🌅 Welcome! A metaverse school is coming to a Northeast Asian city and a pilot CDBC is coming to the […]...

We recently hosted our Delphi Office Hours call on October 27th....

🌅 Welcome! A stablecoin is being offered across 24,000 ATMs in South America’s largest country and the U.S. charges two […]...

Join us for a conversation discussing liquidity, how core CPI is constructed, the recent yield curve inversion, and other topics that are top of mind within the markets....

We recently hosted our Delphi Office Hours call on October 20th....

🌅 Welcome! FTX US and its founder Sam Bankman-Fried are the subject of an investigation by a securities regulator, following […]...

Join us for a conversation discussing the recent CPI report, its implications for the markets, and the other big events […]...

We recently hosted our Delphi Office Hours call on October 13th....

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....

🌅 Welcome! Justin Sun is reportedly involved in the purchase of another crypto exchange, and the rush to mint a […]...

We recently hosted our Delphi Office Hours call on October 6th....

In this week’s edition of Market Insights, we take a slightly different approach. This week, we invite subscribers to a […]...

Crypto markets have been attached at the hip to traditional risk assets for the better part of the last 12 months. For better or for worse, everything has been distilled down into one big macro trade....

🌅 Welcome! A global celebrity is coming under SEC scrutiny for her involvement in promoting a crypto scam. This should […]...

We recently hosted our Delphi Office Hours call on September 29th....

🌅 Welcome! Apple, Walmart, and Disney are all in the news for their future plans involving NFTs. Happy Metaverse Monday! […]...

We recently hosted our Delphi Office Hours call on September 22nd....

This paper is a logical continuation and practical application of many concepts that were discussed in the report “Reflexivity & […]...

Post-Merge Fallout: A Closer Look Into Price and Issuance The Merge underscores perhaps the most impactful milestone from the original […]...

Introduction There are a number of crypto projects that generate revenue and simultaneously reward their users and token holders. Sometimes […]...