Top Results1411 results
Welcome to Delphi Daily, your concise roundup of the research, insights and reads shared in the members...
Alpha Insight
4 Min
Other
May 2025
Welcome to Delphi Daily, your concise roundup of the research, insights and reads shared in the members...Delphi Pro: The Case for Decentralized RL: Crypto’s Role in Training Smarter Models...
Alpha Insight
3 Min
Other
May 2025
With the recent Initia mainnet launch, we’ve asked Delphi Oracle (our AI Assistant) to revisit the original...As a reminder, Delphi Oracle provides an interactive experience across all report pages, helping you...As a reminder, Delphi Oracle provides an interactive experience across all report p...
Alpha Insight
3 Min
Layer 1 / L1
Apr 2025
Sentiment Signals
The Delphi BTC Top Signal and the Hope Metric both suggest sentiment is improving but...The latest Delphi Top Signal reading of 57.9 reflects strong participation without the excess seen during...Delphi’s BTC Top Signal Model
The Delphi BTC Top Signal indicator is a proprietary model that measures...
Report
25 Min
Macro & Markets
Jun 2025
Arbitrum is a leading optimistic rollup on Ethereum, with over $2.5B in TVL and more than 500,000 daily...Sui is a Move-based monolithic L1, with over $1.1B in TVL and daily active addresses fluctuating between...In our memo, The Inefficient Market Hypothesis, Delphi Research’s DeFi lead, Jordan, succinctly explains...
Report
22 Min
Infrastructure
Apr 2025
...basis fell to negative terrain for the first time since August 2023, while notional OI saw its largest daily...What We’re Reading
Delphi’s Market Matters – January 2025 (Delphi Research)
Markets have been extremely...Something’s Gotta Give (Delphi Research)
The following note adds some more color to our discussion on...
Report
13 Min
Macro & Markets
Jan 2025
Join Tommy Shaughnessy from Delphi Ventures as he hosts Logan Allen, Founder of Zorp and Nockchain, for...
Alpha Insight
1 Min
Infrastructure
May 2025
As of yesterday’s close (2025-07-13), the Delphi BTC Top Signal intensity reading was 61.8.
Alpha Insight
1 Min
Macro & Markets
Jul 2025
Over 45% of average daily active addresses are from RECRD, a consumer application similar to TikTok that...Wave Wallet, a telegram-based wallet, has over 20% of average daily active addresses....Coming third is a game application called BIRD, with 17.2% of average daily active addresses.
Report
43 Min
Layer 1 / L1
Dec 2024
The following conversation is a collaboration between Delphi Digital and SecondLane, in which experts...This conversation features Yan Liberman (Delphi Ventures), Oleg Ivanov, and Omar-Shakeeb (SecondLane)...
Report
1 Min
Macro & Markets
Apr 2025
Pro members are invited to ask questions and comment in the Delphi Pro Telegram group throughout the...bullish, it would need to break and hold above the 90-92K area
All timeframe indicators (weekly, 3-day, daily...
Alpha Insight
2 Min
Macro & Markets
Apr 2025
Welcome to Delphi Ventures’ Grass Demo Hour....countries that allows AI models to access the internet as humans do
Network scrapes over 1 petabyte of data daily...The content does not necessarily reflect the opinion of Delphi Ventures, which makes no representations...Delphi Ventures may hold investments in assets or protocols mentioned or discussed in this interview.
Alpha Insight
3 Min
Artificial Intelligence
Mar 2025
...subscriber growth, OTG will be a Top 5 crypto app by onchain revenues
GUNZ is already a Top 10 chain by daily...It’s no secret that Delphi has been a staunch supporter of this thesis since its inception....Following a peak of ~2.5M MAU, the core player base is steadily growing with almost 100K daily users...
Alpha Insight
12 Min
Gaming
Mar 2025
The following conversation is a collaboration between Delphi Digital and SecondLane, in which experts...This conversation features Yan Liberman (Delphi Ventures), Oleg Ivanov, and Omar-Shakeeb (SecondLane)...
Alpha Insight
1 Min
DeFi
Apr 2025
Pro members are invited to ask questions and comment in the Delphi Pro Telegram group throughout the...
Alpha Insight
1 Min
Macro & Markets
Apr 2025
...and closes positive today, we will have witnessed a full business week (Monday-Friday) of positive daily...at the end of one, but just for completeness let’s take a look at the streak of consecutive positive daily...
Alpha Insight
2 Min
Macro & Markets
Apr 2025
Additional Resources
Nous release post
Atropos Github
Atropos Artifacts (Hugging Face)
Disclaimer
Delphi...in this blog are solely those of the author(s) in their individual capacities and not the views of Delphi...Citadel Partners, LLC or its affiliates (collectively, “Delphi Ventures”).
Alpha Insight
4 Min
AI
Apr 2025
Breadth of the Delphi L1 Index
Oversold is not Overextended
The percentage of constituents in the Delphi...Lows Reach Highs
If we instead measure the breadth of the Delphi L1 Index through the lens of the percentage...Breadth of the Delphi L1 In...
Alpha Insight
3 Min
Macro & Markets
Apr 2025
At Delphi Consulting, we’ve seen what I believe are the first signs of a very interesting pivot start...People were just on Solana, trading coins to the tune of 10s of billions in daily volume.
Alpha Insight
3 Min
Financial Market Themes
Mar 2025
Real Vision’s Raoul Pal and Delphi Digital’s Kevin Kelly are back to discuss the latest trends in macro...Real Vision's Raoul Pal and Delphi Digital's Kevin Kelly are back to discuss the latest trends in macro...
Report
Macro & Markets
Oct 2024