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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.
๐ŸŒ
linktr.ee/Delphi_Digital
Joined September 2018
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  • Pinned
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    Delphi Digital
    @Delphi_Digital
    Jul 8
    Arcium is the encrypted compute layer for blockchains. Everything on a public blockchain is permanently visible. That works for speculation but rules out anything that has to keep a secret while it runs. A sealed-bid auction collapses once the bids are visible. An order gets
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    40K
  • user avatar
    Delphi Digital
    @Delphi_Digital
    31m
    Marcus believes that retail has largely left MSTR. โ€œI find it hard to believe that retail is still going to be invested in MSTR... I think the only people left are the hedge funds and the people who really understand what Saylor is trying to do.โ€
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    00:00
    4.2K
    user avatar
    Delphi Digital
    @Delphi_Digital
    31m
    Read our recent Token Market report for free here.
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    State Of Token Markets - Delphi Digital
    From members.delphidigital.io
    999
  • user avatar
    Delphi Digital
    @Delphi_Digital
    Jul 12
    A government that borrows in its own currency rarely has to default. It can always print instead. Total global debt has climbed above 300% of GDP, and the cost of carrying it rises as yields climb. Cutting spending is politically punishing and printing has become the way out.
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    26K
    user avatar
    Delphi Digital
    @Delphi_Digital
    Jul 12
    Read the full report for free here.
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    The Decade Ahead - Delphi Digital
    From members.delphidigital.io
    12K
  • Delphi Digital reposted
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    Anil Lulla
    Delphi Digital
    @anildelphi
    Jul 10
    Spent this morning catching up on a lot of the great content our team @Delphi_Digital has been pushing out lately. Wanted to share some of my favorites as well as gift links so anyone interested can enjoy them below. Great weekend reading material.
    17K
  • user avatar
    Delphi Digital
    @Delphi_Digital
    Jul 11
    Marcus highlights Bitcoinโ€™s recent strength against traditional markets. โ€œWeโ€™ve seen Bitcoin actually put in some strength against the traditional markets ... which can also be explained by the recent ETF inflows.โ€
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    00:00
    28K
    user avatar
    Delphi Digital
    @Delphi_Digital
    Jul 11
    Read our recent Token Markets report for free here.
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    State Of Token Markets - Delphi Digital
    From members.delphidigital.io
    6.5K
  • user avatar
    Delphi Digital
    @Delphi_Digital
    Jul 10
    The world is pulling away from the dollar but the demand for it keeps climbing. For decades the US issued the world's reserve currency and traded away its industrial base for the privilege, but that bargain is now unwinding. Freezing a countryโ€™s reserves showed that assets held
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    19K
    user avatar
    Delphi Digital
    @Delphi_Digital
    Jul 10
    Read the full report for free here.
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    The Decade Ahead - Delphi Digital
    From members.delphidigital.io
    5.3K
  • user avatar
    Delphi Digital
    @Delphi_Digital
    Jul 10
    Atharv believes Strategyโ€™s bankruptcy risk is overstated. โ€œIt would remain fine if Bitcoin continues to go down 30-50% from here. Thereโ€™s going to be more pressure because the balance sheet starts showing some red signs, but they donโ€™t actually go bankrupt.โ€
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    00:00
    24K
    user avatar
    Delphi Digital
    @Delphi_Digital
    Jul 10
    Read our recent Token Markets report here for free.
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    State Of Token Markets - Delphi Digital
    From members.delphidigital.io
    5.4K
  • Delphi Digital reposted
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    Delphi Digital
    @Delphi_Digital
    Jul 9
    Aerodrome is changing how it pays for liquidity. Emissions are paid in AERO while fees come in as dollars, so when AERO rises, the protocol gets less profitable if fees don't outpace the price. Every week it mints new tokens that are paid to liquidity providers, which is a real
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    17K
  • Delphi Digital reposted
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    Ashwath
    Delphi Digital
    @ashwathbk
    Jul 8
    It's quite simple: crypto is embracing tokenized equities because the industry has largely failed to produce more than a handful of investable tokens For a piece of tech whose core value prop is being an efficient ledger, the lack of a diverse tradeable asset universe is a death
    18K
  • user avatar
    Delphi Digital
    @Delphi_Digital
    Jul 9
    Marcus explains why Bitcoinโ€™s next leg higher needs to move beyond Saylor. โ€œWhat Iโ€™m going to be looking forward to seeing is the market reacting less and less to the Saylor news.โ€
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    00:00
    22K
    user avatar
    Delphi Digital
    @Delphi_Digital
    Jul 9
    View our recent Token Market report for free here.
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    State Of Token Markets - Delphi Digital
    From members.delphidigital.io
    6.1K
  • user avatar
    Delphi Digital
    @Delphi_Digital
    Jul 9
    The Bitcoin Health Checkin
    14K
  • user avatar
    Delphi Digital
    @Delphi_Digital
    Jul 9
    Aerodrome is changing how it pays for liquidity. Emissions are paid in AERO while fees come in as dollars, so when AERO rises, the protocol gets less profitable if fees don't outpace the price. Every week it mints new tokens that are paid to liquidity providers, which is a real
    Image
    17K
    user avatar
    Delphi Digital
    @Delphi_Digital
    Jul 9
    Read the full report here.
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    Aerodrome Valuation Framework - Delphi Digital
    From members.delphidigital.io
    4.4K
  • user avatar
    Delphi Digital
    @Delphi_Digital
    Jul 9
    The most overlooked corner of AI could be biology. Capital spent the last three years chasing compute and robotics while AI for biology lagged behind. The 2021 biotech collapse hit longevity especially hard, and the sector never drew the enthusiasm the rest of AI did. That
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    11K
    user avatar
    Delphi Digital
    @Delphi_Digital
    Jul 9
    Read the full report for free here.
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    The Decade Ahead - Delphi Digital
    From members.delphidigital.io
    4.3K
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Delphi Digital
@Delphi_Digital
Live with Restream, July 08
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