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Infrastructure
Jul 2019
The Shadow of Mordor: Facebook, Oculus, and Closed Ecosystems
...closely follow developments in the still-nascent virtual reality industry might have not come across Facebook...Having been able to leverage Facebook’s piggy bank since 2014, Oculus has made huge improvements to the...I need not emphasize the impact Facebook’s handling of data has had on the world thus far....Facebook shouldn’t get to decide that.
5 Min
NFTs & Gaming
Aug 2020
Ethereum Futures Funding Rates Decline as Traders Turn Bearish
🚨 In Case You Missed It Meta expands NFT rollout to Facebook, allowing select users to share NFTs across...Facebook and Instagram....🚨 In Case You Missed It Meta expands NFT rollout to Facebook, allowing select users to share NFTs across...Facebook […]...
4 Min
Layer 1 / L1
Aug 2022
Libra Gets a Facelift
Few announcements sparked more discourse than Facebook’s unveiling of the Libra project last summer....“Facebook’s Libra” – Thematic Insight Report (July 2019) One...
4 Min
Stablecoins
Apr 2020
Metaverse Land Attracts, Keeping Wallets $SAFE, & Rust's TVL Rises
Metaverse Land Gains Traction Land prices in both Sandbox and Decentraland have risen considerably since Facebook...Metaverse Land Gains Traction Land prices in both Sandbox and Decentraland have risen considerably since Facebook...
4 Min
Virtual Real Estate
Feb 2022
Proof of Gamer: How KGeN is Reimagining User Acquisition
The first is Facebook due to its historic focus on deep user profiling and behavioral analysis....Facebook: After some years of experimenting with alternative forms of advertising, Facebook found its...footing at the tail end of the Facebook web gaming era and the emergence of the reign of mobile. ...
44 Min
Gaming
Feb 2025
Web3 Is About Community Control
Web2 Social media is the cornerstone of our society: everyone has a Facebook, a Twitter, Instagram, Snapchat...need to be addressed, decentralized networks need scaling and there really isn’t a reason to trade Facebook...(Link) (Link) Facebook decided to not censor Trump...
5 Min
Social Media
Jun 2020
To the $LUNA: The Delphi Debrief
...by Kevin Kelly, CFA Key Takeaways: Facebook Libra rebranded to Diem. ...Facebook’s original Libra wallet, Calibra, has been rebranded to Novi....Novi Financial is a regulated financial company and a subsidiary of Facebook, Inc.; it is also a member...
4 Min
NFTs
Mar 2021
00    || Introduction and Market Outlook w/ Kevin Kelly 6:02    || Bitcoin Monthly Update 9:40    || Facebook...For our June 2020 analyst call, we spent time covering Facebook's Libra stablecoin; what that means for...
1 Min
AMM
Jun 2019
Celebrating Valentine's Day With The Revamped Delphi Daily
...from our weekly NFT Insights] Virtual lands have been in vogue these past few months, catalyzed by Facebook...observations here: Land prices in both Sandbox and Decentraland have risen considerably since the Meta (Facebook...
9 Min
Layer 1 / L1
Feb 2022
Diem: Crypto Friend or Foe?
Facebook’s original Libra wallet, Calibra, has been rebranded to Novi....Novi Financial is a regulated financial company and a subsidiary of Facebook, Inc.; it is also a member...The Diem network goes well beyond just Facebook; the Association is made up of a diverse group of participants...
8 Min
Layer 1 / L1
Mar 2021
Market Creeps Higher as Bitcoin Futures ETF Debuts
We’ll see, via @tpsarofagis — Eric Balchunas (@EricBalchunas) October 20, 2021 Facebook Chooses Coinbase...Partner for Its Pilot of the Digital Wallet, Novi Coinbase shares jumped 4% following the announcement; Facebook...
4 Min
DeFi
Oct 2021
It’s (Twitch) Prime Time for Crypto
The only other real contender now is Facebook Gaming after Microsoft’s Mixer failed spectacularly....hundreds of millions of dollars on the project, they ultimately gave in and have instead partnered with Facebook...
4 Min
Gaming
Jul 2020
The Next Frontier of the Digital Economy
We consume Facebook’s core product for free in exchange for access to our data, which is then aggregated...But how do you put a number on what the average user would pay for access to Facebook?...They found that Facebook alone has “created more than $225 billion worth of uncounted value for consumers...
6 Min
DeFi
Aug 2020
Convex Dominates, yEarn Strengthens, Metaverse Strikes
Metaverse tokens have been the top performers in the “NFT” sector ever since the announcement of Facebook...
3 Min
Vaults
Nov 2021
Curve's Growth, DeFi's Dilemma, & Meme Coins
Notable Tweets Facebook’s whistleblower talks briefly about her crypto Interesting discussion about...the power wielded by the Facebook whistleblower, how her approach to journalists and her media presence...
3 Min
Vaults
Oct 2021
The Aftermath of One Big Macro Trade
...that growth will tighten the grip of companies like Amazon while giving social and search platforms (Facebook...names like AT&T, J&J, and Comcast) or that of its Growth counterpart (Apple, Microsoft, Amazon, Facebook...
6 Min
Derivatives
Oct 2020
BAT Has My Attention
Brave has an advantage in that it attracts many users that Facebook and others are unable to reach. ~...50% of Brave users are on Facebook....but it’s still the early days as it barely registers on the scale compared to internet giants like Facebook...
10 Min
Internet of Things / IoT
Mar 2021
Solana NFT Volume Market Share Increases As Mints Surge
Meta announces that US-based users can connect their wallets to Facebook and Instagram and share NFTs...
4 Min
NFTs
Sep 2022
The Rise of Lens Protocol in 2023
Facebook’s web3 ambitions began with a permissioned stablecoin called Diem (aka Libre)....On Facebook, users create content and engagement that is recorded by a permissioned, centralized database...
7 Min
Social Media
Apr 2023