In a speculative scenario set in 2027, the article predicts the impact of superhuman AI, with input from experts and trend extrapolations. The narrative envisions advancements in AI technology, such as personal assistant agents and AI models trained with massive computational power. OpenBrain leads in AI research, aiming to accelerate progress and outpace competitors. The article explores the challenges of AI alignment and the potential risks associated with powerful AI systems. It also discu......
2 hours ago Reads
You’ve probably heard a lot about tariffs in the news recently. But what exactly are they? And what are the underlying mechanics that drive how they work?
5 hours ago Tweets
The US is basically saying that it is not bluffing and entirely willing to face higher prices in order to export civil unrest and economic turmoil to the rest of the world if they don’t play ball.
Quoting Galois Kevin (@Galois_Capital)
Guys, folks, gentlemen, who cares if the numbers are made up. This is fine and a good start. In fact, the more unhinged, the better. USA don’t give a fuck.
5 hours ago Tweets
While the broader Web3 gaming market has been struggling, a handful of extremely well capitalized teams have seen their valuations retrace significantly from their early 2024 highs. Among them, MON Protocol, a team that has continuously shipped throughout the last 24 months while having access to one of the largest cash-treasuries in Web3 gaming. Are we finally entering a gaming market with attractive opportunities?
5 hours ago Reads
New episode with @Delphi_Digital’s Hivemind! 🔥
We discuss:
- Trump’s tariffs and Liberation Day
- China, reshoring & shifting global power
- The right time for projects to launch tokens
- Creatine, Circle IPO & more!
@ceterispar1bus @ZeMariaMacedo
@YanLiberman @FloodCapital
Links below 👇
5 hours ago Podcast
🔴 Alpha time: Journey Man LIVE w/ the great @Jamie1Coutts https://twitter.com/i/broadcasts/1OyJALkWVMoGb
5 hours ago Tweets
http://x.com/i/article/1907863298051289090
7 hours ago Tweets
Today I'm launching my new company @GeneralAgentsCo and our first product.
Introducing Ace: The First Realtime Computer Autopilot
Ace is not a chatbot. Ace performs tasks for you.
On your computer. Using your mouse and keyboard.
At superhuman speeds!
22 hours ago Tweets
OUT NOW
@ForwardGuidance
-
@crossbordercap
believes if we don’t get meaningful liquidity by the fall, things will break in markets.
This episode is a deep dive and I’m happy we got into some deep stuff I don’t see in the typical Howell interview. Enjoy!
1 day ago Media
The article explores the evolution of AI model improvement techniques from pre-training scaling laws to reasoning models and test-time compute scaling. It highlights DeepSeek's innovative use of reinforcement learning (RL) to train models like R1-Zero, showcasing a shift towards decentralization. The DeepSeek team bypassed traditional supervised fine-tuning (SFT) and used group relative policy optimization (GRPO) in RL training. This approach led to improved reasoning capabilities but issues ......
1 day ago Reads
We will be hosting a live stream at 4:15pm EST today (Wed, April 2nd), with live coverage on the developing tariff situation, “liberation day”, and the impact on our market outlook going forward.
Pro members are invited to ask questions and comment in the Delphi Pro Telegram group throughout the session for Jason to discuss and answer
...http://x.com/i/article/1907392593870061568
1 day ago Tweets
Introducing MonadBFT!
Category Labs unveils the future consensus protocol for @monad_xyz. MonadBFT is designed for speed (10k tx/s), security, and sub-second finality, ensuring the network aligns efficiently on valid blocks.
Let's dive into what makes it special! 👇
1 day ago Tweets
1 day ago Reads
Grass scraped over 57,000,000 GB of public web data in Q1. Since the Sion upgrade, scraping volume has grown 320x.
In March alone, the network averaged 1,100,000 GB per day. That’s a scale that once belonged only to the largest companies on the internet.
1 day ago Tweets
Latest economics docs on @doublezero
Value and Prices for Solana Validators - from @theshah39
https://economics.doublezero.xyz/Value-and-Prices-for-Solana-Validators-1c78eaaee71380cabfabc0956559bfd5
1 day ago Tweets
[🌲] PayPal Adds Solana (SOL) and Chainlink (LINK) for Customers in the U.S. and U.S. Territories.
1 day ago Tweets
One of crypto’s most revered companies, Circle, has finally filed its S1 prospectus with the SEC ahead of a much anticipated IPO. Crypto stocks have become a clean way for people outside the industry to express a view on the industry’s growth story. Coinbase, in particular, was a pivotal IPO that brought a lot of credence and positive att
...
http://x.com/i/article/1906701410328322049
1 day ago Tweets
BREAKING 🚨
circle officially filed for IPO today (S-1 with SEC)
quick numbers:
• revenue: $1.7B (+16% YoY)
• EBITDA: $285M (-29% YoY)
• net income: $155M (-42% YoY)
• valuation: targeting ~$4-5B (feels a bit low imo)
market sentiment is mixed:
• some bullish, think it’s undervalued considering USDC’s $60B market cap
• others cautious due to declining profitability & margins, especially given current macro conditions
commentary:
• IPO filing is massive for crypto ↔️ TradFi integration, ma...
2 days ago Tweets
NEW EP: Uniswap, Ekubo, and the Rise Of Innovative DEX Designs
Most DEXs focus on new features, but what if they focused on fundamentals instead?
In today’s episode, @robbie_rollup sat down with @sendmoodz, CEO of @EkuboProtocol and @bsturisky of @Starknet to cover:
> Can a DEX really mine its own function selector to save gas?
> Why Moody bet on Starknet over Ethereum
> Are Appchains a trap?
> TWAMMs
> What happens when ETH and BTC liquidity settle on the same rollup?
Full episode links ......
2 days ago Tweets
Sonic ecosystem projects to watch out for
Lending
@eulerfinance: Custom lending markets
@aave: Battle tested money market
@SiloFinance: Isolated lending markets
Liquid Staking
@Lombard_Finance: BTC staking on Sonic
@beets_fi: Liquid staking for S
@OriginProtocol: Yield trading
@SolvProtocol: BTC staking
Yield
@roycoprotocol: Liquidity incentive market
@spectra_finance: Permissionless yield protocol
@PeapodsFinance: Volatility farming
@pendle_fi: Leading yield trading platform
@StableJack_xyz:...
2 days ago Tweets
I have a weekly call with @hjmomtazi to discuss the market. We spent almost the entire call this week debating whether ETH is doomed.
2 days ago Tweets
Could not be more excited for Ambient to come out of stealth
At @Delphi_Ventures we are proud to have co-led their first round and to participate in this most recent round
Ambient's founder @IridiumEagle is a ridiculously smart, genuine and a 1st principles thinker. We're honored to be investors in his Crypto x AI vision 🤖
You've heard of IridiumEagle before through his response to @leopoldasch 's paper called http://situational-blindness.ai and he's been a frequent guest on our own po......
3 days ago Tweets
Four weeks ago, we examined a collection of GameFi projects that had recently emerged from stealth or kicked off their content cycles. The underlying thesis was that market participants had grown tired of repetitive memecoin speculation patterns and sought novel environments governed by new speculative rules. A few of these projects exhib
...
“A stick, a stone
It’s the end of the road”
Despite sentiment being down across much of the cryptoverse, the price of BTC did what it typically does in March – flounders and grinds a bit lower.
Borrowing a bird analogy, this is the finch’s perspective. Finches (and other songbirds) can only fly so high. If we climb in altitude a bit and
...
As promised – a follow up market update given the tariff situation as we approach Trump’s April 2nd “Liberation Day”.
If you have any questions, please comment below or message in the PRO telegram
...1) We’re launching something new! Not an upgrade. Not a fork.
Meet Barter’s Superposition v1. We introduce a new way to provide liquidity — Distributed Liquidity Layer inspired by Schrödinger’s idea of superposition. Your assets are in two states at once: 💳 Earning yield while being fully accessible 🗝️ There is no more need to lock your tokens in smart contracts. Available when you need them. Productive when you don’t.
3 days ago Tweets
Back in November, nearing peak euphoria, MicroStrategy (now just Strategy) finished the day as the second most traded stock in the U.S.—right behind Nvidia ahead of their own earnings release. Trading at a 3.4x premium to NAV at the highs, MSTR quickly made use of the premium and raised billions of dollars, continuing to reinforce its rol
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The article discusses the latest trends in macro and crypto presented by Real Vision's Raoul Pal and Delphi Digital's Kevin Kelly. Recorded on March 26, 2025, the panelists delve into Bitcoin price movement and market conditions. Join the conversation by leaving a comment on the post.
6 days ago Reads
Welcome to Crypto Insider Talks. In this month’s episode, Real Vision’s Raoul Pal and Delphi Digital’s Kevin Kelly are back to discuss the latest trends in macro, crypto, and what they’re tracking right now.
This episode was recorded on March 26th, 2025.
This article discusses the impact of the cryptocurrency LUNA on the Terra crash, resulting in a $200 million settlement with Galaxy Digital and the New York Attorney General's office. Galaxy was accused of violating laws by promoting an asset without disclosure. The article details how Galaxy's actions allegedly contributed to the rise and fall of LUNA's value, ultimately profiting in the hundreds of millions. The settlement requires Galaxy to pay $200 million over three years and implement p......
6 days ago Reads
The newsletter discusses the impact of artificial intelligence on various sectors, including investing and politics. It highlights the challenges of achieving human-like AI in portable robots compared to datacenter AI. The article also covers Ray Kurzweil's estimates on human brain processing power and the energy efficiency of AI systems. It emphasizes the slow progress in creating economically efficient humanoid robots and suggests that AI will transform white-collar tasks more rapidly. The ......
7 days ago Reads
Welcome to Delphi Ventures’ Grass Demo Hour. In this session, Andrej presents an overview of Grass Protocol’s infrastructure and business model. He discusses their global network, data processing operations, and current revenue streams.
The presentation covers Grass’s technological roadmap and plans for upcoming products including mult
...1/ We're excited to announce our integration with @Plaid to allow instant bank connections.
At launch, cryptonative borrowers will be able to boost their credit lines by connecting bank and CEX accounts across +12,000 U.S. financial institutions.
7 days ago Tweets
Hyperliquid just dodged a $13.5M bullet—but it exposed a critical flaw in decentralized trading.
Here's how one trader almost broke the system and how we can stop it from happening again.
🧵
7 days ago Tweets
The time is now: Walrus Mainnet is officially LIVE.
We’re here to fundamentally transform how apps use and engage with data — empowering you to do more with your data, blob by blob.
Ready to build? Go 👇
https://walrus.xyz/
7 days ago Tweets
Disclaimer: This and the next AF will be a summary of my ramblings about DeFi in the last few weeks. These ramblings stem from a discussion from our research call where we ended up debating whether DeFi is going through stagnation phase.
DeFi summer is now on the verge of crossing the five-year threshold, transforming from a niche experi
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