Top Results110 results
CPI Recap, Rising Retail Shorts, and ETH Liquidation Levels
The topics that we discussed this week include: CPI recap+market reaction BOE pension fund situation...
1 Min
Macro & Markets
Oct 2022
NFT Weekend Recap & OpenSea Dominance
NFTs (and specifically CryptoPunks) enjoyed a fantastic run over the weekend. During the Asia open, BTC takes a breather while consolidating below $40,000 while ETH/BTC wakes up from its multi-week sl...
3 Min
NFT Marketplace
Aug 2021
Yield Farming Recap
First, an exploit involving draining pool funds (a good recap can be found here). ...
3 Min
DeFi
Jun 2020
Delphi Office Hours Call (September 15th, 2022)
Highlights included: CPI Breakdown and Macro Recap (01:20) BTC Chart Analysis (05:40) When Will the...(28:48) ETH Merge Recap (36:22) Merge Downstream DeFi Impact (51:43) Transcript To follow.
1 Min
Macro & Markets
Sep 2022
Reddit Avatars: NFTs as Digital Identity
...large majority of the total supply (97%) is in the collections that were minted for free: Gen 1 (free), Recap...commemorating the match between Kansas City and Philadelphia. 2.1M supply, 6 ETH trading volume Recap...This free collection was made available to all users who completed their Reddit recap, with designs inspired...
12 Min
NFTs
May 2023
Delphi Office Hours Call (December 15th, 2022)
Highlights included: CPI/FOMC recap (00:48) Concentration of volume in DEXs and NFTs (13:42) Comparing...
1 Min
Macro & Markets
Dec 2022
Monthly Chartbook - The Sellers Strike Back
Crypto Market Recap “Bitcoin is facing a key inflection point....Crypto Market Recap “Bitcoin is […]...
27 Min
Macro & Markets
May 2022
Policy Formulation Survival Guide for Security Status
What I’m Calling For To recap, here’s what I think a pragmatic, forward-looking approach looks like:...
9 Min
Policy
Apr 2025
Delphi Office Hours Call (November 3rd, 2022)
Meta Partners with Arweave, Solana, and Polygon (14:15) GMX Dashboard Insights (27:57) Art Gobblers Recap...
1 Min
Macro & Markets
Nov 2022
Delphi Office Hours Call (October 13th, 2022)
Highlights included: Market update/CPI recap (00:36) Retail short interest and put premiums (11:38)...
1 Min
Macro & Markets
Oct 2022
GMX Outperforms As It Approaches An All-Time High
...expect this paradigm to last 🧵👇🏼 – Cumberland (@CumberlandSays) Dec 12, 2022 SBF’s Twitter Spaces Recap...
2 Min
Macro & Markets
Dec 2022
Market Musings - Strong Summer Start Turns Sour
To quickly recap, a basis trade is simply longing the spot asset (e.g. spot BTC or the BTC ETF) and shorting...
12 Min
Macro & Markets
Jun 2024
Market Musings - Will History Rhyme?
This report recaps how macro has influenced markets this year, outlines where we are today, and explores...
9 Min
Macro & Markets
Jul 2024
NFTs Bleed, USDD Tries for a Gauge, Sovereign Communities With a Hacktivist
Notable Tweets Navigating the UST Crash Quick recap of the on-chain events & $UST price action over...
5 Min
NFTs
May 2022
Market Musings - The Bulls Strike Back
This report recaps how macro has influenced markets this year, outlines where we are today, and explores...
9 Min
Macro & Markets
Jul 2024
Aave Decides to $GHO and Cosmos Interchain Security Becomes A Reality
Maker DAO comes close to integrating collateral from a US-based bank and posts a recap on their recent...
7 Min
DAO
Jul 2022
Strata: Stack Another Airdrop on $eUSDe
Quick recap: Ethereal is the perp DEX being built by Ethena, and it’ll be a core piece of their upcoming...
1 Min
DeFi
Jul 2025
Bancor Considers a BNT Burn, and a New DAO Model for SafeDAO
Stefan Delev tweets a quick recap of his talk on Contribution-Based governance.
6 Min
DAO
Sep 2022
Anchor Deposits Cross $10B, L2 Stagnation, Ethereum Deployments Slow
𝗬𝗲𝗮𝗿 𝗶𝗻 𝗥𝗲𝘃𝗶𝗲𝘄 ➡️ @Kevin_Kelly_II recaps the year for $BTC and discusses some areas for #...
3 Min
Infrastructure
Dec 2021
Enter the Dream Machine
Before digging into the current Sanko ecosystem and lore, I just want to make a quick recap of some key...
21 Min
Gaming
Jun 2024