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Delphi Digital
11.6K posts
Delphi Digital
@Delphi_Digital
A research-driven firm dedicated to making crypto happen sooner and better than it would without us.
- Replying to @Delphi_Digital
- The disinflation story is under pressure. Our markets team has been flagging this for three months, and this week's CPI print is the confirmation. That's a meaningful shift from the pre-war outlook and removes one of the reasons 2026 looked more resilient than 2022. The oil
- Going live in 10 minutes!Our report on @NousResearch Hermes Agent is now free and open source. Hermes Agent is now the most popular agent harness. We are going live this Thursday 11AM ET with @KSimback, @Shaughnessy119, and @yusufxzy to discuss Hermes agent, harness moats, and where AI goes from here.
- Harnesses could be the new moat in AI. On SWE-bench Pro, running the same model through different scaffolds swings the resolve rate by 22 points. Swapping between the six best frontier models inside the same scaffold moves it by less than one. Meta and Harvard paired Sonnet
- Jason explains how he manages trades he doesn’t have deep conviction in. “As long as it’s trending up and there’s momentum there, you kind of just stay long. And as soon as you start to see signs of that cracking, maybe get out of the way.”
00:00 - Ashwath explains the real lesson to take away from Hyperliquid. "It’s not that you should do 99% buybacks with your revenue. It’s that being honest, transparent and authentic with your holders and your community pays massive dividends in the long term."
00:00 - Everyone's watching the SpaceX IPO. The bigger story is the multi-trillion-dollar economy it's unlocking. The price of leaving Earth is about to undergo its most aggressive compression in history. Launch costs barely moved for sixty years, then SpaceX arrived and drove them
- Delphi Digital repostedYan explains why Coinbase could become a major distribution channel for Ethena. “You have this massive pool of capital that’s sitting there at fairly low cost... and so you have this huge distribution channel to basically fuel Ethena.”
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