Welcome to Delphi Daily, your concise roundup of the research, insights and reads shared in the members portal.

Antifun is a token launchpad that eliminates sniping and MEV opportunities by queuing transactions into timed epochs and settling them at a single price. The platform uses a bonding curve pricing mechanism with two-step settle

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With most of Ethereum’s activity offchain, the battle for MEV extraction is entering a new phase. In the last two weeks,  Arbitrum’s Timeboost and Unichain’s Rollup Boost both went live, and we’re seeing the first test of opposing MEV capture philosophies on L2s. One of them centralizes value for protocol revenue; the other distributes

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As promised – yet another market update video. With “Liberation Day”  and the volatile month of April in the books, where are markets heading? What’s next? Given the macro calendar, we are surely in

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There’s been an intense debate in the AI community about reinforcement learning (RL). RL is the training approach where AI develops skills through experimentation rather than following precise human guidance. Some researchers claim RL is dead, arguing it adds little value beyond what base models can achieve with sufficient compute. Others

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In an unprecedented breakthrough, Apple has announced that for the first time, NFTs and crypto payments will be allows in IOS apps. Eliminating one of the main blockers for consumer adoption of crypto and ushering in a new era for crypto-consumer applications and products.

Such a massive paradigm shift enables many previously unsuccessful

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If you’ve been in crypto long enough, you’re likely familiar with the “ETH-killer” meme – alt L1s claiming to overtake Ethereum as the market-dominant L1, only to fail miserably.

The irony is that indeed, no alt-L1 has come close to replicating the same network-effects as Ethereum – except maybe Solana; but that, Ethereum has in fact dug

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Join Piers Kicks as he hosts BEN.ZZZ, founder of Cambria, for an insightful conversation about building high-stakes, risk-to-earn MMOs inspired by Runescape. Cambria is pioneering unique game worlds like Duel Arena and Gold Rush, recently concluding... Read more

At this point, we’ve covered the thesis on why GameFi has enjoyed some success over the last few months, and if you haven’t, feel free to catch up with the first or second entries of this series. The basic idea is that, through a combination of memecoin exhaustion, upcoming airdrops, and macro chop, people sought a new playground to sp

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Tim Sweeney, founder and CEO of Epic Games, just announced that the company has made significant progress in its ongoing lawsuit against Apple. The court ruling found Apple guilty of anti-steering charges and will force the company to drop its enforced 27% tax on purchases made outside of the App Store.

What does this mean for mobile app

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Join Tommy Shaughnessy from Delphi Ventures as he hosts Sam Lehman, Principal at Symbolic Capital and AI researcher, for a deep dive into the Reinforcement Learning (RL) renaissance and its implications for decentralized AI. Sam recently authored a w... Read more