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Feb 4 • 6 tweets • 3 min read
Delphi Media has a lot of plans to expand just past @PodcastDelphi this year, and today we’re excited to share a new offering - DISRUPTORS by Delphi

Short thread below on what DISRUPTORS is and why you won't want to miss an episode
1/ A common thread amongst the hivemind at Delphi is that we're all perpetually curious and eager to learn

Filtering out the noise has always been a focus for us, so we're always looking for like-minded visionaries to learn from. We call them DISRUPTORS.
2/ Last month, we kicked off an internal masterclass-type seminar where one of these experts came in and gave a presentation to our team

Initially, we were just going to keep this internal. But the content was too valuable to not share with the rest of the community
3/ Today, we're releasing the genesis episode for DISRUPTORS

First up is legendary game designer Brooks Brown who walks through the history of games and play, and changing what 'immersion' means with what he's building at @welcome_to_nor

🎧Spotify Link:
open.spotify.com/episode/1xiUHJ…
4/ Remember, this is not your average podcast though

For the best experience, head over to the Delphi Portal so you can watch the presentation, get access to a transcript, and even summary show notes
members.delphidigital.io/reports/disrup…
If you aren't a member though, you can still watch the full presentation here:

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More from @Delphi_Digital

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Feb 4
0/ Is Azuki the next bluechip NFT?

In today’s Delphi Digital, we analyzed @BitDAO_Official’s large treasury, @MEVprotection’s record-breaking month, @thesandboxgame’s increased volume, and @Azukizen joins the top ten.

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1/ @BitDAO_official is an investment DAO that supports builders in the decentralized ecosystem through partnerships and funding.

The contributions from ByBit have exceeded $500M in value since it started on July 21st and are continuing to grow at $1-2M daily contributions.
2/ @MEVprotection has achieved another record-breaking month, crossing $2B in swap volumes on Jan 2021.

CowSwap’s simple and gasless UI makes it easy for users to trade even without holding ETH to pay for gas.
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Feb 3
0/ Are Solana and Avalanche the next to benefit from the NFT craze?

In today’s Delphi Daily, we examined NFT data on @solana and @avalancheavax, @axieinfinity’s SLP hyperinflation, and Daniele-related tokens suffer.

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1/ The NFT craze is going strong on Ethereum, but the traction is spilling over into @Solana.

Solana has recently hit its ATH of 10k unique daily NFT buyers, surpassing its peak in September.

@Avalancheavax has also recently hit its peak NFT volume at 5M.
2/ @AxieInfinity has been affected by the hyperinflation of SLP, a result of a high SLP minting rate but a low SLP burning rate.

The hyperinflation has resulted in immense sell pressure on SLP.

We have seen SLP prices drop to under $0.01 today, from its previous highs of $0.35
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Feb 2
0/ Should we be worried about the composition of DAI’s collateralization?

In today’s Delphi Daily, we examined DAI’s reserves, USDC’s continued growth, bearish BTC option traders, and @boredapeYC’s floor continues to rise.

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1/ USDC has grown massively over the past year, recently crossing $50B in supply.

USDT is still the market cap leader, although its growth has slowed down compared to USDC since May 2021.

The USDC/USDT supply ratio has grown from 0.2 to 0.64 over the past year.
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Many criticized DAI for being backed by 60% stablecoins, as it means that DAI is also exposed to the same centralization and regulatory risks of the stablecoins.
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Feb 1
0/ Is fear of a stablecoin depeg warranted?

In today’s Delphi Daily, we examined the narratives around MIM and UST that have been circulating Twitter.

We also analyzed @looksrareNFT compared to @opensea for volume, daily users, and average volume per user.

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1/ MIM, the native stablecoin of Abracadabra, has been weathering a storm as of late.

MIM briefly broke its peg but recovered quite quickly.

The stablecoin’s main source of liquidity is Curve’s MIM-3CRV pool, now composed of 90.51% MIM and 9.49% 3CRV, hardly a healthy ratio.
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Over the initial period of contagion, UST’s price never dropped below $0.995.

UST has deep liquidity and lively arbitrageurs who can ensure the peg remains sticky
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Jan 28
0/ How is sentiment post FOMC?

For today’s Delphi Daily, we examined the aftermath of this week's FOMC meeting, current stablecoin utilization rates, and the amount of unique NFT buyers.

For more 🧵👇
1/ The FOMC decided to leave rates untouched but signaled for a hike in March’s FOMC. US10Y closed the trading day up 5%, and DXY was up 0.46%.

Risk assets like SPX, NDX, and crypto assets wound up pairing back their initial gains as the market digested the Fed’s commentary.
2/ Funding turned even more negative post FOMC as investors were spooked by Powell’s resolve to fight inflation.

All in all, it seems like the market is expecting Bitcoin to make a lower low after recently testing the $34k level.
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Jan 27
0/ Has Ethereum turned deflationary?

In today’s Delphi Daily, we examined stablecoin supply growth, long-term holder’s losses, ETH burns, and NFT Aggregator competition.

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1/ Despite the current volatile environment, the stablecoin supply has grown by $5.3B over the past month.

USDC’s growth has recently become more pronounced, surging by $5.2B in supply in the last month.

USDT only grew by $700M.
2/ Long-Term Holders started going into loss as BTC tested the lows of $35k. LTHs in loss surged to 17% of all holders, which was last seen in May 2020 (circled in yellow).

Historically, it’s been a sign that the bottom may be in when both STHs and LTHs peak in losses.
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