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Delphi Digital Profile picture
@Delphi_Digital
Sep 19 • 17 tweets • 13 min read • Read on X
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With the Fed finally cutting rates, everyone is wondering whether this was priced in.

Today, we are open sourcing our 60+ page markets chartbook for free.

This gives you everything you need to know about macro, markets, and what to look out for in Q4.

A Megathread 🧵 Image
BTC has been the top performer since April lows Image
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What does liquidity backdrop look as we head into Q4? Image
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Potential headwinds exist but may alleviate towards year end. Image
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How will rate cuts affect the market? Image
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Where could future liquidity come from? Image
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Everyone is fleeing to gold Image
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Foreign central banks are now holding more gold than treasuries Image
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Monetary debasement is expected to continue Image
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Stablecoins continue to be a key narrative Image
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The impacts of ETFs on crypto Image
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DATs are real institutional drivers Image
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Where could we be in the market cycle? Image
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Are fundamentals back? Image
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Hyperliquid has become a powerhouse Image
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Pumpfun and Ethena have also seen success Image
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Check out the full chartbook on our portal here.

delphi.link/SeptBook1

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More from @Delphi_Digital

Delphi Digital Profile picture
Jul 10
Is $PUMP set to become the most hated rally?

A valuation analysis of Pump Fun and what to expect from launch.

🧵 Image
This thread only scratches the surface. The full report covers much more including a complete valuation analysis, competitive deep dive, launch dynamics, and more. Image
1/ Pump has quietly built one of crypto's most profitable businesses, generating $780M+ in cumulative revenue with no token incentives.

Even once you take out January's memecoin craze, Pump is still generating around $1.3M per day on average.

That's more than what most protocols make in their entire existence.Image
Read 9 tweets
Delphi Digital Profile picture
Apr 22
AI has blurred the lines of IP ownership. @StoryProtocol thinks blockchain can fix it.

Meet the first IP blockchain reshaping creativity and royalties for the digital age.

🧵 Image
Our full Story report dives much deeper into use cases, infrastructure, and more. Here is the full breakdown. Image
1/ Traditional IP systems depend on centralized registries and manual enforcement, too slow to track millions of AI-generated works created daily.

General-purpose blockchains aren't optimized either, lacking native support for complex royalty splits and embedding licensing terms into creative assets.Image
Read 13 tweets
Delphi Digital Profile picture
Apr 4
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
Read 12 tweets
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

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