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Prasad Mahadik
Prasad Mahadik

Move over Foundation, Solana wants to decentralize

Yesterday, a new policy by Solana foundation was unveiled, which addresses an issue unknown to normies, but important on the question of decentralization.

When the network started its journey, it had to bootstrap validator set for its security. Running high performance nodes for Solana requires higher capital as expected, due to – hardw

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Yesterday

Delphi Reads: Tweets10 hours ago

Wilson's Winner's Curse Monte Carlo

Marcus Wu
Marcus Wu

TOTAL3 Setting Up for a July 2024 Repeat?

Been tracking the TOTAL3 chart (total crypto market cap excluding BTC and ETH), and there’s a structural setup forming that looks very familiar.

TLDR:

  • Altcoin market is following a similar consolidation pattern to the mid-2024 breakout setup

  • Key technicals: 200 EMA, RSI base, BBWP compression, Fib structure – are all aligned

  • Early J

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Looks Like BTC is Back on the Menu

The net flows into Bitcoin ETFs approached $1B yesterday ($912.7M for exactness), which was the largest inflow seen since January 17, 2025.

BTC ETF Flows as of April 22 2025

We’ve been recording seismic activity in our Top Signal for a few weeks now, and are now seeing the price of BTC react to the upside.

Delphi BTC Top Signal as of April 22 2025

As I highlighted the other day in another AF post, the alignment

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Ceteris
Ceteris

Metaplex Proposal to Send 90% of Resized SOL to Users

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A week ago I wrote an AF on Metaplex and how they stood to make $6m or so in SOL due to the resize deadline.

A new proposal is up that would instead send 90% back to users and the DAO keeping 10%. It does seem like the community is on board to pass this. On the one hand they will lose out on an expected 50k or so SOL, on the other hand th

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22nd April 2025

Marcus Wu
Marcus Wu

Reading the Market’s Mind Before Price Catches Up


Introducing the Hope Metric (HM)
– a real-time sentiment framework I’ve been building to track the emotional regime behind crypto markets, with a focus on Bitcoin.

What started as a personal research project to better understand when sentiment and price diverge has evolved into a structured tool for identifying mispricings and narrative

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Simon Shockey
Simon Shockey

Noise: Turning Attention Into a Market

Noise is one of the more fun and sticky apps I’ve used in crypto in a while.

At first glance, it might look like a way to get beta exposure to MegaETH.  But in my opinion, it could be much more than that. It’s not another perp DEX farming its “users” through points campaigns and fake volume, or a crypto app forcing novelty for novelty’s s

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Delphi Reads: Tweets1 day ago

Tokens are broken

Delphi Reads: Tweets1 day ago

Story Protocol Thread

Delphi Reads: Tweets1 day ago

The dawn of LP profitability

Delphi Reads: Media2 days ago

Haseeb and Gwart token debate

21st April 2025

It appears that the provided text does not contain any content for me to summarize. If you can provide the actual content of the article in text form, I would be more than happy to help you create a summary under 500 characters.

The Path to DeFi's ETF Moment: The Rise of Morpho, Curators, and Mullets - Delphi Digital
Facundo Indabera
Facundo Indabera

Initia Mainnet Goes Live With $INIT

Attention is the new currency, everyone’s after yours. I get that, so from now on, I’ll start summarizing every report into a quick AF version with the key takeaways.

Since Initia is launching $INIT on Binance launchpad on 24/04 (this coming Thursday) and today they announced $INIT tokenomics, below are the key takeaways you need to stay

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Delphi Reads: Tweets2 days ago

CFTC Seeks Public Comments on Perps

Delphi Reads: Tweets2 days ago

Pump.Fun Farming - Exit Liquidity Machines

Can You Take Me Higher?

BTC is off to a strong start this week, despite the relative weakness in equities. Monday (so far) continues to be the dominant day of the week for positive returns.

Daily Returns of BTC by Day of Week, Past Four Weeks

Seemingly right on cue, BTC continues to directionally follow Global M2 (leading by 12 weeks).

Global M2 vs BTC

And following up from my post last week, the April performance of BTC is more

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Delphi Reads: Tweets2 days ago

Initia's Tokenomics

Delphi Reads2 days ago

Three Things – Weekend Reading

20th April 2025

Delphi Reads: Tweets3 days ago

Airdrop performance

Delphi Reads3 days ago

ETH L1 Scaling?

19th April 2025

Delphi Reads: Tweets4 days ago

ai16z/ElizaOS Launches Launchpad Auto.Fun

18th April 2025

Hunter Solaire
Hunter Solaire

Pokémon Cards in 2025…as NFTs?

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If you were born in the late 90s or early 2000s, there’s a decent chance your earliest speculative behavior came wrapped in shiny foil with an assortment of peculiar-looking creatures plastered over the packaging. Whether it started with Red and Blue on the Game Boy, the animated TV series (still running today), or trading random cards

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Delphi Reads: Tweets5 days ago

Kevin Mills on Crypto Market Structure

Delphi Reads5 days ago

A Tale of Two Tariffs

Ceteris
Ceteris

BERA Weak Into May 6 Unlock

Berachain’s native token $BERA has been extremely weak over the past few weeks, dropping 22% over the past 7 days while BTC, SOL and even ETH are all up. Why the weakness? The Boyco unlock on May 6th, I imagine.

image.png

On May 6th Boyco pre-deposit vaults will be unlocking $2B of locked TVL along with 2% of the BERA supply. Back in Feb when th

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