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Is The Market Carnage Over?  - Crypto Insider Talks (Mar. 2025)
Real Vision's Raoul Pal and Delphi Digital's Kevin Kelly are back to discuss the latest trends in macro and crypto....
62 Min
Macro & Markets
Mar 2025
Jose & Yan discuss Delphi Labs, Incubating Mars/Astroport, & Token Economic Design
That’s when, what we started doing with Mars and Astro port, yeah....W where Mara, so you stake your Mars into this pool, which is the X Mars pool....the system, and only X Mars holders can vote....We also applied this model for Mars....and for an additional bonus, can they deposit Mars?
2 Min
Lending / Borrowing
Nov 2021
UST Demand Surges, Markets Turn Sour, & Ember Sword Alpha
Chart of The Day: LFG and Mars Protocol Spur UST Demand For those unfamiliar, UST is a decentralized...The launch of Mars Protocol’s Lockdrop could be yet another catalyst for UST demand....Lockdrop allows users to lock UST into Mars’ Red Bank in exchange for a distribution of $MARS tokens...
6 Min
Stablecoins
Feb 2022
Bancor Considers a BNT Burn, and a New DAO Model for SafeDAO
Mars publishes the whitepaper for its v2. Find it here....Mars […]...
6 Min
DAO
Sep 2022
A Hint of MAGIC: Hunting for Treasures on Arbitrum
Note: On Mar. 2, the Treasure marketplace was hit by an exploit that resulted in several Genesis Legions...The marketplace was paused and re-deployed again on Mar. 12 after code reviews and audits....As of Mar. 14, 2022: Released supply of $MAGIC is 155,190,086 64.9% of the total released supply...The game will begin soon: Gen-0 is expected to go live in Mar. 2022.
16 Min
NFTs
Mar 2022
L1s Underperform, DebtDAO, & Web3 Goes to Washington
...key announcements like Luna Foundation Guard raising $1B to form a BTC reserve for UST in addition to Mars...Delphi Podcast on Twitter ✅ Follow Delphi Digital on Twitter 🧠 Access Delphi’s Research Notable Tweets Mars...LBA Stats 🛰️ LIQUIDITY BOOTSTRAPPING AUCTION REPORT » Timeline: Day 2 of 5 to deposit $UST and/or $MARS...
6 Min
Layer 1 / L1
Mar 2022
Learnings From Last Week
...than a year of research and development time contributing to joint ventures building the Astroport and Mars...no-strings-attached grant of 30,000 LUNA (roughly $250K at the time) and 466,666 UST from TFL for work on the Mars...around smart contract to smart contract lending, resulting in the first third party protocol leveraging Mars...
11 Min
Inside Delphi
May 2022
Funding Frenzy, BTC Breakout, & AAVE-BAL Collab
Note: The data for “Mar-22” is only updated till March 24th, 2022, and does not include data for the...Flash Update – Bitcoin Breakout Sparks New Hope [Excerpt from our Mar. 28 Flash Update] Breakout Watch...Amouranth’s DAO Brings ‘SimpFi’ to Crypto, and the Why of Token Swaps [Excerpt from our Mar. 28 DAO Insights...
6 Min
DeFi
Mar 2022
The State of Ethereum
...and will have PowerPoint and Excel https://t.co/Sc2QRP0GMW — Bloomberg (@business) November 2, 2021 Mars...Access to bootcamp is granted upon solving the puzzle. https://t.co/19bu5KKsLg — Mars Protocol (@mars_protocol...
3 Min
Infrastructure
Nov 2021
SWIFT to BTC, Alethea AI's New Drop, & TracerDAO V2
Alethea AI, Gem Overtakes Genie, The Idols Drop [Excerpt from our Mar. 2 NFT Insights] The fierce fight...State of the Ark & The Idols NFT drop Alethea AI conducted its “State of the Ark” address on Mar...some key points from the project’s address, available here for anyone interested: Epoch 1 begins on Mar...
7 Min
NFTs
Mar 2022
Is the Bitcoin Bull Run Over?
While neither of these two events were as severe as Mar. 2020’s liquidity crisis, it does indicate that...On the bright side, price drawdown in Mar. 2020 was less than May. 2021, but futures in May basis didn...
4 Min
DeFi
Jun 2021
A Brief Look at Market Structure
Look at the leverage ratio and price during Mar. 2020, Jul. 2020, and Apr. 2021....We can also see during Sep. 2020 to Mar. 2021, the ratio trended lower.
4 Min
DeFi
Aug 2021
BTC Options Expiry, Ethereum Thrives
CYCBM6ARbh pic.twitter.com/puN4zP5HTm — Polygon (previously Matic) (@0xPolygon) May 27, 2021 Learn about Mars...The Mars Red Paper has arrivedhttps://t.co/YwQ3gAyiOg pic.twitter.com/M0tfD27X00 — Mars Protocol (@mars_protocol...
3 Min
Infrastructure
May 2021
Alethea AI, Gem Overtakes Genie, The Idols Drop
Project 1) Alethea AI conducted their State of the Ark address on 1 Mar, providing a number of key updates...Epoch 1 begins on 1 Mar 2022....A new Alethea NFT collection, Arkiv, will be dropping on 7 Mar....collections currently (details on the process will be disclosed at a later date). iNFT Demo Day on Mar...
13 Min
NFTs
Mar 2022
Introducing Lockdrop + LBA: A Novel Token Launch Mechanism
As we helped two of our most recently incubated projects–Mars and Astroport–think through their token-launch...calling the “Lockdrop + Liquidity Bootstrap Auction” which will be trialed by Astroport in December and Mars...
1 Min
Spot Exchange
Dec 2021
Select Stablecoin Market Caps Decline As Binance Auto-Converts To BUSD
Hitchhiker’s Guide to Ethereum The Complete Guide to Rollups 🐣 Notable Tweets Introducing Rovers by Mars...Protocol 1/ Mars v2 introduces a radical new DeFi primitive to Cosmos: Rovers Engineered to operate...Here’s how… 🧵🔻 — Mars Protocol (@mars_protocol) Oct 4, 2022 How Does Ribbon Earn 25%+ APY on USDC?
3 Min
Cash-Backed (Custodian) Stablecoins
Oct 2022
Andre's Effect on Fantom, Active DAO Votes, & All About Celestia
Keeper DAO Planning Proposal, CowDAO Goes Live [Excerpt from our Mar. 7 DAO Insights] Aavegotchi has...Digital on Twitter 🧠 Access Delphi’s Research Notable Tweets How Leverage Yield Farming Works on Mars...There are around ~25 apps and services that we are terminating on 03 April 2022. 1/3 — Mars Protocol...
4 Min
Stablecoins
Mar 2022
Fixed-Rate Yield, ASTO Auction, & Agora Tooling
$ASTO Discovery Auction, Murakami Flowers & Notable Mints [Excerpt from our Mar. 30 NFT Insights]...Practically, this means: [From 29 Mar 6pm ET] Genesis Brain owners will be able to claim $ASTO here...[From 30 Mar 6pm ET] $ASTO Discovery Auction lasting 1 week The total supply of $ASTO is 2.384 billion...
7 Min
NFTs
Mar 2022
Relief for DAI, Multi-Chain Competition, and Exchange Balances
LBPs) on Terra: https://t.co/ju8SxZUu3N — Astroport ✦ (@astroport_fi) December 1, 2021 A deep dive on Mars...My fundamental thesis on $MARS and why it matters to Terra, $LUNA & $UST — Gabe (@GabrielGFoo)...
4 Min
Infrastructure
Dec 2021
AVAX Adoption and Bridging Highs, BTC Miners Accumulate as Alongside HODLers
Notable Tweets Behind The Curtains of Delphi Labs, Mars, and Astroport Delphi Labs is the most mysterious...The pair discuss: Token Economics The transition to building and incubation Mars & Astroport Watch...
4 Min
Layer 1 / L1
Nov 2021