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Crypto Insider Talks: The FTX Aftermath
Takeaways Jason and Ceteris sit down with Ash Bennington of Real Vision to discuss the fallout from the FTX...The origins of the FTX collapse and how it can be traced back to the market drawdown in May 2022 with...discuss how and when things likely went wrong for many of the industry’s biggest players, especially FTX...
2 Min
Macro & Markets
Nov 2022
The Aftermath of FTX's Downfall
FTX grew to become the third-largest exchange by volume and FTX Ventures began investing in a broad swath...trapped in FTX Funds that were backed by FTX Projects that received funding from FTX/Alameda Research...Companies directly owned by FTX, like LedgerX (FTX’s CFTC-registered derivatives exchange) are likely...
32 Min
Financial Market Themes
Nov 2022
Monthly Chartbook - Uncertainty Reigns Supreme Post-FTX Collapse
At the time, the collapse of FTX and subsequent contagion was playing out in real-time....Today, it continues to do so, with the most recent update coming in the form of current FTX CEO John...We know that the first of these levels was tested in the wake of the FTX collapse, with BTC crashing...Hash rate plummeted nearly 13% in November amid the FTX contagion.
19 Min
Macro & Markets
Dec 2022
DEX Volume Spikes After FTX Collapse
Today, we analyze volume trends on decentralized exchanges following the FTX collapse while our Media...Sam Bankman-Fried has been called to a February hearing as part of an investigation into whether FTX...📊 DEX Volume Spikes After FTX Collapse Weekly DEX volume across all chains increased 146% from...
3 Min
Spot Exchange
Nov 2022
MATIC and BNB Outperform in the Wake of FTX Fallout
BlockFi becomes the latest casualty in the fallout of FTX as it files Chapter 11 of the U.S....The United States House committee sets Dec. 13 as the date for the FTX hearing....📊 MATIC and BNB Outperform in the Wake of FTX Fallout The sudden collapse of FTX has spurred significant...FTX also participated in a $350M fundraising round for NEAR in April 2022.
5 Min
Infrastructure
Nov 2022
Tokens Associated With FTX/Alameda Sell Off Amid Concerns
Today, we took a look at the price performance of tokens associated with FTX/Alameda....📊 Tokens Associated With FTX/Alameda Sell Off Amid Concerns On Nov. 2, 2022, CoinDesk published...Although FTX and Alameda Research are separate businesses, they are closely linked as FTT accounts for...
5 Min
Macro & Markets
Nov 2022
Solana TVL Drops Amid Growing Concerns on FTX/Binance Deal
We are just beginning to see the aftermath of FTX’s downfall....🚨 In Case You Missed It Binance is unlikely to complete its proposed takeover of FTX after reviewing...Leaders of USDT and USDC claim they have no exposure to FTX or Alameda. ...CTFC is monitoring Binance’s proposed acquisition of FTX....We are just beginning to see the aftermath of FTX’s […]...
4 Min
Layer 1 / L1
Nov 2022
FTX Overtakes Coinbase, Tarot Optimism Pools, Decentralized Derivatives
Chart of The Day: FTX Exceeds Coinbase on BTC Spot Volume Trades Since the middle of May, FTX’s aggregated...and consumer adoption to make these platforms truly competitive with CEXs like Binance, Coinbase, and FTX...Chart of The Day: FTX Exceeds Coinbase on BTC Spot Volume Trades Since the middle of May, FTX’s aggregated...
7 Min
Derivatives
Jun 2022
Is FTX's Serum The DeFi Cure?
By Jose Macedo Today, FTX announced the launch of Serum, a decentralised, non-custodial, cross-chain...We look at FTX's Serum Project launch and the effect this may have on the broader DeFi space...
5 Min
Infrastructure
Jul 2020
Delphi Office Hours Call (November 10th, 2022)
Given the magnitude of the FTX story, we decided to focus this week’s episode on the fallout and ramifications...Highlights Included: Broad Ramifications of the FTX Collapse (01:30) State of the Markets (11:50) The...Join us as we break down the chaotic FTX story and what it means for the industry moving forward.
1 Min
Macro & Markets
Nov 2022
Art Blocks Curated Series 1 NFTs Rise Amid Bear Market
Chaos continues in the aftermath of FTX’s downfall....SBF has tweeted an ambiguous thread and small FTX withdrawals appear to be going through for some users...FTX CEO Sam Bankman-Fried (SBF) told investors Alameda owes $10B to FTX....Tether begins freezing USDT owned by FTX at the request of law enforcement agencies. U.S.
4 Min
Art
Nov 2022
Fear Strikes Crypto, Lord of Badgers, & BTC Accumulation
FTX Access X Delphi Digital Crypto Town Hall Tomorrow!...We’ve partnered with FTX Access to start a monthly #CryptoTownHall on Twitter Spaces, and the first one...We’ve partnered with FTX Access to start a monthly #CryptoTownHall on […]...
7 Min
Macro & Markets
May 2022
Valhalla Floor Price Surges After Armory Token Airdrop
President is launching an NFT collection and a committee to represent creditors in the FTX bankruptcy...A committee to represent creditors is formed in the FTX bankruptcy case....FTX Executive Ryan Salame tipped off regulators about FTX’s negligence....President is launching an NFT collection and a committee to represent creditors in the FTX […]...
4 Min
NFTs
Dec 2022
Does History Suggest Price Volatility for BTC Ahead?
FTX US and its founder Sam Bankman-Fried are the subject of an investigation by a securities regulator...🚨 In Case You Missed It FTX US and its founder Sam Bankman-Fried are under investigation by Texas...
3 Min
Macro & Markets
Oct 2022
Solana Sees Resurgence in 2023 With Rise in Active Wallets
The FTX bankruptcy attorney claims to have found over $5B in assets....Have they checked all the sofas in the FTX office for loose change?...🚨 In Case You Missed It FTX bankruptcy attorney says they have recovered over $5B in assets held...
4 Min
Layer 1 / L1
Jan 2023
ETH Staking Yields Rise Above 10% APR
Genesis suspends withdrawals as the fallout from the collapse of FTX continues.
5 Min
Proof-of-Stake
Nov 2022
ATOM Outperforms Major Layer-1s Amid Market Drawdown
FTX US won the auction to purchase the assets of bankrupt crypto lender Voyager Digital, and Cosmos entered...FTX US wins the auction to buy assets of Voyager Digital for $1.4 billion....Elsewhere, Brett Harrison steps down as President of FTX US.
4 Min
Layer 1 / L1
Sep 2022
DYDX Valuation Analysis & DEX Perps Comparison
The collapse of FTX created a window of opportunity that DEXs have thus far failed to exploit.
40 Min
Derivatives
Jul 2023
DEX Tokens Outperform CEX Counterparts
Bloomberg reports that FTX customers have a slim chance of recovering balances....Bloomberg says FTX customers have a slim chance of recovering much of their deposits....This included FTX.com, FTX US, Alameda Research, and other affiliated companies....The highest net outflows were seen from FTX, OKX, and Bitfinex.
5 Min
Macro & Markets
Nov 2022
WBTC Supply Shrinks by Record Amount
BlockFi is may restart withdrawals for certain customers while FTX considers asking third parties to...FTX considers retrieving voluntary payments previously made to third parties, including political donations...
4 Min
Infrastructure
Dec 2022