PERSON DIRECTORY
Kevin
Kevin appears in 9 indexed conversations across Delphi Digital. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
Bitcoin to $49K? | Why Crypto Is Breaking Away From BTC
ETF and corporate buyers absorbed “tens of billions,” while Delphi models bias real rates higher over roughly six months, challenging Bitcoin’s near-term support.Meanwhile, HYPE, Venice, Zcash and Lighter are decoupling from BTC, with Lighter’s zero-fee retail flow potentially lifting take rate quickly; Saylor’s liquidity runway and HYPE’s unlaunched buybacks remain risks to monitor.
The End of the L1 Premium? | Hype, Venice & The Future of Crypto
Crypto’s 2026 stock-pickers’ market favors structural flows, revenue, or strong narratives; Venice shows the fundamental case with roughly $60M ARR and weekly additions above $2.5M.Falling VVV issuance and a clean, self-funded structure could support at least $200M of additional ARR, but value transfer is not guaranteed as L1 token accrual breaks down and HYPE expands beyond crypto.