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

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Delphi Digital
@Delphi_Digital
Aug 27
A new episode of Hivemind is live! This week the team breaks down whether the latest crypto rally has staying power, which assets could lead, and why the return of the debasement trade may signal a shift in the market. Timestamps: 00:00 Intro 00:35 Is the Crypto Bull
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Delphi Digital
@Delphi_Digital
2h
Jason explains why ETF flows are an important test of whether the crypto rally has real buyers behind it. “I just want to see what the follow-through is with respect to actual buyers and if they’re also buying that story. ETFs are a great example of it.”
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Delphi Digital
@Delphi_Digital
Aug 13
A new episode of Hivemind is live! This week, the team discusses whether renewed onchain activity can fuel a broader rally, why small and mid caps may offer better opportunities than the majors, and the competition between crypto and AI for speculative capital. Timestamps:
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Delphi Digital
@Delphi_Digital
14h
Jason explains why buybacks have been central to HYPE’s success. “A huge amount of its success as a token, and the goodwill it’s built within crypto, is tied to the fact that they’ve put pretty much all of their revenue into buybacks. It’s effectively saying, ‘You own the
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Delphi Digital
@Delphi_Digital
19h
Managing Partner at Compound @mhdempsey explains how understanding structural themes can reduce the need to pick individual winners. “In 2024, I made this basket that I called the ‘AI obvious basket.’ It was 30 names roughly equal weighted. It drastically outperformed and I
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Delphi Digital
@Delphi_Digital
22h
Open weights are helping keep the American and Chinese AI markets connected. That might not last if Chinese labs can train frontier models on domestic hardware. Chinese AI models don’t need to be hosted by Chinese companies to compete overseas. Western companies and cloud
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