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
How America Is Exporting Its $40 Trillion Debt
Stablecoins could boost Treasury buying and dollar demand, potentially restraining yields, but only buy time on U.S. debt.B2B represents 80–90% of Cyclops’ work, where faster, cheaper settlement may let processors retain merchant distribution and capture intermediary economics.Cyclops replaces five to 10 providers with one integration and expects over 10 payments-company customers by year-end, versus an initial target of three.
It's not AI Doom, It's a Fourth Turning
Michael Arrington frames AI panic, sovereign debt, geopolitical tension, and institutional decay as overlapping Fourth Turning symptoms, not one clean “doom” event.He argues US labs cannot slow AI development while China may continue racing; Bitcoin could hedge institutional risk and become autonomous AI’s native transaction layer, while founder psychology and capitulation inform bear-market entry.
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.