@Delphi_Digital

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

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Joined September 2018
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4.4KMedia

The Emerging Onchain Market

Tokenized stocks are easy to buy but mostly sit idle or turn over quickly once they reach a wallet. Only about 6% of the roughly $3B market is being used in DeFi to back loans or earn fees. Most stock…

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MetaDAO: Beyond the Token Sale

For most token sales the launchpad's job ends once the money is raised. Investors are left holding a token that gives them no say over the treasury or how the team spends it. What happens next depends…

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Task Markets: The Final Form Of Agentic Commerce

The hard part of agentic commerce is finishing a job when an agent has to rely on others. A task market aims to solve this by letting an agent hire a provider for work it cannot do itself. If those h…

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China AI Labs Are Changing the Economics of Intelligence

Hardware constraints pushed Chinese labs toward cheaper models and a more efficient technical stack. Training frontier models without foreign chips would give China a path toward an independent AI eco…

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Closing the Loop: Where Value Accrues in the Self-Driving Lab Stack

AI can now propose drug candidates at scale, but every proposal still has to survive the physical world. Models may move at software speed, while the labs needed to validate their outputs remain slow …

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JTX: Solana’s New Trading Layer

Solana has become a full trading ecosystem, but its markets remain fragmented across specialized venues. JTX aims to become Solana’s primary trading interface by connecting those markets through one…

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A Framework For Crypto Neobanks

The crypto neobank category is easy to misread. The card is the part everyone sees but the actual business is the settlement layer underneath.

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Hermes: The Moat Above the Model

Harnesses could be the new moat for AI models. Models keep getting replaced, but the harness retains everything the agent has learned about you. Switching to a different harness means leaving that acc…

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The State of Token Markets

Several problems defined token returns this cycle. Insider unlocks ran on a calendar regardless of performance, protocol revenue rarely reached holders, and airdrops meant to broaden distribution beca…

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HIP-4: A New Way To Express A Bet

Wall Street was the hub for the industrial age. Perp DEXs will be the hub for the digital value age, and Hyperliquid is furthest along in becoming one.

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Morpho: The Foundation for Onchain Banking

Onchain lending protocols have spent years competing for the same users. Morpho is building the layer for institutions to build on.

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Ostium: The Gateway to Global Markets

Most perp DEXs work best when the asset and liquidity are crypto-native. Equities, FX, commodities, and indices are different. Their deepest liquidity sits in traditional markets and recreating those …

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