As promised – a market update video given the turbulent conditions we are facing.
If you have any questions, please comment below or message in the PRO telegram chat and I will do my best to get back to you guys.
Hope you all enjoy!
...Today
AI 2027
In a speculative scenario set in 2027, the article predicts the impact of superhuman AI, with input from experts and trend extrapolations. The narrative envisions advancements in AI technology, such as personal assistant agents and AI models trained with massive computational power. OpenBrain leads in AI research, aiming to accelerate progress and outpace competitors. The article explores the challenges of AI alignment and the potential risks associated with powerful AI systems. It also discu......
9 hours ago Reads
Yesterday
The Effects of Tariffs: How the Machine Works
You’ve probably heard a lot about tariffs in the news recently. But what exactly are they? And what are the underlying mechanics that drive how they work?
12 hours ago Tweets
Galois Thoughts on Tariffs
The US is basically saying that it is not bluffing and entirely willing to face higher prices in order to export civil unrest and economic turmoil to the rest of the world if they don’t play ball.
Quoting Galois Kevin (@Galois_Capital)
Guys, folks, gentlemen, who cares if the numbers are made up. This is fine and a good start. In fact, the more unhinged, the better. USA don’t give a fuck.
12 hours ago Tweets
Delphi Pro - MON Protocol - Primed for IP Expansion
While the broader Web3 gaming market has been struggling, a handful of extremely well capitalized teams have seen their valuations retrace significantly from their early 2024 highs. Among them, MON Protocol, a team that has continuously shipped throughout the last 24 months while having access to one of the largest cash-treasuries in Web3 gaming. Are we finally entering a gaming market with attractive opportunities?
12 hours ago Reads
Hivemind - Will Crypto Survive Tariffs?
New episode with @Delphi_Digital’s Hivemind! 🔥
We discuss:
- Trump’s tariffs and Liberation Day
- China, reshoring & shifting global power
- The right time for projects to launch tokens
- Creatine, Circle IPO & more!
@ceterispar1bus @ZeMariaMacedo
@YanLiberman @FloodCapital
Links below 👇
12 hours ago Podcast
Tariff Fallout ft. Raoul Pal & Jamie Coutts
🔴 Alpha time: Journey Man LIVE w/ the great @Jamie1Coutts https://twitter.com/i/broadcasts/1OyJALkWVMoGb
12 hours ago Tweets
Aptos - Building the global trading engine
http://x.com/i/article/1907863298051289090
14 hours ago Tweets
General Agents releases ace to control your computer. Video demos in link.
Today I'm launching my new company @GeneralAgentsCo and our first product.
Introducing Ace: The First Realtime Computer Autopilot
Ace is not a chatbot. Ace performs tasks for you.
On your computer. Using your mouse and keyboard.
At superhuman speeds!
1 day ago Tweets
2nd April 2025
Liquidity Is Breaking And The Economy Is Next | Michael Howell
OUT NOW
@ForwardGuidance
-
@crossbordercap
believes if we don’t get meaningful liquidity by the fall, things will break in markets.
This episode is a deep dive and I’m happy we got into some deep stuff I don’t see in the typical Howell interview. Enjoy!
1 day ago Media
Clearest explanation of the bullish thesis for Decentralized AI
The article explores the evolution of AI model improvement techniques from pre-training scaling laws to reasoning models and test-time compute scaling. It highlights DeepSeek's innovative use of reinforcement learning (RL) to train models like R1-Zero, showcasing a shift towards decentralization. The DeepSeek team bypassed traditional supervised fine-tuning (SFT) and used group relative policy optimization (GRPO) in RL training. This approach led to improved reasoning capabilities but issues ......
1 day ago Reads
Between Extremes: A DeFi-Native Blueprint for Sustainable TGEs
http://x.com/i/article/1907392593870061568
1 day ago Tweets
Introducing MonadBFT!
Introducing MonadBFT!
Category Labs unveils the future consensus protocol for @monad_xyz. MonadBFT is designed for speed (10k tx/s), security, and sub-second finality, ensuring the network aligns efficiently on valid blocks.
Let's dive into what makes it special! 👇
1 day ago Tweets
Trump Tells Inner Circle That Musk Will Leave Soon
1 day ago Reads
Grass foundation launches stats website. Scrapes 57k GB in Q1
Grass scraped over 57,000,000 GB of public web data in Q1. Since the Sion upgrade, scraping volume has grown 320x.
In March alone, the network averaged 1,100,000 GB per day. That’s a scale that once belonged only to the largest companies on the internet.
1 day ago Tweets
Latest economics docs on @doublezero
Latest economics docs on @doublezero
Value and Prices for Solana Validators - from @theshah39
https://economics.doublezero.xyz/Value-and-Prices-for-Solana-Validators-1c78eaaee71380cabfabc0956559bfd5
1 day ago Tweets
PayPal Adds SOL & LINK Support in US
[🌲] PayPal Adds Solana (SOL) and Chainlink (LINK) for Customers in the U.S. and U.S. Territories.
1 day ago Tweets
The case for $MSU as a proxy for Nexon stock in Korea
http://x.com/i/article/1906701410328322049
2 days ago Tweets
1st April 2025
Circle files for IPO
BREAKING 🚨
circle officially filed for IPO today (S-1 with SEC)
quick numbers:
• revenue: $1.7B (+16% YoY)
• EBITDA: $285M (-29% YoY)
• net income: $155M (-42% YoY)
• valuation: targeting ~$4-5B (feels a bit low imo)
market sentiment is mixed:
• some bullish, think it’s undervalued considering USDC’s $60B market cap
• others cautious due to declining profitability & margins, especially given current macro conditions
commentary:
• IPO filing is massive for crypto ↔️ TradFi integration, ma...
2 days ago Tweets
Moody Salem of Ekubo on The Rollup pod
NEW EP: Uniswap, Ekubo, and the Rise Of Innovative DEX Designs
Most DEXs focus on new features, but what if they focused on fundamentals instead?
In today’s episode, @robbie_rollup sat down with @sendmoodz, CEO of @EkuboProtocol and @bsturisky of @Starknet to cover:
> Can a DEX really mine its own function selector to save gas?
> Why Moody bet on Starknet over Ethereum
> Are Appchains a trap?
> TWAMMs
> What happens when ETH and BTC liquidity settle on the same rollup?
Full episode links ......
2 days ago Tweets
Sonic ecosystem projects to watch out for
Sonic ecosystem projects to watch out for
Lending
@eulerfinance: Custom lending markets
@aave: Battle tested money market
@SiloFinance: Isolated lending markets
Liquid Staking
@Lombard_Finance: BTC staking on Sonic
@beets_fi: Liquid staking for S
@OriginProtocol: Yield trading
@SolvProtocol: BTC staking
Yield
@roycoprotocol: Liquidity incentive market
@spectra_finance: Permissionless yield protocol
@PeapodsFinance: Volatility farming
@pendle_fi: Leading yield trading platform
@StableJack_xyz:...
2 days ago Tweets
Kain - Is ETH Doomed?
I have a weekly call with @hjmomtazi to discuss the market. We spent almost the entire call this week debating whether ETH is doomed.
2 days ago Tweets
Ambient, SVM compatible PoW L1 underpinning an AI model, comes out of stealth (DV Port Co)
Could not be more excited for Ambient to come out of stealth
At @Delphi_Ventures we are proud to have co-led their first round and to participate in this most recent round
Ambient's founder @IridiumEagle is a ridiculously smart, genuine and a 1st principles thinker. We're honored to be investors in his Crypto x AI vision 🤖
You've heard of IridiumEagle before through his response to @leopoldasch 's paper called http://situational-blindness.ai and he's been a frequent guest on our own po......
3 days ago Tweets
31st March 2025
Barter Superposition v1
1) We’re launching something new! Not an upgrade. Not a fork.
Meet Barter’s Superposition v1. We introduce a new way to provide liquidity — Distributed Liquidity Layer inspired by Schrödinger’s idea of superposition. Your assets are in two states at once: 💳 Earning yield while being fully accessible 🗝️ There is no more need to lock your tokens in smart contracts. Available when you need them. Productive when you don’t.
3 days ago Tweets
28th March 2025
Is The Market Carnage Over?
The article discusses the latest trends in macro and crypto presented by Real Vision's Raoul Pal and Delphi Digital's Kevin Kelly. Recorded on March 26, 2025, the panelists delve into Bitcoin price movement and market conditions. Join the conversation by leaving a comment on the post.
6 days ago Reads
Just a moment...
This article discusses the impact of the cryptocurrency LUNA on the Terra crash, resulting in a $200 million settlement with Galaxy Digital and the New York Attorney General's office. Galaxy was accused of violating laws by promoting an asset without disclosure. The article details how Galaxy's actions allegedly contributed to the rise and fall of LUNA's value, ultimately profiting in the hundreds of millions. The settlement requires Galaxy to pay $200 million over three years and implement p......
6 days ago Reads
27th March 2025
March 2025 Newsletter: AI's Impact on the Investing Landscape
The newsletter discusses the impact of artificial intelligence on various sectors, including investing and politics. It highlights the challenges of achieving human-like AI in portable robots compared to datacenter AI. The article also covers Ray Kurzweil's estimates on human brain processing power and the energy efficiency of AI systems. It emphasizes the slow progress in creating economically efficient humanoid robots and suggests that AI will transform white-collar tasks more rapidly. The ......
7 days ago Reads
3Jane Integrates With Plaid
1/ We're excited to announce our integration with @Plaid to allow instant bank connections.
At launch, cryptonative borrowers will be able to boost their credit lines by connecting bank and CEX accounts across +12,000 U.S. financial institutions.
7 days ago Tweets
Hyperliquid dodged a $13.5M bullet
Hyperliquid just dodged a $13.5M bullet—but it exposed a critical flaw in decentralized trading.
Here's how one trader almost broke the system and how we can stop it from happening again.
🧵
7 days ago Tweets
Sui's Walrus Mainnet Live
The time is now: Walrus Mainnet is officially LIVE.
We’re here to fundamentally transform how apps use and engage with data — empowering you to do more with your data, blob by blob.
Ready to build? Go 👇
https://walrus.xyz/
7 days ago Tweets
25th February 2025
Modular Lending Legos are Stacking Up
About a year ago I wrote about the potential of Modular lending in DeFi and how it would disrupt governance driven lending markets. The thesis has not played out as expected with Aave taking a major lead in attracting TVL, but I believe we are seeing the early signs of the benefits that modular lending unlocks.
Simply because devs can jus
...
anonymous
22nd February 2025
Symbiotic Markets: Present Realities & Future Paths
AI agents are advancing rapidly, yet their integration with crypto and robotics remains fragmented. After exploring new research and discussions, I wanted to clarify the key challenges and opportunities in this evolving space. Four pieces of media, in particular, shaped my thinking:
-
@soona’s “Toward Robo Economicus” – on economically-dr
anonymous
21st February 2025
Exploring the HyperEVM
The much-anticipated HyperEVM mainnet was stealth launched earlier this week, opening the doors for a whole new ecosystem of dApps, infra, and tools to build on top of the most dominant DEX in the space. As the “no insiders” ethos and fair launch principles are core pillars of the team, the EVM launch seemed to be a bit lackluster initial
...
anonymous
20th February 2025
Why has Sonic been up only?
Sonic’s TVL and price are surging, fueled by robust performance and a solid airdrop program. The main draw with Sonic is that it offers EVM compatibility, high-throughput (10k TPS), fee monetization, and a good incentives program for users searching for yield.
From DeFiLlamaS Token Airdrop Program
Sonic is distributing 190.5M S tok
...
anonymous
19th February 2025
Diving into Nous Research's DeepHermes-3 Preview Model
Nous Research’s newest product is a fine-tuned version of Meta’s Llama 3.1-8B model, designed to enhance long-chain reasoning, structured function calling, and user-controlled reasoning depth. It is the first model with a toggle-on reasoning feature, allowing seamless switching between fast, intuitive responses and detailed, step-by-step
...
anonymous
18th February 2025
Sharks and Minnows
Before my time at Delphi, I worked at a centralized exchange. My title was “Research & Venture Associate.” A pretty boujee-sounding title, I know, but it was really just a euphemism for “shitcoin connoisseur.” My main responsibility was finding and l...
anonymous
17th February 2025
zkTLS Curriculum
Vibes are down in CT right now, and I find myself bearish most of the current things. It’s never fun to be a buzzkill, so I spent some time this weekend revisiting stuff that makes me excited about crypto, like zkTLS. I still believe zkTLS is going to play a key role in the most exciting and positive crypto developments this cycle, and wa
...
anonymous
14th February 2025
MakerDAO Case Study: DAI vs USDS
$DAI had successfully escaped the decentralized stablecoin flywheel, where it didn’t need to subsidize demand (as $USDS is doing) because users wanted to hold it and use it as a medium of exchange, for savings, as trading pair, payments etc.
The decentralized stablecoin flywheel works as follows:
USDC / USDT are a clear example of th
...
anonymous
B3 Launches with a Bang, but is that the whole Story?
On February 10th, B3, the gaming-focused L3 on Base, launched its token on Bybit and Aerodrome at a market cap of just over $100M. In the hours/days following, the token saw a spot listing on Coinbase and perps listing on Binance, spiking the marketcap to a peak of $350M.
Now that the dust has settled and the market cap is sitting at a re
...
anonymous