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1 Jul, 7 tweets, 4 min read
↓ Some weekend reading from your friends over at Delphi 🤝
With the recent launch of @ConvexFinance, more and more $CRV is being locked up in governance.

How long until there’s no more CRV available to lock up? Delphi Associate @Paul_Burlage dives in:
delphidigital.io/reports/when-c…
After much anticipation, EIP-1559 is set to go live next month.

In this post, @Alex_Ged attempts to answer the question on everyone’s mind - will it turn ETH net deflationary and, if so, when?
delphidigital.io/reports/eip-15…
Last but not least, our Managing Partner at DV @YanLiberman and new analysts @NotSoAnonJoo @notatugboat dived as deep as you can into everything Axie Infinity and $AXS

The deep dive is so exhaustive that we split it up into two separate reports which you can see below:
The first post focuses on the fundamentals of @AxieInfinity and how this effects $AXS

A quick stat 🤯: Axie’s community treasury has grown from less than $1M to over $14M in ~2 months from breeding and marketplace fees, implying a P/E ratio of 7.59.

delphidigital.io/reports/axie-p…
The second post honed in on the Gamer Economy within Axie

In this post, we analyze the supply/demand dynamics of Axie breeding, discuss the impact of Axie Scholars, and highlight key upcoming developments to keep an eye on.
delphidigital.io/reports/axie-p…
Our Global Head of Macro @Kevin_Kelly_II worked with associate @ashwathbk on this all-encompassing chartbook for June.

This will give you an update on everything you need to know in the market this month…in just a few minutes
delphidigital.io/reports/the-de…

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More from @Delphi_Digital

Delphi Digital Profile picture
6 Jul
0/ In today’s DeFi Roaring, @AxieInfinity Soaring, and NFTs No Longer Boring.

Dive into the full report below! 👇

delphidigital.io/reports/defi-r…
1/ Market Update-

🔹Opened the day strong with a rare bullish session coming out of Asia. But that momentum was slowed during the London session.

🔹 $BTC is currently in the process of printing a bearish looking pinbar candle on the daily.
2/ Since hitting lows on June 24, DeFi tokens are enjoying a strong bounce. $COMP, $ALPHA, $SNX, and $AAVE lead the way.

Assets colored in gray in the chart under-performed FTX’s DeFi index.

The next couple of weeks will be telling for DeFi, and the crypto market in general. Image
Read 10 tweets
Delphi Digital Profile picture
23 Jun
0/ In today’s Delphi Daily, #Bitcoin Derivatives Rundown and The State of CryptoPunks

Check out the full analysis below! 👇

delphidigital.io/reports/bitcoi…
1/ Quick Market Update-

🔹After closing yesterday 3% up after a wick below the current range low, $BTC is currently up another 4.9% at the time of writing.

🔹 $DOGE and $SOL are the biggest winners of the last 24 hours, up 39% and 35% respectively.
2/ Friday (June 25) marks the expiration of quarterly BTC and ETH options/futures, so prepare for the possibility of volatility.

Looking at the distribution, there are tons of out-of-the-money calls set to expire worthless and puts are concentrated between $28,000 and $40,000.
Read 11 tweets
Delphi Digital Profile picture
22 Jun
0/ In today’s Delphi Daily, What $BTC Derivatives Data is Saying, Hash Rate Declines, and a Silver Lining for #Ethereum.

Check out the full analysis below! 👇

delphidigital.io/reports/what-b…
1/ Quick Market Update-

🔹After yesterday’s 11% decline on BTC, the Asia, London, and New York sessions all opened up to even more selling (no surprise).

🔹Today’s biggest winners were stablecoins, and biggest losers were literally everything else.
2/ Everything is down today, except stablecoins which have done their job with respect to holding their peg.

The @Polkadot ecosystem and meme coins were the hardest hit, but every major sector/ecosystem is down over 30% over the past week.
Read 10 tweets
Delphi Digital Profile picture
21 Jun
0/ In today’s Delphi Daily, China FUD Piles Up, Hash Rate Exodus, And Miners Selling.

Check out the full analysis below! 👇

delphidigital.io/reports/china-…
1/ Quick Market Update-

🔹China continues to pile up FUD by reiterating that banks should not engage in business with Crypto OTC traders.

🔹 Miners turned into net sellers after weeks of accumulation.

🔹Hashrate concentration in the largest pools continues to drop.
2/ With China’s move against Bitcoin and a bloody start to the week, it looks like $BTC is on the path to retest a key level at $30,540.

Successfully defending this level would likely signal range-bound behavior between $30,000 and $40,000, and opens the door to an upside move. Image
Read 10 tweets
Delphi Digital Profile picture
16 Jun
0/ In today’s Delphi Daily, $BTC HODLers back at it again, @iearnfinance TVL soars, and @0xpolygon DEX volume recovers.

Check out the full analysis below! 👇

delphidigital.io/reports/delphi…
1/ Market Update-

🔹The Federal Open Market Committee (FOMC) keeps interest rate unchanged, but raises expectations for inflation.

🔹 $CHZ and $SHIB are the biggest gainers of today thus far.

🔹 $LUNA, $NEXO, and $SNX are down the most.
2/ The net positions of BTC HODLers is a strong indicator of how longer-term investors are thinking about BTC.

For the first time since turning negative in Nov. 2020, this metric has flipped positive, indicating HODLers are buyers here.
Read 11 tweets
Delphi Digital Profile picture
15 Jun
0/ In today’s Delphi Daily, @0xpolygon garnering attention, long term $BTC holders are accumulating, and an analysis of @uniswap’s price and volume.

Check out the full analysis below! 👇

delphidigital.io/reports/delphi…
1/ Market Update-

🔹BTC and ETH had been ranging from the Asia session into the London session, with a short bout of weakness emerging at New York open.

🔹BTC currently sits near its range high and traders are awaiting confirmation of either bearish continuation or an uptrend.
2/ Google trends indicates @0xPolygon is garnering attention from retail users as 1.4 million searches were made for Polygon/MATIC in May alone.

While “DeFi” and “Yield Farming” are growing in search volume as well, users are currently tilted towards Polygon.
Read 11 tweets

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