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Delphi Digital Profile picture
@Delphi_Digital
Aug 30 • 2 tweets • 1 min read • Read on X
Moats in Crypto Markets - A New Framework 🌐

Understanding moats is crucial in an industry where competition accelerates rapidly, yet existing frameworks fall short.

In his latest deep dive, @robbiepetersen_ presents a new framework tailored to crypto apps, focusing on 6 verticals: Money Markets, DEXs, Stablecoins, LSTs/LRTs, Third-Party Bridges, and Social Apps.Sources of Defensibility for Crypto Apps
Curious about what makes crypto moats sustainable? 🌱

How secure are the moats of DeFi giants like Maker, @Aave, and @EthenaLabs ?

Is liquidity losing its edge in DEXs? Can @JitoSol maintain its lead in Solana’s LST market?

Read the full report now👇
delphi.link/CryptoMoats

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More from @Delphi_Digital

Delphi Digital Profile picture
Aug 15
Solana The Modular

Reflecting on our report a year ago, "Solana The Monolith", @solana's modular components continue gaining value across platforms, affecting ETH & BTC.

As rollups promote modularity, Solana is at the forefront.👇Solana the Modular - Cover
In the report, we explore how Solana is contributing to the growing landscape of modular blockchain components while also developing its internal demand through the creation of L2 solutions.

Check out the full deep dive by @Mahadikprasad15 ⤵️
delphi.link/SolTheModular
Separation of the Solana Virtual Machine

The SVM is the execution engine for Solana.

Previously, the SVM and Validator Client were closely integrated, which constrained innovation by requiring any changes to consider the entire system as a whole.
Read 20 tweets
Delphi Digital Profile picture
May 22
ETH ETF Approval Shakeup?

Following unprecedented news, the odds for an ETH ETF approval surged to ~70% after hovering below 25%. Subsequently, ETH’s market cap rose by $71B in one day - the largest daily surge ever recorded.

Here's our developing Ethereum Spot ETF Thread🧵Image
As @NateGeraci notes, recent shifts suggest a possible approval. However, for a launch of ETH ETFs both the 19b-4 and S-1 filings must be approved.

Meaning, the SEC could accept the 19b-4 filings but delay approvals for the S-1 statements only partially green-lighting the ETFs.

Bottom line: The final launch could be delayed. Here are the details 👇
Read 11 tweets
Delphi Digital Profile picture
May 15
Attention Is All You Need

Everyone grasps the importance of attention in their personal lives, but few see how it shapes everything around us.

@mrink0’s unparalleled deep dive explores how attention drives our economy, markets, and minds.

Let’s review key takeaways🧵Image
Make sure you catch the deep dive!

Attention is the most valuable yet misunderstood resource in the world.

The full report dissects the crucial role of the Attention Economy in shaping the landscape of Big Tech, Crypto, and AI ⬇️

delphi.link/attention
🔹 Attention Must Flow

Big Tech companies have built the Internet into an attention-warping machine, employing legions of highly paid PhDs to keep users engaged within the digital matrix.

If it were up to them, you would scroll, click, and add-to-cart forever.Image
Read 16 tweets
Delphi Digital Profile picture
Apr 24
The Rise of Ethena

After scaling supply to $2.3B in <1 month, USDe is now the fastest growing “stablecoin” of all time.

At the root of Ethena’s early success lies a fundamentally different approach to what the market has conceptualized as the “synthetic dollar” 🧵Image
Don't miss out on the deep dive!

The full report - The Rise of Ethena: Unpacking The Emerging Synthetic Dollar - by @robbiepetersen_ & @yeak__ dissects Ethena’s architecture, risks, scalability, broader implications for DeFi, $ENA, and the road ahead 👇

delphi.link/ethena
Currently, Tether and Circle maintain a stranglehold over the stablecoin market with a combined 90% market share.

The inherently winner-take-most market dynamic has historically presented high barriers to entry for emerging alternatives.

Put simply, the more people that use USDT, the more people that use USDT.Image
Read 13 tweets
Delphi Digital Profile picture
Dec 21, 2023
Throughout the bear, our research team worked tirelessly to uncover opportunities we thought would stand out when crypto markets finally turned around.

We're starting to drop our 2024 Year Ahead Reports, so here's a glimpse at some of our analysts' hard work this past year. 🧵 Image
Please note that reports are linked in the pictures. Links pop-up by hitting ALT in the bottom left corner.

🚨Disclaimer 🚨 Image
Before @celestiaorg’s launch, @CannnGurel dropped the deep dive “Pay Attention to Celestia '' in Feb 2022.

One Key takeaway: A multi-chain world seems inevitable for scalability, and we believe modular blockchains could offer an optimal approach. https://delphi.link/Celestia
Read 24 tweets
Delphi Digital Profile picture
Nov 2, 2023
The Monolith: @solana

Solana radically diverts from blockchain norms: low latency, affordable fees, unified layers, and strategic hardware use.

Here's the 𝐓𝐋𝐃𝐑 for our deep-dive report released in March 🧵👇 Image
Don't miss out on the deep-dive!

The full report detailing Solana's philosophy, technology, and ecosystem is now unlocked for everyone: 👀

Now, let's unravel the key takeaways👇delphi.link/Solana1
With ~2.9k nodes, 1.8k staked including recognized validators like Coinbase and P2P, Solana shines.

Unique to Solana? Apps like MarginFi, Solana Compass, Phantom, and NFT projects running validators, ensuring diverse and robust network validation.
Read 11 tweets

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