Delphi Digital (@Delphi

Delphi Digital

11.6K posts

Delphi Digital

@Delphi_Digital

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

🌍

linktr.ee/Delphi_Digital

Joined September 2018

Pinned
Delphi Digital
@Delphi_Digital
2h
Introducing the Token Design Toolkit A free tool from Delphi Consulting to model your token design before launch Stress-test unlocks, liquidity, and demand, then simulate to compare designs Get insight into your token economy here: delphi.link/Tokentool
04:48
neel daftary
@0xdaft
5h
I’ve been building a token design tool for founders and protocol teams. Tokenomics should not just live in a spreadsheet or deck. Teams should be able to test how their initial design affects liquidity, price, demand, unlock pressure, staking incentives, and growth. The tool
3.2K
Delphi Digital
@Delphi_Digital
3h
Replying to @Delphi_Digital
Read our Hermes report for free here.
Hermes: The Moat Above The Model - Delphi Digital
From members.delphidigital.io
2K
Delphi Digital
@Delphi_Digital
3h
Muhammad explains why AI models are commoditizing and where the new moat is. "So the model itself is commoditized. The moat is now dependent on memory, context and data specifically."
00:00
2.6K
Delphi Digital reposted
Piers Kicks
@pierskicks
4h
The $SPCX IPO marks chapter one. Sixty years of flat launch costs ended with @SpaceX. The next 20 drive a 150x drop, from $1,500/kg to $10/kg. Each threshold unlocks an industry that used to be science fiction. The full cost curve, and everything it unlocks, below:
Piers Kicks
@pierskicks
Jun 10
Article
Escape Velocity For The Final Frontier
“Two possibilities exist: either we are alone in the Universe or we are not. Both are equally terrifying.” - Arthur C. Clarke Every industrial revolution is catalysed by a price collapse in a single...
5.4K
Delphi Digital
@Delphi_Digital
6h
Replying to @Delphi_Digital
Watch the full episode here.
Delphi's Market Matters - May & June 2026 - Delphi Digital
From members.delphidigital.io
2.4K
Delphi Digital
@Delphi_Digital
6h
Jason explains why crypto assets need a good reason to be held in this market. “Imagine owning ETH over the last year watching Hype or AI names, right? All of this will continue to bleed money out of crypto until Bitcoin starts to do its thing again.
00:00
3.2K
Delphi Digital reposted
Delphi Digital
@Delphi_Digital
Jun 10
Everyone's watching the SpaceX IPO. The bigger story is the multi-trillion-dollar economy it's unlocking. The price of leaving Earth is about to undergo its most aggressive compression in history. Launch costs barely moved for sixty years, then SpaceX arrived and drove them
Piers Kicks
@pierskicks
Jun 10
Article
Escape Velocity For The Final Frontier
“Two possibilities exist: either we are alone in the Universe or we are not. Both are equally terrifying.” - Arthur C. Clarke Every industrial revolution is catalysed by a price collapse in a single...
12K
Delphi Digital
@Delphi_Digital
22h
Replying to @Delphi_Digital
Watch the full episode here.
8.3K
Delphi Digital
@Delphi_Digital
22h
Jason explains why it’s still worth staying active in crypto. "If you just stick around in crypto, it guarantees you to see something early. Whether or not you buy it is a different question, but it guarantees you the opportunity to be early to things."
00:00
6.6K
Delphi Digital
@Delphi_Digital
Jun 11
Replying to @Delphi_Digital
Read the full analysis from @scotttfreeman here.
Leading indicators point to further upside inflation risk
From members.delphidigital.io
5.2K
Delphi Digital
@Delphi_Digital
Jun 11
The disinflation story is under pressure. Our markets team has been flagging this for three months, and this week's CPI print is the confirmation. That's a meaningful shift from the pre-war outlook and removes one of the reasons 2026 looked more resilient than 2022. The oil
6.1K
Delphi Digital
@Delphi_Digital
Jun 11
The Moat Above the Model
REPLAY
Delphi Digital
@Delphi_Digital
The Moat Above the Model
5.9K
Delphi Digital
@Delphi_Digital
Jun 11
Going live in 10 minutes!
Delphi Digital
@Delphi_Digital
Jun 9
Our report on @NousResearch Hermes Agent is now free and open source. Hermes Agent is now the most popular agent harness. We are going live this Thursday 11AM ET with @KSimback, @Shaughnessy119, and @yusufxzy to discuss Hermes agent, harness moats, and where AI goes from here.
3.6K