For more on the overall market outlook, Delphi members can see the most recent Market Insights Report...ENS, Nina’s Super Cool World & DeGods [Excerpt from a Delphi Insights Report] By now, is anyone...For more information, Delphi members can see the full Delphi Insights Report here.

Macro Thematics As we wade deeper into the summer months, markets have been anything but the dull doldrums...Our latest report breaks down the key thematics driving crypto’s macro narrative this summer and why...

...founder of Vanguard): Bogle’s blueprint for enlightened investing Savvy crypto traders frequently use thematically...

In this week’s edition of Market Insights, we take a slightly different approach.

(08:18) Meta Partners with Arweave, Solana, and Polygon (14:15) GMX Dashboard Insights (27:57) Art Gobblers...Join us for a discussion on Meta's NFT partnerships, GMX dashboard insights, Art Gobblers, and Bitcoin...

Note: There will be no NFT insights next week (8 – 14 August) as I will be on a break....We first mentioned Memeland in our NFT Insights in May and again before the Potatoz mint in July  Suffice...Note: There will be no NFT insights next week (8 – 14 August) as I will be on a break. […]...

Blackbird’s model offers valuable data insights....Data insights into consumer behavior are extremely valuable and difficult to come by....These have gotten limited traction, as they are not insightful enough....native TransGate Chrome extension and has over 200 schemas from 70+ data sources. zkPass appears to be thematically...

📊 Food For Thought Pt 2 In last week’s edition of Market Insights, “Markets Gear Up For Dreaded September...👇 — Alf (@MacroAlf) Aug 26, 2022   Make sure to check out our latest Delphi Podcast for an insightful...thoughts on centralization and much more. — Flood Capital (@FloodCapital) Aug 31, 2022   Yet another insightful...

In this week’s Market Insights, we review the events of the last 2 weeks in the video below, with a short...In many of our Market Insights notes, we have discussed liquidation events, how they work, and what we...In this week’s Market Insights, we review the events of the last 2 weeks in the video below, with a [...

...crypto holdings grow, the stock begins trading more like a crypto proxy, attracting investor flows and thematic...

If you were correct that Hyperliquid is fundamentally superior to Solana, this line captures that insight...and only that insight, regardless of whether BTC was at $50K or $150K....Pair trading isolates the insight you actually have conviction on and discards the market noise you don't...

In this Thematic Insights report, we dive into the pivotal sector of oracles.

Continues Its Stranglehold It should come as no surprise that the Dollar Index (DXY) appears in our Market Insights...From last week’s Market Insights, Crypto Hell Week....Continues Its Stranglehold It should come as no surprise that the Dollar Index (DXY) appears in our Market Insights...

In this Thematic Insights report, we dive into the pivotal sector of oracles.

The Day: NFTs Restart Rally on Yuga Labs Acquisition As previously highlighted in our weekly NFT Insights...Rally, Rinse, Repeat [Excerpt from our Mar. 10 Market Insights] In last week’s Market Insights, we highlighted...For more, Delphi members can see our latest Market Insights here.

Before diving into this week’s Market Insights, we want to take a moment and recognize that what’s unfolding...As noted in last week’s “Market Insights”, it is immediately clear BTC struggled to regain any weekly...

...more specifically, the adverse impact it has on creators – the history of marketplaces offers a lot of insight...include: Inclusion of unique features not available on OpenSea, such as sector-specific analytics and insights...Thematic marketplace aggregators will bring order to the chaos.

Perpetual Protocol’s token ($PERP) has also followed closely behind, perhaps benefiting from the same thematic...

Introduction On January 31st, 2023, we released Aave: A Review Of The Fundamentals, offering updated insights...Introduction On January 31st, 2023, we released Aave: A Review Of The Fundamentals, offering updated insights...

Welcome to Market Insights, a weekly newsletter focused on markets, macro, and whatever’s top of mind...In last week’s “Markets Insights”, we discussed a few tools that we can use to help visualize and track...We noted several potential plays in last week’s Market Insights, but another example we’ve been tracking...