PERSON DIRECTORY
Yan
Yan appears in 7 indexed conversations across Delphi Digital. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
7 EPISODES1 SHOW
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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.