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Hunter Solaire
Hunter Solaire

Pokémon Cards in 2025…as NFTs?

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If you were born in the late 90s or early 2000s, there’s a decent chance your earliest speculative behavior came wrapped in shiny foil with an assortment of peculiar-looking creatures plastered over the packaging. Whether it started with Red and Blue on the Game Boy, the animated TV series (still running today), or trading random cards

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Delphi Reads: Tweets10 hours ago

Kevin Mills on Crypto Market Structure

Delphi Reads11 hours ago

A Tale of Two Tariffs

Ceteris
Ceteris

BERA Weak Into May 6 Unlock

Berachain’s native token $BERA has been extremely weak over the past few weeks, dropping 22% over the past 7 days while BTC, SOL and even ETH are all up. Why the weakness? The Boyco unlock on May 6th, I imagine.

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On May 6th Boyco pre-deposit vaults will be unlocking $2B of locked TVL along with 2% of the BERA supply. Back in Feb when th

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Delphi Reads1 day ago

The End of The Beginning

17th April 2025

Lucas Shin
Lucas Shin

Ambient: The Currency of Intelligence

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If you’ve scrolled through CT at all in the past few months, you’ve probably noticed the wave of massive investments and outlandish economic projections surrounding AI. If not, let me help you out. The $500 billion Stargate AI infrastructure project, Big Tech’s $325 billion in AI spending, and PwC’s projection of AI contributing $15.7 tri

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Jason Pagoulatos
Jason Pagoulatos

Where Do Markets Go From Here?


Quinn Thompson (founder & CIO of Lekker) & Kevin give their takes on current financial conditions and the treasury market, with parallels being drawn to March 2023.

If you haven’t had the chance to watch the full episode, it is linked at the bottom of this post!

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Delphi Reads: Tweets1 day ago

Ameen Soleimani on Ethereum Culture

Delphi Reads: Tweets1 day ago

Trump Calls For Powell's Termination

Twill
Twill

One Week Later: Story Thesis Revisited

Recently, while watching Sam Altman’s TED interview,  I found myself (yet again) reflecting on the profound ways AI will reshape our world. From learning that OpenAI reportedly now has over 800 million weekly active users (for context, Instagram has over 2 billion MAU), to hearing the TED audience applaud when the interviewer pointed out

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Lucas Raymond
Lucas Raymond

Todays Base Onchain Drama: A disconnect from culture

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This tweet is about base in general but applies to many things. I often see successful crypto protocols, chains, and apps lose their footing and customers because they tried to become too vanilla or too “pleasing.”

fwiw coinbase is my main offramp and has been a good experience, however I think recently the behvaior displayed is subject

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16th April 2025

Delphi Reads: Media2 days ago

Will We Bottom Soon? - 1000x Pod

Blockchain Traction and CEX Support: The Chicken and the Egg

It’s easy to assume CEX support and bridging are relatively efficient markets that reasonably reflect demand. If a chain has momentum, CEXs and interop solutions like LayerZero integrate it. But what if CEX support and interop are bigger success factors than we think? Perhaps CEX support and interop are key factors that must be optimally

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Lucas Raymond
Lucas Raymond

Vana announces first Collective Owned AI model

https://x.com/anna_kazlauskas/status/1905414468315549737?s=46

COLLECTIVE-1: the first user-owned foundation model, made possible by Vana and Flwr Labs

Specs: 7B parameters, using private data from 1M+ users on Vana – data that no single company has. Goal: scale to 100M users to create better AI than any centralized AI lab.

Interesting piv

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Delphi Reads: Tweets2 days ago

Gensyn open source AI model tops 1m downloads

Jason Pagoulatos
Jason Pagoulatos

Delphi's Market Update - April 2025


Welcome back to Market Matters – April edition!

Ma

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Delphi Reads: Tweets2 days ago

Regulatory Update

Delphi Reads: Tweets2 days ago

Phishing Notice

Delphi Reads: Tweets2 days ago

Raydium Launches Pump.Fun Competitor

Delphi Reads: Tweets2 days ago

Introducing the Noble AppLayer

Kevin Kelly, CFA
Kevin Kelly, CFA

Are Investors Too Bearish Now?

“Fund Managers Have Never Turned So Pessimistic”; “Investors Haven’t Been This Bearish in 30 Years”

Those are the headlines that Bank of America’s latest Global Fund Manager Survey generated today. In “normal” times, these reports tend to have a few interesting insights, but it’s usually smaller incremental changes that aren’t too surpris

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15th April 2025

Delphi Reads: Tweets3 days ago

Axiom Dominating Trading Bots

Delphi Reads: Tweets3 days ago

Syndica - Solana is leading the L1 race

Delphi Reads: Tweets3 days ago

$OM Sell-Off Breakdown

Delphi Reads: Tweets3 days ago

Every company will be a crypto company