Monitoring the Situation with @0xLTR | November 14, 2025

FEB 12, 2026 • 45 Min

LTR
Disclosures: This podcast is strictly informational and educational and is not investment advice or

LTR is back for a live sleuthing session, showing his exact process for on-chain investigation.Provides a live look at his research and trading process during a volatile week for the crypto markets. He breaks down his methods for dorking and doxxing on-chain wallets, identifies the entities behind top Polymarket wins, and highlights emerging ecosystems like World Chain and Ink. From sleuthing through “political insiders” to exploring the next generation of DeFi apps, LTR shares his “north star” for navigating market downtime and preparing for the 2026 landscape.

🎯 Key Highlights

▸ A live walkthrough of how to use Arkham Tracer, Tribe Run, and bridge aggregators
▸ Uncovering evidence that most of the top all-time PnL traders on Polymarket
▸ Why the massive growth in unique claimers (nearly 3 million) and active accounts makes World Chain
▸ Exploring the rising TVL in the Ink ecosystem and how to farm points through safe lending protocols like Hydro and Ave.
▸ A look at the “Get Money” tool for finding smart-follower mentions and identifying pre-coin projects before they hit the mainstream.
▸ Analyzing the success of apps like Duke and EdgeX, and why “on-chain options” are a major focus for the upcoming year.
▸ Why downtime in the market is best spent reading, writing, and researching “pre-consensus” signals for long-term profit

💡 Want to stay updated with the latest in crypto & AI? Hit subscribe and the notification bell! 🔔

🧠 Follow the Alpha

▸ LTR’s Twitter: @0xLTR

🔗 Connect with Delphi

🌐 Portal: https://delphidigital.io/
🐦 Twitter: https://x.com/delphi_digital
💼 LinkedIn: https://www.linkedin.com/company/delphi-digital/

🎧 Listen on

Spotify: https://open.spotify.com/show/62PR1RigLG2YN5Pelq6UY9?si=18ac7ccf36ab4753&nd=1&dlsi=50105fd66e6c4124
Apple Podcasts: https://podcasts.apple.com/us/podcast/the-delphi-podcast/id1438148082
Youtube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q

Timestamps

00:00 — Intro & stream setup
03:00 — Market update: BTC volatility and the few “interesting runners”
05:00 — Live sleuthing: Tracing the Wojak on Sol developer and early holders
08:30 — Using SocialFi for alpha: Finding wallets through Tribe Run profiles
14:00 — Polymarket deep dive: Analyzing the “political insiders” leaderboard
15:30 — The $30M+ entity: Connecting the top 10 all-time Polymarket traders
21:00 — Tracer session: Mapping the Kraken and Binance deposits for the Polymarket cabal
23:30 — Project discovery: Using Money Wizards for new smart-follower alerts
26:45 — Raw sleuthing: Investigating Babylon, game-fi, and new token launches
28:30 — World Chain metrics: Cumulative account growth and DAU trends
31:00 — Base and the “Coinbase balance sheet” onboarding strategy
34:30 — High-timeframe charts: S&P, Z-Cash, and the blue-chip coin downtrend
36:00 — Regulatory wins: Uniswap’s fee switch and the Delphi Year Ahead report
38:00 — Ink Chain TVL: Incentives, Merkel points, and safe-yield strategies
41:00 — DeFi Llama highlights: Top revenue protocols and the EdgeX “Maru” launch

Disclaimer

This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Ventures may personally own tokens or art that are mentioned on the podcast.

Listen On:

LTR

0 Comments

Related episodes

Monitoring the Situation with @0xLTR | October 31, 2025
OtherMonitoring the Situation with @0xLTR | October 31, 2025
By
Anil Lulla
Delphi's Market Matters - January 2026
Macro & MarketsDelphi's Market Matters - January 2026
By
Anil Lulla
Logan Jastremski: Solana vs Hyperliquid - Who Wins The Global Exchange Race?
InfrastructureLogan Jastremski: Solana vs Hyperliquid - Who Wins The Global Exchange Race?
By
Anil Lulla
Clay Robbins: Building Colosseum, Solana’s Largest Hackathon & Accelerator with 80,000 Participants
InfrastructureClay Robbins: Building Colosseum, Solana’s Largest Hackathon & Accelerator with 80,000 Participants
By
Anil Lulla