@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
More from Trading
You May Also Like
1/OK, data mystery time.
This New York Times feature shows China with a Gini Index of less than 30, which would make it more equal than Canada, France, or the Netherlands. https://t.co/g3Sv6DZTDE
That's weird. Income inequality in China is legendary.
Let's check this number.
2/The New York Times cites the World Bank's recent report, "Fair Progress? Economic Mobility across Generations Around the World".
The report is available here:
3/The World Bank report has a graph in which it appears to show the same value for China's Gini - under 0.3.
The graph cites the World Development Indicators as its source for the income inequality data.
4/The World Development Indicators are available at the World Bank's website.
Here's the Gini index: https://t.co/MvylQzpX6A
It looks as if the latest estimate for China's Gini is 42.2.
That estimate is from 2012.
5/A Gini of 42.2 would put China in the same neighborhood as the U.S., whose Gini was estimated at 41 in 2013.
I can't find the <30 number anywhere. The only other estimate in the tables for China is from 2008, when it was estimated at 42.8.
This New York Times feature shows China with a Gini Index of less than 30, which would make it more equal than Canada, France, or the Netherlands. https://t.co/g3Sv6DZTDE
That's weird. Income inequality in China is legendary.
Let's check this number.
2/The New York Times cites the World Bank's recent report, "Fair Progress? Economic Mobility across Generations Around the World".
The report is available here:
3/The World Bank report has a graph in which it appears to show the same value for China's Gini - under 0.3.
The graph cites the World Development Indicators as its source for the income inequality data.
4/The World Development Indicators are available at the World Bank's website.
Here's the Gini index: https://t.co/MvylQzpX6A
It looks as if the latest estimate for China's Gini is 42.2.
That estimate is from 2012.
5/A Gini of 42.2 would put China in the same neighborhood as the U.S., whose Gini was estimated at 41 in 2013.
I can't find the <30 number anywhere. The only other estimate in the tables for China is from 2008, when it was estimated at 42.8.
TradingView isn't just charts
It's much more powerful than you think
9 things TradingView can do, you'll wish you knew yesterday: 🧵
Collaborated with @niki_poojary
1/ Free Multi Timeframe Analysis
Step 1. Download Vivaldi Browser
Step 2. Login to trading view
Step 3. Open bank nifty chart in 4 separate windows
Step 4. Click on the first tab and shift + click by mouse on the last tab.
Step 5. Select "Tile all 4 tabs"
What happens is you get 4 charts joint on one screen.
Refer to the attached picture.
The best part about this is this is absolutely free to do.
Also, do note:
I do not have the paid version of trading view.
2/ Free Multiple Watchlists
Go through this informative thread where @sarosijghosh teaches you how to create multiple free watchlists in the free
3/ Free Segregation into different headers/sectors
You can create multiple sections sector-wise for free.
1. Long tap on any index/stock and click on "Add section above."
2. Secgregate the stocks/indices based on where they belong.
Kinda like how I did in the picture below.
It's much more powerful than you think
9 things TradingView can do, you'll wish you knew yesterday: 🧵
Collaborated with @niki_poojary
1/ Free Multi Timeframe Analysis
Step 1. Download Vivaldi Browser
Step 2. Login to trading view
Step 3. Open bank nifty chart in 4 separate windows
Step 4. Click on the first tab and shift + click by mouse on the last tab.
Step 5. Select "Tile all 4 tabs"
What happens is you get 4 charts joint on one screen.
Refer to the attached picture.
The best part about this is this is absolutely free to do.
Also, do note:
I do not have the paid version of trading view.
2/ Free Multiple Watchlists
Go through this informative thread where @sarosijghosh teaches you how to create multiple free watchlists in the free
\U0001d5e0\U0001d602\U0001d5f9\U0001d601\U0001d5f6\U0001d5fd\U0001d5f9\U0001d5f2 \U0001d600\U0001d5f2\U0001d5f0\U0001d601\U0001d5fc\U0001d5ff \U0001d604\U0001d5ee\U0001d601\U0001d5f0\U0001d5f5\U0001d5f9\U0001d5f6\U0001d600\U0001d601 \U0001d5fc\U0001d5fb \U0001d5e7\U0001d5ff\U0001d5ee\U0001d5f1\U0001d5f6\U0001d5fb\U0001d5f4\U0001d603\U0001d5f6\U0001d5f2\U0001d604 \U0001d602\U0001d600\U0001d5f6\U0001d5fb\U0001d5f4 \U0001d601\U0001d5f5\U0001d5f2 \U0001d5d9\U0001d5e5\U0001d5d8\U0001d5d8 \U0001d603\U0001d5f2\U0001d5ff\U0001d600\U0001d5f6\U0001d5fc\U0001d5fb!
— Sarosij Ghosh (@sarosijghosh) September 18, 2021
A THREAD \U0001f9f5
Please Like and Re-Tweet. It took a lot of effort to put this together. #StockMarket #TradingView #trading #watchlist #Nifty500 #stockstowatch
3/ Free Segregation into different headers/sectors
You can create multiple sections sector-wise for free.
1. Long tap on any index/stock and click on "Add section above."
2. Secgregate the stocks/indices based on where they belong.
Kinda like how I did in the picture below.
"I lied about my basic beliefs in order to keep a prestigious job. Now that it will be zero-cost to me, I have a few things to say."
We know that elite institutions like the one Flier was in (partial) charge of rely on irrelevant status markers like private school education, whiteness, legacy, and ability to charm an old white guy at an interview.
Harvard's discriminatory policies are becoming increasingly well known, across the political spectrum (see, e.g., the recent lawsuit on discrimination against East Asian applications.)
It's refreshing to hear a senior administrator admits to personally opposing policies that attempt to remedy these basic flaws. These are flaws that harm his institution's ability to do cutting-edge research and to serve the public.
Harvard is being eclipsed by institutions that have different ideas about how to run a 21st Century institution. Stanford, for one; the UC system; the "public Ivys".
As a dean of a major academic institution, I could not have said this. But I will now. Requiring such statements in applications for appointments and promotions is an affront to academic freedom, and diminishes the true value of diversity, equity of inclusion by trivializing it. https://t.co/NfcI5VLODi
— Jeffrey Flier (@jflier) November 10, 2018
We know that elite institutions like the one Flier was in (partial) charge of rely on irrelevant status markers like private school education, whiteness, legacy, and ability to charm an old white guy at an interview.
Harvard's discriminatory policies are becoming increasingly well known, across the political spectrum (see, e.g., the recent lawsuit on discrimination against East Asian applications.)
It's refreshing to hear a senior administrator admits to personally opposing policies that attempt to remedy these basic flaws. These are flaws that harm his institution's ability to do cutting-edge research and to serve the public.
Harvard is being eclipsed by institutions that have different ideas about how to run a 21st Century institution. Stanford, for one; the UC system; the "public Ivys".
