Reports226 results
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
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
Does the DOGE Rally Mean "Alt Szn?"
πŸŒ… Welcome! A metaverse school is coming to a Northeast Asian city and a pilot CDBC is coming to the […]...
4 Min
Macro & Markets
Oct 2022
Delphi Office Hours Call (October 27th, 2022)
We recently hosted our Delphi Office Hours call on October 27th....
1 Min
Macro & Markets
Oct 2022
Is the Football Fan Token Space Heating Up?
πŸŒ… Welcome! A stablecoin is being offered across 24,000 ATMs in South America’s largest country and the U.S. charges two […]...
4 Min
Macro & Markets
Oct 2022
Market Liquidity, Core CPI Construction, and Yield Curve Inversion
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....
1 Min
Macro & Markets
Oct 2022
Delphi Office Hours Call (October 20th, 2022)
We recently hosted our Delphi Office Hours call on October 20th....
1 Min
Macro & Markets
Oct 2022