Delphi Digital

Delphi Digital

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

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Perp DEXs could collapse the traditional financial stack. The core functions of Wall Street are being absorbed into single onchain venues. Hyperliquid is launching native borrow/lend and every major perp DEX is working on a stablecoin. Spot trading, options, structured products, and vaults are all being added to these platforms. The winners here will be building the next Wall Street of the digitized economy, and there will only be a handful of them. The platforms that attract the best liquidity, talent, and builders will create self reinforcing flywheels that compound their advantages. Down the line, every onchain business can access these platforms to raise capital, invest treasury, borrow, lend, and hedge. Functions that previously required relationships with big banks will be available to anyone with a wallet. twitter.com/Delphi_Digital/sta...

Tokenized stocks went from $15 million to over half a billion this year. You can now swap stablecoins for stocks in the same Jupiter app you use for everything else. All you need is a wallet. But equity perps could be the real battleground. Hyperliquid, Ostium, Vest, and many twitter.com/Delphi_Digital/sta...

There are 3 things you need to have to truly compete to become the superapp: crypto rails, tradfi rails, and social. Coinbase and Robinhood are converging from opposite ends. Coinbase started with crypto and is diversifying into derivatives and institutional services Robinhood started in tradfi and is layering in crypto through tokenized equities and stablecoins. But who could own the social layer?👇 twitter.com/Delphi_Digital/sta...

Jason is cautiously optimistic going into year end. "We are breaking back into the 90-110k that we have spent quite some time in. If we could hold around here and then start breaking back into year end I think there's a decent chance we have a relief rally for Bitcoin."

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