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Today

The Role of Reth with Georgios - ZK Podcast

Zero Knowledge Podcast is a show about zk proofs and other blockchain tech. Learn about the latest in zero knowledge research, cryptography-enabled privacy tech.

2 hours ago Podcast

The Role of Reth with Georgios - ZK Podcast

Verifiable Compute: Scaling Trust with Cryptography

Verifiable compute is poised to become as important of a technological revolution as blockchain itself. It encompasses the commercialization of various cryptographic techniques that can be collectively as impactful for blockchains as HTTPS has been for the internet. While many technological hurdles and barriers to adoption exist, the density of sheer brain power pushing its limits points to an optimistic (or rather verifiable) future.

4 hours ago Reads

Verifiable Compute: Scaling Trust with Cryptography

Hybrid order type (HOT) - AMM by Arrakis Finance

Introducing HOT: An MEV Aware, Intent-Centric AMM Design With better outcomes for LPs and token issuers through a first-of-its-kind intents based approach to on-chain liquidity.

4 hours ago Tweets

Hybrid order type (HOT) - AMM by Arrakis Finance

Solana Bandwidth Markets

1/🧵Solana SWQoS & Bandwidth Markets Over the past few months, Solana has struggled with congestion issues, resulting in dropped transactions & processing delays. One of the solutions to this is Stake Weighted Quality of Service (SWQoS). Let's dig into SWQoS & Our new innovation, "Bandwidth Markets"!

5 hours ago Tweets

Solana Bandwidth Markets

Examining the Based Sequencing Spectrum

The introduction of based sequencing once again highlights the crucial position of the Ethereum L1 proposer. However, how do we reconcile the high sophistication requirements of providing preconfirmations on rollups with the necessary simplicity of L1 proposers? If outsourcing sequencing is the way forward, how do we classify a system as based?

6 hours ago Reads

Examining the Based Sequencing Spectrum

Binance Surveillance Team found DWF Labs Engaged in Market Manipulation

*Binance Surveillance Team found DWF Labs Engaged in Market Manipulation, Sources Say -- WS:: BBG

11 hours ago Tweets

Binance Surveillance Team found DWF Labs Engaged in Market Manipulation

Yesterday

Delphi Pro - The Revival of MakerDAO: Unpacking The MKR Thesis

  Introduction What has historically been indiscriminately punished for its lack of innovation and conservative organizational posture could be on

21 hours ago Reads

Delphi Pro - The Revival of MakerDAO: Unpacking The MKR Thesis

House Overturns SAB 121

Historic moment — first ever vote on a standalone crypto bill in either chamber of Congress. 21 Dems joined with all the Rs (with 10 of each party not voting) to approve the repeal of SAB 121. 🔥

22 hours ago Tweets

House Overturns SAB 121

Raising the Gas Limit Part 2 - Paradigm

how to raise the gas limit, part 2 ⛽⛽ 1. the goal = raise the gas limit 2. the approach = use lots of data 3. the focus today = 𝐇𝐈𝐒𝐓𝐎𝐑𝐘 𝐆𝐑𝐎𝐖𝐓𝐇 very excited to release our latest research on the LARGEST + LEAST DISCUSSED factor holding back Ethereum's gas limit

1 day ago Tweets

Raising the Gas Limit Part 2 - Paradigm

Five perspectives on stablecoins - Nic Carter

At this point, stablecoins are a demonstrated success — crypto’s first killer app. The data on this front is abundant and increasingly clear. As I have argued, stables have dollarized the crypto market, and they are crypto-dollarizing a whole host of economies, particularly in emerging markets. There is an important discussion to be had about the long term prospects for native tokens like Bitcoin, Solana, or Ether in a world where almost all transactions on chain are settled in stables, but that

1 day ago Reads

Five perspectives on stablecoins - Nic Carter

Crateplace Launch to Tokenize Music

We are on the verge of launching another crypto app that will take crypto twitter by storm. This app not only enables anyone to become a musician but also equips them with a new set of crypto tools to compete against the algos and network effects of social media We are currently experiencing an era where various media channels—such as audio, video, pictures, memes, and sports—are all being tokenized. Each of these mediums allows creators to now tokenize their work, enabling it to move frictio

1 day ago Tweets

Crateplace Launch to Tokenize Music

7th May 2024

FTX Plan Summary

Quick Summary Of FTX Plan: Customers < 50k get 118% back within 60 days of plan confirmation (Q1 2025ish) - this reps 96% of the customers

1 day ago Tweets

FTX Plan Summary

FTX Creditors to Receive 118% of Claims (Priced at Bear Market Lows)

FTX- 98% OF FTX CREDITORS TO RECEIVE AT LEAST 118% OF ALLOWED CLAIMS IN CASH WITHIN 60 DAYS OF EFFECTIVENESS - RTRS

1 day ago Tweets

FTX Creditors to Receive 118% of Claims (Priced at Bear Market Lows)

Introducing Arcium, the first parallelized confidential computing network.

Introducing Arcium, the first parallelized confidential computing network. Arcium empowers developers and applications, from DeFi, DePIN, AI, and beyond, to flexibly access trustless, verifiable, and performant confidential computing power, starting on @solana. 🧵👇

2 days ago Tweets

Introducing Arcium, the first parallelized confidential computing network.

Bitcoin might actually get a soft fork - Blockspace Media

Blockspace had boots on the ground this past week Austin, Texas for BTC++, a Bitcoin developer conference where discussion over a potential soft fork moved forwards.

2 days ago Reads

Bitcoin might actually get a soft fork - Blockspace Media

Lyra Finance Tokenized Derivative Yield

Today, Lyra is announcing tokenized derivatives yield on EigenLayer. Restakers on @swellnetworkio, @ether_fi and more will be able to earn 10-50% APY on their LRTs by utilizing a new primitive that tokenizes basis trade and covered call strategies. Let’s unpack ↓

2 days ago Tweets

Lyra Finance Tokenized Derivative Yield

6th May 2024

Solana LST Dashboard

Overview of Solana's Liquid Staking Market (✍️/7)

2 days ago Tweets

Solana LST Dashboard

MMT – The Good, the Bad and the Ugly – Pragmatic Capitalism

Modern Monetary Theory (MMT) is in the news a lot lately and has grown especially popular with non-economists and people who are attracted to the large government spending possibilities it promotes. MMT advocates frame the theory as a superior option to mainstream economics, but often cherry pick or misconstrue mainstream concepts while promoting their own vaguely accurate concepts.

3 days ago Reads

MMT – The Good, the Bad and the Ugly – Pragmatic Capitalism

Where Are We In The Cycle?

And is this time really different?

3 days ago Reads

Where Are We In The Cycle?

Fairblock Launches FairyCoW on CoWSwap

Announcing FairyCoW Swap, an auxiliary application for @CoWSwap that improves onchain trading experiences by protecting against pre-execution order leakage and increasing capital efficiency without reliance on centralized parties🔐 https://medium.com/@Fair_Block/announcing-fairycow-encrypted-orders-for-cow-swap-2a5ae0bd0785

3 days ago Tweets

Fairblock Launches FairyCoW on CoWSwap

Hong Kong ETF Flows Dashboard

In our view, the launch of the Bitcoin and Ethereum ETFs in Hong Kong, is a far less significant moment that the US ETFs. However, due to a number of requests, we have launched an HK ETF Flow dashboard https://farside.co.uk/?p=1508

3 days ago Tweets

Hong Kong ETF Flows Dashboard

Mysticeti: introducing next generation speed | Dmitri Perelman at Sui Basecamp 2024

At Sui Basecamp 2024, Dmitri Perelman, Head of Engineering at Mysten Labs reveals Mysticeti, a new consensus protocol that is faster, cheaper, more efficient...

3 days ago Media

Mysticeti: introducing next generation speed | Dmitri Perelman at Sui Basecamp 2024

5th May 2024

Flare Network

The AI market is expected to grow ~5x over the next three years. This makes the need for data one of the most valuable commodities in the crypto space. There's a project facilitating the expansion of secure and decentralized data sources. A 🧵

4 days ago Tweets

Flare Network

Friend Tech Dune

Friend Tech Ultimate Analytics

4 days ago Reads

Friend Tech Dune

Vitalik - Exploring Fully Homomorphic Encryption

Fully homomorphic encryption has for a long time been considered one of the holy grails of cryptography. The promise of fully homomorphic encryption (FHE) is powerful: it is a type of encryption that allows a third party to perform computations on encrypted data, and get an encrypted result that they can hand back to whoever has the decryption key for the original data, without the third party being able to decrypt the data or the result themselves.

4 days ago Reads

 Vitalik - Exploring Fully Homomorphic Encryption

Sui's Mysticeti on Testnet

@SuiNetwork Consensus 2.0 (Mysticeti) is live in Public testnet and will reduce e2e latency ~64%. Half a second for consensus txns.

4 days ago Tweets

Sui's Mysticeti on Testnet

4th May 2024

The Untapped Opportunity for Liquid Funds

Liquid crypto is probably the single biggest untapped investable segment for crypto funds and represents a huge opportunity that will almost certainly get no inflows couple thoughts why and how it feeds into VC outsizing and general animosity from wider market

5 days ago Tweets

The Untapped Opportunity for Liquid Funds

30th April 2024

A Pro Member asked...

Saw the Reads post about Sui-Google partnership and seems to me that Sui’s zklogin (which can use 0Auth credentials) could be a big step for
Yeah I think that zklogin is one of the better shots/architectures at getting retail adoption. Sui’s main issue right now isn’t the tech, I’m a fan of everything they’re doing there. They just don’t really have much of an ecosystem yet. The hardware ...

A Pro Member asked...

NEAR seems to be holding up pretty well recently compared to BTC and other L1 tokens. Are there any recent developments or new apps launchin
NEAR kind of has a bunch of narratives going for it right now and is also fully unlocked. There’s not really new adoption but they have NearDA, are building chain abstraction, the whole AI angle, etc. https://x.com/NEARProtocol/status/1772809530671...

A Pro Member asked...

Following up on my previous question about Cosmos, why would a team choose to launch a Cosmos app chain versus launching an L2/rollup on ETH
From the top of my head, I would say internalize MEV and having more customizable space to innovate are the main ones to choose to launch an appchain over an ETH rollup. The majority of rollups today don’t capture any value out of their users’ acti...

24th April 2024

King $COIN's Calculated Moves

With Q1 earnings season on the horizon, and with Coinbase reporting on May 2nd, we wanted to highlight one of our newest tools made available to Delphi subscribers: The Coinbase Transaction Revenue Calculator. Recalling our exploration into the over...

20th April 2024

Rune Pups vs BRC-20 Update

In a recent AF post, I looked to see if there was upside in buying Rune Pups ordinals vs PUPS BRC-20. I outlined some very optimistic scenarios for holding a rare Rune Pup. The team has finally released the actual allocation based on Rune Pup type so...

12th April 2024

A Pro Member asked...

Does anyone have strong conviction in what the next big narrative will be and where attention is going to flow? Seems like we’re in a bit of
I put this narratives AF post out the other week and still mostly agree with it: https://members.delphidigital.io/feed/tracking-current-narratives?&utm_source=link&utm_medium=portal I think I would put all of the BTC ecosystem stuff higher, especial...

11th April 2024

Which to buy, PUPS BRC-20 or Rune Pups?

Another token near the top of the Bitcoin meme wars is PUPS. With the recent pumping of the PUPS BRC-20 and Rune Pups floor as of late, the question is “Which to buy, PUPS BRC-20 or Rune Pups?”. In order to answer this, we will go through 4 (of many...

16th March 2024

Thesis 404

With market attention now primarily on Solana, memes, and BTC flows, I felt it was an excellent time to refine my thesis on the opportunity around 404s. 404s are a catch-all term I am using for semi-fungible proto-token standards that combine tokens ...

10th January 2024

Spot BTC ETF and Visa Transaction Fees...and Coinbase

With the spot BTC ETF approval around the corner, this image came up. It reminded me of Visa and MasterCard’s duopoly on electronic payments. Visa and MasterCard process 15-20 trillion dollars annually (and growing). Visa and MC are in the business ...

1st November 2023

$RUNE Rally Is Based On Fundamentals

Since the last, “Fundamentals Outcompete Price On THORChain” Alpha Feed post, $RUNE appreciated more than 3x, outcompeting the rest of the market. In the chart below, I take a look at how Rune price fairs against Non-Rune TVL. I define Speculative M...