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unpopular (maybe) opinion: the current ethereum roadmap is the right one for ethereum. you just need to accept that there will be other ecosystems too.

has anyone done an updated analysis on % of cex-dex volume that Frontier Research did ~1.5 years ago?

this debate is like grade 8 quality with just yelling and name calling. how is this for the president of the united states?

After all the 2022 collapses, we spent a lot of time thinking about the biggest unsolved problems in the crypto space The one that kept coming up was capital formation. This is undeniably one of crypto’s killer apps, but also one where the current meta is most broken Alongside

"The L2 Wars" - Where Are We Now? 🧵 In last year’s Infrastructure Year Ahead report, we outlined the evolving landscape of rollups in the section "The L2 Wars." This year, we reflect on these past predictions in this new unlocked Alpha Feed 🔓 Key insights included 👇

3 month returns: sui +3% sol -9% btc -13% apt -23% eth -32% tia -49% ytd returns: btc +32% sol +23% sui +22% eth +0.3% apt -38% tia -70%

1/ Today we publish our crypto x AI thesis. This reflects months of deep diving into the space developing our understanding of the different sectors and determining which have merit. See below for a summary thread, or read the full article here. x.com/delphi_labs/st…

had an internal delphi chat with Benjamin Sturisky mrink0 Pondering Durian 🙏 recently about catalysts. i argue the only catalyst for crypto (non-btc) are killer apps. we have two (speculation & stables) but that's it. since we have so few, the next one could be captured anywhere.

can someone get mert some zyns jfc dude is a wreck

looking forward to having some nice 2026 tax losses to harvest

new hivemind ep. mostly just talked ai, was a good one.

if tia drops another 50% from here over the next 45 days it will be trading at its tge price on unlock date, which honestly i think would be beautiful to see. the perfect round trip.

delphi’s head of research has been waking up an hour earlier each day this week to adjust his internal clock for breakpoint this is the level of cracked our competitors deal with good luck, have fun

half way through this but it's quite good, nice work knower smac

1/15 More than $4B in MEV volume has been recorded on Layer 2 networks. Transaction sequencing policies heavily influence how this value is captured. I've written about how policies such as Arbitrum's FCFS & Timeboost, Optimism's PGA, FastLane, and OEV Network impact MEV capture.

I have terrible news… no apps are gonna run their own sequencing…

9 months since eth has been “contrarian”