Prev Next

Thesis 404

With market attention now primarily on Solana, memes, and BTC flows, I felt it was an excellent time to refine my thesis on the opportunity around 404s. 404s are a catch-all term I am using for semi-fungible proto-token standards that combine tokens

Early 4844 Results

Locked Feature

Sign up to Delphi Pro to view.

As more L2s start to adopt blobs we are seeing more real data come in. The dashboard from my tweet is by far the best one I have seen so far

Solana TVL Passes Arbitrum While Volume Dominates

Solana TVL has officially passed Arbitrum for the first time in the post-FTX era. This is impressive not just because of the comeback, b

Fink Around and Find Out

In case it wasn’t abundantly clear, there’s a new whale on the loose: Larry Fink. Following the approval of the Bitcoin ETFs, M

Is this time finally different?

Locked Feature

Sign up to Delphi Pro to view.

Over the last few weeks, I’ve seen the timeline littered with various people sounding the alarm on ‘top signals’ and signs of ‘market froth’

Solana Getting L2s

Locked Feature

Sign up to Delphi Pro to view.

There have been some recent announcements recently with projects signalling the intention to launch as a Solana L2.   The first is Zeta

GuildFi Drops its Zentry Trailer.

Locked Feature

Sign up to Delphi Pro to view.

GuildFi just dropped its trailer for Zentry today, which is going to be its rebranded ecosystem. This probably signifies the start of its re

Ethereum Based Sequencing & Preconfirmations Call #3 - Notes

Notes from the last preconfirmation & sequencing call, it was pretty interesting so here’s a quick summary – link to call Based sequenci

A Spike in Outsized Volume

A scan across several technical indicators detected a spike in outsized volume yesterday (March 11, 2024) across a relatively large proporti

MetaDAO Initiates Dutch Auction

Locked Feature

Sign up to Delphi Pro to view.

MetaDAO has officially enabled proposal 10, a Dutch auction that attempts to raise funds for the DAO. The first auction price is set 50% abo