Delphi Digital @Delphi_Digital
Industry-leading Crypto Analysis & Insights. linktr.ee/Delphi_Digital 🌍 Joined September 2018-
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Tomorrow @coinbase reports earnings! Our calculator's projections: $1.9B total revenue, $1.06B txn revenue. Wall Street Estimates: $1.32B total, $768.3M txn. Can our calculator beat the suits once again? Delve into its parameters, deduct estimates, and share your forecasts!
Tomorrow @coinbase reports earnings! Our calculator's projections: $1.9B total revenue, $1.06B txn revenue. Wall Street Estimates: $1.32B total, $768.3M txn. Can our calculator beat the suits once again? Delve into its parameters, deduct estimates, and share your forecasts! https://t.co/OVR5HnkNAx
The Next Phase of DeFi Money Markets? DeFi’s lending sector has been sluggish, attributed to complex multi-asset lending pools & gov-driven project decisions. Our latest report explores the potential of modular lending products - unraveling features, designs, & implications 🧵
1/ we're hiring for an NFT lead at @Delphi_Digital research. this is a senior role so we expect candidates applying to have a level of expertise here in multiple nft ecosystems along with strong writing abilities.
Delve into the calculator’s assumptions, adjust the parameters, and let us know what you think! Are there additional data points or different models you’d like to see? Comment in the replies below 👇 delphi.link/cb-rev-calc
The Rise of Ethena After scaling supply to $2.3B in <1 month, USDe is now the fastest growing “stablecoin” of all time. At the root of Ethena’s early success lies a fundamentally different approach to what the market has conceptualized as the “synthetic dollar” 🧵
Jason Choi @mrjasonchoi
148K Followers 3K Following Co-founder @Tangent_xyz, host @theBlockcrunch. Ex GP @TheSpartanGroup. Trying to navigate time frames well. Thoughts: https://t.co/bJMqeWDH63
Vance Spencer @pythianism
92K Followers 4K Following Co-founder @hiframework, board @endaomentdotorg, formerly @netflixjp. nothing I tweet is financial advice, views my own.
Jordi Alexander @gametheorizing
99K Followers 670 Following Founder @SeliniCapital ; Alchemist @0xMantle; Lad @0xSteadyLads; Game theory aficionado ; Angel investor and advisor ; It’s Philosophy all the way down.
TCB @1984_is_today
60K Followers 416 Following My tweets self destruct. We live in a weird dystopian simulation.
Ignas | DeFi Research @DefiIgnas
94K Followers 4K Following Subscribe to my DeFi blog to get ahead of the curve 👉 https://t.co/7O0WAdXUnT Co-founder of @PinkBrains_io DeFi Creator Studio
José Maria Macedo @ZeMariaMacedo
57K Followers 2K Following CEO @delphi_labs Founding Partner @delphi_ventures
Arthur @Arthur_0x
166K Followers 1K Following Founder & CIO @DeFianceCapital, a thesis driven crypto investment firm. Cynical Optimist. Nuance is the most underrated thing in crypto.
Chad Barraford @CBarraford
22K Followers 270 Following #defi #blockchain #builderOfBlockchains $RUNE core dev. Opinions are my own and not financial advice.
Coinage x DAIC @coinage_x_daic
87K Followers 792 Following Official account of "Coinage x DAIC" validator @coinage_media x @daic_capital Join our community: https://t.co/HosipO7uEA
korpi @korpi87
32K Followers 713 Following DeFi educator, a member of Degen Score Citadel and DeFi Omega. @tapioca_dao pearl club member https://t.co/b2515JNSdJ Follow me for DeFi-related topics.
Tyler Reynolds @tbr90
41K Followers 3K Following Investor & startup founder. Crypto, Cog Sci & Neuroscience of Financial Bubbles, High Volatility Investments, ex-@Google, ex-@CERN, CogSci/JDM @Yale
Tommy @Shaughnessy119
47K Followers 4K Following Co-Founder @Delphi_Digital ▫️ Founding Partner Delphi Ventures ▫️ Host @PodcastDelphi ▫️ Not Investment Advice
The Wolf of Defi ⚡�.. @thewolfofdefi
41K Followers 2K Following ▪️ Crypto investor ▪️ Marketing & Strategic advisor Personal opinions only, nothing I share should be considered financial advice.
Sunny Aggarwal 🧪 �.. @sunnya97
63K Followers 3K Following Co-Founder of @OsmosisZone | Building @Cosmos – The App Layer for #Bitcoin | Co-Host of @EpicenterBTC
Ivan Shigeo🌖 ⭕�.. @Shigeo808
54K Followers 1K Following Made a roundtrip back to the millions after $LUNA and mapped the process. 🗺️
redphone ☎️🧙�.. @redphonecrypto
49K Followers 6K Following Crypto storyteller, narrative addict + inscriptions maxi @asteroidxyz @delphi_labs @astroport_fi @mars_protocol Read on: https://t.co/wqf3Ww6GqF ✦ 🔴 ✨
Dusan Simic @Dusty23767
20 Followers 69 Following
Zorg @M0rgUK
244 Followers 1K Following
Paragon @FindTheParagon
16K Followers 487 Following The NFT Experience Platform with an epic collection. Own one to enter Closed Beta. Stack rewards early: https://t.co/ZDIOnhC93z
Boon - Tabi 🟧 well.. @NgBoonBoon
96 Followers 761 Following 来自 #CH90 的币圈小白—点击链接🔗加入大家庭 https://t.co/nvlfp35elH
Anil Venigalla @anil_venigalla
288 Followers 4K Following
Julian Zegelman @JZVCLA
0 Followers 65 Following Venture Capitalist, Start-Up Junkie, and Sushi Lover. Husband and father (X3) in training. Partner at @Sfermion_.
Annabelle @gotalohas
303 Followers 710 Following Agnostic Trader. J.D. Seattle University School of Law *You can't start a fire worrying about your little world falling apart.
Kent @YeapKent
178 Followers 846 Following
Mr.MAD$$$ @MadlabBeatz
412 Followers 2K Following Music Producer, OG Investor and MAD 💎👐🏼 $NEXA $SOL $GLMR $WELL $BASE $XRP $VVR $QNT $OCTA $LINK $ROSE $TAO
Ronins Ventures @roninsvip
9K Followers 172 Following A cutting-edge VC firm at the forefront of the digital revolution. Pioneering the Future of Web3 and Blockchain Innovations.
Pardhu @_pv_17
357 Followers 522 Following
vaizag kumar @VaizagK2599
2 Followers 28 Following
The Notorious BTC @EngineMedic22
37 Followers 158 Following
Scorpio Guru 📚 $CH.. @Guru60606
314 Followers 1K Following The #Solana, #Injective and #Sui ecosystems greatly captive and receive my support
Lrate @LrateW
55 Followers 124 Following
Benjamin Chen @0xBenjaminChen
6 Followers 29 Following
JL @jgor125cc
30 Followers 333 Following
HighRoller_ @highrollerrr
221 Followers 887 Following The Gods of the Valley are not the Gods of the Hills
Gabriele Stankūnait�.. @St69174Gabriele
2 Followers 20 Following
AC @haoct
108 Followers 986 Following
rafal @rafalhehe
460 Followers 196 Following writing about zero-knowledge proofs and blockchain infra
John Keller @JFredKell
91 Followers 669 Following Fixed Income ETF Product Management, Portfolio Management, Analytics; Fixed Income Indexing; Electronic Trading
marsel.eth ⚪ @marselsha
272 Followers 222 Following Data consultant in healthcare. Tech and business enthusiast. Photographer. First-generation immigrant. #bitcoin
gg @Goldengoosrrr
115 Followers 131 Following 24 / CAPIBARAPOSTING ONLY / wanna retire before my dad does
Car for Coin @Carforcoin
1K Followers 354 Following The Cash and Crypto friendly car auction for exotic and exciting cars 🦇🔊
jason kovalski💡�.. @_chilled_bull
486 Followers 976 Following proud halfie 🇰🇷🇵🇱 | techno-optimist 🤖 | co-founder & CTO @PocketBard 🪕 | investor & trader, poker player, competitive gamer, and powerbuilder 💪🏼
Noj @764wsrfth
23 Followers 1K Following
Victor Ang @vicangtm
0 Followers 87 Following
Iyan Andrean @iyanandrean564
12 Followers 155 Following
i @kishan5777
20 Followers 675 Following
Mateus Augusto @Matteus_August
19 Followers 63 Following
Awashim Khan @AwashimK
3 Followers 159 Following
Subal Dharua @SubalDharu48908
29 Followers 338 Following
akag2 @aka_g_2
13 Followers 223 Following 雰囲気で仮想通貨をやっている かっこいいヘッダーはノーコピーライトガール（@nocopyrightgirl ）さんのをお借りしてます。
Pixel @pxel16
98 Followers 453 Following
Jason Choi @mrjasonchoi
148K Followers 3K Following Co-founder @Tangent_xyz, host @theBlockcrunch. Ex GP @TheSpartanGroup. Trying to navigate time frames well. Thoughts: https://t.co/bJMqeWDH63
Vance Spencer @pythianism
92K Followers 4K Following Co-founder @hiframework, board @endaomentdotorg, formerly @netflixjp. nothing I tweet is financial advice, views my own.
Avi @AviFelman
83K Followers 524 Following @1000xPod //@interndao // ex-GoldenTree & BlockTower Enjoy waxing poetically about my adventures and posting content irrelevant to your life.
Ignas | DeFi Research @DefiIgnas
94K Followers 4K Following Subscribe to my DeFi blog to get ahead of the curve 👉 https://t.co/7O0WAdXUnT Co-founder of @PinkBrains_io DeFi Creator Studio
José Maria Macedo @ZeMariaMacedo
57K Followers 2K Following CEO @delphi_labs Founding Partner @delphi_ventures
Tommy @Shaughnessy119
47K Followers 4K Following Co-Founder @Delphi_Digital ▫️ Founding Partner Delphi Ventures ▫️ Host @PodcastDelphi ▫️ Not Investment Advice
Haseeb ＞|＜ @hosseeb
89K Followers 877 Following Managing partner @dragonfly_xyz. Formerly Metastable, @Airbnb, @earndotcom. Effective Altruist. Writer. Former poker pro. One always finds one's burden again.
Mars Protocol 🔴 @mars_protocol
71K Followers 1 Following The galaxy's most powerful credit protocol. Medium: https://t.co/oBklxXrqjS Discord: https://t.co/RIUq9l8dNu Twitter operated by Delphi Labs Ltd.
Teng Yan 🥕 @0xPrismatic
14K Followers 5K Following I like Crypto, AI, Science & NFTs. d/Acc. Prev: @Delphi_Digital, @holmusk, medicine // Writings: https://t.co/hFTrhGYUyQ // Currently chasing a grand ambition
Nine Realms @ninerealms_cap
8K Followers 466 Following Secure node ops and core dev for @THORChain—the industry's largest decentralized, native asset backbone.
DeFi Cheetah 🐆 ¤ .. @DeFi_Cheetah
33K Followers 3K Following First-Principles Thinker & Researcher｜ex Hedge Fund｜NEVER trust anyone mimicking me in social media accounts (eg TG) unless confirmed by my twitter ac here!!
Cumberland @CumberlandSays
29K Followers 89 Following A global leader offering 24/7 access to deep crypto liquidity. Not investment advice.
Astroport ✦ @astroport_fi
153K Followers 4 Following Liquidity for the Cosmos @ https://t.co/fz18fmw6kP ✦ https://t.co/L8WA4KkpyH ✦ https://t.co/kiLJmef2Js Twitter operated by Astroport Protocol Foundation
ryze 👾 @0xRyze
15K Followers 4K Following game designer @limitbreak | prev vc @delphi_digital | engineer & tokenomics
Darren Lau @Darrenlautf
150K Followers 3K Following Shitposter: @not3lau_capital | Founder: The Daily Ape | Author: How To DeFi https://t.co/kj83n2jrIg
Jeff Dorman, CFA @jdorman81
35K Followers 2K Following CIO @arca | Former COO of Harvest Exchange | Former Lehman, Merrill, Citadel | Huge Cleveland Sports Fan
Jon Charbonneau @jon_charb
15K Followers 390 Following Co-founder @dba_crypto | Co-host @UCC2_xyz | 🦖
Casey @rodarmor
129K Followers 296 Following 😻 A N A R C H O — C A T B U S 👁 https://t.co/Qy87VuaizA 🥵 https://t.co/2cPqL2xpuh 🤖 https://t.co/eG0CZL5IXH 🎨 https://t.co/1l9ekCAT6z 🏠 https://t.co/4MdA62CeUh
Degen 🎩 @degentokenbase
56K Followers 52 Following $DEGEN - Everything started at https://t.co/PwgYCwfWIx 🙏 🎩
Profesor Utonio @quienesfacundo
2K Followers 496 Following just psyops 🧉 analyst @Delphi_Digital l prev. Growth @MakerDAO
mert | helius | hSOL @0xMert_
114K Followers 2K Following ceo @heliuslabs, host @lightspeedpodhq, ex coinbase — angel investor & purveyor of fine RPC nodes
GG @ggdotzip
133K Followers 63 Following SOLANA HUNGER GAMES | 🏁👥 Race, 🧭💎 Collect, and 🏆🥇 Win with friends! | SUMMER 2024 | https://t.co/IGh8qKESFP
Delphi Ventures @Delphi_Ventures
7K Followers 83 Following A thesis-driven, high-conviction firm that allocates across core themes that we believe will dramatically shape the world. Family @Delphi_Digital @Delphi_Labs
Delphi Design @Delphi_DesignCo
291 Followers 41 Following Strategy-driven design agency powered by the Delphi hivemind.
Asteroid Protocol @asteroidxyz
8K Followers 144 Following Unleashing inscriptions & CFT-20 fungible tokens on @cosmoshub. Open source, unaudited, radically experimental ☄️ Inscribe or die ☠️ https://t.co/HEzzAdQd8v
Solana @solana
2.6M Followers 1K Following Solana is a blockchain built for mass adoption ◎ Fast, composable, green, and globally distributed. Twitter by @SolanaFndn
Harmony 💙 @harmonyprotocol
397K Followers 431 Following Harmony is an open and fast blockchain. Our mainnet runs Ethereum applications with 2-second transaction finality and 100 times lower fees.
Pyth Network 🔮 @PythNetwork
235K Followers 392 Following Largest Pull Oracle Network 100+ data providers 500+ price feeds 330+ integrated dApps 55+ chains
toly 🇺🇸| bip-42.. @aeyakovenko
372K Followers 5K Following Co-Founder of Solana Labs. Award winning phone creator. NFA, don’t trust me, mostly technical gibberish. https://t.co/zyJoDMQdyO
Avi @avizurlo
2K Followers 1K Following Never abandon the root node | CPO @nil_foundation | Venture Scout @Delphi_Digital | ~pontec-nolsen
Ninad @_ninadn
153 Followers 220 Following Technology. Interested in history and building the future. Tweets are my personal views. RTs are not endorsements.
Demosthenes @DemosCrypto
360 Followers 845 Following What each man wishes, that he believes to be true | Financial Nihilist | Delphi Contributor
Aark @Aark_Digital
137K Followers 191 Following 1000x Perpetual DEX, powered by LST/LRT liquidity # Backed by @Delphi_Digital, @OKX_Ventures, @HashKey_Capital @BigBrainVC @Arrington_Cap @Morningstar_vc
Pranav @vaneckpk
2K Followers 3K Following Portfolio Manager of Digital Assets Alpha Disclosure: https://t.co/eVbg0NEdmw
Magdal3na @MagdaI3na
767 Followers 384 Following My friends call me Maggy | Going down the crypto rabbit hole | Leading Finance, Commercial & Legal at Gelato | prev @allianzx @speedinvest @bcg
Lenny Rachitsky @lennysan
206K Followers 2K Following Newsletter: https://t.co/LF0tRFpCeT 💥 Podcast: https://t.co/ZQWNT0iXvJ 💥 Jobs: https://t.co/h5qbpegVYd 💥 Lennybot: https://t.co/TqkCh3hVCa 💥 Swag and Book: https://t.co/qgtUH5DM4S
Ravi Mehta @ravi_mehta
10K Followers 697 Following Ideas 💡and tools 🔧 to help you scale products and teams. CEO @joinoutpace. Ex EIR @Reforge 📈, CPO @Tinder 🔥, @Facebook 👍, @TripAdvisor 🦉, @Xbox 🎮.
Konstantin Lomashuk @Lomashuk
32K Followers 2K Following Accelerating the world's transition to a cybernetic economy. Member of Lido DAO with Mission to Keep Blockchains Decentralised
Jack Butcher @jackbutcher
298K Followers 3K Following internet art @visualizevalue, @checksvv, @opepenedition
Base 🛡️ @base
679K Followers 221 Following A new Ethereum L2, incubated by Coinbase and built on the open-source OP Stack. We have no plans to issue a new network token.
Internbrah ⨀ @internbrah
9K Followers 993 Following that's intern, brah @monad_xyz | prev: @Delphi_Digital MIT ‘24 | longest tenured crypto intern
Cryptriq @Cryptriq_org
34K Followers 1K Following Fortune-50 AI Researcher turned full-time Crypto Mentor. Exclusive crypto research papers, Space Host. Early Age investor of 70+ Project.
Naavik @naavik_co
5K Followers 10 Following Naavik is a research, consulting, and advisory firm that enables professionals to master the business of gaming.
Aber Whitcomb @AberWhitcomb
4K Followers 205 Following CTO, Co-Founder of @plailabs. Co-founder @JamCityHQ. Former CTO and co-founder at @MySpace. Problem solver, computer nerd and amateur astronomer.
DeeZe (ref code “de.. @DeeZe
261K Followers 7K Following Hosting @wedoalittlepod | All I know is nothing at all | 💙❤️ @MrsDeeze | Studious Advibesor @shillrxyz @Arcade_xyz @tensor_hq @LuckyTraderHQ
Bharat Krymo @krybharat
118K Followers 3K Following "It's a movement, not a moment." ✊ Builder, Angel investor and JPEG connoisseur. GP at @6529capital. Member @WolvesDAO. IG: bharatkrymo
jordan @yeak__
2K Followers 639 Following "So this is how liberty dies... with thunderous applause." Research @Delphi_Digital
Esteroids (esteroids... @e_steroids
2K Followers 62 Following A community search engine for .eth websites. Discord: https://t.co/iRonRlWjRl Docs: https://t.co/Jtx9QjmPB7
1/ we're hiring for an NFT lead at @Delphi_Digital research. this is a senior role so we expect candidates applying to have a level of expertise here in multiple nft ecosystems along with strong writing abilities.
Had a chance to read this over the weekend. Best @ethena_labs overview I’ve seen, which not only dives into why we’re bullish on $ENA but properly goes through the risks the model has as well. This is a must read. members.delphidigital.io/reports/the-ri…
New Podcast (ep #403)🎙️ The Astria Approach to Rollup Sequencing We chat with @Jskybowen to learn what @AstriaOrg, the shared sequencer network, has been cooking. Few have put the time & energy into building a shared sequencer network; a crucial building block of the rollup…
I'm biased but this is imo the best report on @ethena_labs out there Covers the bull case while providing the most comprehensive coverage of the risks that I've read anywhere Whether you're a bull or a bear, this is a must-read members.delphidigital.io/reports/the-ri…
One of the @Delphi_Ventures portfolio companies I'm most bullish on is currently hiring a head of BD If you're an experienced ecosystem growth lead with a top EVM network, I truly believe there's no better opportunity in all of crypto than @citrea_xyz
"The 4 year Bitcoin cycle isn't just a coincidence, it's predictable." @Kevin_Kelly_II made a $BTC prediction 6 months ago that played out perfectly. We discuss how the model works, shorter cycle theory, election market impact, 2024 outlook.... Powerful post-halving episode 📈
@shaunhengcj @Delphi_Digital really is no second best @Delphi_Digital
Runes are to memecoins what Ordinals are to NFTs Also, a special shoutout to the chads at @Delphi_Digital. The quality of their research is top-notch!🫡
Happy Halving
Counting Down: Bitcoin’s halving is 17 blocks away! In tandem, our markets team just dropped a report summarizing our current views on the short and long-term outlook for $BTC - including the impact of Bitcoin’s 4th halving. Everything you need to know 🧵
So I just subscribed to a @Delphi_Digital membership. The most expensive subscription I've ever had So I enter their portal, read a few things and the only regret I have is not subscribing to it earlier It's just alpha all over the place
@Shaughnessy119 @ceterispar1bus @Delphi_Digital this is dope
Damn - @Delphi_Digital now has an AI summarization tool directly at the top of reports Get a TLDR or dive in. Choose your own aventure This made my day 🎉🔥
Lads at @Delphi_Digital just dropped a report of @ethena_labs They did a great job covering the risk side of things Some of my favorite charts The chads: @robbiepetersen_ & @yeak__ Read it here: members.delphidigital.io/reports/the-ri…
I'm grateful for Satoshi and Bitcoin to opening my mind and being the motivation for me to go full time crypto I still truly believe there's nothing more important to work on right now A big thank you to everyone who's worked so hard to help this movement around Bitcoin happen
Very quickly we realized this was not the way. We instead chose to build Delphi in the trenches as a crypto native firm. TradFi would have no choice but to meet us where we were at...years later.
All this being said, it's crazy to think how far we've come. In our first report, we included slides on Portfolio Diversification and compared Sharpe Ratios lol. We were trying to bridge the gap between TradFi and crypto. (@Kevin_Kelly_II can you update this page please 👀)
For the first time in years, I'm seeing people across other ecosystems talk about and think about Bitcoin. If it takes memecoins to get newcomers to use and hopefully respect Bitcoin, then so be it. Even if you don't like using it, try it out because you'll learn something.
There is definitely still maximalism in the space. But I feel like people are waking up to this being a very mid curve approach to crypto. Imagine being open minded enough to embrace this space, but only champion one early attempt at this revolution. Couldn't be me.
This halving especially is a special one for Bitcoin. For two reasons primarily. (1) The ETF. This asset has been given an ETF to provide the masses with an easier and more familiar way to get exposure to this hedge. By all accounts, I think the ETF caught even the most bullish…
The TLDR: Bitcoin's value is backed by the demand for a non-sovereign, censorship resistant, digitally native asset with a predetermined, hard-capped supply. Therefore, its current value is backed by the demand for an apolitical speculative asset that may or may not turn out to…
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