Top Results1411 results
Delphi Daily - 7th May 2025
Welcome to Delphi Daily, your concise roundup of the research, insights and reads shared in the members...
4 Min
Other
May 2025
Delphi Daily - 5th 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...
3 Min
Other
May 2025
Delphi Oracle Summary: Initia
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...
3 Min
Layer 1 / L1
Apr 2025
April Showers… May Flowers? - Macro & Markets May 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...
25 Min
Macro & Markets
Jun 2025
zkVerify Memo: Integration Flow, Potential Markets, and Token Economics
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...
22 Min
Infrastructure
Apr 2025
Market Musings - New Year, More Volatility
...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...
13 Min
Macro & Markets
Jan 2025
Logan Allen: Nockchain's Global Competition for Useful ZK Proof of Work Miners Kicks Off
Join Tommy Shaughnessy from Delphi Ventures as he hosts Logan Allen, Founder of Zorp and Nockchain, for...
1 Min
Infrastructure
May 2025
BTC Top Signal is Bullish
As of yesterday’s close (2025-07-13), the Delphi BTC Top Signal intensity reading was 61.8.
1 Min
Macro & Markets
Jul 2025
Sui Network: Demystifying the Monolithic Contender
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.
43 Min
Layer 1 / L1
Dec 2024
Omar Shakeeb & Oleg Ivanov: Signals from the Secondary Market
 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)...
1 Min
Macro & Markets
Apr 2025
Trump's Liberation Day: Market Update Live Stream
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...
2 Min
Macro & Markets
Apr 2025
Disruptors - Grass Demo Hour
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.
3 Min
Artificial Intelligence
Mar 2025
The Case for $GUN
...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...
12 Min
Gaming
Mar 2025
Omar Shakeeb & Oleg Ivanov: Signals from the Secondary Market
 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)...
1 Min
DeFi
Apr 2025
Tariff Tantrums - Market Update 4/9/2025
Pro members are invited to ask questions and comment in the Delphi Pro Telegram group throughout the...
1 Min
Macro & Markets
Apr 2025
A Week of Winning
...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...
2 Min
Macro & Markets
Apr 2025
Nous' Atropos Release Marks Major Milestone in AI Reinforcement Learning
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”).
4 Min
AI
Apr 2025
State of the Charts
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...
3 Min
Macro & Markets
Apr 2025
(Inadvertent) Death to CEXs: Slow and Steady
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.
3 Min
Financial Market Themes
Mar 2025
Are The Stars Finally Aligning? [Crypto Insider Talks - Sep. 2024]
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...
Macro & Markets
Oct 2024