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Delphi Digital
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@Delphi_Digital

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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linktr.ee/Delphi_Digital
Joined September 2018
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  • Pinned
    @Delphi_Digital
    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
    00:00
    19
  • @Delphi_Digital
    Delphi Digital
    @Delphi_Digital
    5h
    Jason explains why buybacks have been central to HYPE’s success. “A huge amount of its success as a token, and the goodwill it’s built within crypto, is tied to the fact that they’ve put pretty much all of their revenue into buybacks. It’s effectively saying, ‘You own the
    00:00
    6
  • @Delphi_Digital
    Delphi Digital
    @Delphi_Digital
    10h
    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
    00:00
    12
  • @Delphi_Digital
    Delphi Digital
    @Delphi_Digital
    13h
    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
    7
  • @Delphi_Digital
    Delphi Digital
    @Delphi_Digital
    16h
    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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    12