At Delphi Consulting, we’ve seen what I believe are the first signs of a very interesting pivot start to form. In the last couple of months, we’ve had a few clients bring up the idea of taking their token to market with a DEX-first approach. I believe this is not an anomaly, but rather a strong indication of how the next 1-3 years are goi

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As promised – a follow up market update given the recent bounce we’ve seen across risk assets over the last few trading sessions.

If you have any questions, please comment below or message in the PRO telegram chat and I will do my best to get back to you guys.

Hope you all enjoy!

Summary

Macro Context

• All eyes on the March 19th FOMC de

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One thing to note is that all the L2s reaching for giga gas throughput have opted for an external data availability solution. This is because one of the main bottlenecks to scaling beyond giga gas/s is data availability. The more transaction data a chain produces, the more data it has to store and make available when data correctness is r

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The gaming team is all at GDC this week, so I thought I’d post some of my notes on the trends from the first Steam Next Fest of 2025:

Every quarter of every year since 2021, Steam, the world’s largest PC games distribution platform, has hosted the Steam Next Fest. I looked at the data from the most recent Next Fest, which ran from Februar

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Tariffs are looming, rate debates are heating up, and global markets are caught in the crossfire. With equity volatility spiking past 90-day highs and the president playing policy roulette, traders are responding. CME’s average daily volume climbed to 33.1 million contracts in February, a rush fueled by uncertainty and a growing appetite

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Imagine you were at a conference and you asked 1000 people how many jelly beans were in a jar. If you picked one random guess, chances are it would be nowhere near the actual number. However, if you calculated the average of all 1000 guesses, there is a good chance that it would be within 1 or 2 from the actual number.

This is called the

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As promised – yet another market update video given the continued carnage across risk asset markets.

Summary

The market continues to experience a broad selloff across both tradFi and crypto assets. Bitcoin has failed multiple attempts to break back above the critical 90-91K range, indicating a clear shift in market structure and risk a

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OpenAI’s recent release of GPT-4.5 has sparked diverse reactions across the AI community. Positioned as a significant advancement, this model boasts noticeable upgrades in emotional intelligence, factual accuracy, and creative expression. Initial enthusiasm, however, has been met with dissatisfaction due to its high pricing and incrementa

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Today I wanted to post something different, about the attention economy, and cognitive function. Keep reading at your own discretion. 

Asimov’s favorite short story is a story about an AI called Multivac, which he wrote in 1956. It’s titled ‘The Last Question’

He explores the question humanity asked Multivac (and its evolutions over time)

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As promised – a follow up market update video given last week’s sell off coupled with the recent Trump announcement regarding the Crypto Reserve.

If you have any questions, please comment below or message in the PRO telegram chat and I will do my best to get back to you guys.

Hope you all enjoy!

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