Reports269 results
Delphi Bi-Weekly Analyst Call (Aug 26th, 2021)
We recently hosted our live, bi-weekly analyst call on August 26th, where we discussed our outlook for Crypto markets, NFTs and recent notes & reports exclusively for our Institutional members....
1 Min
DeFi
Aug 2021
A Brief Look at Market Structure
Gauging leverage, volatility, and the Ethereum DEX fall off....
4 Min
DeFi
Aug 2021
Tether Grows, Whales Dump, and ETH Hash Rate at ATHs
Stablecoins, retail accumulating BTC, demand to mine ETH, and Lightning Network's sudden growth....
4 Min
DeFi
Aug 2021
Avalanche Rush, PFP Continues Rally, ETH Burn Leaderboards
The recent L1 surge, ETH heats up, and BTC liquidity improves....
3 Min
Infrastructure
Aug 2021
L1s Take Off, Can ETH Catch Up?
The recent L1 surge, ETH heats up, and BTC liquidity improves....
4 Min
Infrastructure
Aug 2021
SOL & LUNA DeFi Explosion, Anchor & Lido Symbiosis Drives UST Demand
SOL & LUNA stand out. Anchor's integration with Lido helps drive UST demand....
3 Min
Infrastructure
Aug 2021
An Update on Crypto Market Structure: Leverage and Volatility
What BTC and ETH market data is telling us....
4 Min
DeFi
Aug 2021
Stablecoin Market Share, TVL Growth, and a CRV Farming Saga
A rundown of key DeFi data and narratives from this week....
4 Min
DeFi
Aug 2021
Ethereum Burns, Axie's Inflection Point, DeFi Narratives
ETH burns, Axie's inflection point, and DeFi narratives....
4 Min
DeFi
Aug 2021
ETH on Fire, Call Buyers Don't Tire, and NFTs Push Higher
$53 Million ETH Burned in 5 days, options market sentiment, and the continuing NFT mania....
4 Min
DeFi
Aug 2021
Avatar Frenzy, ETH Volatility & A DeFi Ecosystem Snapshot
ith EIP-1559 going live today, a weak "sell the news" event played out right before the US session. NFTs continue their run. Over 1,700 ETH has been burnt at the time of writing this report....
3 Min
DeFi
Aug 2021
A Shift in Futures Margin, Low Demand for Puts, RAI's Rise
The stablecoinization of BTC futures, insights from the options market, and the rise of independent cryptocurrencies....
4 Min
DeFi
Aug 2021
The Delphi Chartbook - July 2021
A concise highlight reel of important datasets we're tracking across markets, DeFi, NFTs, and macro trends....
1 Min
DeFi
Jul 2021
Option Whales, GBTC Discount Recovers, Binance's New Rules
More insight on BTC's move from the options market, GBTC unlocks are over, and a new era for Binance....
4 Min
DeFi
Jul 2021
DeFi and NFTs: Signs of Growth and Speculation
An update from the world of DeFi and NFTs....
4 Min
DeFi
Jul 2021
Do You Bull-ieve?
A look at BTC markets after yesterday's chaotic price action....
4 Min
DeFi
Jul 2021
Futures Catch a Bid, CME Traders Go Ham, Punk Ownership Decentralizes
Futures contracts saved from backwardation, Perpetual Protocol's road to PMF, and CryptoPunk ownership...
5 Min
DeFi
Jul 2021
Market Volatility and Resilient OHMies
Insights from the options markets, and (potentially) crypto's first countercyclical asset....
5 Min
DeFi
Jul 2021
Bitcoin Rundown: Market Indecision, Legacy Correlations, And a Lightning Boost
How Bitcoin fares against legacy assets, sign of market indecision, and a small jolt to the Lightning Network....
4 Min
Channels
Jul 2021
Range-Bound Bitcoin, Opportunity or Bull Trap? (July '21 Outlook)
Bitcoin's struggles may continue barring an unexpected catalyst or drastic change in policy, but on-chain indicators support our long-term conviction in BTC....
13 Min
DeFi
Jul 2021