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Market Musings - New Year, More Volatility
Will Trump sign an EO related to specific economic policy leading to moves in TradFi markets?...Will Trump sign an EO establishing a strategic bitcoin reserve? What about AI and tech?...While the new administration did sign EO’s related to crypto with the creation of a working group headed...
13 Min
Macro & Markets
Jan 2025
If the ETF Era Made Bitcoin Investable, the 401(k) Era Could Make It Unavoidable
Executive Order Does and Why It Matters In August 2025, President Trump signed an Executive Order (EO...While the EO doesn’t force inclusion, it removes the regulatory chill that kept plan sponsors from offering...In essence, the EO turns the world’s largest retirement system into a national-scale DCA machine, programmed...
22 Min
Macro & Markets
Nov 2025
An Ode To Bitcoin
At that time, XRP had a larger market cap than ETH, and XLM and EOS were among the top five largest crypto...
12 Min
Other
Dec 2024
$MAGIC In The Air, $LOOKS Struggles, & Upcoming Mints
Today, Essence of Starlight (EoS) and Prism Shards (PS) are valued at ~0.7 / 0.4 $MAGIC each, while Tier...Since you get 3 EoS and 3 PS for every easy quest, if we assume a 20% chance of obtaining a Tier-5 treasure...
15 Min
NFTs
Feb 2022
Ranking NFT Platforms: A Guide For Brands
Ethereum’s base layer, Immutable X (Starkware/Volition), Polygon (PoS Chain), Flow, and WAX (built on EOS...Polygon PoS, Flow and WAX (which is built on EOS’ layer 1), offer weaker security assurances....EOS, the layer 1 that WAX is built on, reached an all time high of ~4,000 TPS which places it in 3rd...
20 Min
NFT Marketplace
May 2021
Blur: A Fundamental Analysis of NFT Marketplaces
...as new tokens rose to prominence in the alt booms of 2017-2018 and 2021-2022 while older ones (ADA, EOS...
33 Min
NFT Marketplace
Aug 2023
A Primer for Web3 Distribution
Ultra currently consists of its custom EOSIO blockchain, the UOS token, a low-friction non-custodial...EGS lowered their fees to 12% (18% less than the industry average) and released Epic Online Services (EOS...
27 Min
Games
Oct 2022
The Roblox IPO Filing & Crypto Sandboxes
The latest sandbox that’s worth watching is Blankos Block Party from Mythical Games, using the EOS dGoods...standard on a private EOS implementation.
8 Min
Virtual Real Estate
Nov 2020
Binance Smart Chain is very similar to EOS, both with a 21 node control and a warchest of capital to...To date, this hasn’t work out well for EOS, granted Binance Smart Chain will likely produce better tech...
3 Min
Layer 1 / L1
Apr 2020
It Might Soon Be Flow Time
...later this year, which will be the largest and first truly mainstream-focused implementation of the EOS...
9 Min
Layer 1 / L1
Oct 2020
See Tezos and EOS, two projects that haven’t taken advantage of large funds on hand.
7 Min
Asset Management
Oct 2020
The Year Ahead for Markets - 2024
“Ethereum killers” (e.g., EOS, NEO, ADA) largely failed to meet expectations.
76 Min
Macro & Markets
Dec 2023
Was That The Top? Ruminations on the Alleged DeFi Bubble
...cumulative market caps of largely inactive Layer 1 projects like Ripple, Bitcoin Cash, Bitcoin SV, Litecoin, EOS...
9 Min
DeFi
Sep 2020
The Great Reset: Your 2023 Guide To Web3 Games
...does illuminate the agency’s active effort to widen its net beyond classic token cases such as XRP and EOS...
Games
Jan 2023
HIP-4:A New Way To Express A Bet
...with the trader posting their maximum possible loss (i.e. you put $10 on “yes” that “$ETH > 2,500 at EOY...
Derivatives
May 2026
The Year Ahead for Markets 2026
...forward curve is pricing at least 3 more cuts through 2026, putting the Fed funds rate in the low 3s by EOY...
71 Min
Macro & Markets
Dec 2025
Delphi Digital's Chartbook - September 2025
...much intact… BTC has been tracking Fed fund futures as markets began pricing in more rate cuts by EOY...
Macro & Markets
Sep 2025
Arcium: Enabling The Next Phase Of Private On-Chain Activity
Token-2022 keeps confidential accounts under EOA control, which blocks confidential DeFi and any programmable...
25 Min
Infrastructure
Jul 2026
Shortcuts To Scale: How Enso Seeks To Reshape dApp Development
Centralized API Enso’s flexibility is also visible through its support for both Externally Owned Accounts (EOAs...Applications designed for EOAs can leverage Enso for all tokenized interactions, while applications enabling...Settlement options include Router (for EOAs), Delegate (for smart accounts), or Enso Wallet deployment...
31 Min
Infrastructure
May 2025
The Fat App Thesis: An Inflection Point in Value Accrual
...be able to saturate this throughput whenever we open it up, so this means we’ll be at ~30 Mgas/s by EOY...and ~45 Mgas/s by EOQ1. we’re very motivated to keep growing L1 DA to keep up with this demand. cc @...
43 Min
Layer 1 / L1
Apr 2025