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Delphi Digital
11.8K posts
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Delphi Digital
@Delphi_Digital
A research-driven firm dedicated to making crypto happen sooner and better than it would without us.
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linktr.ee/Delphi_Digital
Joined September 2018
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995.9K
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  • Pinned
    user avatar
    Delphi Digital
    @Delphi_Digital
    12h
    A new episode of Hivemind is out now! This week we discuss the outlook for crypto and equities, token and equity value accrual, and the next AI infrastructure trade. Timestamps: 00:00 Intro & Market Outlook 09:17 Synapse, Options & Hyperliquid 20:10 Grass, Revenue & Token
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  • user avatar
    Delphi Digital
    @Delphi_Digital
    9h
    One of the hardest edges to build in AI is the data behind it. Revenue at the top labs is climbing steeply, but the cost of running the models continues to fall. As those costs fall, the real bottleneck becomes verification. The value moves to the data and training environments
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    user avatar
    Delphi Digital
    @Delphi_Digital
    9h
    Read the full report for free here.
    The Decade Ahead - Delphi Digital
    From members.delphidigital.io
    3
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  • user avatar
    Delphi Digital
    @Delphi_Digital
    12h
    Replying to @Delphi_Digital
    Catch all new episodes here.
    youtube.com
    Delphi Digital
    Your go-to source for in-depth analysis and insights on the broader technology ecosystem.
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    3.8K
  • user avatar
    Delphi Digital
    @Delphi_Digital
    14h
    Stablecoins made it easier to move money, but harder to keep those payments private. They work well for simple transfers, but using them for payroll or regular spending can expose information most people don't want public. @Arcium keeps balances and transaction details private
    4
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    user avatar
    Delphi Digital
    @Delphi_Digital
    14h
    Read the full consulting report for free here.
    Arcium: Enabling The Next Phase Of Private On-Chain Activity - Delphi Digital
    From members.delphidigital.io
    6
    2.5K
  • user avatar
    Delphi Digital
    @Delphi_Digital
    Jul 15
    Atharv explains why Strategy selling BTC can become self-reinforcing. “They front-run Saylor’s future sales, and then his balance sheet looks worse and then he has to sell more."
    00:00
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    user avatar
    Delphi Digital
    @Delphi_Digital
    Jul 15
    Read our Token Markets report for free here.
    State Of Token Markets - Delphi Digital
    From members.delphidigital.io
    4
    4.6K
  • user avatar
    Delphi Digital
    @Delphi_Digital
    Jul 15
    Jordan Nel explains how value investing shapes his approach to venture. “Coming from a value lens, I think you’re just a little bit more aware: I want to go and look in places that other people are not.”
    00:00
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    user avatar
    Delphi Digital
    @Delphi_Digital
    Jul 15
    Watch the full episode ft. @jordsnel here.
    Identifying generational managers with Jordan Nel
    From youtube.com
    1
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    6K
  • user avatar
    Delphi Digital
    @Delphi_Digital
    Jul 15
    JTX is building for today's active traders. Solana isn't short on ways to trade, but it has lacked a home for the retail cohort that wants a pro UX with advanced orders and superior execution across any asset. Many have left for other platforms, and @jtx_trade wants to bring
    A summary of JTX's Smart Fill trading feature, highlighting efficient execution with reduced market impact for large trades.
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    user avatar
    Delphi Digital
    @Delphi_Digital
    Jul 15
    Read the full report here. First 20 people get it for free.
    JTX: Solana’s New Trading Layer - Delphi Digital
    From members.delphidigital.io
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  • Delphi Digital reposted
    user avatar
    Anil Lulla
    Delphi Digital
    @anildelphi
    Jul 14
    No exaggeration, starting our FoF has been one of the best decisions we've made in the past three years at Delphi Has led to so much inspiration and learnings that have rewired how we think about what we're building long term Excited to share more, but check this ep out first:
    user avatar
    José Maria Macedo
    @ZeMariaMacedo
    Jul 14
    Over the last year building our fund-of-funds, I've spoken to 500+ emerging managers across AI and deep tech What I found surprised me: the best of them are as good as anyone at the brand-name firms. Elite investors, deploying small pools of capital, with real skin in the game.
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  • Delphi Digital reposted
    user avatar
    Delphi Digital
    @Delphi_Digital
    Jul 14
    JTX wants to be the only Solana trading surface you need. No single app covers everything a Solana trader does. Spot, perps, and prediction markets are scattered across different apps. Solana isn't short on liquidity, but it lacks a single place to put all of it to work.
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  • user avatar
    Delphi Digital
    @Delphi_Digital
    Jul 14
    Atharv explains why STRC demand matters for Strategy’s BTC buying. “If there is no demand for STRC in the market right now, then Saylor currently has no way of accretive Bitcoin purchases."
    00:00
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    user avatar
    Delphi Digital
    @Delphi_Digital
    Jul 14
    Read our recent Token Markets report for free here.
    State Of Token Markets - Delphi Digital
    From members.delphidigital.io
    5
    5.5K
  • user avatar
    Delphi Digital
    @Delphi_Digital
    Jul 14
    Replying to @Delphi_Digital
    Read the full report here. First 30 people get it for free.
    JTX: Solana’s New Trading Layer - Delphi Digital
    From members.delphidigital.io
    4
    12
    4.9K
  • user avatar
    Delphi Digital
    @Delphi_Digital
    Jul 14
    JTX wants to be the only Solana trading surface you need. No single app covers everything a Solana trader does. Spot, perps, and prediction markets are scattered across different apps. Solana isn't short on liquidity, but it lacks a single place to put all of it to work.
    13
    20
    111
    24K
  • user avatar
    Delphi Digital
    @Delphi_Digital
    Jul 14
    Introducing the Emerging Managers series In our first episode, @ZeMariaMacedo meets @jordsnel of Nomads on what sets elite VCs apart and how emerging managers can outmaneuver billion-dollar funds. Watch it here for free:
    Identifying generational managers with Jordan Nel
    From youtube.com
    2
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  • Delphi Digital reposted
    user avatar
    Plasma
    @Plasma
    Jul 14
    Plasma One is now live on Android. Get six months of Core free when you download Plasma One from Google Play and sign up before July 18.
    00:00
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