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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.

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linktr.ee/Delphi_Digital

Joined September 2018

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Delphi Digital
@Delphi_Digital
13h
Stablecoin-native neobanks are the model closest to replacing parts of traditional banking. Plasma One launched around a stablecoin balance that behaves more like an account than a simple crypto card. The product extends that balance into transfers, FX, local payment rails, and
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Delphi Digital reposted
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Delphi Digital
@Delphi_Digital
13h
Stablecoin-native neobanks are the model closest to replacing parts of traditional banking. Plasma One launched around a stablecoin balance that behaves more like an account than a simple crypto card. The product extends that balance into transfers, FX, local payment rails, and
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Delphi Digital
@Delphi_Digital
10h
Yan explains why Zcash is a compelling narrative for many. “Zcash is one of those assets where you can have wildly different expectations. Should it be 1% of BTC, 5%, or 10%? I think this is probably what gets people excited about it."
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Delphi Digital
@Delphi_Digital
10h
Watch the full episode here.
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Delphi Digital
@Delphi_Digital
11h
Neel explains why crypto investors are moving past narratives. “We really want to see businesses that are making money, generating revenue, and passing it back to token holders.”
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Delphi Digital
@Delphi_Digital
11h
Read the full report for free here.
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State Of Token Markets - Delphi Digital
From members.delphidigital.io
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Delphi Digital
@Delphi_Digital
13h
Replying to @Delphi_Digital
Read the full report here. First 20 people get it for free.
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A Framework For Crypto Neobanks - Delphi Digital
From members.delphidigital.io
Delphi Digital reposted
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Plasma
@Plasma
15h
Plasma One is live now. Join in the next 7 days and get the Core tier free for your first year. Over $1,000 in value, reserved for early users.
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Delphi Digital
@Delphi_Digital
Jun 17
Replying to @Delphi_Digital
Watch the full episode here.
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Delphi Digital
@Delphi_Digital
Jun 17
Jason explains why Lighter’s early token performance may be misleading. "Lighter obviously has a decent business. They have a decent roadmap... they just happened to TGE a month and a half after 10/10."
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Delphi Digital reposted
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Delphi Digital
@Delphi_Digital
Jun 16
Our report "A Framework For Crypto Neobanks" is now live! Stablecoin payment infrastructure is inevitable but the crypto companies built for it may not be. The category has fragmented into five distinct models that each occupy a different layer of the stack. The survivors will
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Delphi Digital
@Delphi_Digital
Jun 16
Replying to @Delphi_Digital
Read the Hermes report for free here.
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Hermes: The Moat Above The Model - Delphi Digital
From members.delphidigital.io
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Delphi Digital
@Delphi_Digital
Jun 16
Muhammad explains why industry could be the first proving ground for machine payments. “Where it could get interesting with agentic or machine payments is at the intersection of robots and crypto rails... given that the labs themselves are autonomous, this is where machine
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Delphi Digital
@Delphi_Digital
Jun 16
Cash flow is starting to matter more than narratives. Even in a market that rewarded short-term rotation, the strongest signal among outperformers was still revenue. However, this shift only matters if projects also fix the supply side. Buybacks are not enough when unlocks and
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Ashwath
👁 Delphi Digital
@ashwathbk
Jun 16
A couple of weeks ago, @Delphi_Digital published our state of token markets report. Putting it together took months of digging through data to diagnose what was happening in token markets. For the first time in a while, we see the path forward for tokens as an asset class and
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Delphi Digital
@Delphi_Digital
Jun 16
Our report "A Framework For Crypto Neobanks" is now live! Stablecoin payment infrastructure is inevitable but the crypto companies built for it may not be. The category has fragmented into five distinct models that each occupy a different layer of the stack. The survivors will
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Delphi Digital
@Delphi_Digital
Jun 16
Read the full report here. First 30 people get it for free.
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A Framework For Crypto Neobanks - Delphi Digital
From members.delphidigital.io

URL: https://x.com/Delphi_Digital

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