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 […]...

We recently hosted our Delphi Office Hours call on September 15th....

🌅 Welcome! Heading into the Merge, Ethereum experienced its largest daily exchange inflow since 2016 on Sept 14th. As we […]...

📊 Macro Back In Vogue? As we cautioned last week, the August 2022 CPI print on September 13th would likely […]...

We recently hosted our Delphi Office Hours call on September 8th....

🌅 Welcome! Today, Starbucks announced they will introduce Polygon-based NFTs to their loyalty program. Monday mornings just became something to […]...

The Monthly Chartbook is a collection of interesting charts and trends we’re watching across crypto and markets. This month’s edition […]...

📊 Food For Thought Pt 2 In last week’s edition of Market Insights, “Markets Gear Up For Dreaded September”, we […]...

We recently hosted our Delphi Office Hours call on September 1st....