Next
Loading post...
Include Reads items?

Today

Delphi Reads

Yesterday

Delphi Reads: Tweets
New Delphi Report
Delphi Reads: Tweets
Delphi Reads: Tweets
Delphi Reads: Tweets
Delphi Reads
Delphi Reads: Tweets

1st May 2025

Delphi Reads: Tweets
Delphi Reads
Delphi Reads: Tweets
Delphi Reads: Tweets
Delphi Reads: Tweets
Delphi Reads: Tweets
Delphi Reads
Delphi Reads
Delphi Reads

30th April 2025

Delphi Reads: Tweets
Delphi Reads: Tweets
Delphi Reads: Tweets
Delphi Reads: Tweets
Delphi Reads: Tweets
Delphi Reads: Tweets
Delphi Reads
Delphi Reads: Tweets
Delphi Reads: Tweets
Delphi Reads
Delphi Reads: Tweets
Delphi Reads: Tweets
Delphi Reads: Tweets

17th May 2024

Benjamin Sturisky
Benjamin Sturisky

FocusTree

image.png

Time is the most valuable resource in the world, and yet most people allocate time they should be spending focusing to wasting on their phone.


Backed with $2M by several different Funds and angels including Starkware themselves.

Focus Tree Seed Investors

Built on Starknet, FocusTree is the first SocialFi application designed to reward you for not using y

...
Aaron D.
Aaron D.

Ceding The Battleground

Locked Feature

Sign up to Delphi Pro to view.

I wanted to highlight this tweet from Eric.eth because I think he is on to something. For a large part, Ethereum mindshare has slipped from the narrative zeitgeist – much to the surprise of many Ethereum proponents. Despite having attention-getting narratives around potential ETFs, ETH burns, EIP4844, vibrant DApp ecosystem, and liquid st

...
Benjamin Sturisky
Benjamin Sturisky

Blackbird

image.png

Blackbird is a loyalty-based application for restaurants built on Base.

They raised $24M from Amex, a16z, and others in October 23.

The concept is simple: loyalty should be tokenized. Restaurants opt into Blackbird, and their location pops up on the Blackbird app.

When a user visits the restaurants, they tap their app onto the custo

...

16th May 2024

Quilibrium: A New Way to Internet Freedom and Privacy

Executive Summary

Quilibrium is a new kind of L1, an internet protocol that brings the best of cloud services with top-notch privacy and scalability. Created by Cassandra Heart, a former Senior Coinbase engineer who also works on Farcaster, Quilibrium is designed to resist censorship, surveillance, and control by big corporations. Think o

...

14th May 2024

Benjamin Sturisky
Benjamin Sturisky

Initia Testnet Launch

image.png

Initia is a network for interwoven rollups.

They are building a unified chain that seeks to allow modular networks built on top of Initia to easily connect with each other.

Today they launched their incentivized public testnet with several different ways to earn Initia XP.

The first and easiest is through completing six different ta

...
Aaron D.
Aaron D.

An Alt Reversal?

Crypto markets have hit some headwinds lately, with many alts and memes getting murdered, while BTC ranges between 60K and 70K. Whether it’s hotter CPI and PPI prints, lower BTC ETF flows, or leverage, prices have struggled to maintain their upward momentum. I am skeptical that any of these macro events drove the market, and I think they

...
Benjamin Sturisky
Benjamin Sturisky

PVP v. PVE

image.png

The cyclical nature of crypto markets can distort the average TradFi individual. After all, Bitcoin volatility is typically 2-3x that of the VIX at any given time. The current paradigm includes two cyclical trading environments: PVP (Player v Player) and PVE (Player v Environment). 

During periods of recessed price action, it takes a s

...

13th May 2024

Agents Will Drive The Next Wave Of Crypto Adoption

Crypto agents are here already and they will get more and more advanced until we use them to run our financial lives


I wrote an op-ed on AI Agents for Coindesk which was published here today. They made some edits and slimmed down the original version – below is the full version for Delphi members. Enjoy!


In the 2000s we stopped goin

...
Ceteris
Ceteris

Sector Performances YTD

image.png

I whipped up an old file I made in 2020-2021 which broke down returns by different sectors. Obviously a lot has changed, but I thought it would be interesting to do this again. I split these between 7 sectors:

  1. Layer 1’s
  2. Modular: Modular specific L1s like TIA/DYM and L2 tokens
  3. Memecoins
  4. Ethereum DeFi
  5. Solana DeFi
  6. Cosmos/Misc DeFi
  7. AI & D
...
Facundo Indabera
Facundo Indabera

Shared Provers: The New Layer In The Modular Thesis

Last week, Espresso announced a partnership with Polygon’s agglayer. Espresso is building a shared sequencing marketplace for rollups to sell their blockspace. ICYMI, we covered Based Espresso in the Based rollups report, and the AggLayer in the Prover Marketplace report.

...