Reports1415 results
Breakouts, Shakeouts, & Fresh Market Highs (Oct. '21 Chartbook)
In this edition of the Delphi Chartbook, we look at the state of crypto market structure, on-chain activity, and important […]...
9 Min
Infrastructure
Nov 2021
NFTs Find New Buyers, Chains, & Niches
NFTs are Seeing New Buyers, Even as Volume Slows NFT daily sales volumes have been on a downtrend since early […]...
3 Min
NFT Marketplace
Nov 2021
The State of Ethereum
ETH’s Structural Megatrend Since August 2020, ETH % supply on exchanges has been trending down from ~27% to ~12% as […]...
3 Min
Infrastructure
Nov 2021
Governance Digest
Active Votes Anchor is voting to deploy a new liquidation queue contract to their money market platform. The existing contract […]...
7 Min
DAO
Nov 2021
Metaverse Movers, Axie Econ, & Post-Euphoria Market Structure
Healthy Market Structure Compared to last week’s extravaganza, funding rates have fallen in the last few days. But market sentiment […]...
4 Min
NFTs & Gaming
Nov 2021
SHIB & DOGE Face Off as Gas Prices Rise
Who Let the Dogs Out? Most of the crypto market was sidelined by liquidations, while dog coin connoisseurs showed up […]...
2 Min
Infrastructure
Oct 2021
Leverage Wipes Out, But Is the Worst Behind Us?
Market Pullback Hits Top Performers The last 24 hours have been a whirlwind for crypto markets with base layer tokens […]...
3 Min
Infrastructure
Oct 2021
Extreme Greed Returns as Bitcoin Dominance Falls
GBTC Slowly Recovers From BITO Launch The discount on Grayscale’s flagship Bitcoin-based product (GBTC) dropped to ~20% on October 18th […]...
3 Min
Infrastructure
Oct 2021
Governance Digest
Active Votes The Bancor community is deciding on whether to whitelist a DYDX pool on the DEX. If the vote […]...
4 Min
DAO
Oct 2021
Curve's Growth, DeFi's Dilemma, & Meme Coins
No Curve Balls Curve has facilitated over $100B of volume since launching in Jan. 2020. The CRV token launched in […]...
3 Min
Vaults
Oct 2021
Dawn Of The Guilds: Settlers Of The Metaverse
Introduction Axie Infinity, having pioneered the concept of Play-to-Earn, experienced a meteoric rise in Q3 of this year. It now […]...
11 Min
NFTs
Oct 2021
Leverage Watch, ETF Traction, and Relentless L1s
With Great Leverage Comes Great Responsibility Earlier today, ETH did what we’ve all been waiting for: it pushed towards its […]...
3 Min
Infrastructure
Oct 2021
Is a Bitcoin Futures ETF Really THAT Bad?
Primer The ProShares Bitcoin ETF launched yesterday, attracting over $500M in capital on day one. However, the ETF isn’t simply […]...
5 Min
Infrastructure
Oct 2021
Market Creeps Higher as Bitcoin Futures ETF Debuts
Market Updates All eyes are on Proshare’s Bitcoin Futures ETF today, the first Bitcoin-linked ETF in the US, as it […]...
4 Min
DeFi
Oct 2021
Governance Digest
Active Votes Aave is proposing a voting delay for on-chain votes, as well as a signal vote for adding stETH […]...
5 Min
DAO
Oct 2021
Crypto On a Roll as Macro Backdrop Heats Up
The Bulls are Back BTC just recorded its highest weekly close on record last week; let’s let that sink in. […]...
5 Min
DeFi
Oct 2021
Ghosts In The Machine - The First AI NFT Collection
Roughly a year has passed from when I first wrote about our acquisition of 5 Mystic Axies. Since that time, […]...
5 Min
NFT AI
Oct 2021
Delphi Bi-Weekly Analyst Call (October 15th, 2021)
We recently hosted our live, bi-weekly analyst call on October 15th, where we discussed our outlook for Crypto Markets, our recent Research and Open Questions from our Institutional members....
1 Min
Layer 1 / L1
Oct 2021
Time to Buckle Up: The State of Global Markets
Bitcoin is leading the crypto market higher, breaking out of a multi-month consolidation as it looks to retest its highest […]...
16 Min
Derivatives
Oct 2021
ETH Rebounds, Banker Joe Launch, Perps & CEX Coins
ETH/BTC Rebounds From Key Support From Oversold Regions After days of hovering at the bottom of the 0.06 to 0.08 […]...
3 Min
DeFi
Oct 2021