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Delphi Reads: Tweets23 hours ago

Kevin Mills on Crypto Market Structure

Delphi Reads23 hours ago

A Tale of Two Tariffs

Delphi Reads1 day ago

The End of The Beginning

17th April 2025

Delphi Reads: Tweets2 days ago

Ameen Soleimani on Ethereum Culture

Delphi Reads: Tweets2 days ago

Trump Calls For Powell's Termination

16th April 2025

Delphi Reads: Media2 days ago

Will We Bottom Soon? - 1000x Pod

Delphi Reads: Tweets2 days ago

Gensyn open source AI model tops 1m downloads

Delphi Reads: Tweets3 days ago

Regulatory Update

Delphi Reads: Tweets3 days ago

Phishing Notice

Delphi Reads: Tweets3 days ago

Raydium Launches Pump.Fun Competitor

Delphi Reads: Tweets3 days ago

Introducing the Noble AppLayer

15th April 2025

Delphi Reads: Tweets3 days ago

Axiom Dominating Trading Bots

Delphi Reads: Tweets3 days ago

Syndica - Solana is leading the L1 race

Delphi Reads: Tweets3 days ago

$OM Sell-Off Breakdown

Delphi Reads: Tweets3 days ago

Every company will be a crypto company

3rd February 2025

Ceteris
Ceteris

TIA Thoughts

There was a good discussion on TIA in the Pro chat and I felt worthy to repost it here:

zen master: Lot of positive takes about TIA on timeline including by Jon (ex-Delphi). Does anyone here have a strong take on its current state?

facundo (delphi): I don’t want to assume bad intentions and think Celestia is paying CT influencers to hype

...

1st February 2025

Twill
Twill

From Pattern Matching to Daydreaming

New forms of intelligence are evolving at an accelerating rate, yet the most widely used models remain fundamentally constrained—locked into human-defined training cycles, reliant on static pattern recognition, and often incapable of true independent thought. To unlock intelligence that transcends pattern matching, AI must move toward end

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31st January 2025

Duncan Matthes
Duncan Matthes

Gaming on Abstract

The Pudgy Penguins brand has proven remarkably successful with its consumer-focused strategy, accumulating billions of Giphy & Tenor views per month, tens of millions of Instagram & TikTok likes, and selling over 1 million Pudgy Toys (>$13 million in revenue) through big-box retailers like Walmart.

https://storage.googleapis.com/members-...
Facundo Indabera
Facundo Indabera

Uniswap v4 Launched

Uniswap just launched Univ4 hooks. What’s next for the protocol and $UNI?

Meanwhile, $UNI holders are pushing back against what they view as unfair treatment compared to Uniswap Labs’ equity investors, who capture most of the protocol’s value (excluding LPs).

For context, these threads are a great summary of Uniswap history, and $UNI.

htt

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29th January 2025

Twill
Twill

Psyche on Solana: Scaling Open AI for the Superintelligence Era

AI is no longer just a technology—it is becoming the infrastructure of power. Yet, its development remains locked behind the walls of a few dominant corporations, whose control over massive, proprietary data centers gives them outsized influence over the trajectory of its development. This stronghold of centralized power raises fundamenta

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Neel
Neel

Jupiter World Order

In a sea of red across my portfolio, a single green ticker stands out: JUP. Following the second Jupuary airdrop, Jupiter announced a series of impressive updates at Catstanbul that deserve our attention. Let’s examine the five most significant developments in the JUP ecosystem this January and their implications for both token value and

...

28th January 2025

Facundo Indabera
Facundo Indabera

Is Ethereum FUD at Its Peak?

Ethereum’s FUD is at ATH as the community struggles to see a clear path forward, with increasing fragmentation between L2s and L1. Vitalik voiced his frustration on twitter, telling a community member advocating for a leadership change within the EF, ‘You are making my job harder’.

The EF is a nonprofit organization responsible for suppor

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23rd January 2025

Twill
Twill

ARC & the Rig Framework: A Worthy Challenger Emerges

The AI agent framework market is rapidly evolving, driven by the need for fast, highly precise, and performant solutions that can handle mission-critical workloads. While the Eliza framework by ai16z has gained popularity for its simplicity and ease of use with TypeScript, the RIG framework, developed by AI Rig Complex (ARC), offers a com

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22nd January 2025

Pondering Durian
Pondering Durian

Accelerate.

We are beginning to feel the light breeze, the early whispers of the level 5 hurricane which appears increasingly imminent.

In the last two days, we have seen astonishing announcements from both sides of the Pacific.

1) DeepSeek / KIMI

On Jan. 20th, DeepSeek, a leading Chinese AI lab, dropped and open sourced it’s R1 family of reasoning m

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21st January 2025

Ceteris
Ceteris

Jito Restaking Rundown

Jito Restaking is starting to get some momentum and I wanted to outline it all here. For a complete deep dive on Jito restaking (and restaking in general), read our report from November.

As of today there is currently ~$179M in Jito restaking TVL split across 4 protocols.

  1. ezSOL – (Renzo) $80.2M
  2. fragSOL (Fragmetric) – $66M
  3. kySOL (Kyros) –
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