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
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.
Samed Düzçay: Accessing Institutional Yield Strategies at Tori Finance
Yan LibermanCan GurelSamed Düzçay
Tory tokenizes dollar-hedged emerging-market carry, borrowing USD at 4% to lend into Turkish lira at 40% or Egyptian pounds at 20-25%.Direct access, disciplined execution, and NAV oracles against depeg liquidations define the edge; user-controlled looping may lift yield further, while Ethereum mainnet is targeted within the next month and operational trust remains a key risk.
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.