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Macro & Markets
Financial Market Themes

Crypto Market Cycles - Where Are We Now?

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No one has a crystal ball, but having a solid framework you can trust is a close second. Hopped on the Stacks podcast to give a rundown of c...

King $COIN's Calculated Moves

With Q1 earnings season on the horizon, and with Coinbase reporting on May 2nd, we wanted to highlight one of our newest tools made available to Delphi subscribers: The Coinbase Transaction Revenue Calculator. Recalling our exploration into the over...

Bitcoin Light Pools

Now that Runes are live, Casey Rodarmor has theorized a solution to decentralize Rune/inscription markets. As I am sure readers know, the tr...

Rune Pups vs BRC-20 Update

In a recent AF post, I looked to see if there was upside in buying Rune Pups ordinals vs PUPS BRC-20. I outlined some very optimistic scenarios for holding a rare Rune Pup. The team has finally released the actual allocation based on Rune Pup type so...

Heroglyph - Incentivizing Solo Staking (Friday Launch)

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A new project launched by 0xMaki (ex Sushiswap & Currently LayerZero) has gained some attention on Twitter. Here I will breakdown what i...

Block Builders cannibalizing each other's profits by subsidizing

A fun war is happening at block builders’ backyard New block builders trying to gain slot share have been subsidizing block bids for propos...

Uniswap Labs Front End Fee Increased to 0.25%. Where to Trade?

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Uniswap Labs has increased its fee on trades using the Uniswap Labs front ends from 0.15% to 0.25%. If you’ve still been using the official ...

Deciphering Runes - Native Fungible Tokens on Bitcoin

As the halving approaches, speculators eagerly anticipate the launch of Runes. Drawing significant mindshare on CT, there’s much confusion and misinformation surrounding this new token standard. Even more so exacerbated by a myriad of unaffiliated pr...

Which to buy, PUPS BRC-20 or Rune Pups?

Another token near the top of the Bitcoin meme wars is PUPS. With the recent pumping of the PUPS BRC-20 and Rune Pups floor as of late, the question is “Which to buy, PUPS BRC-20 or Rune Pups?”. In order to answer this, we will go through 4 (of many...

Quick Highlights From The ZKSummit

ZKSummit (hosted by zero-knowledge podcast) was a single-day event in Athens with a highly technical group of (200 or so) attendees; enginee...