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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...security council control: Stage 0 (full control), Stage 1 (requires 75% approval to override), and Stage 2...
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
Finding the Fun in Fundamentals #2 - Wemade
At the time of publication, CROW saw just $40,000 in daily volume....The token briefly ran 50% ($2-$3) in the weeks leading up to release before continuing to chart a seemingly...
18 Min
Gaming
Jun 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
Better Now? -Market Update 3/2/2025
As promised – a follow up market update video given last week’s sell off coupled with the recent Trump announcement regarding the Crypto Reserve. If you have any questions, please comment below or m...
1 Min
Macro & Markets
Mar 2025
MON Protocol - Primed for IP Expansion
Its 2% depth on Bybit – an indicator that tries to evaluate the required liquidity to move a token by...2% – is just $3.5k-$4.5k, with even lower depth on Bitget ($2k-$3k) and KuCoin/MEXC ($1.2k-$1.8k)....be confirmed), all in-game payments would unlock discounts when using the token on an external web page...
16 Min
Gaming
Apr 2025
All My Coins Are Dead - Market Update 2/25/2025
As promised – a market update video given the turbulent conditions we are facing. If you have any questions, please comment below or message in the PRO telegram chat and I will do my best to get back...
1 Min
Macro & Markets
Feb 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
As long as an asset has a CUSIP everyone is able to operate on the same page....soon: Path dependence: The combination of (1) an existing security standard (CUSIP / ISINs) with (2)...Its daily compute requirements might fluctuate by orders of magnitude — requiring minimal resources during...
25 Min
DeFi
Mar 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...
12 Min
Other
Dec 2024
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
Market Musings - New Year, More Volatility
...markets began to lose steam, and starting to look past this speculation (the new administration is still 2...The Fed delivered a ‘Hawkish Cut’. 2....basis fell to negative terrain for the first time since August 2023, while notional OI saw its largest daily...Generational long setup 2. Reclaim range high and breakout, please God I don’t ask you for much.
13 Min
Macro & Markets
Jan 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...Since its launch in April 2024, Enoki has recorded north of 2 million zkLogin addresses, with over 1.5...
22 Min
Infrastructure
Apr 2025
Tariff Tantrums - Market Update 4/9/2025
We will be hosting a live stream at 2:30pm EST today (Wed, April 9th)....Pro members are invited to ask questions and comment in the Delphi Pro Telegram group throughout the...
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...Conference Analysis I monitored Trump’s press conference announcing reciprocal tariffs Trump labeled April 2,...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
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
Hope Metric : Macro Signal Monday (06-02-2025)
The VIX rose nearly 2% to 18.93, 10-year yields remain elevated at 4.46% and Gold rallied over 3% – all...The June 2 heatmap shows the centroid centered at BTC ≈ $103,530 and HM ≈ 49.3, placing the market right...Still Matters At the end of May, we saw a sharp spike in Fed ON RRP usage, marking the second-highest daily...
7 Min
Macro & Markets
Jun 2025
Thoughts on Web3 Gaming
Most quality games require 2-5+ years of development and a high degree of specialized expertise. ...Pixels – Daily Active Players Pixels, for example, is currently operating with a token spend-to-earn...ratio of approximately 1:2 – a model that remains economically unsustainable in the long term without...daily playtime per user of 3h09min.
6 Min
Gaming
May 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
Resurgence of GameFi: Update #3
Season 2 is “close” (my interpretation is that it’s a few weeks away)....Season 2 will feature the new weapon system, as well as the introduction of boss battles....moment of regret (again) after the sale concluded and they were acknowledged by the Base ecosystem page...
5 Min
Gaming
May 2025