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Delphi Digital Profile picture
@Delphi_Digital
Apr 4 • 12 tweets • 3 min read • Read on X
DeFi evolved from an experiment to a billion dollar ecosystem. Where does it go from here?

Here are five trends to keep an eye on.

🧵 Image
1/ Real World Assets

Tokenized treasuries are just the beginning.

The real opportunity lies in tokenizing the entire spectrum—equities, corporate bonds, commodities, art, and real estate.

Bringing these assets onchain expands DeFi’s utility which presents many untapped opportunities.Image
2/ Projects leading RWA tokenization:

• @Paxos: Stablecoin infrastructure for enterprises
• @superstatefunds: Tokenized investment products
• @centrifuge: RWA tokenization & fund management
3/ Undercollateralized Lending

Integrating personal Web2 data into Web3 unlocks markets like undercollateralized lending, enabling greater capital efficiency than overcollateralized models and potentially superior yields.
4/ Pioneers of undercollateralized lending:

• @3janexyz: Uses zkTLS to verify credit history
• @maplefinance: Lend to institutions for more yield
• @WildcatFi: Allows for borrowers to create customized markets
5/ BTC DeFi

Bitcoin is mostly untapped when it comes to DeFi. New L2 solutions might kick off a wave of adoption similar to Ethereum’s, attracting BTC holders who want yield and more practical use cases. Image
6/ Emerging BTC DeFi ecosystems:

• @citrea_xyz: Rollup that uses BTC for both DA & settlement
• @AlpenLabs: Universal rails for money
• @Coredao_Org: BTC staking & DeFi
7/ Frontends

Chain abstraction greatly improves ease of use, enabling seamless multichain interactions.

Competition will focus on intuitive interfaces and effective product strategies to enhance the onboarding experience.
8/ Teams leading frontends:

• @infinex_app: Crypto everything app
• @JupiterExchange: Omni-chain network with Jupnet
• @BananaGunBot: Recently launched Banana pro
• @defidotapp: Simplifies DeFi in one easy to use design
9/ Stablecoins & Payment Infrastructure

Stablecoin adoption is steadily increasing because of clear market demand. Future opportunities involve enhancing accessibility, user-friendliness, and regulatory compatibility.

By streamlining fiat on/off-ramps and creating low-fee payment rails, stablecoins could become mainstream financial tools, bridging billions to crypto.Image
10/ Stablecoin projects to watch:

• @ethena_labs: Enabling institutional offerings with Convergence
• @m0foundation: Platform for building stablecoins
• @withAUSD: Stablecoin issuer backed by cash and T-Bills.
• @fusewallet: Stablecoin app for managing yield
You can read the full alpha feed post here. Credit to @DaftaryNeel.

delphi.link/DeFiDirections

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More from @Delphi_Digital

Delphi Digital Profile picture
Mar 27
Hyperliquid just dodged a $13.5M bullet—but it exposed a critical flaw in decentralized trading.

Here's how one trader almost broke the system and how we can stop it from happening again.

🧵 Image
1/ An attacker opened a large short position on JELLY, then artificially pumped its spot price, forcing liquidation.

This pushed an unrealized $13.5M loss onto Hyperliquid’s liquidity pool (HLP), as the oracle price spiked from $0.0095 to ~$0.50 per token. Image
2/ Hyperliquid intervened by delisting JELLY perps and force-settling positions at the original price of $0.0095, protecting HLP and leaving the attacker at a loss.

But rather than just reacting, what steps can Perp DEXs take to mitigate future risks?
Read 9 tweets
Delphi Digital Profile picture
Mar 8
Imagine DeFi apps with access to liquidity, near-instant finality, and integrated spot and perpetual order books within a unified ecosystem.

HyperEVM makes this possible on @HyperliquidX.

🧵 Image
The full Hyperliquid report dives much deeper. Here's the full breakdown. Image
1/ Since the airdrop, Hyperliquid has grown from 6% to around 67% of the perp DEX market.

Cumulative inflows have hit a new ATH of $2.42B, highlighting Hyperliquid's impressive growth after the points farming era.

This demonstrates Hyperliquid's ability to retain and grow market share without future incentives.Image
Read 11 tweets
Delphi Digital Profile picture
Feb 25
AI agents are evolving from simple assistants to fully autonomous entities.

@ElizaOS is leading this shift by giving agents the ability to manage funds and operate businesses in Web3.

Here’s how ElizaOS v2 is shaping the future of AI-powered economies.

🧵 Image
1/ AI Independence

ElizaOS started as an AI framework focused on Web3 automation. While v1 enabled AI agents to interact with smart contracts and blockchain data, v2 takes a major leap forward.

AI agents have moved on from simple commands—they’re independently managing workflows, businesses, and financial strategies.Image
2/ Architectural Upgrades

• Modular Core Framework: Developers can customize AI agents without modifying the core to make deployments more scalable.
• Unified Abstraction Layer: AI agents now handle multi-chain assets seamlessly.
• Event-Driven Architecture: AI agents can react to real-time data, making them more efficient in handling DeFi, governance, and logistics.

These improvements give AI more flexibility, planning capabilities, and the ability to execute more complex tasks.
Read 11 tweets
Delphi Digital Profile picture
Feb 18
Imagine an ecosystem where rollups are truly interconnected—sharing liquidity, messaging, and infrastructure without barriers.

@initia is making that future a reality.

🧵 Image
1. Appchains Have Struggled

Appchains are expensive and time consuming to maintain. They require validators, block explorers, wallet integrations, and dev ops.

RaaS solutions (e.g., Caldera, Conduit) offer basic infra but lack key ecosystem components.
2. Initia fixes this by developing a fully integrated ecosystem to ensure rollups can interact seamlessly.

It offers:

• Standardized cross-rollup communication via IBC & LayerZero
• Single Slot Finality for low-latency confirmations
• Gas abstraction via JIT—pay gas with any token
• Native USDC via Noble & Circles CCTP
• Full ecosystem ready before mainnet
• Developer-friendly AgnosticVMs & Opinionated Rollup Framework
Read 16 tweets
Delphi Digital Profile picture
Feb 8
AI agents are no longer just experiments. To succeed in real-world applications, they need a framework built for scale and performance.

How does @arcdotfun compare to the competition? Let’s take a look.

🧵 Image
1/ Arc is a Rust-Based Agent platform designed for speed, reliability, and security.

Through hardware-level execution speeds, built in protection against memory errors, and secure concurrency, Arc is able to enhance reliability and scalability for demanding apps in finance, healthcare, and real-time systems.
2/ Arc's architecture allows it to excel in areas where Eliza & ZerePy fall short. Arc's decentralized workflow supports trustless, low-latency operations that are ideal for apps like DeFi arbitrage agents.

Arc's real-time performance ensures sub-millisecond latency for applications like robotics, autonomous vehicles, and IoT systems.Image
Read 12 tweets
Delphi Digital Profile picture
Feb 4
Can @megaeth_labs become king of the rollups?

A deep dive into how MegaETH is bringing TradFi speed to DeFi.

🧵 Image
1/ Algorithms dominate financial markets, executing trades in microseconds —giving CEXs a historical advantage.

But that is changing. In Jan 2025, the DEX/CEX volume ratio hit 20%, an ATH. Image
2/ Demand for high-performance DEX infrastructure is rising, driven by long-tail assets, memecoins, & institutional-grade DEXs like Hyperliquid & Raydium.

MegaETH closes the latency gap, enabling institutional-grade trading on chain.
Read 14 tweets

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