Join Tommy Shaughnessy as he hosts Pondering Durian (Lead at Delphi Intelligence) and José Maria Macedo (Co-Founder at Delphi Labs & Founding Partner at Delphi Ventures) to introduce Delphi Intelligence — Delphi’s new open research initiative focused... Read more

Jito announced their new TEE-based marketplace BAM today. This is going to shake up Solana market structure quite a bit.

Essentially, nodes will run BAM and allow applications to create private and custom sequencing rules. This can be used for use cases such as cancel priority (ensuring mm’s don’t get picked off), feeless transactions,

... Read more

While people have loved to mock Drift, they have quietly been ramping up activity recently, hitting their first $1B volume day after a week of >$550M/day.

According to their founder the main reasons are onboarding new mm’s, their protocol owned amm, retail activity and ofc performance upgrades (and the ZERO fees on BTC & ETH introduced

... Read more

 Everyone for the next 33 days

Back in April, I pointed to a clean structural repeat forming on the TOTAL3 chart, which tracks the total crypto market cap excluding BTC and ETH. The setup mirrored the July to November 2024 breakout with surprising precision. Price structure, volatility compression, RSI behavior, and Fibonacci retracements

... Read more

Since my last alpha feed post, Pengu has basically dumped and revived in the span of a few months. This post provides an update on Pengu changes and examines what might be driving the recent volatility.

Where does Pengu stand?

Pengu is a tricky asset to value because it’s hard to quantify how relevant cultural attention is to buying deman

... Read more

Pump Fun is a controversial app. It’s one out of a handful of crypto’s breakout apps over the last few years, but its also extremely hated.

And the haters have a point. Pump Fun has objectively had a net negative effect on onchain wealth distribution. Most people who traded on it, or traded coins issued on it, lost money. Over 60% of addr

... Read more

As of yesterday’s close (2025-07-13), the Delphi BTC Top Signal intensity reading was 61.8. The past two cycles saw the intensity register above 80, suggesting that we are not yet running hot.

A backtest of the current positioning shows that we could see further upside over the next 1-3 months. Here is the full report:

CURRENT SITUATION

... Read more

Crypto is gearing up for another halving, but this time it’s not Bitcoin. Bittensor – branded as the “Bitcoin of Intelligence” – is approaching its first halving event, projected to occur sometime between December 2025 and February of 2026. 

Like Bitcoin, TAO has a hard-capped supply of 21 million tokens and uses scheduled halvings to con

... Read more

Join Tommy Shaughnessy as he dives into the world of Dev.Fun with founders Devlord and Robi. Dev.Fun is revolutionizing app creation by enabling anyone — regardless of technical background — to build and launch applications using AI-powered vibe codi... Read more

As of writing, I have just finished a show where AJ Warner of Arbitrum appeared to discuss the new Robinhood L2, which utilizes Arbitrum Stylus as part of its tech stack.

To understand the Robinhood L2, we must first understand why they chose Arbitrum Stylus. Ultimately, AJ stated that Robinhood’s end goal was to create a tight feedback

... Read more