From Capital Markets to Crypto Treasuries: A New Corporate Blueprint The Rise of Public Crypto Accumulators...to systematically acquire crypto assets....The First Public Crypto Accumulator Public crypto accumulation did not begin as a widespread strategy...What Is a Public Crypto Accumulator?

Sphere provides crypto-fiat payment rails, Solana Pay integrates seamlessly with Shopify, and TipLink...enables crypto transfers via email....principle of crypto: self-custody. ...Crypto x AI Opportunities The emerging Crypto x AI landscape presents a strategic opportunity for Squads...

I believe the crypto equivalent of this is the product maxis versus the decentralization maxis....I believe the crypto...

Digital co-founder Kevin Kelly and Delphi’s Head of Research Ceteris discuss the latest trends in macro, crypto...point to improving liquidity conditions Sentiment shifted quickly from extremely negative to positive Crypto...ecosystem up 200-400% off recent lows SUI continuing to perform well as a consistent winner AI and Crypto...

This week we focus almost entirely on crypto markets (with a bit of TradFi)....As crypto natives like to say, the denominator is worthless....BTC is BTC, and crypto now generally refers to ‘everything else’....administrations in terms of crypto policy....markets and crypto regulation....Is It finally gametime for crypto? Tune in and find out...

But using it to justify valuation in crypto today doesn’t make any sense to me....Trying to force rational models onto a sealed echo chamber like CT won’t change the fact that crypto...In crypto, assets with ~similar revenue can trade at 5x, 50x, or ~0x. There’s no consistency....But crypto has dimensions those models don’t capture.

In an unprecedented breakthrough, Apple has announced that for the first time, NFTs and crypto payments...Eliminating one of the main blockers for consumer adoption of crypto and ushering in a new era for crypto-consumer...solidify the stablecoin bullcase, it also sparks questions of whether we will see the resurgence of crypto...

...the continued slow grind down in alts, the attention is shifting from actual token markets towards crypto...attracting attention not just from institutions but also from disillusioned crypto-natives....Granted, this is antithetical to the whole ethos of crypto....But other crypto-native firms are following suit.

Ironically, crypto has now resurrected the narrow banking model in the form of fiat-backed stablecoins...The Inevitability of Stablecoins What began as a fringe financial product in crypto trading venues has...happening outside of the central bank’s control – a kind of ambient quantitative tightening, dictated by crypto...

Vision’s Raoul Pal and Delphi Digital’s Kevin Kelly are back to discuss the latest trends in macro and crypto...to 2016-2017 and 2019 cycles Why BTC has lagged the stock market and gold’s recent price rally Will crypto...And the breaks above all-time highs are not, it’s not just a crypto or a Bitcoin thing.

While defensibility is often an afterthought for crypto investors, I would argue the concept of a moat...is even more important in the context of crypto markets....This is due to three structural differences uniquely underpinning crypto apps: Forkability: The ability...By tweaking this framework slightly, we can apply this same logic to crypto markets while taking into...

...and equities, right, crypto and stocks....Repeated stories about her campaign reaching out to folks in the crypto....But what’s interesting is when people reached out to the crypto community, the crypto community basically...I was going to say it’s, it’s not crypto being important, but it’s not just crypto.

Rather than over-indexing on the crypto ethos of “Code is Law”, Story strikes a thoughtful balance by...This is especially important for onboarding artists, studios, and rights holders accustomed to traditional...Magma – Protecting Artists, Powering Collaboration Problem: Digital artists struggle with ownership protection...

Recently in an internal meeting, the Delphi Research team pondered how many AI applications truly require crypto...To scale, DePIN would benefit from integrating crypto-native AI as a coordination layer....Beyond infrastructure, crypto also solves AI’s “black box” problem....trust and auditability that non-crypto AI lacks.

MoveVM and the SVM are already making waves in the crypto world with their enhanced performance....Unlike traditional crypto orderbooks, Fuel’s version would run on a unique system....No more asking Crypto twitter to escrow your twitter bets....Payments are a key frontier for greater crypto adoption.

Policy Formulation Survival Guide for Security Status Focus: Regulatory posture toward crypto assets,...In honor of keeping crypto weird, I prepared a (slightly unhinged) Smokey the Bear themed slide deck...This theme reflects the pivotal moment we face in the crypto industry.

Vision's Raoul Pal and Delphi Digital's Kevin Kelly are back to discuss the latest trends in macro and crypto...Vision’s Raoul Pal and Delphi Digital’s Kevin Kelly are back to discuss the latest trends in macro, crypto...market timing Institutional Adoption Conversation about increasing institutional participation in crypto...

Musings, designed to keep our readers informed about the most important and timely developments in the crypto...Crypto market price action has been supported by a decisive return of institutional flows....It blends seven structural signals across macro, institutional, and crypto-native flows.

It gives non-crypto businesses and institutions a way to leverage crypto-native infrastructure without...Artists can define remix permissions, set royalty splits, and ensure attribution rules are enforced automatically...Several critical obstacles still stand out: Legal uncertainty: Crypto-native licenses remain largely...

Crypto UX isn’t as bad as everyone says it is! Farcaster I’ll be honest....Gunzilla* It’s no secret how passionate Delphi is about the crypto gaming sector....over all the mindshare in crypto....The data doesn’t lie, it’s taken over crypto mindshare and for good reason....At its core, crypto is an incredibly powerful coordination tool.