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Delphi Digital
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Delphi Digital
@Delphi_Digital
A research-driven firm dedicated to making crypto happen sooner and better than it would without us.
Venture capitalist Sandy Kory says hiring quality can make or break promising startups. "It's theoretically possible to go from 20 people to 60 people in a year and keep a high bar on hiring and keep a strong mission orientation but it's unlikely.
00:00- Delphi Digital reposted
I’m excited to announce our $40M Series B, led by @AmplifyPartners with @kleinerperkins, and @Theoryvc. After knowing each other for 10 years and meeting in our freshman year in college, Cheng Han and I came together in 2021 to solve the massive problem with blockchains - the
- Jose explains why the AI cycle looks different from the dot-com bubble. “When we think about the leaders of the dot-com bubble, Cisco was trading at like 120x earnings, Oracle was 150... and nowadays you’ve got Nvidia, which has like 47% free cash flow margins.”
00:00Watch the full episode here. - Kevin explains why extreme RSI isn’t always a top signal. “RSI gets misconstrued as a topping signal, whereas in reality, it’s a confirmation of momentum.”
00:00 - Delphi Digital repostedEtherfi is evolving from a simple crypto card to an onchain credit layer. Users deposit into a yield-bearing vault and borrow against the deposit when they spend. No assets get sold and the deposit continues to earn yield. @ether_fi Cash adds a credit revenue stream through the
- Jason explains why pre-IPO markets could become one of Hyperliquid’s strongest distribution channels. “These markets are more of the Trojan horse to get TradFi aware of Hyperliquid and talking about it.”
00:00Watch the full episode here. - Delphi Digital reposted
Have said for a while one big *eventual* risk to the AI bull market will be debt buildups But despite the stream of headlines, that's not a today risk Part of a much bigger convo on AI's current economics, open source AI's breakthrough moment, & the value of frontier
00:00 - Delphi Digital reposted
The incredible @sandykory is a Venture Capitalist who is hyper focused on finding unique and out of distribution founders This has led him to back @BillionToOneInc at a $4M valuation (now $5B), @PalantirTech very early, @baseten, @sendcutsend and others Full Episode ⬇️
00:00 - Etherfi is evolving from a simple crypto card to an onchain credit layer. Users deposit into a yield-bearing vault and borrow against the deposit when they spend. No assets get sold and the deposit continues to earn yield. @ether_fi Cash adds a credit revenue stream through theRead the full Neobank report here.
- 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."
00:00Watch the full episode here.
