Top Results657 results
Aurora: Another EVM Chain, or the Beginning of Near?
Ok, so what is Near?...between Near native apps and Aurora....The Economics of NEAR Near has one of the more unique token economics and will be important to understand...Requiring contract owners to lock NEAR for storage takes NEAR out of circulation, directly increasing...
28 Min
Infrastructure
May 2022
OpenSea Competition, NEAR Outperformance, & Short-Term Capitulation
NEAR and ATOM Leads January Performance NEAR and ATOM have been the top performers in the past month...NEAR price has benefited from the launch of Aurora, which allowed EVM-compatible dApps on their network...
4 Min
NFT Marketplace
Jan 2022
Aurora's Growth, GNO Supply Reduction, AI in Gaming
Chart of The Day: Aurora Grows as NEAR Gains Traction Aurora is an EVM-chain built on Near Protocol...The launch of USN will likely bring demand to NEAR as it is likely to use NEAR to mint USN algorithmically...With $USN integrated, it’ll likely bring in more traction to both NEAR and AURORA projects.
5 Min
Layer 1 / L1
Apr 2022
L1 Recovery, AVAX Activity, & Intro to Crypto Raiders
Chart of The Day: Near Leads L1 Recovery NEAR led the L1 recovery by growing by ~50% over the past...NEAR, WBTC, ETH, USDT, USDC were available to be locked for 1-12 months....Chart of The Day: Near Leads L1 Recovery NEAR led the L1 recovery by growing by ~50% over the past […...
5 Min
Infrastructure
Mar 2022
Manifold Finance Gains Traction As The Merge Approaches
🚨 In Case You Missed It Near Protocol’s Rainbow Bridge repels an attack in 31 seconds, while attacker...⚡ Arbitrum Nitro: Building On Year 1 Arbitrum launched about a year ago near the end of August 2021...challenges L2s have is competing with larger ecosystems on developer incentives (go get paid more at Solana, Near...
4 Min
MEV
Aug 2022
ETH Put Volume Swells, BTC Retests, & NBA DAO
Chart of The Day: ETH Options Skew Towards Puts Options traders are seemingly bearish for ETH in the near-term...BTC options traders seem to be undecided on where the market will head in the near term....This metric may not have peaked yet, but is certainly one to watch as it nears prior highs (~63%).
4 Min
DAO
Apr 2022
Option Skews, Ribbon's Divergence, & Transactional Traction
Option Skews Don’t Look Too Hot Implied volatility for near-term options are skewed towards puts, indicating...Option Skews Don’t Look Too Hot Implied volatility for near-term options are skewed towards puts, indicating...
3 Min
DeFi
Dec 2021
DeFi Rundown, Curve Captures the Long Tail, & Stablecoin Growth
Multi-Chain DeFi TVL ETH DeFi Performance YTD Meta Pools Push Curve’s Liquidity Higher DeFi Stablecoins Nearing...Multi-Chain DeFi TVL, ETH DeFi Performance YTD, Meta Pools Push Curve's Liquidity Higher, DeFi Stablecoins Nearing...
2 Min
DAO
May 2021
ZetaChain: The Path Forward for Universal Apps
NEAR NEAR’s goal is to provide a bridgeless cross-chain experience, different from other protocols that...NEAR has developed an MPC protocol called  Chain Signatures, using NEAR and Eigenlayer validators....These addresses are derived from existing NEAR accounts....NEAR’s account model has integrated account abstraction.
41 Min
Infrastructure
Jul 2024
Bitcoin Outlook 11/3/2020
We unpack notable long-term indicators, exchange, and holder base metrics, as well as possible near term...
1 Min
Analytics
Nov 2020
Market Note: INJ Ecosystem Fund Boost Has Precedent
Exhibit D NEAR made a belated entry to the scene, announcing its $800M ecosystem fund on October 25th...At present, NEAR finds itself about 83% lower than its pre-announcement levels....Currently, NEAR’s TVL sits at about 36% of its pre-announcement levels ($95.56M to $34.55M)....NEAR doesn’t dazzle any more than Fantom or Harmony does.
17 Min
Layer 1 / L1
May 2023
April Showers… May Flowers? - Macro & Markets May 2025
The challenge now lies in balancing the near-term outlook with the long-term vision....The Delphi BTC Top Signal indicator is a proprietary model that measures conditions typically seen near...Despite BTC trading near all-time highs, the current signal reading of 57.9 remains well below prior...
25 Min
Macro & Markets
Jun 2025
Market Musings - Through The Fire And Flames
BTC was at $69K, ETH nearing $3500 and Solana testing $190....follows: Investors borrow Japanese Yen at very low interest rates (interest rates in Japan have been near...remains that any meaningful unwind of this highly popular global carry trade can and will have material near-term...
14 Min
Macro & Markets
Aug 2024
Delphi's Monthly Markets Webinar - April 2024
With short term liquidity concerns re-emerging, tensions rising in the middle east and BTC trading near...
1 Min
Macro & Markets
Apr 2024
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(I know, sorry…) In yield-adjusted terms, ETH is a...
1 Min
DeFi
Aug 2025
ETHCC: One Year Later, Have we Made Progress?
Currently, Elixir offers perps liquidity provisioning with plans to support spot in the near-future....this vision out at the application layer, while other projects such as Anoma, Khalani, Essential and NEAR...My view is that in the near-term, all three paths will co-exist in harmony....By breaking down slots into ticks, transactions can be processed in near real-time.
31 Min
DeFi
Jul 2024
A Fragile Absorption: The 2025 TGA Refill and the New Liquidity Regime
China’s portfolio is now at its lowest level in more than a decade, hovering near $800 billion down from...Japan’s holdings have similarly declined, recently settling near $1.1 trillion well off the ~$1.3 trillion...High-yield spreads have narrowed to near cycle lows, while equity volatility (VIX) remains muted.
26 Min
Macro & Markets
Aug 2025
BTC <> TradFi Beta overshoot
Similar to last week’s price action, I’m...
1 Min
Macro & Markets
Aug 2025
Market Musings - ETF Flows Shine As BTC Flirts With Range Highs
Is price consolidating near the midpoint of a multi month price range, or is consolidating near one of...Remember, the longer the price consolidates near range highs (or lows), the more likely it is to breach...
9 Min
Macro & Markets
Jun 2024