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Yan Liberman Profile picture
Yan Liberman
@YanLiberman
Co-Founder @Delphi_Digital, Managing Partner of Delphi Ventures
Nov 4, 2021 • 6 tweets • 2 min read
1/ Ronin, the L2 that @AxieInfinity's ecosystem is built on, is launching the $RON token.

smol 🧵 2/ Ronin currently boasts over $7B in TVL, meaning it holds more assets than all other L2’s combined. It’s also going to be the hub for the game’s rapidly growing 2+ million DAU’s.
l2beat.com
Mar 16, 2021 • 11 tweets • 3 min read
0/ Highly recommend giving this post by @JonathanErlichL a read to understand all things @anchor_protocol. Thread below focusing on the impact on @terra_money.

Disclosure: Delphi Ventures is an investor in $Luna and $ANC

delphidigital.io/reports/anchor… 1/ Anchor connects two users, UST holders and Luna holders. UST is deposited to earn a guaranteed fixed yield. Luna gets deposited in staked form (bLuna), and is used as collateral to borrow the UST. The PoS yield from the staked Luna is used to fund the yield for UST deposits.
Dec 2, 2020 • 11 tweets • 4 min read
0/ @powerpoolcvp just launched the Powerpool index, a smart Index consisting of 7 prominent governance tokens ($AAVE $YFI $UNI $SNX $WNXM $COMP $MKR) and the protocol’s native token $CVP

1/ Smart Index = tokens can be used in governance while remaining in the pool. Fees for participating in governance, along with fees traders rebalancing the index, are passed on to PIPT token holders.
Nov 12, 2020 • 26 tweets • 8 min read
0/ Our team @Delphi_Digital put out a note earlier this week updating all our clients on the current state of @Nexus_Mutual and why our long term thesis for $NXM is stronger than ever.

A preview thread below, but full post can be read here:
delphidigital.io/reports/nexus-… 1/ The Capital Pool has experienced an outflow of almost 30k ETH since October 1st. It was initially fueled by the defi decline and then exacerbated by the programmatically increasing MCR.
Sep 14, 2020 • 4 tweets • 2 min read
$NXM Total Cover has increased by over $150m ($85m to $237m) in the past 24h, shifting the MCR calc to be a function of Cover. It's the equivalent of a gearing factor of 4.84, which you can read more about in the attached thread. The MCR calc currently done off-chain, but there will soon be a shift to a flat factor that's decided by governance. This is great for @NexusMutual because this cover driven MCR will expand the capacity of previously full contracts. A lot of this is driven by farming for $SAFE.
Sep 1, 2020 • 25 tweets • 7 min read
0/ This is the first in a series of follow-on posts to our July $NXM report. You can find the full post here, but I also included a video summarizing the gearing factor along with a thread that goes a bit further into the post.

@Delphi_Digital holds NXM
delphidigital.io/reports/how-nx… 1/ Projects will often use their supply side to incentivize an environment where demand side can grow. Nexus is dealing with the opposite. It has immediate product market fit, evidenced by growth in coverage and how quickly excess capacity for cover is usually purchased.
May 16, 2020 • 17 tweets • 8 min read
0/ Our team @Delphi_Digital put out a State of #Bitcoin 2020 report earlier this week to commemorate the halving.

There was a bit of analysis we had to leave out to get it out on time. After looking in further, the takeaways were too bullish not to share. Let's dive in: 1/ Below is a visual breakout of % of supply held by wallet size. Early distribution is a bit chaotic bc of low price & high issuance. Things start to normalize around 2013, with the growth of supply in smaller wallets continuing until today (bottom of chart)