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Delphi Daily - 7th May 2025
Welcome to Delphi Daily, your concise roundup of the research, insights and reads shared in the members...The 212-page proposal includes disclosure requirements, self-custody rights, and consumer protections...
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
Hope Metric : Macro Signal Monday (05-12-2025)
Macro Signal Monday sets the tone for BTC capital flows at the start of the week. Follow along each Monday for the full Hope Metric signal breakdown and forward-looking capital flow context for BTC...
3 Min
Macro & Markets
May 2025
Up Up & Away? - Market Update 5/12/2025
As promised – yet another weekly market update video. Last week was indeed a big week. BTC is now trading at range highs near $104K with ETH well above $2K for the first time in many months. Many al...
1 Min
Macro & Markets
May 2025
BERA Continues Weakness Into Unlock @ 12:30pm UTC
Berachain has their Boyco unlock today at 12:30pm UTC....At 12:30pm UTC/8:30 AM EDT there will be $2B or so unlocking from Boyco’s pre-mainnet deposits.
1 Min
Layer 1 / L1
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
An Ode To Bitcoin
How It Started Delphi published our first report in the depths of the 2018 bear market....10 largest crypto assets (Dec. 2018) In other words, we thought it was the perfect time to drop a 60-page...3% of total US public equity market cap (1.5% of global), 5% of total US public debt outstanding, ~12%...
12 Min
Other
Dec 2024
MON Protocol - Primed for IP Expansion
...be confirmed), all in-game payments would unlock discounts when using the token on an external web page...In this context, the Conversion Rate (CR) measures the ratio of users who land on the Playstore page...Source: SullyGnome – Peak Daily Cyberpunk 2077 Twitch Viewers between May 2022 and April 2025 Uniquely...
16 Min
Gaming
Apr 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 - 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
Vertical Integration vs. Creator Alignment: Pump.fun and Raydium's Battle for Solana's Memecoin Economy
For Pump.fun deployed pools Raydium takes 12% or 3bps of 25bps*.)...Pump.fun previously charged a migration fee (6 SOL) for pools going to Raydium (which accounted for 12%...of their daily revenue), but have since removed that fee, with tokens now migrating to their own pools...
16 Min
DeFi
May 2025
Yapster: Sleeping Giant of the Internet Capital Markets Meta?
...the past 24h on @believeapp : – 5k coins launched – $6M paid out to creators – $582M volume – +50% daily...Coingecko has released a Believeapp ecosystem page, and the insightful ICM explainer from @ahboyash offers...Yapster is a daily game where players create and vote on memes & tickers.
5 Min
DeFi
May 2025
Programmable Asset Ledgers Will Eat The World
America uses CUSIPs, the rest of the world uses ISINs, which incorporate the CUSIP as part of a broader 12...As long as an asset has a CUSIP everyone is able to operate on the same page....Its daily compute requirements might fluctuate by orders of magnitude — requiring minimal resources during...
25 Min
DeFi
Mar 2025
Finding the Fun in Fundamentals #1 - Mythical Games
This Polkadot Parachain currently hosts almost 6.3M total accounts and roughly 15k daily active accounts...There are over 30M daily transfers, the majority of which are derived from MYTH token traders and the...We believe that over the next 12-18 months there will be increasing interest in gaming projects that...
13 Min
Gaming
Mar 2025
World: A Trillion Dollar Opportunity, or Just Another Low Float, High FDV?
Regularly tests above 100 TPS and 15 Mgas/s under load Successfully handled traffic spikes up to 5.2M daily...reserve for Tools for Humanity) Team and investor tokens are subject to standard but extended vesting: 12...verifications currently receive 16 WLD up-front, plus additional WLD distributed over the following 12...
26 Min
AI
May 2025
Market Musings - Uncertainty Permeates The Market
  $36b worth of altcoins will be unlocked in the next 12 months $700m on average every week altcoin...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...
13 Min
Macro & Markets
Feb 2025
Positioning Early: Kittenswap, Hyperswap and the HyperEVM DeFi Opportunity
Governance-Centric On the V2 side of the protocol, 12% of fees generated on HyperSwap will be allocated...when comparing fees generated today, both Hyperswap and Kittenswap are generating about 50k in fees daily...Just 12% of these would be returned to $SWAP through buyback/burns + staking rewards on Hyperswap, whereas...
9 Min
DeFi
May 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...Gunzilla released Off The Grid with an explosive streamer campaign driving it firmly onto the front page...Following a peak of ~2.5M MAU, the core player base is steadily growing with almost 100K daily users...
12 Min
Gaming
Mar 2025
Resurgence of GameFi: Update #3
...up this post, a coin based on a more unhinged reply bot tied to X’s Grok has run to $50m FDV within 12...moment of regret (again) after the sale concluded and they were acknowledged by the Base ecosystem page...
5 Min
Gaming
May 2025
Livin' On A Prayer? - Market Update 4/6/2025
...elevated at 45 (up from 30 on Thursday) Historical analysis shows that after two consecutive 4.5-5% daily...declines in the S&P 500, returns are typically positive on average when looking 6-12 months out...and is trading below key moving averages Weekly and three-day momentum indicators are bearish, while daily...
3 Min
Macro & Markets
Apr 2025