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Sep 13 • 6 tweets • 4 min read
1/ Ethereum's Merge is in less than 48 hours, are you ready?

Over the past 6 months, our Research Team has been working towards this monumental event, producing reports praised by @VitalikButerin himself.

Here are our top 4 FREE resources to prepare yourself for #TheMerge. ⬇️
2/ First is our unlocked research report on Ethereum’s ambitious roadmap. 🗺

Research analyst @jon_charb takes a deep dive into the past, present, and future of Ethereum in:

“The Hitchhiker's Guide to Ethereum”.
members.delphidigital.io/reports/the-hi…
3/ Next is "The Complete Guide To Rollups"

This 86-page book, also by @jon_charb is the most comprehensive guide on Rollups you will find. 👀

members.delphidigital.io/reports/the-co…
4/ We follow these up with a timely throwback that covers Economics, Staking and the potential for Ethereum to become net Deflationary.

"Managing Expectations Heading Into The Merge"

members.delphidigital.io/reports/managi…
5/ Lastly and most recently, we released a @podcastdelphi episode where @jon_charb goes into detail on just how censorship resistant Ethereum may be. 🎙

members.delphidigital.io/media/how-cens…
6/ The Merge is one of the largest events in crypto’s history, but Ethereum’s roadmap is just getting started.

Our world-class research team has you covered today, tomorrow and into the future on everything you need to know.

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More from @Delphi_Digital

Delphi Digital Profile picture
Sep 8
In the 3 months since the Terra collapse, the Delphi Labs team has been hard at work figuring out what we see as the future of DeFi, what platform best facilitates this, and ultimately where we should best focus our builder efforts going forward
members.delphidigital.io/reports/findin…
It’s important to highlight that this post should not be taken as an absolute judgment about which ecosystem is best, but rather a subjective analysis of which ecosystem best suits our specific context, vision, and values
In Part I, we outline these design constraints and the resulting platform requirements we looked to optimize for

In Part II, we analyze each of the platforms based on these requirements and explain why we ultimately decided on the Cosmos ecosystem
Read 4 tweets
Delphi Digital Profile picture
Sep 8
1/ Was @optimismFND’s air drop a flop?

In May, Optimism airdropped its $OP token to almost 250k users.

Our analyst @DaBooligan broke down key metrics to try and determine if the airdrop was a success. ⬇️
2/ The goal was to onboard new users into their ecosystem but was it successful?

While daily active users soared to a peak of just over 106K/day, it quickly dropped back down.

On the other hand, the floor for daily users was higher post airdrop, meaning some users stuck around.
3/ Airdrop activity stats 📊

🔹40% of eligible addresses never claimed their tokens
🔹~55% of all addresses that claimed the airdrop transferred or sold their OP tokens on the Optimism rollup
Read 4 tweets
Delphi Digital Profile picture
Aug 25
1/ @synthetix_io faces an uphill battle in the midst of uncertain market conditions.

Join us as we take a glimpse into what our research has discovered. 🔍 Image
2/ Synthetix has found a home on Optimism.

🔹 Trading is now a low-cost affair
🔹 Sped-up oracle updates have enabled the launch of perpetual futures

While this is promising, challenges remain...
3/ Token emissions are drawing to a near-end. Going forward, Synthetix must:

🔹 Maintain it's current user base
🔹 Attract new users with organic revenue in a market where yield is abundant
Read 4 tweets
Delphi Digital Profile picture
Aug 20
Weekend reading list 📚

Our research team has been hard at work over the past week and we compiled a weekend reading list for your convenience.

Check out what has been published this week. ⬇️
While extremely popular in TradFi, yield derivatives and fixed income products have struggled to attain usage in DeFi.

We examined the current data and analyzed the path forward for this interesting market.

members.delphidigital.io/reports/the-pa…
.@NounsDAO is an open-source experiment on how to scale a brand in the fastest way possible, championing the use of the CC0 (Creative Commons 0) framework for public domain IP.

Will this become the new standard for project design?

members.delphidigital.io/reports/nouns-…
Read 6 tweets
Delphi Digital Profile picture
Aug 3
Recap from our gaming twitter spaces hosted by
@FTX_Access and Delphi Gaming:⬇️

Quotes & more from @Jihoz_Axie, @gabusch,
@abearschmitt, @PlayIsFree, @pierskicks, @YanLiberman and @amytongwu!

Crypto Town Hall: The State of Play. 🎮💬
@amytongwu (Ventures, Gaming + M&A @FTX_Official)

- Mobile game sector took years to build traction
- Great games take years to develop, this stuff takes time
- We need experienced Game Developers, but also creative implementation of web3

"I think we're pretty early."
@Jihoz_Axie (Co-Founder @skymavishq + @axieinfinity)

- Industry is in a transitional period
- Focused on pioneering sustainability
- Debate around sustainability is similar to Facebook in 2012, ads are not the answer

"We're now entering the phase where we get actual pushback."
Read 10 tweets
Delphi Digital Profile picture
Jul 27
In 2022, @CurveFinance v2 quoted better execution prices than @Uniswap v3 for ~65% of all ETH/USDT transaction volume.

On @arbitrum, Curve Tricrypto is dominating $ETH volumes with more than 83% of total market share.

What's happening, and are the DEX Wars heating up? 🧵⬇️
1/ These competing DEXs work in different ways:

Uniswap v3 is concentrated liquidity – it allows LPs to provide liquidity in specific price ranges.

Curve v2 is automatic concentrated liquidity – it automatically concentrates the liquidity of LPs around an internal oracle price.
2/ Curve is complex:

🔹 A moving average creates its internal oracle price.
🔹 Fees are dynamic and increase with volatility.
🔹 10 parameters are used to create a Curve pool.

The complexity causes gas prices to be nearly 2x higher than Uniswap’s, but...
Read 7 tweets

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