We are halfway through our DeAI series, so I thought now may be a good time to call out a few themes / categories which I was particularly bullish on which hadn’t been discussed much.

 

So far, my top three candidates are:

 

1) Datalakehouses / Warehouses

 

2) Graph Neural Net Foundational Models

 

3) Agent Orchestration / Interoperatibil

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DAOs are dead, AMMs are dead, fair launches are dead. Ballooned valuations, bloated foundations, and deceptive points programs are the new meta. Consequently, fundamentals have been overshadowed by memecoins and mercenary capital. A new project’s suc... Read more

Two months ago, I outlined my thinking around MKR in a short memo titled, The Revival of MakerDAO: Unpacking The MKR Thesis. In the memo, I reduced the MKR thesis to four core pillars:

1. Improved fundamentals – In addition to Maker’s existing revenue sources (i.e., vaults), I made the case that the Direct Deposit Module (D3M) gives Mak

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As a refresher, Ore is a PoW coin launched on Solana. I wrote about it briefly when it launched (see https://members.delphidigital.io/feed/pow-on-solana-ore) but didn’t have much to say. It was kind of hectic, severely broken and basically caused Solana to stop working. The devs scrapped v1, Solana fixed congestion issues, and now v2 is s

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On the eve of Remilia’s ecosystem token ($CULT – which we covered previously), it felt appropriate to highlight some other collections that had some synergy with memecoins since this is often an overlooked market segment.

One could say that memecoins have displaced NFTs this cycle – they are the new volatile and often illiquid asset tha

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In the design space of RWA protocols, tradeoffs typically include permissioned usage, trust assumptions, mandatory KYC, and lack of composability — all posing limitations hindering usage and adoption in the crypto space. Naturally, protocols have st... Read more

This is a snippet from our new report from ETHCC Everclear aims to be the “clearing layer” of blockchains. The main insight the Everclear (formerly Connext team) came to after being in the bridge space for years is how much volume could be netted ou... Read more

Before we dive in, here’s a quick intro to liquidations on lending protocols.

Liquidations on a lending protocol happen when a borrower’s collateral value drops too low, causing the protocol to sell the collateral to repay the loan. This ensures that lenders get their money back even if the collateral loses value. Third parties, such a

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Where are the apps?

We stand here now 15 years after Satoshi’s debut and the very fair question asked by most crypto-skeptics has not changed?

Where. Are. The. Apps.

This entire cycle – propelled by ETF approvals and meme coins – has excluded apps with “real utility” almost entirely.

As the locus of crypto enthusiasm once again pi

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Join the markets team in this month’s webinar recorded yesterday!

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