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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
Let It Happen - Market Update 5/4/2025
<span data-mce-type="bookmark" style="display: inline-block; width: 0px; overflow: hidden; line-height: 0;" class="mce_SELRES_start"></span> As promised – yet another market update video....
1 Min
Macro & Markets
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
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
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...and is trading below key moving averages Weekly and three-day momentum indicators are bearish, while daily...
3 Min
Macro & Markets
Apr 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...been well received overall, the current build remains incredibly unstable and likely needs another 2-4...In this context, the Conversion Rate (CR) measures the ratio of users who land on the Playstore page...
16 Min
Gaming
Apr 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....dedicated piece a few months ago: https://t.co/uUg8G3zLdB — Robbie Petersen (@robbiepetersen_) December 4,...Its daily compute requirements might fluctuate by orders of magnitude — requiring minimal resources during...
25 Min
DeFi
Mar 2025
Bigger Than Binance: How Pump.fun's $1.3B Raise Sets Up Crypto's Most Hated Rally
With the announcement that Pump is now raising $1.3 billion at a $4 billion valuation, and planning to...Notably, Pump’s “normal” June performance of 24,000+ daily launches and ~$120 million in daily bonding...This suggests the $4 billion valuation may be correctly pricing Pump’s fee generation capability, but...daily ($46.6 million annually).
30 Min
DeFi
Jul 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
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
Kill your customer: The death of KYC and the rise of ZK-TLS
...portion to ensure that the user isn’t lying about the content, all without seeing any portions of the page...Reclaim is incredibly fast, with proof generation taking under 4 seconds, and users do not need to download...Our newest Delphi Pro deep-dive shows how Zero-Knowledge TLS (ZK-TLS) replaces slow document uploads...
20 Min
Macro & Markets
Jul 2025
Trump's Liberation Day: Market Update Live Stream
We will be hosting a live stream at 4:15pm EST today (Wed, April 2nd), with live coverage on the developing...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
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
Celestia's Roadmap: $TIA Time, or is DA a Commodity?
If they increase blobs at the same rate they’ve increased the gas limit (flat for ~4 years), then they...Assuming each tx, when compressed, averages around 100 bytes, the total daily data posted would be ≈...Next upgrade capacity will support 5.33 MB/s​ = 32MB blocks These figures translate to the following daily...
47 Min
Layer 1 / L1
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...In the 4 years since Axie Infinity sparked a gaming hype cycle drawing in over $4B of investment, few...Gunzilla released Off The Grid with an explosive streamer campaign driving it firmly onto the front page...
12 Min
Gaming
Mar 2025
DeAI’s Path Forward: Trust & Efficiency
OpenAI-MRCR (4/14/25): Originally introduced by Deepmind, this eval measures how accurately models retrieve...Regular performance monitoring → daily testing to detect any drop in quality....GPT-4, for example, leaks sensitive personal contact info in about 14% of harmless, privacy-focused prompts...
22 Min
AI
May 2025
Vertical Integration vs. Creator Alignment: Pump.fun and Raydium's Battle for Solana's Memecoin Economy
...has already processed more than $14 billion in cumulative volume, averaging around $450 million in daily...Today PumpSwap’s revenue as a percent of its average daily revenue is less than it was when charging...That said, when you add it all up, Pump.fun is now pulling in over $2.5 million in daily fees across...
16 Min
DeFi
May 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...the game hit 6.8M downloads, roughly $25M in revenue, and a revenue per download (RPD) of just under $4.
13 Min
Gaming
Mar 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