The Conviction Market just got funded! Led by cyber•Fund & Delphi Ventures with backing from some of the sharpest minds in the space with the highest conviction ;) Prediction markets were the prototype. Conviction Markets are the evolution. XO Market Here is my story: 🧵

We took a look at the hourly cost equivalence of a humanoid at different price points vs human labor A humanoid at $50,000 is more economical than even a worker in India at $2/hour Human labor will be mostly unnecessary in the next decade

Really good Delphi Digital Hivemind Episode on $PUMP, prediction markets, and more Hot off the press with our very own ceteris José Maria Macedo Duncan Yan Liberman open.spotify.com/episode/2vrj5S…

Delphi consists of a global hivemind who are all perpetually curious and deeply passionate about the work they do. Today, we’re announcing the addition of a whole new team at Delphi, and the launch of an AI-focused research platform: Delphi Intelligence.

StablecoinX Inc. StablecoinX has announced a $360 million capital raise to purchase $ENA and will seek to list its Class A common shares on the Nasdaq Global Market under the ticker symbol "USDE", which includes a $60 million contribution of ENA from the Ethena Foundation

Had a blast talking about having no edge in AI

Lunch with Mike Novogratz All we talked about was our merch strategy

Going live later this morning with Simon, Yan Liberman, and jason 🎢 to talk about why PUMP is crashing 📉 Tune in here on X or on YouTube!

Seems as though the DAT phenomenon is quite divisive, wanted to share some thoughts on why we thought this was a worthwhile pursuit:

📉 $PUMP tanked after its ICO. But Yan Liberman thinks the selloff doesn’t match the facts. Is this the kind of mismatch where real opportunity hides? 👇

fuck it saylor mode

New episode with Delphi Digital’s Hivemind! 🔥 We discuss: - Ethena’s new $360M ENA vehicle - How USDe outcompetes other stables - Impact of the GENIUS Act - Overvaluation of L1s like ETH & SOL - Pump.Fun update & more! ceteris José Maria Macedo

My first Delphi Intelligence report, 'Browser Wars Got Personal' is out! The era of app-centric computing is coming to an end. As AI learns to understand human intent directly, browsers are emerging as the ultimate frontend for using AI. Welcome to the AI Browser wars. 🧵

If you read one thing this week, would suggest the below AI report: "From Data Foundries to World Models" It interweaves data foundries, context engineering, RL environments, world models & more into an approachable, yet comprehensive essay on the current edge of AI.👇(0/12)

New episode with Delphi Digital’s Hivemind! 🔥 We discuss: - Why you shouldn’t sleep on Ethena - Galaxy’s AI bet that could 5x from here - Hyperliquid’s upside & regulatory risk - Potential PUMP comeback & more! José Maria Macedo Yan Liberman Duncan @3xLiquidated Links

Legion has raised $5M to reimagine fundraising as Wall Street moves onchain. Led by VanEck and Brevan Howard Digital with participation from Kraken, Coinbase Ventures 🛡️, @cryptocom_cap and more. And yes, we’ve saved room for you in the round (on Legion, of course). 🧵

x.com/i/article/1957…

Fed fund rates trending down, funding rates trending up We are not the same

The HY Foundation Tokenomics update is here! Want a quick overview? Watch HYTOPIA's Co-Founder Temptranquil | HYTOPIA explain the HY Foundation's new Tokenomics update in layman terms! 👀

Monitoring the Situation x.com/i/broadcasts/1…