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Enjin Coin
Enjin, the company behind Enjin Coin, has existed for close to decade and is based out of Singapore....Enjin Coin has the pieces in place to have a clear path to adoption....Coin....Coin back in July of 2017....Coin to rewards their fans.
Gaming
Feb 2019
King $COIN Marches On
A Pivotal Year For Coinbase We believe a large part of Coinbase’s success has been due to its “operational...Coinbase is truly ‘going global’....This earned Coinbase an additional $173mm in revenue..... – Coinbase Shareholder Letter 2023 2024 Outlook The 2024 priorities are clear for Coinbase: Grow trading...
7 Min
Macro & Markets
Feb 2024
Stable Coin Supply Explosion
Stable coins come in many different forms, but fiat-backed absolutely dominate market share....The fiat-backed stable coin subset is further dominated by tether (USDT), typically making up over 80%...of the fiat-backed stable coin supply....March kicked off the growth in stable coin supply and it has yet to slow down.
2 Min
Stablecoins
Apr 2020
Return of the Coins
One name we’ve been saying looks poised for a big move is COIN.COIN is up ~30% since we published our...Coinbase deep dive two months ago, outperforming the NDX by over 25%....Only 28% of analysts have a buy recommendation on COIN — among the 30 tracked by Bloomberg — so it still...
27 Min
Financial Market Themes
Nov 2023
Zora: Can't Stop Coining
Zora’s introduces two types of ERC-20 tokens: creator coins (one per user profile) and content coins...Coins protocol: Zora’s tokenization & liquidity infra on Base. ERC-20 creator/content coins....Content coins are paired with creator coins, and creator coins are paired with ZORA.
40 Min
DeFi
Aug 2025
Dog Coins, Liquidations, and Metamask's Fee Capture
DOGE inspired ERC-20 memecoins dominate Uniswap volume, leveraged traders flushed across crypto, and Metamask's monetization comes good....
2 Min
DeFi
May 2021
Social Tokens: The Rise of the Coin’s E-Den Syndicate
For those of you that might not know Marguerite deCourcelle, more commonly referred to as Coin Artist...At the time of redemption, the coins were worth $50,000. ...This past Saturday, Marguerite launched her social token called $COIN – a welcome addition to the growing...“Coin’s E-Den is the first ever Neon District syndicate and largely a social experiment.
4 Min
NFTs & Gaming
Sep 2020
Curve's Growth, DeFi's Dilemma, & Meme Coins
It’s Happening, Again Dog coins are mooning again, which has historically been a pretty good indication...The first time dog coins went wild was Apr. – May. this year, and quickly cratered as crypto markets...In early Sept., dog coins were all the rage again and the broader crypto market saw a fairly deep de-leveraging...
3 Min
Vaults
Oct 2021
ETH Rebounds, Banker Joe Launch, Perps & CEX Coins
ETH/BTC Rebounds From Key Support From Oversold Regions After days of hovering at the bottom of the 0.06 to 0.08 […]...
3 Min
DeFi
Oct 2021
Update w/ Yan Liberman ​12:20  || Ethereum Report Takeways 27:50  || Cosmos/Generalized Mining 33:10  || Enjin...Coin Takeaways & Update 40:05 || Q&A...Our March 2019 analyst call focuses on the Enjin Coin, Cosmos, Bitcoin, Ethereum, and Market Outlook...
1 Min
Asset Management
Mar 2019
The $COIN Conglomerate
Street is wrong to value $COIN like a bank and argue that Coinbase is crypto’s leading “everything app...The macro climate is to blame for COIN’s dismal price action....As a public company, COIN is beholden to boomer metrics like revenue and earnings....impact on COIN’s top and bottom lines.
6 Min
Macro & Markets
Nov 2023
Double Dipping with $COIN
Let’s quickly summarize: Trump said he likes the coins Democrats panic and perform a 180 on harsh crypto...Outside of crypto native tokens, $COIN seems a compelling idea once more, and has a very similar set...Last year, we published the OG Coinbase report in September, and the thesis was relatively simple: Coinbase...
3 Min
Macro & Markets
May 2024
King $COIN's Calculated Moves
With Q1 earnings season on the horizon, and with Coinbase reporting on May 2nd, we wanted to highlight...one of our newest tools made available to Delphi subscribers: The Coinbase Transaction Revenue Calculator...“In 2023, Coinbase generated approximately $3.1bn of revenue. $1.5bn of which was generated from trading...
3 Min
Macro & Markets
Apr 2024
The Bull Case for $COIN with Bankless
Delphi Analyst Michael Rinko joined Bankless and independent researcher Jay (0xJaypeg) to discuss the Coinbase...’s historical growth and it’s $COIN asset....Delphi Analyst, Michael Rinko, joined Bankless and independent researcher, Jay (0xJaypeg), to discuss Coinbase...’s historical growth and it’s $COIN asset. […]...
121 Min
DeFi
Nov 2023
Meme Coin Hubris
I define meme coins as cryptocurrencies with no broader utility than hype – Shib, Floki, Baby Doge Coin..., Mona Coin, whatever....They are all meme coins....On a side note, I no longer consider Doge a meme coin – it is now a Musk coin....The latest meme coin is $PEPE.
2 Min
Macro & Markets
Apr 2023
MetaDAO: From Futarchy to "Ownership Coins"
MetaDAO is moving on from the full “futarchy” narrative to “ownership coins”....site + docs of the word futarchy product has evolved, so should the terminology “launch an ownership coin...
3 Min
DAO
Oct 2025
NFT Game Platforms: Through the Eyes of Founders
On the other side of the coin, we have the cost for users to transact on the network....publishers such as Microsoft and Tilting Point, as well as household crypto names like Binance and CoinMarketCap...Perhaps the most well-known abstraction layer, predominantly for their SDK, Enjin also has the broadest...
11 Min
Gaming
Sep 2022
Coinbase Premium Accompanies The Orange Coin To $60K
Over the years, you may have seen people refer to the ‘premium’, or the ‘Coinbase premium’....This simply refers to the difference between the Coinbase BTCUSD price and the Binance BTCUSDT price....We likely will see a similar trend with spot markets and exchanges as well, with Coinbase being a prime...
2 Min
Financial Market Themes
Feb 2024
Return of the Coins  (Executive Summary)
...seen traditional equities that sit at the intersection of TradFi and Crypto begin to rally, including Coinbase...Coinbase is a name that we’ve written about in depth, and one that we expect to continue outperforming...as Wall Street wakes up to the vast potential that Coinbase has positioned itself for.  ...
3 Min
Global Macro Themes
Nov 2023
COIN Breaks to Fresh 52-Week High
COIN continues to gain momentum after breaking to a fresh 52-week high this morning....We’ve been noting its breakout potential for weeks, despite the Street’s largely bearish view on Coinbase...COIN is up >50% since we published our Coinbase deep dive report, outperforming the Nasdaq 100 by...COIN is...
1 Min
Macro & Markets
Nov 2023