SHOW DIRECTORY
Delphi Digital
Delphi Digital's conversations and research discussions across crypto, AI, technology, venture investing, and markets, including Hivemind and The Delphi Podcast.
SOURCE DESCRIPTION · YouTube
Why A Broken Congress Is Bullish for Crypto
Post-midterm gridlock is framed as constructive for crypto, but the call does not guarantee new highs.AI delivery estimates diverge, yet operational compute could command a premium amid permitting delays and heavy capital demands.Elysium targets HyperEVM’s roughly seven TPS and $30–$100 congestion fees; its planned allocation of 50% of sequencer revenue to KNTQ buybacks hinges on attracting users.
Hacking Just Got 1000x Cheaper
KevinJasonJoséYanCeterisJake Sylvestre
Attack costs may have fallen “probably 100, maybe 1,000 fold,” while defenders spend 10–1,000 times more; compromised trust infrastructure lets one entry point seed further attacks, a panelist says the demand is “very bullish compute.”Anthropic’s cash and no customer exceeding 10% of revenue ease near-term financing fears, but open-source commoditization and whether demand absorbs efficiency gains remain unresolved.
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.