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Delphi Digital
Delphi Digital's conversations and research discussions across crypto, AI, technology, venture investing, and markets, including Hivemind and The Delphi Podcast.
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Bitcoin’s Rally, DeFi Risk, and the Next AI Trade
Markets have improved without a clear fundamental reset: STRC’s reflexive bid could support Bitcoin and enable another $5–10B of Strategy deployment.Kelp’s rsETH/Aave cascade exposes pooled DeFi’s collateral, bridge, and multisig risks, strengthening isolated pools and rate limits while weakening the host’s AAVE thesis.USD.AI and Venice add differentiated AI-linked watchpoints, but GPU collateral, emissions, and personal software economics remain unresolved.