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Fear vs Greed: The Delphi Debrief
Fear and Loathing in Miami May 28th, 2021 Despite a series of bullish news items this week—which included...Overall, the market has sharply shifted from greed to fear, according to the Fear & Greed index....However, the market seems to have overreacted to this month’s crash if you compare the level of fear...
4 Min
Spot Exchange
May 2021
Reserve & Celo - Part 2
...https://storage.googleapis.com/members-portal-bucket/uploads/2020/07/Research-Report-Reserve-Celo-Part-2-...5-31-2020.pdf” title=”Research Report – Reserve & Celo – Part 2 – 5 31 2020″]...
1 Min
DeFi
May 2020
Axie Part 2 - Gamer Economics
Axie floor prices increased from 0.03 ETH to around ~0.066 ETH, and MEO 2 Axie prices rose from 0.084...flat throughout the month while Mystic 1 Axie floor price grew from 5.5 ETH to 9.99 ETH and Mystic 2...
9 Min
Games
Jul 2021
Layer 2: Rollups
In this report, we look at how the Layer 2 ecosystem is shaping up and dive into the varying rollup solutions...
1 Min
Infrastructure
Dec 2020
Extreme Greed Returns as Bitcoin Dominance Falls
Extreme Greed Amidst a BTC Dominance Pullback After rising for a month with ETF anticipation, we’ve...A word of caution (especially when deploying leverage), the Crypto Fear and Greed Index is back to highs...we haven’t seen since early March, officially marking “Extreme Greed” levels.
3 Min
Infrastructure
Oct 2021
Infrastructure
Jun 2019
Market Fears Subside, AssangeDAO, & Uncollateralized Lenders
...markets bouncing off their lows over the past few days, investor sentiment has moved away from ‘Extreme Fear...’ to ‘Neutral,’ pushing the Crypto Fear & Greed Index to its highest level since mid-November....Historically, markets tend to perform well after large upward spikes in the Crypto Fear & Greed Index...
3 Min
DeFi
Feb 2022
The Shift to Layer 2: A Potential Disruption Catalyst for the AMM Ecosystem
...and then encourage liquidity providers to move over from the main pool to the layer 2 equivalent....Ideally a user executing a swap on the ETH-USDC pool on Unipig (Uniswap fork on the Optimism layer 2)...Ideally as a user, regardless of whether interacting with the ETH-USDC pool on layer 1 or on layer 2,...
5 Min
Layer 2 / L2
Nov 2020
Fearful Market Shakes Out Little Leverage
Market Update Today has been brutal across global financial markets, presumably from fears surrounding...The vast majority of these liquidations occurred when BTC fell 16% in only 2 hours....Volatility and Fear The Deribit Volatility (DVOL) index measures the 30D implied volatility using Deribit...
4 Min
DeFi
Sep 2021
Bitcoin Poised for Big Move Ahead Amid Rising Fears
...url=”http://cdn.delphidigital.io/uploads/2020/07/Macro-Bitcoin-Poised-for-Big-Move-Ahead-Amid-Rising-Fears...-7-26-2019.pdf” title=”Macro – Bitcoin Poised for Big Move Ahead Amid Rising Fears – 7 26 2019″]...
1 Min
Macro & Markets
Jul 2019
Finding the Fun in Fundamentals #2 - Wemade
...remains unclear whether This Means War is distinct from another Wemade project, Black Vultures: Prey of Greed...The token briefly ran 50% ($2-$3) in the weeks leading up to release before continuing to chart a seemingly...
18 Min
Gaming
Jun 2025
WTF Is Anoma? Part 2: WTF Are Intent-Based Apps?
Part 2 – Applications In Part 1 we have overviewed Anoma’s intents and seen how they compare to Ethereum-style...“Part 2: WTF are intent-based apps?”...has 2 sections; First, we take a look at some existing intent-based apps across various verticals that...It has 2 modes of operation; fast and slow.
24 Min
Layer 1 / L1
Sep 2023
Fear Strikes Crypto, Lord of Badgers, & BTC Accumulation
Chart of The Day: Crypto Shrouded In Fear Note: The Crypto Fear & Greed Index is derived from analyzing...Crypto investors are shrouded in fear as BTC continues to trade downwards alongside bearish macro sentiments...The Fear & Greed Index has hit 8 points out of 100, the lowest seen since March 2020.
7 Min
Macro & Markets
May 2022
Coordination, Public Goods and Crypto (Part 2)
...mathematical demonstration of the sub-optimality of the 1p1v system in provisioning public goods, see page...
11 Min
Asset Management
Nov 2020
Coordination, Public Goods and Crypto (Part 2)
...mathematical demonstration of the sub-optimality of the 1p1v system in provisioning public goods, see page...
11 Min
Asset Management
Nov 2020
Zetachain Part 2: The Opportunity Ahead for Omnichain Applications
And if it weren’t for the fear of exploits that has gripped the crypto world, I would be confident enough...
47 Min
Layer 1 / L1
Jan 2024
ETH/BTC Break Out, A Fearful Market, & Loopring's L2 Growth
Futures Traders Unfazed by Fear Crypto markets have been ravaged by fear in the past month, but futures...At the same time, the Fear & Greed Index nearly hit a state of extreme fear....However, sentiment in the market continued to be fearful....Open interest and Fear & Greed Index usually correlate with each other.
3 Min
Infrastructure
Dec 2021
BAYC Gets BendDAO-ed & Internet Game Season 2
Internet Game is an interactive entertainment platform that is launching its Season 2, titled “Bear Market...There are 2 parts to the games....Part 2 is a live finale with 3 multi-player games hosted by Gmoney & Leah Lamarr....This sparked fears of a liquidation cascade where liquidations lead to falling floor prices which lead...
11 Min
NFTs
Aug 2022
2/17 Analyst Call: BTC, Terra, Cosmos, NXM, NFTs, and Aggregators
Topics Covered: 2:05 – MicroStrategy’s Bitcoin Blueprint with Kevin Kelly 5:45 – Bitcoin ETF, Funds...
1 Min
Layer 1 / L1
Feb 2021