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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
Resurgence of GameFi: Update #3
...moment of regret (again) after the sale concluded and they were acknowledged by the Base ecosystem page...
5 Min
Gaming
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
Bounce? - Market Update 3/17/2025
...complicating US debt refinancing situation Equity Markets S&P 500 and Nasdaq showing a decent bounce (3-...
3 Min
Macro & Markets
Mar 2025
Way Down We Go? - Market Update 3/31/2025
Bitcoin Analysis Rejected at 88-90K resistance as predicted Momentum metrics show conflicting signals (daily...timeframe positive, weekly/3-day negative) Base case: sideways to downward movement for several weeks...
2 Min
Macro & Markets
Mar 2025
BTC Coming Home? - Market Update 3/24/2025
...from November-February range Weekly Hull moving average ribbon shifting from bullish to bearish phase Daily...timeframe showing bullish signals, contradicting bearish higher timeframes Anticipating “1-2-3” bottoming...for allocation Technical Outlook Multiple timeframe analysis shows conflicting signals: Weekly and 3-...
3 Min
Macro & Markets
Mar 2025
Is It Time To Say Goodbye? - Market Update 3/10/2025
As promised – yet another market update video given the continued carnage across risk asset markets. Summary The market continues to experience a broad selloff across both tradFi and crypto assets....
3 Min
Macro & Markets
Mar 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
...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
Diving into Nous Research's DeepHermes-3 Preview Model
In with the New, (not) Out with the Old DeepHermes-3 Preview builds upon Hermes 3’s function-calling...This feature is not present in Hermes 3, which primarily functioned as an instruct-tuned model without...Retains and Expands Hermes 3’s Function Calling System DeepHermes-3 retains Hermes 3’s function-calling...
6 Min
Artificial Intelligence
Feb 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...BTC’s total market value is only 3% of total US public equity market cap (1.5% of global), 5% of total...
12 Min
Other
Dec 2024
April Showers… May Flowers? - Macro & Markets May 2025
Bitcoin ETFs absorbed more than $3 billion in net inflows during May, driving BTC back above $109,000...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...
25 Min
Macro & Markets
Jun 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....nature as open asset ledgers, blockchains could reduce the settlement of international trades from T+3...Its daily compute requirements might fluctuate by orders of magnitude — requiring minimal resources during...
25 Min
DeFi
Mar 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
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
The FOMC cut rates by 25 basis points to 4.50%, and signaled fewer cuts in 2025. 3....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... Market Matters, which is available for all Delphi Pro members.
13 Min
Macro & Markets
Jan 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...technology’s advantages by delivering a more compelling experience—one that can convert more of the 3...Gunzilla released Off The Grid with an explosive streamer campaign driving it firmly onto the front page...
12 Min
Gaming
Mar 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...turn bullish, it would need to break and hold above the 90-92K area All timeframe indicators (weekly, 3-...day, daily) need to align for a sustainable bullish trend Equities showing similar technical patterns...
2 Min
Macro & Markets
Apr 2025
Thoughts on Web3 Gaming
Pixels – Daily Active Players Pixels, for example, is currently operating with a token spend-to-earn...userbase (2.7M MAU -> 350k DAU) with revenue dropping significantly from its $1.3B peak in 2021. 3...webshops like Xsolla will roughly take a flat 5% while payment providers like Stripe or PayPal take 3-...daily playtime per user of 3h09min.
6 Min
Gaming
May 2025