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In an unprecedented act of corporate NFT involvement, this week Visa bought a CryptoPunk for $150k. Visa’s head of crypto commented on the deal saying, “Our excitement about this project is less about any individual Punk, and more about the CryptoPunk collection as a whole and what it represents — the beginnings of a new chapter for digital commerce.”
Coincidentally, the sale was facilitated by our colleague Gmoney, who runs our INFNFT fund:
When pressed for a comment, Gmoney said, “I think it’s great for the space and validates that NFTs are here to stay. They’re not the only ones that will be doing things like this.” (We recently published this deep-dive on NFT mania that’s worth a second look.)
For Delphi members, we dropped a bunch of can’t-miss reports including coverage on Convex Finance, Anchor‘s impressive TVL spike, as well as BTC’s macro outlook. Plus, there were several thought-provoking Dailies exploring the current crypto market structure. Lastly, ICYMI, we started a series of coverage on protocol DAO governance. Plenty of alpha to dig through over the weekend.
Nick
@NpappaG
Here were the highlights from this week’s research:
[Proposals] Perpetual Protocol Private Markets – Part I
[Delphi Daily] Tether Grows, Whales Dump, and ETH Hash Rate at ATHs
[DeFi] Anchor Runs A Surplus After Adding bETH
[Delphi Daily] Avalanche Rush, PFP Continues Rally, ETH Burn Leaderboards
[DAO Governance] DAO Governance Digest #1
[Delphi Daily] L1s Take Off, Can ETH Catch Up?
[Yield Strats] Yield Strats #24 – Avalanche Rush
Delphi Daily Of The Week
[Delphi Daily] A Brief Look at Market Structure
Featured Podcast
The Delphi Podcast Host and GP of Delphi Ventures Tom Shaughnessy sits down with Jake Brukhman, Founder & CEO at CoinFund, a blockchain-focused investment firm based in Brooklyn, New York. The two spend over two hours discussing all things NFTs, including NFT liquidity, judging NFT communities, CryptoPunks, fractionalization, scarcity, DAOs, pricing NFT assets, the future of NFTs, and much more!
As mentioned, we will continue to iterate on the design of our Delphi Debrief based on your feedback—so please let us know which section you enjoy the most and what else you’d like to see!