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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.
xStocks issuance continues to grow. Onchain AUM has crossed $500M for the first time with more than 177k unique holders. Household mega-caps lead a broad holder base. The top ten account for more than 80% of that total.
Read our free report on Token Markets here.- The incumbents are not watching neobanks from the sidelines. Visa's stablecoin settlement pilot is running at a $7B annualized rate across nine chains. Mastercard is expanding stablecoin settlement capabilities for partners. Both are extending control down into stablecoin rails.
- Venture Capitalist Sandy Kory believes a founder’s past can matter more than the startup pitch. "I mean 90% of the conversation is going to be on the things you've done before the startup."
00:00Watch the full episode here. delphi.link/Delphipod - 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.”
00:00Watch the full episode here. - 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
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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 ⬇️
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