Great call red. I read Jordan's ZORA report this weekend and tbh I could see this running even more - making people who already are upset with its outperformance even more furious.
anil
@anil
Delphi Digital
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Co-Founder & CEO of Delphi Digital
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Great post. Have found myself leveraging AI daily and to be honest, have even had it summarized longer posts or write-ups that I would usually spend the time to go through. It's so early but can already see how I'd grow dependent on it.
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"a few massive foundational models and an ocean of smaller, cost-effective app / enterprise-specific models built on top of open source."
is this true for deAI as well or just closed / open source more broadly?
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"Tips add up to users’ DEGEN points taken into account for on-chain $DEGEN airdrops."
This is really interesting. Is $DEGEN the best way to get exposure to Farcaster growth if you are bullish on it?
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"Three NFT collections on Solana appear to represent the ecosystem broadly"
This was probably my favorite NFT report in a while, great job. You briefly mentioned Quekz in a graphic above, I feel like those could also be seen as a notable collection that represents the ecosystem. Curious what your guys thoughts are on it going forward.
Reading this one Alpha Feed post would have paid for more than a full year of a Delphi Subscription. gg Riinko
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"And so this is the holy grail of Web3 and NFTs — giving brands the power to connect with their customers more closely and co-create with them."
What are some interesting distribution mechanisms that brands teams can use to launch their NFTs?
beast
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"However, if interest rate cuts begin, the SBE will likely not sustain its current levels of buybacks."
How do you think the depositors and Maker will react in a low interest rate environment?
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"Simply put, what crypto really needs is another shot of liquidity."
Have you seen any shift in bigger global liquidity trends recently?
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"A healthy asset trading distribution is one in which the more “quality” assets are the ones that garner the most trading activity."
Has trading distribution started to look more "healthy" since BTC has been out in front leading this latest market rally? Or are you seeing something different under the surface?
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"While the current iteration caps groups to 150-200 holders, some creators may want to reach a wider audience, and some less"
well well well, if it isn't the Mr Beast of FT
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"we estimate that Coinbase has the potential to realize anywhere from 15-20% on the low end to a 150% increase in top-line revenue"
What do you guys think about Coinbase's ability to go CF positive? Any timeline expectation on that you can touch on?
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"While the current iteration caps groups to 150-200 holders, some creators may want to reach a wider audience, and some less"
I know this has been something we've discussed a lot internally, but I think it's important to note that if creators set their own bonding curve - that could be manipulated pretty easily. Obviously also takes away from the simplicity of it all.
The other main reason I am not a big fan of that idea is because most value-add group chats are usually smaller (like 100 and less). Too much apathy over a certain # imo.
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"In certain cases, solvers may want to coordinate with each other by forming a consensus protocol and/or running MPC among each other."
can you expand on how solvers will coordinate? won't they waste resources with many fighting to solve the same intent
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"Going forward, we believe Solana is sitting on three major catalysts – points, liquid staking, and cNFTs"
Is there any ETA on these catalysts that we should be aware of?
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"If history serves as a reliable guide, that would imply at least another 130% rise in BTC’s price from current levels over the next 14-16 months."
Did you guys see any trends with BTC dominance throughout these periods that are worth mentioning?
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"The L2 will host what is a user’s “spending account,” a fast, gasless app-rollup that will facilitate payments and money transfers through various rails."
This is cool, will the money have to stay in the wallet and not be used in any way? Similar to Superfluid's first design. Or is the idea that you can stake your money and pay with your yield eventually?
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"There have been several delays in development, but the project is currently live on alpha."
Any idea when Vega will be going live? Been a while since they've been building