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It’s Happening, Again
Dog coins are mooning again, which has historically been a pretty good indication...The first time dog coins went wild was Apr. – May. this year, and quickly cratered as crypto markets...In early Sept., dog coins were all the rage again and the broader crypto market saw a fairly deep de-leveraging...
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3 Min
Vaults
Oct 2021
Gaming
Feb 2019
Only 28% of analysts have a buy recommendation on COIN — among the 30 tracked by Bloomberg — so it still...ripping, perhaps the surprise of Breakpoint was the community’s embrace of the ‘Only Possible On Solana’ meme...The meme is salient because, to date, most Solana applications have been EVM copycats.
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27 Min
Financial Market Themes
Nov 2023
🔍 The Memes by 6529
Memes are more than just images overlaid with text that make people laugh....It could be a crucial life lesson such as ‘not your keys, not your coins’, or just a simple ‘gm’ from...The Memes by 6529 is a multi-season NFT project that attempts to leverage this role of memes in crypto...Meme via @Awawat_Trades.
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7 Min
Art
Jan 2023
At present, COIN finds itself once again trading into the all important psychological region of $200,...
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7 Min
Macro & Markets
Feb 2024
Stable coins come in many different forms, but fiat-backed absolutely dominate market share....The fiat-backed stable coin subset is further dominated by tether (USDT), typically making up over 80%...of the fiat-backed stable coin supply....March kicked off the growth in stable coin supply and it has yet to slow down.
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2 Min
Stablecoins
Apr 2020
They are all meme coins....On a side note, I no longer consider Doge a meme coin – it is now a Musk coin....I have no issue with meme coins per se....The latest meme coin is $PEPE....The meme coin hype triggered my ‘meme-coin pump’ signal, and I sold some spot positions before today’...
Alpha Insight
2 Min
Macro & Markets
Apr 2023
Zora’s introduces two types of ERC-20 tokens: creator coins (one per user profile) and content coins...Coins protocol: Zora’s tokenization & liquidity infra on Base. ERC-20 creator/content coins....Content coins are paired with creator coins, and creator coins are paired with ZORA.
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40 Min
DeFi
Aug 2025
DOGE inspired ERC-20 memecoins dominate Uniswap volume, leveraged traders flushed across crypto, and Metamask's monetization comes good....
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2 Min
DeFi
May 2021
Pickle is a new protocol with the basic goal of using farming incentives and strategies to bring stablecoins back to their pegs. This strategy is cycle agnostic and can generate alpha in DeFi bull or...
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10 Min
Stablecoins
Sep 2020
The picture gets murkier when we introduce native L1 coins. Governance rights? Unlikely....Look no further than ETH’s “ultrasound money” meme and you’ll see there’s at least an effort to get there...It makes sense then to think of their coins as real money then too. ...All the other bells and whistles are optional, but the fundamental reason why all of these coins need...
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30 Min
Proof-of-Stake
Apr 2022
Parallel execution has been touted as the holy grail of blockchain scalability and adoption, worth “billions of users." But the data says otherwise. We've explored the data around what percentage of t...
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20 Min
Infrastructure
Aug 2024
ETH/BTC Rebounds From Key Support From Oversold Regions After days of hovering at the bottom of the 0.06 to 0.08 […]...
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3 Min
DeFi
Oct 2021
For those of you that might not know Marguerite deCourcelle, more commonly referred to as Coin Artist...At the time of redemption, the coins were worth $50,000. ...This past Saturday, Marguerite launched her social token called $COIN – a welcome addition to the growing...“Coin’s E-Den is the first ever Neon District syndicate and largely a social experiment.
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4 Min
NFTs & Gaming
Sep 2020
...and what I am going to write isn’t about Eigen-tech, which is cool, but more about token economics, memes...
Alpha Insight
3 Min
Layer 1 / L1
May 2024
The macro climate is to blame for COIN’s dismal price action....As a public company, COIN is beholden to boomer metrics like revenue and earnings....For many years, COIN was criticized for its reliance on volatile trading volume....We outline a bear, base, and bull case for Base and its value accrual for COIN.
Alpha Insight
6 Min
Macro & Markets
Nov 2023
The past few weeks have been alive with the sound of memes in crypto markets.
Alpha Insight
1 Min
Financial Market Themes
Mar 2024
With Q1 earnings season on the horizon, and with Coinbase reporting on May 2nd, we wanted to highlight one of our newest tools made available to Delphi subscribers: The Coinbase Transaction Revenue Ca...
Alpha Insight
3 Min
Macro & Markets
Apr 2024
With memecoin mania in full swing on Solana, Jito validators are now receiving more tips from MEV than transaction fees combined. This was something we always highlighted when people would critique So...
Alpha Insight
2 Min
MEV
Mar 2024
MetaDAO is moving on from the full “futarchy” narrative to “ownership coins”....structure, the raise is all public and all of the revenue goes to the token, we’ve moving past pure memes...site + docs of the word futarchy
product has evolved, so should the terminology
“launch an ownership coin...
Alpha Insight
3 Min
DAO
Oct 2025