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
3h
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
5h
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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Delphi Digital
@Delphi_Digital
9h
Yan explains why Robinhood Chain’s staying power may depend on a new generation of traders. “A few of the long-term conviction guys make life changing money, but most of them round trip it. The counter is that they were washed out so long ago that there’s now a new batch.”
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Delphi Digital
@Delphi_Digital
Aug 30
Managing Partner at Compound @mhdempsey explains why technological progress alone won’t determine how quickly AI spreads. “AI is not going to diffuse nearly as aggressively as all these 30% plus GDP people think because humans just don’t want it to, take a long time, and are
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