Reports279 results
The Year Ahead for Markets
2022 was The Great Reset for crypto. Overly hyped trends and mass speculation pushed the crypto market far out over its skis by the end of 2021, so this year’s washout was a necessary reset. Sizable c...
55 Min
Global Macro Themes
Dec 2022
FIL Loses $466M in Market Cap, Drops 36% Within 15 Minutes
πŸŒ… Welcome! Voyager has found a new buyer and you won’t believe who it is. Elsewhere, Grayscale considers returning a […]...
4 Min
Macro & Markets
Dec 2022
Delphi Office Hours Call (December 15th, 2022)
Join us as we discuss the recent CPI print, concentration of volume in DEXs and NFTs, daily active users of prominent dApps, the veToken model, and more....
1 Min
Macro & Markets
Dec 2022
A Nuanced Approach to Estimating Mark-to-Market Crypto-Asset Values
The reasons for the monumental collapse of FTX still aren't entirely clear. There are numerous theories that speculate on what went down. Yet, nothing can be said with absolute certainty. That said, s...
15 Min
Macro & Markets
Dec 2022
Monthly Chartbook - Uncertainty Reigns Supreme Post-FTX Collapse
Has anything changed on the macro front given the macro-driven bear market? This month, the answer is…we’re getting closer....
19 Min
Macro & Markets
Dec 2022
GMX Outperforms As It Approaches An All-Time High
πŸŒ… Welcome! SBF will testify to the U.S. House Committee on Financial Services tomorrow. Meanwhile, Binance responds to a recent […]...
2 Min
Macro & Markets
Dec 2022
Delphi Office Hours Call (December 8th, 2022)
Join us as we discuss recent price action, Maple Finance's troubles, what on-chain metrics say about the markets, DAO treasury ranks, how insightful bridge flows are, and more....
1 Min
Macro & Markets
Dec 2022
LTC Outperforms as the Halving Draws Closer
πŸŒ… Welcome! A crypto lender is leaving the United States due to a lack of regulatory clarity and a decentralized […]...
4 Min
Macro & Markets
Dec 2022
The Curious Case of Token Unlocks
Tokens are an integral part of crypto projects. Over the years, the way token economies are designed has changed considerably, becoming increasingly complex. They can help a good project prosper but f...
24 Min
Macro & Markets
Dec 2022
Delphi Office Hours Call (December 1st, 2022)
Join us as we discuss SUAVE from Flashbots, how DeFi trading infrastructure can be improved, Uniswap's NFT plans, RPC alternatives, Frax's staked ETH growth, and more....
1 Min
Macro & Markets
Dec 2022
BTC Volatility Contracts as Market Awaits Clarity
πŸŒ… Welcome! Following an attack, Aave has temporarily suspended markets for assets with low liquidity and high volatility.Β  Elsewhere, the […]...
4 Min
Macro & Markets
Nov 2022
Crypto Insider Talks: The FTX Aftermath
Join us as we dissect the fallout from the FTX collapse and how the industry can move forward....
2 Min
Macro & Markets
Nov 2022
Delphi Office Hours Call (November 17th, 2022)
Join us as we discuss early stage projects we're watching, the FTX fallout for NFT and gaming projects, sectors that could be prominent in the next cycle, and debate how effective proof of reserves wi...
1 Min
Macro & Markets
Nov 2022
Monthly Chartbook - Inflation Cooperates, But Is It Enough?
This month’s Monthly Chartbook focuses on the macro outlook, market structure & on-chain observations, L1s, L2s, & DeFi analysis, and an NFTs & gaming sector breakdown....
20 Min
Macro & Markets
Nov 2022
DEX Tokens Outperform CEX Counterparts
πŸŒ… Welcome! Bloomberg reports that FTX customers have a slim chance of recovering balances. Elsewhere, Binance creates a recovery fund […]...
5 Min
Macro & Markets
Nov 2022
The Aftermath of FTX's Downfall
We broke down the FTX collapse and what it means for the industry going forward....
32 Min
Financial Market Themes
Nov 2022
Delphi Office Hours Call (November 10th, 2022)
Join us as we break down the chaotic FTX story and what it means for the industry moving forward....
1 Min
Macro & Markets
Nov 2022
Tokens Associated With FTX/Alameda Sell Off Amid Concerns
πŸŒ… Welcome! Vitalik delivers an updated roadmap for Ethereum and OpenSea weighs in on the creator royalty debate by launching […]...
5 Min
Macro & Markets
Nov 2022
Delphi Office Hours Call (November 3rd, 2022)
Join us for a discussion on Meta's NFT partnerships, GMX dashboard insights, Art Gobblers, and Bitcoin miner BTC holdings....
1 Min
Macro & Markets
Nov 2022
Volatility, Order Flow, & the Inelastic Market Hypothesis
Why does the stock market exhibit so much volatility? What is the origin of these seemingly random price fluctuations?...
24 Min
Macro & Markets
Nov 2022