markets.

Stresses in Japanese funding markets are emerging as the BOJ tries to shift away from years of loose...moreso resembles a stock pickers market rather than a passive allocation market....Markets = f(Supply, Demand) All markets are a function of supply and demand....The pressure is sharpest in emerging markets.

Ostium: The Gateway to Global Markets Traditional Markets ✓ Deep liquidity ✓ Commodities, FX, Equities...Ostium: The Gateway to Global Markets Delphi Consulting | 06 Market Structure is the Core Bottleneck...-23% size of wicks on PAXG perps while spot gold flat Market Hours After traditional markets close...Market signal is clear.

Having been around since 2018, it’s no new kid on the block, born in the bear market just like Axie Infinity...We also take a deep dive into Splinterlands by highlighting its recent growth in active users, marketplace...When considering total capitalization, AXS is the clear market leader and is still yielding 89% on its...

markets....The most explosive, high-volume trading opportunities often emerge from breaking news and cultural moments...Voided Markets Problem As sports markets becoming an ever increasing part of prediction markets we have...Private Prediction Markets: Opportunity Markets Opportunity markets is another primitive proposed by...

...important and timely developments in the crypto market....It’s not been the bull market many had hoped for....Market Structure Musings While markets were certainly experiencing some excruciating pains last week,...This is very much like the market. Most of the time.

Hey Delphi Community,  Join the Macro & Markets team this Wednesday (4/17) from 11am ET – 12PM ET...for the next Market Monthly Webinar stream!...month, BTC was trading at all time highs, ETF flows remained constructive and the animal spirits were emerging...With short term liquidity concerns re-emerging, tensions rising in the middle east and BTC trading near...

Market Structure Musings – Will History Rhyme?...When we look into the market structure landscape, historical seasonality exhibited by these markets,...BTC Rally Breathes New Life Into Broad Crypto Market Two weeks ago in our July 15th edition of Market...It looks like we’re finally emerging out of our first bull market pullback.

It’s important to remember every bull market sees some period of price consolidation — the market never...Market Liquidity: Regular rebalancing trades can enhance overall market liquidity....markets....But over time, competition arrives and the market fragments.As technologies mature, new winners emerge...like TVL and market cap.

...that any further turbulence in global markets will likely flow through into crypto markets as well....Rate cut sentiment peaked on August 5th amid the chaos of the market selloff, when markets were pricing...At some point, the perp market becomes more important than the spot market....important and timely developments in the crypto market.

We will discuss the high level operations of zkVerify, potential target markets, and dive into the protocol...The protocol can quickly integrate new pallets that adapt to proving systems and respond to the market...Potential Markets Unlike other standalone chains, zkVerify does not have smart contract capabilities....Exchange liquidity and market-making operations.