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14th May 2025

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Delphi Reads: Tweets
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Delphi Reads: Media

13th May 2025

Delphi Reads: Tweets
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Delphi Reads: Tweets

12th May 2025

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Delphi Reads: Tweets
Delphi Reads: Tweets

26th May 2024

Benjamin Sturisky
Benjamin Sturisky

Blackwing

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Blackwing is a modern decentralized exchange abstraction layer built on top of Initia that aim to provide liquidation-free trading via limitless pools.


Building on top of Initia allows protocols to have users from any chain as Initia abstracts away the bridging process and creates a singular, unified chain.


Through limitless pools,

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Duncan Matthes
Duncan Matthes

Pixelmon TGE Memo

Once known for being one of the most iconic rugs of the last NFT cycle, Pixelmon has seemingly risen from the ashes after its IP was acquired by LiquidX, a crypto native venture fund turned operator, in September 2022.

In spite of its infamous origin story, with >$70M in total capital raised and after almost two years of building, the new

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24th May 2024

Crypto’s Killer Use Case

Imagine: You’re scrolling on Instagram and see a post from your favorite influencer wearing a hoodie from an up-and-coming brand. You love the design and tap the photo to see the price. Another click and you’re reading the product description page. A few seconds later, you decide to buy the hoodie, so you approve the transaction with Fa

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23rd May 2024

Aaron D.
Aaron D.

Honey Wake Up, A New Hayes Just Dropped

Hayes posted a new article on his substack a few days ago, and I recommend you read it if you haven’t already. Like many of Hayes’ writing these days, the post is very macro-focused, this time on the crisis surrounding the yen. 

The recent decline in the yen against the USD and CNY has set off alarm bells. This significant devaluation po

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Ceteris
Ceteris

Top 5 Research Day Talks

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dba released all of their talks from their recent research day and I watched them all. While they are all good, there are a lot and a big time sink so I wanted to list my top 5 here.

 

  1. We’re all Building the Same Thing (Josh Bowen, Astria): https://www.youtube.com/watch?v=5809YJpbhFg This was done by Josh Bowen from the Shared Sequencin

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22nd May 2024

Aaron D.
Aaron D.

Farcaster Analytics

Inspired by my recent AF Post on Eric.eth’s hypothesis that much of the Ethereum discussion has transitioned to Farcaster, I decided to dig into what is being discussed on the social app. Unsurprisingly, CryptoKoryo has already built a great Dune dashboard that breaks down all the discussion trends on Farcaster. I am working under the hyp

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Jason Pagoulatos
Jason Pagoulatos

Double Dipping with $COIN

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The last two weeks have been enormous for the crypto industry. Let’s quickly summarize:

  • Trump said he likes the coins
  • Democrats panic and perform a 180 on harsh crypto stances
  • Out of left field, ETH ETF approval looks likely

To me, the important takeaway here is the overall reduction/removal of significant regulatory uncertainty, which

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Kevin Kelly, CFA
Kevin Kelly, CFA

ETHE Outperforms Spot ETH

ETH’s price pop this week is fueling a revival of bullish sentiment across crypto markets. The world’s second largest crypto asset is on pace for its best week since January 2023 to the dismay of shorts and bears alike.

After several months of underperformance, this week’s gains have propelled ETH’s YTD return to match that of its OG coun

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21st May 2024

Benjamin Sturisky
Benjamin Sturisky

ETH ETF -> Political News and Speculation

On the news of increased chatter that the SEC is flipping their opinion about approval of the spot ETF, the Bloomberg boys raised their odds of an approval on the May 23rd, 2024, deadline to 75% from 25%. 

Later that day ( confirming increased chatter), the SEC asked for 19B-4 filings to be updated on an accelerated basis. 

This i

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19th May 2024

Benjamin Sturisky
Benjamin Sturisky

Future Polymarket Arbitrage

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Polymarket is a prediction market for any market possible.


The simplest way to understand a prediction market is that it is essentially a sportsbook offering any market, except there is no house, so the bet has to be taken on both sides to be fulfilled. 


If this could be summarized in seven words: “Put your money where your mouth i

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