Disclaimer: The following content is a guest post by Jose Macedo. All statements and/or opinions expressed below are the personal opinions and the responsibility of the respective content author(s). The content does not necessarily reflect the opinion of Delphi Research, which makes no representations or warranties of any kind in connecti

There’s an emerging narrative quietly proliferating in DeFi.

Coined by the President of Solana Foundation, Lily Liu, PayFi is the idea that stablecoins can meaningfully lower the cost of capital for businesses who rely on short-term financing. In other words, by harnessing both the instant settlement times and lower barriers to entry that

The HYPE TGE took place on Hyperliquid last Friday and went incredibly smooth with unprecedented traffic for the L1. While the current validator setup definitely aided in the impressive launch, the flawless execution really showcased the team’s preparation and technical expertise. After airdropping the token to over 94,000 wallets, HYPE t

Limitless is a prediction market solely focused on building out financialized products. So far, their efforts have been around establishing their 0DTE markets as a real way for users to not just speculate, but also build financial strategies around.

J.P. Morgan has estimated that the daily notional value of 0DTE options trading has reach

While the AI agent meta has rightfully taken crypto twitter and markets by storm, another question is now being whispered at Palo Alto dinner parties which has broader implications for global markets.

Are the fabled scaling laws beginning to plateau?

The answer impacts Big Tech capex spend and stock prices, inflation’s trajectory, the sem

I wrote a mini thread on TIG (The Innovation Game) a while ago which summarizes key aspects of the project and links to the podcast I’ve hosted with its co-founder, Dr. John Fletcher.

TLDR; TIG is a deSci project accelerating algorithmic innovation. It deals with fundamental computational problems and utilizes ‘useful PoW’ to discover t

Some conversations perfectly capture an inflection point. Our recent podcast featuring the builders behind Ai16z, Nous Research, Virtuals, MyShell and CENTS was one of them. Here’s what you need to know about the explosion of AI agents.

Shaw at ai16z thinks we will have AGI within 18 months, let’s dive in.

The Meta is Moving Fast 

We’r

One framework for understanding the success of the internet is it view it through the lens of coordination. Accordingly, we can reduce the success of the most valuable internet applications to their ability to more granularly coordinate human intents — both explicit and implicit. Amazon coordinates commercial intents. Facebook, Instagram,

With the recent obsession of AI agents, you might already be familiar with Onchain GAIAs — a network of agents powering the Onchain General Intelligence Network (OGI). Each individual agent is held by a GAIA NFT holder and can be trained by anyone through various tasks from playing games or modeling problems. If you’re not familiar, you c

Solayer is a restaking protocol built on Solana that aims to empower on-chain dApps with improved network bandwidth and transaction throughput, serving as a marketplace for blockspace. Its main goal is to optimize validator node resource allocation through staking, thereby improving the quality of service (QoS) for specific applications b