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Yesterday

Delphi Reads: Tweets6 hours ago

auto.fun tokenomics: value accrual is fun

A Week of Winning

Let’s hope I don’t jinx this.

As long as BTC holds onto its current gains and closes positive today, we will have witnessed a full business week (Monday-Friday) of positive daily returns (red bars in the figure below).

BTC Performance by day of week

That’s a fairly rare occurrence, only happening 13 times dating back to 2013. Using Friday as the reference date for the

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Marcus Wu
Marcus Wu

BTC = f(Liquidity)^n

Bitcoin is liquidity’s mirror but with leverage.

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I’ve been thinking a lot about how Bitcoin behaves across macro regimes, and I keep coming back to one core view:

👉 BTC is the cleanest, most reflexive asset for tracking liquidity in the system.

It doesn’t care about earnings, geopolitics, or narratives. When capital starts flowing, it

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Delphi Reads: Tweets10 hours ago

Securitize x Mantle

Delphi Reads: Tweets11 hours ago

Introducing Fluid DEX V2

Lucas Raymond
Lucas Raymond

An Onchain BTC revival: Oyl and Alkanes Ecosystem

First of all, huge shoutout to RedPhone who should be credited with most of the following alpha: https://x.com/redphonecrypto

What is OYL and Alkanes?

  • OYL is a Bitcoin focused stack whose wallet, infrastructure, and upcoming AMM enable fully permission-less trading and tokenization on Bitcoin Layer 1. Alkanes is the name of the meta

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Delphi Reads: Tweets12 hours ago

Sui Upgrades

Delphi Reads: Tweets14 hours ago

fragBTC (Fragmetric staked ₿TC)

Delphi Oracle
Delphi Oracle

Delphi Oracle Summary: Initia

With the recent Initia mainnet launch, we’ve asked Delphi Oracle (our AI Assistant) to revisit the original report.

As a reminder, Delphi Oracle provides an interactive experience across all report pages, helping you dig deeper into our analysis. Here’s the Oracle’s summary of the Initia report:

Appchains Have Struggled Thus Far

  • Appchai
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Delphi Reads: Tweets16 hours ago

Rabby Introduces Single Step Approve and Swap

Delphi Reads: Tweets18 hours ago

Potential Solana Eco Airdrops

Delphi Reads: Tweets19 hours ago

Jitter: Stop it with the dumb "latency" wars

24th April 2025

Delphi Reads: Tweets1 day ago

MetaMask Adds Support for Custom Gas Tokens

Delphi Reads: Tweets1 day ago

$7M Metaplex Ecosystem Fund proposal

Delphi Reads: Tweets1 day ago

Initia Mainnet is live

Joseph A.C. Lloyd
Joseph A.C. Lloyd

A Game Enthusiasts Guide to Tencent's Top Upcoming Games

On Tuesday at 8pm GMT+8, Tencent put on its annual Spark showcase, where it highlighted a bunch of new games the tech giant is involved with.

I watched the 4hr stream on WeChat, and although there was no talk about Web3, I wanted to highlight some of my standout picks and share some key takeaways that I believe apply to all game business

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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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23rd April 2025

Delphi Reads: Tweets2 days 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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Delphi Reads: Tweets3 days ago

Tokens are broken

Delphi Reads: Tweets3 days ago

Story Protocol Thread

Delphi Reads: Tweets3 days ago

The dawn of LP profitability