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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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    41K
  • user avatar
    Delphi Digital
    @Delphi_Digital
    1h
    Real yields are the biggest headwind facing crypto. Liquidity remains risk-on in aggregate, but the margin of safety has thinned and system fragility is building. That backdrop rewards the strongest assets and weighs on the broader altcoin market. Bitcoin dominance is the
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    Scott Freeman
    Delphi Digital
    @scotttfreeman
    3h
    Aggregate liquidity is still risk-on, but the margin of safety is thin and system fragility is rising. Cyclically, our liquidity margin of safety framework favors bitcoin over alts in the second half of 2026 (first chart). Tactically, speculative positioning in bitcoin is at
    4.7K
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    Delphi Digital
    @Delphi_Digital
    1h
    Read the Macro & Markets Mid Year Report here.
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    Macro & Markets Mid Year Report Card - Delphi Digital
    From members.delphidigital.io
    1.4K
  • user avatar
    Delphi Digital
    @Delphi_Digital
    4h
    Capital is flowing onto Robinhood Chain. The network recorded more than $135 million in net bridge inflows within two weeks of its public mainnet launch. Robinhood has outlined plans to extend Stock Tokens beyond 24/7 trading into lending and collateral use cases. The next test
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    6.4K
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    Delphi Digital
    @Delphi_Digital
    4h
    Read our recent Token Markets report for free here.
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    State Of Token Markets - Delphi Digital
    From members.delphidigital.io
    2.9K
  • user avatar
    Delphi Digital
    @Delphi_Digital
    8h
    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
    14K
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    Delphi Digital
    @Delphi_Digital
    8h
    Read our recent Token Market report for free here.
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    State Of Token Markets - Delphi Digital
    From members.delphidigital.io
    3.9K
  • 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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    30K
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    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
    13K
  • 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
    29K
    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
    6.7K
  • 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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    20K
    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
    5.5K
  • 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
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    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
    5.6K
  • 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
    6.2K
  • user avatar
    Delphi Digital
    @Delphi_Digital
    Jul 9
    The Bitcoin Health Checkin
    14K
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Delphi Digital
@Delphi_Digital
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