Delphi Digital
@Delphi_Digital

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

 馃實
linktr.ee/Delphi_Digital
Joined September 2018
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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

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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

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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鈥檚 New Trading Layer

Solana has become a full trading ecosystem, but its markets remain fragmented across specialized venues. JTX aims to become Solana鈥檚 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. Legacy cards already work better than most crypto

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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

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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

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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. HIP-4 moves Hyperliquid closer to that role. A

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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. DeFi has been moving toward modular lending for years. Isolated,

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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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Jupiter: The Gassed Up Giant

Jupiter has out-earned most DeFi blue chips on cumulative protocol revenue, and the product stack built on top of the aggregator now spans perps, lending, stablecoins, and payments. The market still

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Crypto Privacy is Coming Together

For years, onchain privacy was stuck between two problems: the cryptography wasn't ready for production, and regulators treated every privacy tool as criminal infrastructure. Both changed in the last

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