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Delphi Digital

@Delphi_Digital • 345,848 subscribers

A research-driven firm dedicated to making crypto happen sooner and better than it would without us.

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1 Day to Go

1 Day to Go

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Introducing the Digital Asset Treasury Dashboard! Track $150B+ in BTC, ETH, and SOL held in crypto treasuries all in one place for free. See Treasury & Fully Diluted mNAVs, portfolio breakdowns (MicroStrategy, Metaplanet & more), and regular updates.

Introducing the Digital Asset Treasury Dashboard! Track $150B+ in BTC, ETH, and SOL held in crypto treasuries all in one place for free. See Treasury & Fully Diluted mNAVs, portfolio breakdowns (MicroStrategy, Metaplanet & more), and regular updates.

65,998 views

It’s hard to separate the signal from the noise in crypto. Each year, our team dedicates countless hours to creating the most comprehensive, actionable outlook for the year ahead so that you don’t have to. The 2025 Year Ahead reports are out now, here are key topics covered:

It’s hard to separate the signal from the noise in crypto. Each year, our team dedicates countless hours to creating the most comprehensive, actionable outlook for the year ahead so that you don’t have to. The 2025 Year Ahead reports are out now, here are key topics covered:

27,085 views

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Everyone knows alon But @pumpdotfun actually has three co-founders We hosted Sapijiju for his first-ever conversation about $PUMP Timestamps 0:00 Intro & Noah's Crypto Journey 7:15 Learning from Failure to Product Market Fit 11:20 Crypto's Lack of Innovation 16:30 Current Creator Models are Broken 18:00 Pump's Content Vision 23:00 Pump as a Product First Operation 25:00 Growing the Pie for Streaming 29:00 Innovating on Content Distribution 34:00 Letting Content Grow Organically 37:40 +$1.5B worth of SOL is locked in Pump Liquidity Pools 40:20 Creating a Global Impact with Pump 42:20 What could Pump do with its Warchest? 47:00 The Pump Buybacks 51:00 Why People use Pump 54:00 The Culture Shift of Crypto 57:00 Traditional models no Longer Work 59:00 The Cycle of Human Nature

Everyone knows alon But @pumpdotfun actually has three co-founders We hosted Sapijiju for his first-ever conversation about $PUMP Timestamps 0:00 Intro & Noah's Crypto Journey 7:15 Learning from Failure to Product Market Fit 11:20 Crypto's Lack of Innovation 16:30 Current Creator Models are Broken 18:00 Pump's Content Vision 23:00 Pump as a Product First Operation 25:00 Growing the Pie for Streaming 29:00 Innovating on Content Distribution 34:00 Letting Content Grow Organically 37:40 +$1.5B worth of SOL is locked in Pump Liquidity Pools 40:20 Creating a Global Impact with Pump 42:20 What could Pump do with its Warchest? 47:00 The Pump Buybacks 51:00 Why People use Pump 54:00 The Culture Shift of Crypto 57:00 Traditional models no Longer Work 59:00 The Cycle of Human Nature

256,990 views • 9 months ago

Introducing Delphi Year Ahead in Crypto 2026

Introducing Delphi Year Ahead in Crypto 2026

97,395 views • 6 months ago

Ceteris makes the case for Zcash. "I think ZCash is true PVE... It's well distributed. You're not getting dumped on by private buyers. You don't have to worry about the team just deciding they don't care about the token anymore.

Ceteris makes the case for Zcash. "I think ZCash is true PVE... It's well distributed. You're not getting dumped on by private buyers. You don't have to worry about the team just deciding they don't care about the token anymore.

18,545 views • 1 month ago

1/ 2022 was The Great Reset for crypto. Overly hyped trends & mass speculation pushed the crypto market far out over its skis, so last year’s washout was a necessary reset. Today, we present our Year Ahead for Crypto report. Unlocked for the public: ➡️

1/ 2022 was The Great Reset for crypto. Overly hyped trends & mass speculation pushed the crypto market far out over its skis, so last year’s washout was a necessary reset. Today, we present our Year Ahead for Crypto report. Unlocked for the public: ➡️

411,305 views • 3 years ago

King $COIN's Calculated Moves As Q1 earnings season approaches, and with Coinbase 🛡️ reporting on May 2nd, we're excited to introduce one of our latest tools for Delphi subscribers: 🎉Coinbase Transaction Revenue Calculator🎉 In our deep dive - Coinbase: From Sleeping Giant To Industry Leader - we examined Coinbase’s overall business highlighting burgeoning new LOBs. Yet, underscored that transactional revenue continued to be the backbone of the overall business. Leveraging this insight, our revenue calculator forecasts & models Coinbase’s transaction revenues. By analyzing real-time transactional volume data, this tool lets you adjust variables like fees, revenue splits, and trading vol, transforming raw data into insightful fiscal projections. Prior to the Q4 2023 results, the efficacy of our calculator resulted in a forecast within +2.5% and +6.7% of the final reported Coinbase revenue. In contrast, conservative Wall Street estimates were off by -14% — demonstrating the edge of our calculator. Entering Q1 earnings season, the landscape is expected to shift. New revenue streams catalyze change: 🔷 Bitcoin ETFs - for the majority of which Coinbase acts as a custodian 🔷 Surging activity on the Base chain 🔷 Explosion of the Coinbase International Derivatives exchange Nevertheless, our analysis suggests that the traditional correlation between transaction volumes, fees, and revenue will likely persist - mirroring similar patterns observed in previous quarters. On top of this, Wall Street is still projecting out conservative estimations. Using the latest Q1 2024 data, our calculator projects transaction revenue of $1.06 billion for the quarter — significantly exceeding the Wall Street consensus estimates of $660.4 million. Reiterating our belief that Wall Street undervalues Coinbase's business. 🚨Disclaimer🚨 This tool is not intended as an all-knowing predictor of total revenues, but more of a pulse check on its largest driver, with the goal of more accurately gauging Coinbase’s metrics ahead of official announcements.

King $COIN's Calculated Moves As Q1 earnings season approaches, and with Coinbase 🛡️ reporting on May 2nd, we're excited to introduce one of our latest tools for Delphi subscribers: 🎉Coinbase Transaction Revenue Calculator🎉 In our deep dive - Coinbase: From Sleeping Giant To Industry Leader - we examined Coinbase’s overall business highlighting burgeoning new LOBs. Yet, underscored that transactional revenue continued to be the backbone of the overall business. Leveraging this insight, our revenue calculator forecasts & models Coinbase’s transaction revenues. By analyzing real-time transactional volume data, this tool lets you adjust variables like fees, revenue splits, and trading vol, transforming raw data into insightful fiscal projections. Prior to the Q4 2023 results, the efficacy of our calculator resulted in a forecast within +2.5% and +6.7% of the final reported Coinbase revenue. In contrast, conservative Wall Street estimates were off by -14% — demonstrating the edge of our calculator. Entering Q1 earnings season, the landscape is expected to shift. New revenue streams catalyze change: 🔷 Bitcoin ETFs - for the majority of which Coinbase acts as a custodian 🔷 Surging activity on the Base chain 🔷 Explosion of the Coinbase International Derivatives exchange Nevertheless, our analysis suggests that the traditional correlation between transaction volumes, fees, and revenue will likely persist - mirroring similar patterns observed in previous quarters. On top of this, Wall Street is still projecting out conservative estimations. Using the latest Q1 2024 data, our calculator projects transaction revenue of $1.06 billion for the quarter — significantly exceeding the Wall Street consensus estimates of $660.4 million. Reiterating our belief that Wall Street undervalues Coinbase's business. 🚨Disclaimer🚨 This tool is not intended as an all-knowing predictor of total revenues, but more of a pulse check on its largest driver, with the goal of more accurately gauging Coinbase’s metrics ahead of official announcements.

116,488 views • 2 years ago

A new episode of Hivemind is out now! This week we discuss the market rebound, DeFi exploit fallout, Crypto AI resurgence, and more. Timestamps: 0:00 Intro + market sentiment shift 08:55 The Aave/KelpDAO exploit explained 17:00 Why DeFi lending models may need to change 37:30 Where DeFi yield still makes sense 38:00 USDAI and real-world AI infrastructure yield 48:20 Venice, Bittensor, and AI token narratives 54:00 How AI agents are changing productivity 1:00:50 What the team is watching next

A new episode of Hivemind is out now! This week we discuss the market rebound, DeFi exploit fallout, Crypto AI resurgence, and more. Timestamps: 0:00 Intro + market sentiment shift 08:55 The Aave/KelpDAO exploit explained 17:00 Why DeFi lending models may need to change 37:30 Where DeFi yield still makes sense 38:00 USDAI and real-world AI infrastructure yield 48:20 Venice, Bittensor, and AI token narratives 54:00 How AI agents are changing productivity 1:00:50 What the team is watching next

12,498 views • 1 month ago

Getting Started, Just Got Easier! Announcing Delphi's $1 Sale: 🔹Alpha Feed 🔹Datahub 🔹Bull vs Bear & Check the Chain Live Shows You can unlock the full $149 Starter Package today for just $1. This offer won't last long - Comment "$1" and we'll DM you the secret offer link.

Getting Started, Just Got Easier! Announcing Delphi's $1 Sale: 🔹Alpha Feed 🔹Datahub 🔹Bull vs Bear & Check the Chain Live Shows You can unlock the full $149 Starter Package today for just $1. This offer won't last long - Comment "$1" and we'll DM you the secret offer link.

107,010 views • 3 years ago

Introducing Notes and Ideas: Two powerful features to give you an edge. ➡️ Notes: Rapid, bite-sized insights from our analysts so you can stay ahead. ➡️ Ideas: Discover crypto trade strategies and unique insights within our Pro community. Check them out here. 👇

Introducing Notes and Ideas: Two powerful features to give you an edge. ➡️ Notes: Rapid, bite-sized insights from our analysts so you can stay ahead. ➡️ Ideas: Discover crypto trade strategies and unique insights within our Pro community. Check them out here. 👇

28,353 views • 9 months ago

Nic discusses where the US and China stand in the quantum race. "China is probably investing in quantum more actively than the US. However, I think the US is just better at technology."

Nic discusses where the US and China stand in the quantum race. "China is probably investing in quantum more actively than the US. However, I think the US is just better at technology."

14,488 views • 4 months ago

New Podcast: Delphi's AI + DePIN Year Ahead 2025 Timestamps: 00:00 – Introduction and Overview 02:00 – AI Macro Landscape 08:00 – Nation State AI Competition 13:00 – Agent Platforms Discussion 19:00 – Worldcoin Bull Case 26:00 – Decentralized Training Evolution 36:00 – DePIN Overview 42:00 – Mobile Wireless Infrastructure 47:00 – Fixed Bandwidth Discussion 54:00 – Double Zero and Dark Fiber 1:00:00 – Future of Blockchain Networks 1:04:00 – Closing Thoughts

New Podcast: Delphi's AI + DePIN Year Ahead 2025 Timestamps: 00:00 – Introduction and Overview 02:00 – AI Macro Landscape 08:00 – Nation State AI Competition 13:00 – Agent Platforms Discussion 19:00 – Worldcoin Bull Case 26:00 – Decentralized Training Evolution 36:00 – DePIN Overview 42:00 – Mobile Wireless Infrastructure 47:00 – Fixed Bandwidth Discussion 54:00 – Double Zero and Dark Fiber 1:00:00 – Future of Blockchain Networks 1:04:00 – Closing Thoughts

35,140 views • 1 year ago

LTR notes Hyperliquid is one of the only teams consistently shipping real use cases. "Like HIP3 and Tradexyz did a ton of silver volume. People were able to trade perps on metals 24/7 and now they're integrating prediction markets... No other crypto team is shipping stuff that fulfills people's needs right now. And Hyperliquid's doing that at a fast rate."

LTR notes Hyperliquid is one of the only teams consistently shipping real use cases. "Like HIP3 and Tradexyz did a ton of silver volume. People were able to trade perps on metals 24/7 and now they're integrating prediction markets... No other crypto team is shipping stuff that fulfills people's needs right now. And Hyperliquid's doing that at a fast rate."

11,449 views • 3 months ago

Is the bull market over? jason 🎢 guides you through the volatility to see what's next. Timestamps: 5:00 Upcoming macro events 8:00 Potential downside targets 15:00 Strategic Bitcoin Reserve discussion 17:00 Bitcoin analysis 27:00 BTC Top Signals dashboard 33:00 Analysis on ETH, SOL, HYPE, SUI, and other alts 41:00 New token launches and AI sector performance 49:00 Market profile analysis 54:00 Key takeaways With markets in the red, we've unlocked this special Delphi Pro episode for free to help navigate the storm.

24,417 views • 1 year ago

Feeling lost about the markets? The markets team discusses BTC and what this could mean for the weeks ahead in Market Matters.

Feeling lost about the markets? The markets team discusses BTC and what this could mean for the weeks ahead in Market Matters.

19,516 views • 11 months ago

Come play crypto multiplayer with Delphi

Come play crypto multiplayer with Delphi

14,903 views • 8 months ago

In our recent Delphi podcast, we spoke with the founder of Enso | ⌘ 🛠️ about the state of DeFi development and what needs to change for mass adoption. Timestamps 0:46 Connor's Journey to Building in DeFi 3:04 The Birth of Enso 5:29 Chain Abstraction vs. Application Abstraction 8:33 Web3 Developer Mindshare 11:03 Berachain's Launch: Enso's Behind the Scene Role 13:15 AI Agents, Automation, and New Use Cases 14:37 Case Study: Reducing Build Times 17:47 Security through Simulation 21:55 Why Crypto needs products people want to use 26:30 The Enso Network 35:18 Network Economics 39:02 Token Utility Design 40:46 The Enso Drop 42:02 Developer Relations Strategy 47:17 The Abstraction Layer Thesis 51:33 Crypto's Critical Juncture

In our recent Delphi podcast, we spoke with the founder of Enso | ⌘ 🛠️ about the state of DeFi development and what needs to change for mass adoption. Timestamps 0:46 Connor's Journey to Building in DeFi 3:04 The Birth of Enso 5:29 Chain Abstraction vs. Application Abstraction 8:33 Web3 Developer Mindshare 11:03 Berachain's Launch: Enso's Behind the Scene Role 13:15 AI Agents, Automation, and New Use Cases 14:37 Case Study: Reducing Build Times 17:47 Security through Simulation 21:55 Why Crypto needs products people want to use 26:30 The Enso Network 35:18 Network Economics 39:02 Token Utility Design 40:46 The Enso Drop 42:02 Developer Relations Strategy 47:17 The Abstraction Layer Thesis 51:33 Crypto's Critical Juncture

12,418 views • 7 months ago

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