The rapid evolution of advanced AI tools like OpenAI’s “Deep Research” feature is forcing a structural...shift in knowledge work, research, and economic power....Unlike previous innovation waves that automated physical labor, reasoning models like Deep Research (...TLDR AI is rapidly reshaping labor, research, and capital structures.

Introduction Our fund thesis is entirely premised on the Internet Financial System. It is our Kierkegaardian idea to live and die for, and we often find ourselves attempting to explain the promise and...

Bitcoin was the culmination of decades worth of research across domains like engineering, cryptography...asset has gone through three distinct waves of adoption: retail corporations nation-states Delphi’s research...why that’s the case and the real drivers of BTC’s price (hint: it’s not Bitcoin halvings), our past reports...

Independent, third-party research firm SemiAnalysis (widely considered to be the pre-eminent, thought...Sell-side research analysts have alluded towards a massive supply of Bitcoin mining data centers on the...Goldman, JPM) equity research coverage of Galaxy highlights that the largest banks currently do not believe...

The goal of this collaboration is to educate the industry as part of a broader research series on secondary...

Welcome to Delphi Daily, your concise roundup of the research, insights and reads shared in the members...ultimately targeting higher returns from hardware-backed lending pools. https://members.delphidigital.io/reports...

Source: Diving Into Dark Pools Given the amount of research and development that has gone into building...A bond that auto-reports trades to regulators, saving issuers and traders a lot of time.

...pivot toward efficiency, specialization, and composability is exactly the direction guiding my own research...DeepMind research demonstrates strong recall at context lengths up to 5 million tokens (with performance...OpenAI’s broad rollout of these capabilities marks the transition of Long-Context AI from research to...

Selecting the Winner After individual validation, each validator reports their findings back to the mempool...alongside higher-yield alternatives with clear APY comparisons, Enso-powered interfaces can eliminate the research...

In future reports, we will be diving deeper into this thesis and these protocols....Paxos also posts all reserve reports and serialized bar lists publicly for on-chain reconciliation.

For those who’ve been following our Markets research for the last several years, some of these topics...We’ve discussed many of them in detail in some of our prior reports, which complement the commentary...Longtime readers of our research know why this is the case — no miracles necessary — and why this has...

The culmination of all of these issues has resulted in an ongoing theme we have detailed in multiple reports...This mobile-first approach is partially validated by domestic research showing 92% of African gamers...For example, in a campaign with Karate Combat, KGeN reports an almost 40% decrease in eCAC, while charging...

Welcome to Delphi Daily, your concise roundup of the research, insights and reads shared in the members...Simplifying the L1 Research reveals that latency advantages in blockchain auctions don’t necessarily...Web3 projects like Gensyn, Prime Intellect, Nous Research, Pluralis, Ambient, and Vana x Flower Labs...

The WEMIX PLAY platform reports around 132,000 concurrent users, suggesting that MIR4 likely still maintains...

...together is encouraged, but given its length, readers should feel free to view this as two separate reports...direction we are watching is what Nous Research calls “hunger.”...Ex-OpenAI chief research officer Bob McGrew says that o1 is really GPT-5 because it represents a 100x...The Information The third research direction we will be watching in 2025 is agents.

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...MegaETH: Performance to Compete With TradFi **(Delphi Research)** Traditional finance has always operated...

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 on...Into The Clanker-Verse (Delphi Research) Virtuals has established itself as the casino of choice on Base...

...share that includes a dozen niches outside of crypto, like productivity/personal assistants, sales, research...DevX Agent A dev-focused “deep research” type agent that sources and learns from on-chain data to help...

We’ve published a guest post from Rittenhouse Research on Galaxy Digital’s AI Mining Center Helios.

...a fresh round of Silk Road BTC panic to potentially catalyze a period of choppy price action, with reports...supply) Source: https://token.unlocks.app/ What We’re Reading The Dark Night Rises – Part 1 (Delphi Research...Dog Days of Summer (Delphi Research) The first half of 2024 has been a tale of two seasons for crypto...