Delphi Digital (@Delphi

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.

🌍

linktr.ee/Delphi_Digital

Joined September 2018

Pinned
Delphi Digital
@Delphi_Digital
Jun 18
A New Episode of the Hivemind is Live! This week @Shaughnessy119 joins us to debate whether AI frontier companies can justify their valuations, the rise of open-source AI, and where enterprise spending is actually going. We also cover SpaceX’s IPO, Hyperliquid’s growth, and the
00:00
20K
Delphi Digital
@Delphi_Digital
15h
Tommy explains why open-source AI is becoming harder to ignore. "I think we're underestimating how easy and cheap it is to switch to open source models and how good they are."
00:00
7.7K
Delphi Digital
@Delphi_Digital
15h
Watch the full episode here.
5.1K
Delphi Digital
@Delphi_Digital
Jun 20
Replying to @Delphi_Digital
Watch the full episode here.
11K
Delphi Digital
@Delphi_Digital
Jun 20
Jose explains why the bull case for Zcash hasn’t changed. "I think what people want to see that the hacks are dealt with promptly and well... And I think the team handled it really well."
00:00
12K
Delphi Digital
@Delphi_Digital
Jun 19
Jason explains why HYPE’s bull case is more about flows than fundamentals. “Valuation can play a part, but that’s not what drives prices. What drives prices higher or lower is more aggressive buyers or sellers... and how much supply exists.”
00:00
8.8K
Delphi Digital
@Delphi_Digital
Jun 19
Watch the full episode here.
6.8K
Delphi Digital
@Delphi_Digital
Jun 19
Jose argues that AI is still being underestimated. "What I'm seeing using these models makes me so bullish on the ability for people to do way more with them than what they're doing right now. I don't see that they're overrated yet. I still think they're underestimated."
00:00
6.1K
Delphi Digital
@Delphi_Digital
Jun 19
Watch the full episode here.
6.2K
Delphi Digital
@Delphi_Digital
Jun 19
HIP-3 continues to grow. Open interest recently hit a new high of $3.2B in June, with volume on pace for its strongest month since launch. AI and semiconductor markets now account for roughly one third of HIP-3 OI. Hyperliquid is expanding beyond crypto-native speculation.
4.7K
Delphi Digital
@Delphi_Digital
Jun 19
Read our Token Markets report for free here.
State Of Token Markets - Delphi Digital
From members.delphidigital.io
2.9K
Delphi Digital reposted
Delphi Digital
@Delphi_Digital
Jun 18
A New Episode of the Hivemind is Live! This week @Shaughnessy119 joins us to debate whether AI frontier companies can justify their valuations, the rise of open-source AI, and where enterprise spending is actually going. We also cover SpaceX’s IPO, Hyperliquid’s growth, and the
00:00
20K
Delphi Digital reposted
Delphi Digital
@Delphi_Digital
Jun 18
Delphi Media is hiring an Editor / Content Producer. The role is focused on turning podcast recordings into polished longform episodes and high-performing shortform clips across X, IG, TikTok, and YouTube Shorts. The ideal fit is someone with strong editorial taste, fast
Editor / Content Producer
From delphidigital.bamboohr.com
8.9K
Delphi Digital
@Delphi_Digital
Jun 18
Delphi Media is hiring an Editor / Content Producer. The role is focused on turning podcast recordings into polished longform episodes and high-performing shortform clips across X, IG, TikTok, and YouTube Shorts. The ideal fit is someone with strong editorial taste, fast
Editor / Content Producer
From delphidigital.bamboohr.com
8.9K
Delphi Digital
@Delphi_Digital
Jun 18
Tommy explains why enterprise AI spend could shift toward open-source models. “I’m bullish AGI, but I think the near-term disruption in enterprise is shifting off of expensive cloud models.”
00:00
8K
Delphi Digital
@Delphi_Digital
Jun 18
Watch the full episode here.
7.3K
Delphi Digital
@Delphi_Digital
Jun 18
Crypto neobanking is moving from card distribution to account ownership. The card economics are limited: interchange is often ~2% and the broader merchant-fee pool gets split across the payment stack. Margins are thin after rewards, chargebacks, and processing costs. Rain
4.9K
Delphi Digital
@Delphi_Digital
Jun 18
Read the full report here.
A Framework For Crypto Neobanks - Delphi Digital
From members.delphidigital.io
3.2K
Delphi Digital reposted
Delphi Digital
@Delphi_Digital
Jun 17
Stablecoin-native neobanks are the model closest to replacing parts of traditional banking. Plasma One launched around a stablecoin balance that behaves more like an account than a simple crypto card. The product extends that balance into transfers, FX, local payment rails, and
9.1K