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12 May, 9 tweets, 4 min read
0/ Today we looked at YFI’s current run to ATH, @Uniswap’s highest single day of volume, and the amount of $ETH in smart contracts continues to rise. 👇

delphidigital.io/reports/delphi…
1/ Following months of choppy price action, YFI hit an all-time high, surpassing $90,000 at one point.

$YFI is now leading the current DeFi Rally.

This rally was further propelled by @iearnfinance embracing the dog coin phase. Image
2/ A week after Uniswap v3 launch, Uniswap v2 recorded $3.6 billion in daily volume. This marks the highest volume in any single day.

Dog coins are the primary catalyst for higher Uniswap volumes. Image
3/ The top 3 lending platforms ( $AAVE $COMP $MKR ) collectively hit $20 billion in outstanding loans.

Maker has significantly increased its market share on the back of recent protocol changes.

In the meantime, Aave loans jumped in light of their deployment on Polygon. Image
4/ The amount of ETH held in smart contracts is consistently growing, a rough indicator of ETH flowing into DeFi.

This means $ETH is exiting centralized exchanges and moving into smart contracts.

This is one of the main catalysts for the ongoing ETH rally. Image
5/ Now it's time for some tweets of the day.

The S&P 500 gapped down today as consumer inflation comes in significantly higher than analysts’ expectation.

6/ @AxieInfinity @YieldGuild and our team announce a documentary on play-to-earn and its effect in developing countries (releases tomorrow).
7/ The Fed is working on an open source CBDC.
8/ This has been an example of the new format of our Delphi Daily.

To ensure you never miss our latest reports, subscribe below: delphidigital.io/subscription-p…

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More from @Delphi_Digital

Delphi Digital Profile picture
14 May
0/ Our team is thrilled to announce the launch of the world's first on-chain NFT fund on @SyndicateDAO called "Delphi INFINFT" run by our team and @gmoneyNFT

Backers include @IDEOVC + other NFT pioneers like @gabusch, @Jihoz_Axie, @AndrewSteinwold, etc!
syndicateprotocol.org/syndicate/delp…
1/ First off, INFINFT:
INF - Infrastructure || FIN - Finance || NFT

The main focus of INFINFT will be to find projects in the crypto ecosystem that promise to push the known edges of what NFT capabilities are now

These potential projects could include (but are not limited to):
2/ NFT marketplaces, DAOs, social tokens, fractionalization, NFT infrastructure, and any other new developments that may arise during the syndicate's investment cycle

We'll leverage our team's combined IP, networks, and influence to position these projects for maximum success
Read 8 tweets
Delphi Digital Profile picture
8 Mar
0/ Beware the Ides of March: A roman history lesson or a historical lookback at $BTC price?

Normally a volatile time of year for #Bitcoin and thus far 2021 has been no exception. Here's what to expect going forward. 👇
delphidigital.io/reports/beware…
1/ #Bitcoin started off 2021 with its best performance since 2013, nearly doubling over the first seven weeks of the calendar year (+98%).

Even after the end of February sell off, $BTC recorded its 5th consecutive month of gains.
2/ As we have covered before, $BTC price tends to struggle between mid February and late March. #Bitcoin price corrected ~21% over last week of February.

Thus far, BTC seems to be following a similar playbook in 2021.
Read 10 tweets
Delphi Digital Profile picture
5 Jan
0/ [RESEARCH RECAP PUBLIC RELEASE]

First, a huge thank you to everyone who's supported the Delphi team this past year!

As a small token of appreciation, we’re releasing a special edition report covering some of our best work recently!

TLDR thread below:
delphidigital.io/reports/happy-…
1/ Bitcoin is King of the Hill…Again

@Kevin_Kelly_II illustrates why #bitcoin can no longer be ignored by investment managers on the back of its 2nd consecutive year outperforming just about every major asset class.

delphidigital.io/reports/bitcoi…
2/ The Bitcoin Bull Case: 2021 & Beyond

@mediodelphi's rigorous on-chain analysis paints the ideal setup for BTC while @Kevin_Kelly_II reaffirms several technical & macro tailwinds heading into 2021.

$BTC is up ~70% since the report was first published.
delphidigital.io/reports/the-bi…
Read 21 tweets
Delphi Digital Profile picture
20 Dec 20
0/ Every week, we send out a free 5 min weekly recap called 🌀 The Delphi Debrief 🌀

This week we published analysis on:
🔹 Layer 2s
🔹 $MKR underperformance
🔹 @beeple sell out
🔹 Crypto Investing Frameworks
delphidigital.io/reports/layer-…
1/ Our must read for members this week was the all-encompassing L2 report that @Alex_Ged & our CTO @lukedelphi put together.

We spoke with all the top teams building these rollups + the projects leveraging them to answer all the q’s our clients may have.
delphidigital.io/reports/layer-… Image
2/ @MakerDAO is the largest DeFi protocol by TVL, with over $2.5B in collateral.

Earlier this week, @ashwath_22 took a look at the recent underperformance of $MKR vs other DeFi blue chips like $SNX $YFI $AAVE
delphidigital.io/reports/analyz…
Read 7 tweets
Delphi Digital Profile picture
7 Dec 20
0/ [PUBLIC RELEASE] The Bitcoin Bull Case: 2021 & Beyond

After 1,081 days of waiting, #Bitcoin recently reached a new ATH. So what’s next?

We’re making our latest report public to provide the $BTC community with ammo 👇
delphidigital.io/reports/the-bi…
1/ It's packed w/ on-chain data, market cycle forecasts, key trading trends, and macro market analysis (thread below):

🔸 UTXO Analysis
🔸 Market Cycle Patterns & Forecasts
🔸 Supply Shortage & Exchange Balances
🔸 Price Breakout & Momentum
🔸 Correlations, Sentiment, Volatility
2/ Forecasting Market Cycles

In our inaugural #Bitcoin report (Dec ‘18) we analyzed historical holder activity to predict a $BTC price bottom by 1Q19.

$BTC hit a cycle low 5 days later, setting up its 2019 surge.
Read 18 tweets
Delphi Digital Profile picture
6 Nov 20
0/ [NEW] Monthly Delphi Research Recap

A monthly digest highlighting some of our research team’s top reports and content.

Free access to the first edition here: delphidigital.io/reports/best-o…

Highlights 👇
1/ If you like what you see, we're offering a limited time discount on ALL our memberships.

Just use the code "DELPHIRECAP" at checkout to lock in a 50% discount on your 1st month OR a 20% discount on any of our annual plans!

(FYI: This won't last long!)
delphidigital.io/subscription-p…
2/ This edition includes:

🔸 Setup for #Bitcoin & key on-chain metrics $BTC
🔸 Analysis on Ethereum's evolving ecosystem $ETH
🔸 Crypto taxation
🔸 Relationship between Yearn & Curve $YFI $CRV
🔸 In-depth notes on $NXM, smart stablecoins, impact of vested rewards, & more! Image
Read 5 tweets

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