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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.
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Joined September 2018
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    Delphi Digital
    @Delphi_Digital
    Aug 20
    Institutional finance is converging on Avalanche. Tokenized assets were central to Avalanche’s early institutional story, but the network’s role now reaches well beyond issuance. On a dedicated Avalanche L1, an institution can decide who validates the network and who can
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    Delphi Digital
    @Delphi_Digital
    6h
    Marcus explains why many crypto applications become one-hit wonders. “If this app or protocol is just a one-hit wonder, you would see revenue spike in the first couple weeks. But then over the next few months, revenue keeps grinding down, which drives your X-rev down.”
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    Delphi Digital
    @Delphi_Digital
    10h
    Managing Partner at Compound @mhdempsey explains why markets could be entering an era of rolling bubbles. “If everyone has a view that you sell when it draws down 20%... it’s not going to draw down 20%. It’s going to draw down a lot more.”
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    Delphi Digital
    @Delphi_Digital
    20h
    Marcus explains why a low revenue multiple doesn’t necessarily mean something is cheap. “What I argue is that when an X-rev is low, it doesn’t mean that it’s cheap, right? It just means that the market doesn’t believe that your revenue is sustainable.”
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    Delphi Digital
    @Delphi_Digital
    Aug 21
    NEAR is building the infrastructure for AI agents to hire one another. Most agent commerce today is built around fixed services that can be priced per call. Hiring another agent creates a different kind of transaction because the buyer is paying for an outcome that may take
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