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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...a $1.5B allocation to digital assets, as well as reports of a16z’s third crypto fund ballooning to $2B...Overall, the market has sharply shifted from greed to fear, according to the Fear & Greed index.
4 Min
Spot Exchange
May 2021
Extreme Greed Returns as Bitcoin Dominance Falls
...authorization ($750m) by $250m....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
Reserve & Celo - Part 2
[pdf-embedder url=”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″]...Simulation 2 and 3 did breach this Type something threshold, but only in 2% of iterations for the former...
1 Min
DeFi
May 2020
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
Bitcoin Poised for Big Move Ahead Amid Rising Fears
[pdf-embedder 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″]...Low The Crypto Fear & Greed Index, which measures current sentiment of the bitcoin market, touched a...
1 Min
Macro & Markets
Jul 2019
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
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..., we might likely head into the $22-24K region....The Fear & Greed Index has hit 8 points out of 100, the lowest seen since March 2020....Part 2 creates a system of checks and balances for council decisions.
7 Min
Macro & Markets
May 2022
Axie Part 2 - Gamer Economics
SLP supply peaked at 584mil on 29th May and had a short period of deflation....On 28th June it stood at 484mil, a 100mil(-17%) supply decrease in 30 days....Small Love Potion (SLP) has seen a significant growth in price of +712% YTD as of June 28th....Axie floor prices increased from 0.03 ETH to around ~0.066 ETH, and MEO 2 Axie prices rose from 0.084...
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...In order to unlock the next phase of growth, the scaling torch has been passed over to Layer 2s, led...
1 Min
Infrastructure
Dec 2020
Fears Jump as Bitcoin Hits Key Technical Levels
Crypto Fear & Greed Index Sources: Digital Assets Data, Alternative.Me 1 Research August 14th, 2019...Fear & Greed Gauge Falls Off a Cliff The Crypto Fear & Greed Index has gained popularity as a contrarian...Forward BTC Returns Sources: Digital Assets Data, Alternative.Me 2 Research August 14th, 2019 Putting...
Macro & Markets
Aug 2019
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
Infrastructure
Jun 2019
ETH/BTC Break Out, A Fearful Market, & Loopring's L2 Growth
The last time it tested the lower trend line was in Dec 2020....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....Open interest and Fear & Greed Index usually correlate with each other.
3 Min
Infrastructure
Dec 2021
Finding the Fun in Fundamentals #2 - Wemade
From 2019 to 2024, gross revenue grew from ₩113.6 billion ($87 million) to ₩711.9 billion ($547 million...steep losses in 2022 and 2023, at -₩185.8 billion (-$143 million) and -₩206.7 billion (-$159 million)...remains unclear whether This Means War is distinct from another Wemade project, Black Vultures: Prey of Greed...
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...User 0xea wanted to sell 48,942 USDC and receive at least 26.66 ETH.
24 Min
Layer 1 / L1
Sep 2023
Coordination, Public Goods and Crypto (Part 2)
...century, yet the amounts of money raised to acquire these seats have gone up astronomically to $1.2B in 2017...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)
...century, yet the amounts of money raised to acquire these seats have gone up astronomically to $1.2B in 2017...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...BRC-20’s on this DEX trade against sUSDT....The limited edition NFT collection boasted tiers ranging from $10K to $200K....Actual activity on Ordinals saw a significant spike between May and Sept 2023, averaging over 200K inscribed...
47 Min
Layer 1 / L1
Jan 2024
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...& Futures with Kevin Kelly 6:27 – Inflation Expectations with Kevin Kelly 8:55 – Mirror & Terra...Cosmos IBC Launch with Medio Demarco 15:50 – How Nexus Can Incentivize Auditors with Medio Demarco 21...
1 Min
Layer 1 / L1
Feb 2021