Reports1425 results
Optimism Overtakes Arbitrum, Complete Guide to Rollups
🚨 In Case You Missed It Notable celebrities‘ addresses received ETH from sanctioned Tornado Cash wallets. List includes Jimmy Fallon, […]...
4 Min
null
Aug 2022
Dollar Reigns Supreme, Liquidity Runs The World
🚨 In Case You Missed It US Treasury imposed sanctions on Tornado Cash, banning American citizens from using the service. […]...
4 Min
Macro & Markets
Aug 2022
Osmosis Gets Safe(r), and Uniswap Struggles With Foundations.
Discord News Aave vault strategies go live on Alchemix. Auragami launches a game that will allow winners to unlock PULP […]...
9 Min
DAO
Aug 2022
Delphi Office Hours Call (August 4th, 2022)
We recently hosted our Delphi Office Hours call on August 4th....
37 Min
Macro & Markets
Aug 2022
Liquidity Runs The World
Introduction Since we published our “Searching for Market Bottoms” report, things have started to accelerate. We outlined a number of […]...
23 Min
Global Macro Themes
Aug 2022
The Complete Guide to Rollups
The ultimate deep dive on every rollup stack possible across Ethereum and Celestia. This includes incredibly detailed technical and economic breakdowns....
83 Min
Layer 2 / L2
Aug 2022
The Fed's Invisible Moving Target
“A prudent speculator never argues with the tape. Markets are never wrong, opinions are.” – Jesse Livermore Making Sense of […]...
10 Min
Macro & Markets
Aug 2022
CryptoPunks x Tiffany Pre-Sale, Memeland Potatoz NFTs
🚨 In Case You Missed It Coinbase and BlackRock announced a partnership to provide crypto brokerage and custody services to […]...
4 Min
Fashion
Aug 2022
Rise of Velodrome, Umami's USDC Vault
🚨 In Case You Missed It Michael Saylor stepped down as the CEO of MicroStrategy to become the firm’s chairman, […]...
4 Min
Spot Exchange
Aug 2022
Growing Potatoz In Memeland
Note: There will be no NFT insights next week (8 – 14 August) as I will be on a break. […]...
10 Min
NFTs
Aug 2022
ETH Active Addresses Surge, Deep Dive on Soulbound Tokens
🚨 In Case You Missed It Nomad Bridge was exploited, with over $190M of liquidity drained by hundreds of addresses. […]...
3 Min
Layer 1 / L1
Aug 2022
ETH Leads The Charge, Post FOMC Market Update
🚨 In Case You Missed It Tiffany & Co. announces NFTiff, an exclusive NFT collection of 250 digital passes. CryptoPunks […]...
4 Min
Macro & Markets
Aug 2022
Gho is a Go, and Sushi Chef Troubles
Discord News The Alchemix teams discusses their approach to treasury management. Aurigami announces a $12m raise led by Dragonfly and […]...
9 Min
DAO
Aug 2022
Reflexivity & the Fall of the Efficient Market Hypothesis
Soros – “The Efficient Market Hypothesis has failed…” In the aftermath of the 2008 Global Financial Crisis, in an interview […]...
22 Min
Financial Market Themes
Aug 2022
Delphi Office Hours Call (July 27th, 2022)
We recently hosted our Delphi Office Hours call on July 27th....
43 Min
Macro & Markets
Jul 2022
Not-So-Bad News is Good News
White House Steals Some Limelight Earlier this week, the White House found itself at the center of drama (yet again) […]...
11 Min
Macro & Markets
Jul 2022
NFT Worlds Crashes, Otherside Kodas
🚨 In Case You Missed It US Federal Reserve hikes interest rates by 75 bps for second consecutive month to […]...
4 Min
Virtual Worlds
Jul 2022
Velocity of Stablecoins, Lido on Polygon
🚨 In Case You Missed It FTX keeps hunting for bear market acquisitions; in talks to acquire or invest in […]...
4 Min
Stablecoins
Jul 2022
Deciphering Otherside's Voyager Journey & Kodas
State of the Market NFTs appear to be following the adage: “Sell in May and go away.” At a glance, […]...
12 Min
NFTs
Jul 2022
Rise of Kingdoms: What Does It Feel Like To Be King?
In this post, we provide an analysis of a commercially successful 4X / MMORTS game, Rise of Kingdoms, setting an […]...
24 Min
Gaming
Jul 2022