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0/ As investors in both $AAVE and $LUNA, we at Delphi are very much FOR this proposal
We believe UST is the only truly decentralised stablecoin operating at scale and anticipate that the burgeoning Terra ecosystem will drive UST demand higher.
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1/ Delphi Labs presents: Angel Protocol’s Token Design
Over the last few months, we've been working with
@angelprotocol
to propose a design for the HALO token. We're now excited to present this proposal to the Terra Community 😇😇
🧵🧵Thread below👇👇
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0/ Our team
@Delphi_Digital
just launched our new site/portal and is doubling prices for subscriptions next week!!
Every analyst on our team was asked to pick one report to make public & share with CT
I picked a report we published earlier this month:
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0/ $BNB and $FTT have had a phenomenal price run this year, outperforming DEX tokens like $UNI and $SUSHI.
In my latest report for
@Delphi_Digital
, I looked at the functionalities and value accrual mechanisms across a few exchange tokens.
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0/
@aaveaave
is a protocol that needs no introduction. TVL on Aave currently stands at ~$12bn, a 6-fold increase from the start of 2021.
They are the largest cross-collateral money market on Ethereum,
@0xPolygon
and
@Avalancheavax
and will soon be deploying on other chains.
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3/ Allowing UST to be supplied and borrowed will also benefit Aave as it will bring a flow of liquidity and TVL in the form of UST tokens.
Disclosure: Delphi Digital and members of our team are invested in LUNA and AAVE. Delphi labs is also incubating several projects on Terra.
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0/ Notes on Crypto Venture Capital Series Ep 5. Hosted by
@Shaughnessy119
featuring
@santiagoroel
of
@paraficapital
Read on to find out more about:
📚 Santiago/ParaFi's investment principles and practices
🐂Why he is bullish Eth vs other L1s
🧠Thinking in probabilities
+ more
𝙳𝚎𝚕𝚙𝚑𝚒'𝚜 𝙲𝚛𝚢𝚙𝚝𝚘 𝚅𝙲 𝚂𝚎𝚛𝚒𝚎𝚜
♨️ Ep. 5:
@santiagoroel
We discussed...
✅ Game theory
✅ Psych in crypto
✅ Fund-returning plays
...and much more!
👉 Watch & Read:
👉 Past Interview:
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1/ While people are right to point out the risks of UST, centralised stables have their own risks as well. UST’s peg mechanism does have a risk of failure, however it has proven to be rather robust during downturns.
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2/ To put into perspective, other stables that Aave has onboarded have similarly deviated from peg in the past, at times to a greater degree than UST has.
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1/
@BreederDODO
,
@0xProject
, and
@1inchnetwork
are examples that have branched out from Ethereum.
Though 1inch and 0x are currently the largest liquidity aggregators on Ethereum, it’s a different story on BSC. DODO’s trading volume has surpassed them in recent months.
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0/ Notes on Crypto Venture Capital Series Ep 2 hosted by
@Shaughnessy119
, featuring
@mrjasonchoi
of
@TheSpartanGroup
&
@theBlockcrunch
Read on for a pro's perspective on Investment frameworks 🤓📚 Gaining conviction 💪💪 Handling Bear Market Stress 😥😥 and more ++ 👀👀
𝙳𝚎𝚕𝚙𝚑𝚒'𝚜 𝙲𝚛𝚢𝚙𝚝𝚘 𝚅𝙲 𝚂𝚎𝚛𝚒𝚎𝚜
♨️ Ep. 2:
@mrjasonchoi
We discussed...
✅ Big wins & losses
✅ Strong founders
✅ Crypto communities
...and much more!
👉 Watch & Read:
👉 Past Interview:
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Notes from
@_alchemistcoin
's Fair Launch Summit's Panel: Lessons learned in Fair launches, featuring
@thegostep
@GregusJakub
@immutbl
@ohmzeus
@delitzer
📚Read on to learn about:
- Fair launch best practices
- Entry friction in community building
- Mechanisms for Fair Launches
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Notes from the
@PodcastDelphi
's Terra Autumun Series featuring
@orion_money
's Vol Pigrukh and
@SamIAm_Lunatic
with
@YanLiberman
and
@ZeMariaMacedo
on:
⁃ Orion's Product Suite & Roadmap
⁃ Token Utility & Economics
- Their vision to become THE cross-chain stablecoin bank
#TerraAutumn
Series 🌖🍂
Ep. 5 🎙️ w/
@SamIAm_Lunatic
&
@VPigrukh
on:
-
@orion_money
’s features + roadmap
-the role + tokenomics of $ORN
-achieving cross-chain trustless governance
...and more!
Link/transcript:
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Notes from the
@PodcastDelphi
. Hosted by
@Shaughnessy119
featuring Arca's
@jdorman81
!!
An insightful conversation on:
🧠Arca's investment practices
🍣 BTS of the Sushiswap Saga
🏦 Tradfi & crypto coming together
📏 Jeff's thoughts on crypto regulation
+ more
New Conversation!
@Shaughnessy119
hosts
@arca
CIO
@jdorman81
📊The two discuss merging traditional finance and crypto, Jeff’s biggest lessons transitioning to CIO, takeaways from crypto in 2021, and much more
Video & transcript:
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So incredibly fortunate to be part this team… still so much to learn from the delphi gigachads
In a few weeks, it will be 3 years since we started
@Delphi_Digital
We just hit a huge milestone for Delphi this past month though. Our team just crossed 50 people overall 🤯 (all bootstrapped btw)
Some insight into how the Delphi army is split up and what we’re working on:
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0/ Theres been alot of talk on
@BinanceChain
forks recently, but not much around DeFi protocols native to
@Ethereum
expanding to BSC.
In a short analysis for
@Delphi_Digital
, I dove into some of these liquidity aggregators on BSC. 👇
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12/ Angel Protocol will be conducting their LBP on Astroport on 19 December. Theirs is a no VC raise, community launch, with sale proceeds above the $6m mark going to charity!!
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6/ Relative Valuations
I used a few ratios to compare the valuation across different exchange tokens. This is expanded upon in the full report.
Note: Refer to main report for assumptions made
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Heartfelt piece written by the best founders/partners in crypto 💓 Could not have any more admiration for their devotion, integrity, humility and general gigabrain-ness.
Our core mission at Delphi has always been to make crypto happen better and faster. We’re heartbroken that something we believed in ended up having the opposite effect.
In this post, we reflect on last week's events and lessons to learn moving forward.
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9/ Value Flows
Yield from each charity endowment will be distributed to the main stakeholders of the Angel Protocol, with a portion sent back to the charity endowment for reinvestment. The split at genesis is outlined in the graphic below.
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I personally take the incendiary rhetoric by anon accounts with a pinch of salt vis-a-vis their public counterpart. Lack of accountability and a lower downside aren’t exactly characteristics that facilitate admirable or credible behaviour.
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13/13 Disclosure: Delphi Digital and members of our team are invested in LUNA. Delphi labs is also incubating several projects on Terra including Angel Protocol.
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4/ Token Architecture
Our goal was to design a token that captures value for the main stakeholders of the Angel Ecosystem and to incentivize the actions of curating, donating and governing whilst allowing stakeholders to participate in the upside as each endowment grows.
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Tell me you get rekt by leverage without telling me you get rekt by leverage
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6/ Flashbots Protect makes it easier for regular users to submit their transactions directly to Flashbots’ private communication channel, bypassing the public mempool.
It enables pre-transaction privacy, hiding your trade from the frontrunning bots stalking the public mempool.
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2/ What is Angel Protocol?
Put simply, Angel allows charities to receive donations via perpetual endowment accounts. These accounts allow donations to compound over time, generating interest to “eternally” contribute.
You can find out more here:
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New szn
@AaveAave
swag plz my favourite CT irene 👀👀👀
#ProofOfAaveSwag
h/t Lau Bros
Shall we start the trend to tweet
#ProofOfAaveSwag
+ pic when you receive your swag packs to get on the list for new season edition (coming in few weeks)? 👀
Today will ship other 50 swag packs, let's see more tweets around ❤️
@AaveAave
wants to see what you have received!
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You're welcome
Thanks to
@genye0h
for writing this will me, full report available for
@Delphi_Digital
members.
Will leak more alpha soon frens.
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11/ We at
@Delphi_Digital
are really excited about the good work Angel Protocol is doing and wholeheartedly support their vision of bringing financial freedom to charities 😊😊
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2/ DODO is responsible for ~74% of all taker volume through 0x since it launched on BSC. However, this is not one-sided, over the past week, 0x API is sourcing ~40% of its volume from DODO as well.
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2/ However, a significant drawback to dHEDGE (+ most protocols) is their capital inefficiency. Since Enzyme's v2 release,
@Mona_El_Isa
and team are way ahead of the game w/ integrations and partnerships, i.e. yield farming and lending functionalities.
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3/ General Architecture
With Angel, Charities can create endowments that are subject to governance by charity-level DAOs as well as the Angel DANO (Decentralized Autonomous Non-profit Organisation).
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5/ Staking Dynamics
The Charity DAO will be governed by HALO holders who stake into it. When staking into the DAO, HALO holders will receive Charity Shares (CS) back, which represents their share of the DAO and grants them cash flow rights.
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7/ Bonding Curve Model
Each charity has a bonding curve that users can stake HALO tokens into and mint Charity Shares. A rational curator will signal HALO toward charities they would like to back, and/or charities they predict will generate the most yield.
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2/ All 3 CEX tokens employ a discount token model, which entitles holders of $BNB, $FTT, $HT to trading discounts based upon the number of tokens they hold and volume traded.
Check out some of the other benefits token holders receive 👇👇👇👇
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RT so
@anildelphi
can never fire me
#Delphi4lyfe
No one tell
@johjim
but
@testnetRo0kie
is one of my favorite recent research hires lately and this thread will give you all insight into why
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5/ DEXs do not share this problem because they are not owned by a centralized party, but by the network. For
@SushiSwap
and
@0xProject
, holders that stake their $SUSHI / $ZRX tokens are entitled to a share of the protocol's fees.
Another TLDR comparison of token econ here👇👇👇
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1/ Token Utility:
@binance
and
@HuobiGlobal
, the two largest exchanges by volume, have launched EVM-compatible public blockchains for dapps while $FTT's use case is primarily confined to its centralized
@FTX_Official
's platform.
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3/ 🤝🤝🤝 Enzyme and
@AaveAave
🤝🤝🤝
Assets not being traded can now be deposited on Aave for yield. Imagine what Enzyme + Aave's AMM Market could do 🧐🧐🧐
Outperform market + Idle asset yield + Earn an even wider range of yield soon
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6/ Staking Dynamics (Continued)
In exchange for receiving cashflows, stakers play a key role as charity supporters and governors, helping charities to raise more money via curation and signalling. They also risk being slashed if the charity asks maliciously.
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8/ Bonding Curve Model (Continued)
The bonding curve design allows yield to be distributed via buying HALO & minting CS. Instead of simply distributing yield in UST, yield generated by an endowment is used to purchase CS which can either be burnt or distributed.
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Just some gigabrain stuff by Delphi's resident quant
@ayana_eltai
Delphi Labs presents: a Dynamic Interest Rate Model Using Control Theory
In this piece, we explore an alternative pricing solution which we believe to be more capital efficient and better suited to the dynamic crypto market.
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we have extremely strict drug laws
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10/ Value Accrual to Stakers
Yield to stakers is distributed via buyback & deposit of tokens into the bonding curve. The corresponding CS obtained will be burnt, accruing value to existing shareholders as they can now redeem more HALO per share.
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@therashmiashok
and I need you
If you're a woman who wants to work in crypto, reach out to me
We're always looking for top talent to join our team at
@Delphi_Digital
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7/ Disclaimer: None of this is investment advice.
But subscribe to to read more :) You won't regret!!
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3/ Value Accrual: Exchange tokens have been evolving from the role of providing utility to incorporate more equity-like characteristics, like cash-flow based token burns. Linking the cash flow of the business to the token strengthens the token’s value accrual.
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4/ 🤝🤝🤝Enzyme and
@RariCapital
🤝🤝🤝
If the asset is unavailable for deposit on Aave, Rari’s FUSE has you covered.
But there's more! Rari's DAO plans to aggressively grow their treasury by depositing into an exclusive Enzyme vault.
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Not even $LUNA season yet and Terra's TVL is multiple times Solana/Avalanche
Upcoming projects on Terra are innovative and are more than just Ethereum spinoffs (
@mars_protocol
's Dynamic IR) - many have real world uses cases
@angelprotocol
@pylon_protocol
Why I'm bullish $LUNA 🌒
Centralised stables will be increasingly regulated and restricted. Decentralised stables are the endgame and will grow to become one of the largest verticals in DeFi
I believe $UST is the only truly decentralised stablecoin operating at scale
Thread 👇
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2/ Portals offers whitelisted bridge protocols like
@ConnextNetwork
,
@HopProtocol
and
@SynapseNetwork_
access to credit lines which can be used to facilitate cross-chain transactions when there is insufficient liquidity on the native bridge protocol.
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Of course, anons should be allowed to be anon if they choose, but it may be wise for readers to assign some sort of a discount to their opinions.
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Last 12 hours to deposit!!!
Good afternoon. This is the pre-boarding announcement for Phase 1 to Lockdrop Station.
We are now inviting all providers with LPs to begin locking. Please have your liquidity and wallet ready.
Regular locking is open for 12 more hours. Thank you 🧑🚀
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This aged well... back when CVX was ~$7
0/ Our team
@Delphi_Digital
just launched our new site/portal and is doubling prices for our subscriptions next week
Every analyst on our team was asked to pick one report they worked on this year to make public to share with CT
I picked the following:
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BREAKING NEWS: DO KWON IS MOVING TO SINGAPORE
WGMI
I'll be hosting an AMA session with the Don himself
@d0h0k1
for the
#deficonnected
hackathon at 2PM BST (in 1h16m)
Tune in and hit me with your best questions
Link:
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2/ There are three primary ways that bots try to extract MEV:
1. Front running
2. Back running
3. Sandwich attack
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This space has given so many of us so much. Give back by making a donation to their Restore Earth campaign (link below), participating in Angel's LBP, or donating in general 😇😇
It's the season of giving 🌟🌟
15/ Overall,
@angelprotocol
's bonding curve curation model gamifies the process of identifying, funding and valuing public goods. Very excited to see where the community takes it
Also excited to to ape into some public goods 🐵 Do well by aping good 🤝
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1/
@dHedgeOrg
&
@enzymefinance
are two protocols in the space w/ a steadily growing TVL. Twitter KOLs like
@ConvexMonster
&
@Wangarian1
* have also set up shop at dHEDGE.
*Note: Wangarian has recently set up a fund on Enzyme as well
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That isn’t to say all anons lack credibility but generally speaking, they have less on the line. After trash talking, they may log out of CT and resume real life with the consequences of their actions siloed. Others may not do the same simply because they are identifiable.
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9/ Giving credit where it is due to
@NotSoAnonJoo
and
@Paul_Burlage
who carried this report tbh
Also note that the data in the twitter thread is reflective of the original report that was published on October 13th 2021 :)
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1/ About the team and what they are building, as well as their roadmap for Orion Money
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7/ An important development worth highlighting on this front is that Ethermine recently decided to prohibit DEX frontrunning on blocks they mine.
The knock on effects of a miner making this decision is the crypto equivalent of opening Pandora’s Box.
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I'm getting ready to trade from dusk till DAWN.
@SolriseFinance
Verification SLRS:GsHbdLphPBQcifvGRvnJKzZLyGPVKDGfd6xoNupm1ucP
#DAWN
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7/ If you aren't a member already, subscribe below!!!
As always, none of this is investment advice :)
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4/ However, unlike equity, tokens do not have ownership rights or legal rights to cash flows. CEXs may therefore have to juggle competing shareholder and token holder interests. 🧐🧐🧐
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delphi is so cool
Man,
@ZeMariaMacedo
and I just hopped off recording the next episode for
@PodcastDelphi
with
@mcuban
You definitely won’t want to miss this episode. Sign up for alerts here:
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3/ Zooming in to DODO, we see that by mid-April, BSC was generating most of it volume. In May, both chains contribute near equal amounts of trade flow.
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Burn baby burnnn 🔥
3/ Before EIP-1559 was implemented on Aug. 5, ETH’s annualized daily inflation was hovering at ~2.7 to ~3%.
Ether’s inflation rate has trended down sharply since and averages an annualized emission rate of 1% since the EIP went live.
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6/ Idle treasuries are extremely capital inefficient. Other protocols will likely follow in Rari's footsteps which could result in significant AUM growth for Enzyme
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3/ Flashbots is a tool for both the efficient extraction of MEV and the minimization of its negative externalities.
It brings together the various miners and bot operators, giving them a more formal way to cooperate and share in the MEV upside together.
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It has been a real pleasure working with Apricot team, thrilled to be backing them 😌
We are excited to announce our latest $4M funding w/support from outstanding investors
@solana
@Delphi_Digital
@Lemniscap
@KomorebiFund
@SkyVisionCap
@GSR_io
@Darrenlautf
+ more!
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5/ DAO treasuries may now be actively traded while maintaining long exposure to their native token.
Grow treasury -> fund protocol growth in perpetuity -> Protocol becomes SWOLE -> Token value go up
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Additional accounts/resources for podcast notes:
@The_ReadingApe
@cmsintern
@wassiecapital
@jiminstupid
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10/ Who Jason looks up to in the space, how he allocates his time, thought on VC model and more++
And as Jason mentioned many times on the podcast, none of this is financial advice 😌😌
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+ Delphi’s recently published piece on CowSwap
🐮 Not sure whether to execute a trade on
@1inch
,
@matchaxyz
,
@paraswap
,
@Uniswap
, etc? Use CowSwap, the first meta DEX aggregator.
🛡️ Plus, trades are protected from different MEV such as front/back-running or sandwich attacks.
🐄 Bookmark CowSwap at .
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5/ On Ethereum, ~93% of the total hashrate has adopted Flashbots, and current miners have seen their revenue increase by +3.3% on average over the past 30 days.
Currently, ~54% of all blocks include transaction bundles from Flashbots.
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