Delphi Digital

Delphi Digital

206,404 Twitter followers

Follow

Delphi is a research-driven firm dedicated to making crypto happen sooner and better than it would without us.

Posts

Logan explains why people are moving to Prop AMMs. "This new paradigm has allowed market makers to update their quotes simultaneously and much more frequently, where they feel comfortable quoting tighter because they have a better idea of what the true price is."

LTR warns that blockchains could win but current crypto projects could still be obsolete. "There's a valid chance that five years from now crypto could be ingrained in every single business and it could be some totally different chain that doesn't exist yet."

Marcus explains what Bitcoin needs for a rebound. "It is my opinion that on Bitcoin, we need to see commodities put in a sideways chop before we can actually make a meaningful break of the range. Without commodities pulling back significantly or consolidating, Bitcoin is just going to go through its chop as well."

Logan explains why physics makes a single global exchange impractical. "If these things scale to trillions of dollars a day, I have a hard time seeing the United States or China saying 'Yes, I'm okay with that data center being in Tokyo because I'm disadvantaged purely from a physics standpoint."

Zcash's shielded pool went from 11% to 30% of total supply in a single year. This is more growth than the previous eight years combined. Users are actively moving coins into the shielded pool and keeping them there. Shielded ZEC tends to be stickier, acting as a supply sink that removes coins from circulation. Three things changed in the last two years: the cryptography no longer requires any trust assumptions, mobile wallets actually work, and Near Intents gave users a non-custodial way to rotate into ZEC from any chain. In the last 30 days alone, ZEC has done $285M in volume on Near Intents versus $348M for BTC. That adoption is built on real cryptographic guarantees. The privacy is information-theoretically hidden. Sender, receiver, and amount are all encrypted in a way that makes transactions mathematically indistinguishable from one another. Every shielded transaction cryptographically proves no coins were counterfeited without revealing any transaction details. There's no information for a quantum computer to extract. The next phase is scaling. Orchard eliminated the trusted setup entirely and became the default shielded pool. Tachyon comes next, reworking how transactions are validated and batched to push throughput toward the levels needed for real economic activity. Now the privacy needs to work at scale. twitter.com/Delphi_Digital/sta...

blood in the streets but my man @simononchain with *the* zcash $zec report - the vision/core principles - the history - privacy<>integrity tradeoff - market traction/shielded pool network effects - encryption vs obfuscation - scaling (tachyon) - post-quantum - much much more

97% of altcoins on our sector dashboard are in the red since Jan 2025. The average drawdown is 78%. Only 3 out of 121 altcoins are green: HYPE, SYRUP, and BCH. twitter.com/Delphi_Digital/sta...

Logan explains the grand prize for blockchains. "The goal for blockchains is to become the leading indicator for price discovery. What will happen is the blockchain will be the true price and exchanges on the centralized venue will be the lagging price. I think that's what everybody's trying to build. That's the grand prize."

Loading..