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BNB Outperforms, NFT Insights, Crypto Winter Bleeds Into Summer
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.
6 Min
Layer 1 / L1
Jul 2022
Insights Into China's Largest Digital Entertainment Event
I recently had the pleasure of attending ChinaJoy, China’s largest consumer event focused on digital entertainment. ChinaJoy is known for having a heavy focus on all things gaming-related, but this ye...
9 Min
Gaming
Aug 2025
Oracles
In this Thematic Insights report, we dive into the pivotal sector of oracles.
Oracles
May 2020
Oracles
In this Thematic Insights report, we dive into the pivotal sector of oracles.
Data
May 2020
Growing Potatoz In Memeland
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. […]...
10 Min
NFTs
Aug 2022
PBOC Signals Support, dYdX Flips Coinbase
Perpetual Protocol’s token ($PERP) has also followed closely behind, perhaps benefiting from the same thematic...
3 Min
DeFi
Sep 2021
Market Note: The Surprising Interplay of AI & Cryptocurrencies
...founder of Vanguard): Bogle’s blueprint for enlightened investing Savvy crypto traders frequently use thematically...
14 Min
Artificial Intelligence
Jun 2023
Short-Term Relief, or Continued Downside?
In this week’s edition of Market Insights, we take a slightly different approach.
1 Min
Macro & Markets
Oct 2022
Wake Me Up When September Ends
📊 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...
10 Min
Macro & Markets
Sep 2022
Bear Market Woes: When Is Enough, Enough?
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 [...
5 Min
Macro & Markets
Jun 2022
Summer Doldrums Not So Dull - Macro & Markets June 2025
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...
14 Min
Macro & Markets
Jul 2025
Delphi Office Hours Call (November 3rd, 2022)
(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...
1 Min
Macro & Markets
Nov 2022
Revenge Of The Greenback
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...
8 Min
Macro & Markets
May 2022
The World Takes a Dark Turn, Markets React to Ukrainian Tragedy
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...
16 Min
Macro & Markets
Feb 2022
Aave V3: A Multi-Chain Liquidity Protocol
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...
14 Min
Money Markets
Feb 2022
Yuga Labs Revives NFTs, LUNA Outperforms, & Key Market Levels
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.
5 Min
NFTs
Mar 2022
Rally, Rinse, Repeat
This week’s Market Insights will be a bit shorter than usual given we just released our latest monthly...For those who read last week’s Market Insights report, the next few charts will look quite familiar (...Movers & Shakers In last week’s Market Insights, we highlighted two names that were showing decent...
6 Min
Macro & Markets
Mar 2022
For our March 2020 analyst call, we spent time covering a proposal for Maker as well as our Thematic...Insights report on Insurance protocols (Nexus Mutual, Opyn, etc.)...
1 Min
DeFi
Mar 2020
Frax Controls Its Stack
1st, 2023, we released Frax Finance: Examining The Protocol’s Holy Trinity of De-Fi, offering updated insights...
12 Min
Stablecoins
Mar 2022
ENS Revamps, & DAO Disruptors
ENS Considers Revamping Their DAO, and JPEG’d Buys CVX [Excerpt from our Apr. 4 DAO Insights] Active...For more, Delphi members can see our latest DAO Insights here. DISRUPTORS: Why DAOs?...ENS Considers Revamping Their DAO, and JPEG’d Buys CVX [Excerpt from our Apr. 4 DAO Insights] Active...
6 Min
DeFi
Apr 2022