Reports1422 results
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
NFTs Heats Up, Stablecoins Risk & Axie's Record Breaking July
Market Update Today’s daily was inspired by the Delphi Chartbook β€” a monthly initiative to update our subscribers on each […]...
3 Min
NFTs & Gaming
Aug 2021
NFT Weekend Recap & OpenSea Dominance
NFTs (and specifically CryptoPunks) enjoyed a fantastic run over the weekend. During the Asia open, BTC takes a breather while consolidating below $40,000 while ETH/BTC wakes up from its multi-week sl...
3 Min
NFT Marketplace
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
Exchange Exodus, Staking LUNA-cy, TikTok Trends
Market Update Today has been a rather sleepy day in the market, with the majors starting to consolidate at resistance […]...
4 Min
NFTs & Gaming
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
Delphi Bi-Weekly Analyst Call (July 20th, 2021)
We recently hosted our live, bi-weekly analyst call on July 20th, where we discussed our outlook for Crypto markets, Axie and recent notes & reports exclusively for our Institutional.members....
1 Min
Layer 1 / L1
Jul 2021
Revenge Shorts, Crypto Indices, and a Trip to Goblin Town
Market Update Today’s been a sleepy day for BTC, with today’s candle barely visible. NFT project tokens have continued to […]...
5 Min
NFTs & Gaming
Jul 2021
Out From Chaos Comes THORSynths
We're excited to provide a large update on THORChain, which we present in 3 parts. First, we share our brief assessment on the recent unfortunate exploit. Next, we analyze historical THORChain MCCN da...
21 Min
Layer 1 / L1
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
An Update on DeFi Perps
A brief comparison on dYdX & Perpetual Protocol's recent traction, in addition to updates on MCDEX, Futureswap, Vega and Injective....
6 Min
Perpetual Futures
Jul 2021
Optimism In A Pessimistic Market
An early look at Optimism's numbers....
3 Min
Infrastructure
Jul 2021
Market Volatility and Resilient OHMies
Insights from the options markets, and (potentially) crypto's first countercyclical asset....
5 Min
DeFi
Jul 2021
Appraising Digital Real Estate: The World of Lunacia
In this report, we demystify the world of Lunacia and analyze potential opportunities in the Land market....
8 Min
Games
Jul 2021
5 Min
NFTs & Gaming
Jul 2021
PERP 2.0: Redesigning A Success
Since it launched in December, Perp Protocol has facilitated $20B in total trading volume and generated $20M in protocol earnings.Β V1 has clearly been a success. Here's what you can come to expect out...
7 Min
Perpetual Futures
Jul 2021
Axie Trends Toward Infinity
Strong player growth and a booming game economy have resulted in Axie becoming the most profitable dApp in crypto. If the current trend continues, we estimate that ~69% of the AXS circulating supply c...
7 Min
Games
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