Next
Loading post...

27th November 2024

AI Agents: The Great Awakening (Delphi Podcast Recap)

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

...

26th November 2024

Robbie Petersen
Robbie Petersen

Towards an Agentic Economy

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,

...
Jonathan
Jonathan

AI Agent Gaming - Henlo Kart

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

...

25th November 2024

Facundo Indabera
Facundo Indabera

A Quick Look At The Solana Restaking Market

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

...

24th November 2024

Ceteris
Ceteris

Clanker - Base's Pump.Fun?

Locked Feature

Sign up to Delphi Pro to view.

I’ve been spending most of my time in the AI Agent meta since GOAT’s launch in mid October. Many metas will come and go over the years but only a few will stick around; I believe the AI meta is that.

Most of my time so far has been on Solana but recently it’s hard to ignore the momentum on Base. There seems to be a lot happening on both o

...

22nd November 2024

Benjamin Sturisky
Benjamin Sturisky

Incentive Structure Design for Starknet

The following is a skeleton incentive structure design protocols can adopt, using Starknet as an example.

A well-designed token incentive program needs to achieve two core components: staked capital and user activity.

The current DeFi Spring program achieves staked capital by requiring liquidity provision across DEXs and lending markets.

...
Jonathan
Jonathan

MicroStrategy Madness

On November 20th, MicroStrategy (MSTR) was one of the most traded stocks in the US, finishing second just behind NVDA on its own earnings day, at one point even surpassing the market giant. It’s been years since a stock has out-traded Nvidia or Tesla, so what’s behind the madness?

Before becoming the Bitcoin behemoth we know today, Michae

...
🎉
Delphi Research
Delphi Research,

Introducing Delphi Oracle

Delphi reports just got smarter. We’ve launched Delphi Oracle, an AI research companion that lives within our report pages. Instead of just reading our reports, you can now actively explore them – diving deeper into areas of interest, clarifying com...

19th November 2024

Analyzing veCRV Performance, Four Years Later

The original cohort of 4-year veCRV lockers have been maturing over the past few months. I’ve discussed flaws of the model in 2023 DeFi Year Ahead, but now we can finally begin to look at hard data and analyze results.

...

18th November 2024

Jonathan
Jonathan

Hyperliquid Readies for TGE

While commonly thought of as just another perpetual futures exchange, Hyperliquid is actually an innovative high-performance L1 aiming to achieve a completely on-chain financial system. Custom built and designed around a trading exchange, the Hyperli...