@Kevin_Kelly_II illustrates why #bitcoin can no longer be ignored by investment managers on the back of its 2nd consecutive year outperforming just about every major asset class.
https://t.co/aR8iwhbgnD
0/ [RESEARCH RECAP PUBLIC RELEASE]
First, a huge thank you to everyone who's supported the Delphi team this past year!
As a small token of appreciation, we’re releasing a special edition report covering some of our best work recently!
TLDR thread
@Kevin_Kelly_II illustrates why #bitcoin can no longer be ignored by investment managers on the back of its 2nd consecutive year outperforming just about every major asset class.
https://t.co/aR8iwhbgnD
@mediodelphi's rigorous on-chain analysis paints the ideal setup for BTC while @Kevin_Kelly_II reaffirms several technical & macro tailwinds heading into 2021.
$BTC is up ~70% since the report was first published.
https://t.co/uu1Hdx2Zi9
@mediodelphi examines seasonality and foreshadows $ETH outperformance heading into early 2021.
Return since publish (12/23):
🔸ETH = 79%
🔸BTC = 38%
https://t.co/uUu7jM9PxZ
@Alex_Ged's marquee monthly deep dive into all things ETH.
$ETH began heating up in late Nov. as holders refused to sell & the amount held by centralized exchanges fell ~15%.
A staple report for us internally.
https://t.co/vVvnO2Y2MV
Pros: strong project teams will attract more capital, harnessing the potential of DeFi.
Cons: greater congestion = higher gas prices.
The savior from this new norm? L2 solutions.
@Alex_Ged takes a 28-page deep dive into L2 solutions and provides a comparative analysis for each.
While L2 adoption is far from mainstream, it's important to understand the best potential solutions for various projects.
https://t.co/9LyLVrgG4P
@ashwath_22 examines @Polkadot's focus on scalability & connectivity as a layer 0 protocol and the network’s attempt to recreate similar functionality to Ethereum’s DeFi ecosystem.
This was one of our most read reports of Q4.
https://t.co/GKodsLC0LU
The first reviews Aave's current model and how it can be further optimized (11/10/20).
https://t.co/nacxoeeWck
Capital protection is paramount & the core focus of the 2nd report.
Aided by @JonathanErlichL, our team breaks down the strengths & drawbacks of Aave’s Safety Module, which underwrites all risks for protocol participants.
https://t.co/Hz3lzSXWQD
When researching any token, it’s important to fully understand the project’s issuance schedule and treasury management
@ashwath_22 explores the treasury models of major projects & their potential impact on price.
https://t.co/sX2MdI7MVK
With close to 20% of the total $SNX supply, the DAO can generate passive income via trading fees on the protocol paid to stakers, on top of SNX staking rewards.
The model is straightforward and the team doesn’t intend on having a long-lasting treasury, with plans to become obsolete in mid-2022.
As of now, 43% of $UNI supply is vested to its treasury over 4 years. With both $UNI vesting and the free cash flow levels, this protocol may be the best funded treasury around.
Our recap includes 3 possible scenarios:
Read @ashwath_22's take on the $Pickle acquisition in late November, a relevant topic for those expecting more protocol M&A.
https://t.co/d2iRPoXrwj
@Shaughnessy119 dissects The Great Unbundling (s/o @benthompson) and the implications for $YFI's moat & value proposition.
One of our most popular Delphi Daily's.
https://t.co/MTglMNVNgq
There are things we all agree we want but remain underfunded. In “Coordination, Public Goods and Crypto (Parts 1 & 2)” @ZeMariaMacedo explores how crypto may be able to solve this problem.
https://t.co/JwRYAFicN2
Through his exploration, he highlights why insurance might still be undervalued.
https://t.co/Pn6WiV6GsG
@lukedelphi walks through the subgraph he and our team built for @emptysetdollar using @graphprotocol.
Also includes a step-by-step guide for those more technically inclined!
https://t.co/kSxmbk3jzv
To receive our free weekly Delphi Debrief, sign up at → https://t.co/uu9A2zs72k
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MDZS is laden with buddhist references. As a South Asian person, and history buff, it is so interesting to see how Buddhism, which originated from India, migrated, flourished & changed in the context of China. Here's some research (🙏🏼 @starkjeon for CN insight + citations)
1. LWJ’s sword Bichen ‘is likely an abbreviation for the term 躲避红尘 (duǒ bì hóng chén), which can be translated as such: 躲避: shunning or hiding away from 红尘 (worldly affairs; which is a buddhist teaching.) (https://t.co/zF65W3roJe) (abbrev. TWX)
2. Sandu (三 毒), Jiang Cheng’s sword, refers to the three poisons (triviṣa) in Buddhism; desire (kāma-taṇhā), delusion (bhava-taṇhā) and hatred (vibhava-taṇhā).
These 3 poisons represent the roots of craving (tanha) and are the cause of Dukkha (suffering, pain) and thus result in rebirth.
Interesting that MXTX used this name for one of the characters who suffers, arguably, the worst of these three emotions.
3. The Qian kun purse “乾坤袋 (qián kūn dài) – can be called “Heaven and Earth” Pouch. In Buddhism, Maitreya (मैत्रेय) owns this to store items. It was believed that there was a mythical space inside the bag that could absorb the world.” (TWX)
1. LWJ’s sword Bichen ‘is likely an abbreviation for the term 躲避红尘 (duǒ bì hóng chén), which can be translated as such: 躲避: shunning or hiding away from 红尘 (worldly affairs; which is a buddhist teaching.) (https://t.co/zF65W3roJe) (abbrev. TWX)
2. Sandu (三 毒), Jiang Cheng’s sword, refers to the three poisons (triviṣa) in Buddhism; desire (kāma-taṇhā), delusion (bhava-taṇhā) and hatred (vibhava-taṇhā).
These 3 poisons represent the roots of craving (tanha) and are the cause of Dukkha (suffering, pain) and thus result in rebirth.
Interesting that MXTX used this name for one of the characters who suffers, arguably, the worst of these three emotions.
3. The Qian kun purse “乾坤袋 (qián kūn dài) – can be called “Heaven and Earth” Pouch. In Buddhism, Maitreya (मैत्रेय) owns this to store items. It was believed that there was a mythical space inside the bag that could absorb the world.” (TWX)
