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A Deep Dive on Galaxy Digital's Flagship AI Mining Center Helios
Load Study: Analysis conducted to measure, evaluate, and analyze current and future electrical demand trends...an arms race between the major AI Large Language Model (“LLM”) developers, namely OpenAI, Microsoft, Google...As opposed to the Traditional Hyperscaler businesses of AWS, Azure, and Google, which predominantly offer...
32 Min
Macro & Markets
Jun 2025
DeAI’s Path Forward: Trust & Efficiency
Sampling asymmetry – Major providers (Google, OpenAI) dominate (~20%) Arena matchups, overshadowing smaller...Akash, Render) vs. using AWS, Google Cloud, or Microsoft Azure Put idle crypto to work – Stake your...Track verification-cost trends – Watch how much it costs to generate cryptographic proofs over time,...
22 Min
AI
May 2025
The Year Ahead for DeFi 2025
Reputation as collateral, payday loans, syncing google calendar to your wallet to send money to family...In 2025, there are two sub-trends that I expect will accelerate this broader shift: The rise of intent-based...Intuitively, the common denominator among these trends is that they increase competition at the DEX layer...
72 Min
DeFi
Dec 2024
An Ode To Bitcoin
— the ultimate form of cross-border capital — and it sat at the heart of one of the biggest secular trends...At $91,150 Bitcoin flips Saudi Aramco At $109,650 Bitcoin flips Amazon At $107,280 Bitcoin flips Google...In fact, we expect these global trends to only worsen over the next decade.
12 Min
Other
Dec 2024
DeAI IV: The Agentic Economy
Agents are shoe-horned into existing frameworks, and we see an acceleration of the trends of the prior...Google on the enterprise side....However, MyShell aims to differentiate its offering by leaning into the emerging trends of the attention...MyShell leans into these trends: building a decentralized AI first app store: marrying a model layer,...
63 Min
Artificial Intelligence
Oct 2024
Noise: Turning Attention Into a Market
...mindshare—what Noise has referred to as relative attention index, modeled after tools like Baidu Index or Google...Trends....It’s still early and admittedly primitive, but the concept is dead simple: bet on trends, not tokens....But for people who just want to care about trends, this model is way more approachable.
9 Min
DeFi
Apr 2025
Sui Network: Demystifying the Monolithic Contender
AI-Powered Security Audits – BugDar Sui announced its partnership with Google Cloud’s AI platform called...For example, when you use your Google account to log into a third-party app, you use OAuth 2.0....The user initiates OAuth login with an OpenID Provider (e.g., Google).
43 Min
Layer 1 / L1
Dec 2024
The Fat App Thesis: An Inflection Point in Value Accrual
There are many trends that have accelerated this: app-specific sequencing, private order flow & MEV...This is fundamentally different from the Web2 paradigm, where applications like Facebook, Google, and...Just as AWS, Azure, and Google Cloud burned billions to attract early enterprise adoption, confident...
43 Min
Layer 1 / L1
Apr 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...And you could probably throw somewhere within this, there’s an opportunity for a Google within that as...Real Vision's Raoul Pal and Delphi Digital's Kevin Kelly are back to discuss the latest trends in macro...
Macro & Markets
Oct 2024
Covalent: On-chain Data Meets Agency
Each agent in this system uses LLMs (OpenAI, Google, or Anthropic) to parse instructions, generate text...
13 Min
Infrastructure
Jun 2025
The Year Ahead for Markets 2025
This pattern is evident in everything from Google search trends and the surge in “Bitcoin” news articles...At $91,150 Bitcoin flips Saudi Aramco At $109,650 Bitcoin flips Amazon At $107,280 Bitcoin flips Google...These trends drove its price up over 130% YTD and pushed its dominance to a three-year high.
90 Min
Macro & Markets
Dec 2024
The Year Ahead for AI + DePIN 2025
Wall Street Journal Google appears to have a clear advantage on the data front since it can tap YouTube...fragility comes at precisely the wrong moment as we face unprecedented demand growth from three secular trends...Hivemapper has managed to map >20% of the globe in two years, 5x the speed of Google....How about leading AI labs that aren’t xAI or Google?
122 Min
Artificial Intelligence
Dec 2024
Pro Crypto Insider Talks - July 2024
Real Vision’s Raoul Pal and Delphi Digital’s Kevin Kelly are back to discuss the latest trends in macro...So in my view, I mean, I think a lot of the trends we talked about the last couple of months are still...It actually serves as a longer term kind of support for a continuation of the trends that you’re seeing...
Macro & Markets
Jul 2024
April Showers… May Flowers? - Macro & Markets May 2025
Institutional Adoption Trends Accelerate May marked a renewed wave of institutional demand for crypto...Sustained green markers tend to accompany conviction-led trends where sentiment and price reinforce each...Institutional Crypto Adoption Trends: A surge in Bitcoin ETF inflows and emerging crypto treasury strategies...
25 Min
Macro & Markets
Jun 2025
Delphi's Market Matters - June 2025
We discuss several growing institutional trends that have taken markets by storm – public company digital...
1 Min
Macro & Markets
Jun 2025
The Stablecoin Manifesto
Venmo, Apple Pay, Google Pay), consumers can spend stablecoins across merchants from a single account...Samsung and Google will likely follow suit....And ​​Google coordinates informational/search intents by matching queries with relevant web content.
45 Min
Stablecoins
Nov 2024
Squads' Expansion from Multisigs to Crypto-Native Fintech Infrastructure
...powerful approach to crypto payments mirrors traditional banking convenience and aligns with industry trends...institutional and retail users through their product suite, Squads is positioning itself for three key trends...our comprehensive analysis of how Squads is positioning itself at the intersection of three powerful trends...
26 Min
Infrastructure
Feb 2025
Is The Market Carnage Over?
’s episode, Real Vision’s Raoul Pal and Delphi Digital’s Kevin Kelly are back to discuss the latest trends...
2 Min
Macro & Markets
Mar 2025
DeAI III: Composable Compute
If Google represents the extreme in the integrated approach: their own silicon, their own cloud, their...The field is literally dependent on Zuck’s good will and Apple / Google vendetta to keep up with the...Right now, Google and Apple, using a more integrated approach, are clearly the two front runners, but...
39 Min
Artificial Intelligence
Aug 2024
Aptos: Infrastructure for the Financial Internet
Instead, they can log in using Google Sign-In, just like any Web2 app.
30 Min
Infrastructure
Apr 2025