Pinned
Delphi Digital
11.7K posts
Delphi Digital
@Delphi_Digital
A research-driven firm dedicated to making crypto happen sooner and better than it would without us.
Tommy explains how AI workloads could split between open source and frontier models. “My mental model is like 10% of requests should go to a frontier model, 90% should go to open source.”
00:00Watch the full episode here.- Sandy Kory says AI won’t change what great founders look like. “What’s going to stay the same is these certain types of founders: exceptional, outlier, brilliant, determined, resourceful, mission-oriented, intellectually honest founders.”
00:00Watch the full episode here. delphi.link/Delphipod - Jose explains why frontier AI may keep its pricing power. “I think the frontier is always going to be way more expensive and create way more of the economic value.”
00:00Watch the full episode here. - Delphi Digital repostedOnchain tokenized equities are concentrated. The top 10 assets now make up around 60% of the market, led by high profile stocks and index funds. The top 20 account for nearly 75% of the 550+ listed assets.
- Onchain tokenized equities are concentrated. The top 10 assets now make up around 60% of the market, led by high profile stocks and index funds. The top 20 account for nearly 75% of the 550+ listed assets.Read our Token Markets report for free here.
- Incentive programs are only as strong as their monitoring and enforcement. Delphi Consulting supported Nado with independent onchain analysis to help identify manipulation patterns and improve the integrity of future competitions. If your team is designing a points program,
- Venture Capitalist Sandy explains one trait he looks for in great technical founders. "Being really smart helps, but there are some people who are really smart who just can’t really explain things.”
00:00Watch the full episode here. delphi.link/Delphipod - Delphi Digital repostedxStocks issuance continues to grow. Onchain AUM has crossed $500M for the first time with more than 177k unique holders. Household mega-caps lead a broad holder base. The top ten account for more than 80% of that total.
- Jason explains how the midterms could affect the AI trade. “Depending on how 2026 midterms go, November essentially pulls forward a lot of the risk or pushes it out a little bit more.”
00:00Watch the full episode here. - xStocks issuance continues to grow. Onchain AUM has crossed $500M for the first time with more than 177k unique holders. Household mega-caps lead a broad holder base. The top ten account for more than 80% of that total.Read our free report on Token Markets here.
- The incumbents are not watching neobanks from the sidelines. Visa's stablecoin settlement pilot is running at a $7B annualized rate across nine chains. Mastercard is expanding stablecoin settlement capabilities for partners. Both are extending control down into stablecoin rails.
- Venture Capitalist Sandy Kory believes a founder’s past can matter more than the startup pitch. "I mean 90% of the conversation is going to be on the things you've done before the startup."
00:00Watch the full episode here. delphi.link/Delphipod
