DoubleZero is arguably the most ambitious project in crypto. While the vision in technically dense, this post aims to provide a brief overview of (1) why our internet infrastructure is fundamentally flawed and (2) how DoubleZero is harnessing crypto-economic incentives to fix it.
Todays’s internet infrastructure routes data packets based
...I largely agree with the below tweet from Ryan Watkins.
https://x.com/RyanWatkins_/status/1876460273608884462
This bodes well for the current leaders: Virtuals & ai16z, respectively.
Having spent years in consumer internet investing pre-crypto, I have seen this pattern play out quite a few times. Originally I was skeptical agentic fram
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On November 7th I gave my thoughts on what would change post-election and Trump win. It’s now 2 months later, so I wanted to repost and see if my thoughts were correct and/or changed. The original post is at https://members.delphidigital.io/feed/post-election-thoughts-what-happens-next?utm_source=link&utm_medium=portal but I’m reposting i
...As the MEV supply chain matures, value is increasingly captured by whoever owns exclusive order-flow. The reason is simple. Anyone downstream of order-flow origination — DEXs, searchers, builders, validators etc. — will experience more competition for the same order-flow. Conversely, th
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The post below has also been posted on Twitter by the CEO & Co-Founder of Delphi Digital, Anil Lulla. You can read the thread on Twitter here: https://x.com/anildelphi/status/1873817754484002869
People love to say that crypto has no PMF, but from my perspective, this reveals them as cynics who don’t take the time to explore the different
...Web3 games and the buyers of their tokens haven’t had the best relationship this year. Binance research revealed a striking trend – the market cap ratio to FDV for new tokens has plummeted from 41% in 2022 to just 12% in 2024. This pattern was evident in the top 5 gaming launches of 2024 going to market with minimal token unlocks, only to
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The Web3 gaming sector has its sights set on Hyperliquid, with Infinigods‘ $GOD token marking the third consecutive listing spot being bought by a gaming team via Dutch auction after Sovrun ($SOVRN) and Pixelmon’s $MON. Both prior listing purchases demonstrated strong price action post announ
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Back in August, the Fantom team announced their rebranding and migration to a new chain, Sonic. Sonic is a new EVM L1 boasting sub-second transaction times, capabilities for over 10,000 orders/second and other interesting features like gas fee monetization for app developers. Sonic also comes with a new native token for the network, $S. A
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As memecoin mania continues, two prominent NFT communities have thrown their hats in the ring with their own coins. Remilia Corporation, most notably known for their Milady Maker NFTs, launched their CULT coin earlier this week and the Pudgy Penguin brand plans to launch their PENGU coin before the end of year. While both of these collect
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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
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