@Delphi_Digital Delphi Digital

Delphi Digital posts on X about bitcoin, crypto, ai, liquidity the most. They currently have [-------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

Engagements: [------] #

[--] Week [-------] -18%
[--] Month [---------] +41%
[--] Months [---------] +153%
[--] Year [---------] -18%

Mentions: [--] #

[--] Week [--] +62%
[--] Month [---] +39%
[--] Months [---] +123%
[--] Year [---] +19%

Followers: [-------] #

[--] Week [-------] +0.20%
[--] Month [-------] +0.84%
[--] Months [-------] +4.40%
[--] Year [-------] +10%

CreatorRank: [-------] #

Social Influence

Social category influence cryptocurrencies 26.92% finance 25.96% exchanges 8.65% stocks 5.77% financial services #431 technology brands 2.88% countries 1.92% celebrities 0.96% travel destinations 0.96%

Social topic influence bitcoin #7249, crypto #3781, ai 9.62%, liquidity #3063, blockchain #328, zcash #146, onchain #914, money 4.81%, hyperliquid 4.81%, watch 4.81%

Top accounts mentioned or mentioned by @proofofmaro @keetanetwork @pablofrost4670 @delphidigital @danny6ygu7c @olaxbt @strykrai @mert @grok @aptos @thepixudi @cwonderboi @lee_saenz_ @novriadi528 @stormycloudinc @danocrypto904 @scotttfreeman @btqtech @zksync @octokrypto

Top assets mentioned Bitcoin (BTC) Zcash (ZEC) Solana (SOL) Coinbase Global Inc. (COIN) BlackRock Inc (BLK) USDC (USDC) Ethereum (ETH) StarkNet (STRK)

Top Social Posts

Top posts by engagements in the last [--] hours

"Our team at Delphi has been writing and publishing research for almost eight years now. Weve used it as an outlet to think debate and learn in public putting ourselves and our predictions out http://x.com/i/article/2009255317092073472 http://x.com/i/article/2009255317092073472"
X Link 2026-01-08T15:00Z 219.3K followers, 147.8K engagements

"Rei (@ReiNetwork0x) rebuilds AI from the ground up Core solves AI's context problem by learning instead of staying frozen after training Units remember conversations and becomes more useful with use Outputs feel differentiated over generic responses Read more here👇 https://t.co/GsY95oE80H https://t.co/GsY95oE80H"
X Link 2025-09-03T20:06Z 218.9K followers, 37.2K engagements

"Aptos is building for institutional adoption. Public chains expose sensitive data by default: balances transaction sizes strategies. Regulators need visibility into who's transacting but not competitors. @Aptos Confidential Transactions fix this by encrypting balances and transaction amounts while keeping sender and recipient identities visible. Launched on devnet through a partnership with Distributed Lab the mechanism combines homomorphic encryption and zero-knowledge proofs. When a user sends tokens the amount is encrypted under three keys: the recipient's an auditor's and their own. The"
X Link 2026-01-06T15:58Z 219.2K followers, 33.6K engagements

"Fundamentals suggest volatility is mispriced. When implied volatility (IV) trades significantly below our fair value estimate while Bitcoin sits at all time highs material drawdowns have followed. The most recent trigger fired last October four days before the mass liquidation event. The inverse also holds. Periods when IV is extremely overvalued relative to fair value have historically been strong buying opportunities. Leading indicators suggest volatility is mispriced and biased higher. Trumps latest push to acquire Greenland has been making headlines and in part causing greater volatility"
X Link 2026-01-21T23:16Z 218.9K followers, [----] engagements

"Uncollateralized lending is the holy grail of DeFi. Getting there requires solving three problems: verifying creditworthiness without exposing user data pricing risk at the individual level and enforcing repayment when there's no collateral to liquidate. @3janexyz is a credit-based money market that underwrites USDC loans without requiring collateral. Lenders deposit USDC and receive USD3 or stake into sUSD3 for junior tranche exposure and higher yield. Idle capital flows to Aave automatically. Borrowers verify their financial position through zkTLS via Reclaim. Bank accounts CEX holdings and"
X Link 2026-01-29T15:59Z 219K followers, [----] engagements

"Jason thinks Bitcoin could surprise people in [----]. "I do think there's a lot of upside surprise that could get a bid. That bid wouldn't flow through to everything else which then would make it a lot easier for BTC dominance to climb.""
X Link 2026-02-01T02:39Z 219.2K followers, [----] engagements

"Hyperliquid remains resilient after 10/10. The major liquidation event wiped $12B of Perp DEX OI. Three months later the market still hasn't recovered. But Hyperliquid continues to lead with 46% market share"
X Link 2026-02-02T16:28Z 219.2K followers, [----] engagements

"Logan explains why Solana could win long term despite competition. "Over one to two years people will start dancing on the grave of the high throughput chains. But the difference between low throughput and high throughput was Ethereum versus Solana. It was massive. I think multiple leaders is just as massive." https://twitter.com/i/web/status/2018452257638064632 https://twitter.com/i/web/status/2018452257638064632"
X Link 2026-02-02T22:31Z 219.2K followers, [----] engagements

"LTR explains why memecoins are struggling. "The game reminds me of sneakers and whatnot. It's largely solved. So will there still be opportunities for profit Yes but they're just gonna be faster and fewer in between with much more velocity.""
X Link 2026-02-05T00:16Z 219.2K followers, [----] engagements

"97% of altcoins on our sector dashboard are in the red since Jan [----]. The average drawdown is 78%. Only [--] out of [---] altcoins are green: HYPE SYRUP and BCH. Only 6% of altcoins in our sector dashboard are up over the past year. The average is down by 70%. It's been a difficult year for alts. https://t.co/RSC0ZS2Bx7 Only 6% of altcoins in our sector dashboard are up over the past year. The average is down by 70%. It's been a difficult year for alts. https://t.co/RSC0ZS2Bx7"
X Link 2026-02-05T16:12Z 219.2K followers, 16.4K engagements

"Scott explains why Bitcoin has underperformed Gold. "Right now we have a good growth backdrop but a bad inflationary one and thinning liquidity. In this regime Bitcoin sits further out on the risk curve so while it can perform the framework says gold is cyclically likely to lead." https://twitter.com/i/web/status/2019471245058998552 https://twitter.com/i/web/status/2019471245058998552"
X Link 2026-02-05T18:00Z 219.2K followers, [----] engagements

"Listen to the full Delphi podcast here. https://podcasts.apple.com/us/podcast/logan-jastremski-solana-vs-hyperliquid-who-wins-the/id1438148082i=1000747702257 https://podcasts.apple.com/us/podcast/logan-jastremski-solana-vs-hyperliquid-who-wins-the/id1438148082i=1000747702257"
X Link 2026-02-06T03:05Z 218.9K followers, [----] engagements

"LTR notes Hyperliquid is one of the only teams consistently shipping real use cases. "Like HIP3 and Tradexyz did a ton of silver volume. People were able to trade perps on metals 24/7 and now they're integrating prediction markets. No other crypto team is shipping stuff that fulfills people's needs right now. And Hyperliquid's doing that at a fast rate." https://twitter.com/i/web/status/2020145732469334369 https://twitter.com/i/web/status/2020145732469334369"
X Link 2026-02-07T14:40Z 219.2K followers, 11.4K engagements

"Logan notes that the fastest growing crypto companies are trading related. "In broad part what we're seeing is that these applications are making money and every single one that is generating this cash flow is trading related on the blockchain side.""
X Link 2026-02-08T01:19Z 219.2K followers, [----] engagements

"Read the full Zcash report here. https://delphi.link/zcash1 https://delphi.link/zcash1"
X Link 2026-02-09T15:13Z 219.1K followers, [----] engagements

"RT @PonderingDurian: http://x.com/i/article/2021201619568951307 http://x.com/i/article/2021201619568951307"
X Link 2026-02-10T14:55Z 219.2K followers, [--] engagements

"LTR discusses the growing apathy in crypto "Robinhood's building its own chain Stripe and Tempo are building their own chain. People are just going to make their own stablecoins and business chains. Blockchains are going to be used as a technology but they're not going to pay rent to existing companies." https://twitter.com/i/web/status/2021265831032995852 https://twitter.com/i/web/status/2021265831032995852"
X Link 2026-02-10T16:51Z 219.2K followers, [----] engagements

"Watch the full Hivemind pod here. https://youtu.be/pDHMCmNwjAQsi=Oex0wtQHcjV-IqnN https://youtu.be/pDHMCmNwjAQsi=Oex0wtQHcjV-IqnN"
X Link 2026-02-10T16:51Z 219.2K followers, [----] engagements

"Read the full Zcash report here. https://delphi.link/zcash1 https://delphi.link/zcash1"
X Link 2026-02-10T17:56Z 219.1K followers, [----] engagements

"RT @maybeltr: for clarity: RH is doing a 10% rev share with Arbitrum DAO on their chain rev So robinhoods is different and actually very p"
X Link 2026-02-10T19:15Z 219.2K followers, [--] engagements

"Logan explains why robotics automation scares him. "You think about how many things humans do. Baristas restocking shelves construction. Elon's talked about robots doing surgery with doctors. The amount of things that humans can do and that robots can probably do better. that freaks me out a little bit.""
X Link 2026-02-10T22:00Z 219.2K followers, [----] engagements

"RT @Delphi_Digital: Your privacy is only as strong as the crowd you're hiding in. Most privacy tools encrypt your data and transactions b"
X Link 2026-02-10T23:41Z 219.2K followers, [--] engagements

"Watch the full Market Matters featuring @scotttfreeman here. https://members.delphidigital.io/feed/delphis-market-matters-january-2026 https://members.delphidigital.io/feed/delphis-market-matters-january-2026"
X Link 2026-02-11T19:42Z 219.2K followers, [----] engagements

"Jason lays out the case for Bitcoin at these levels. "At $60K you have things like [---] week moving averages and tons of support. That might entice some longer term buyers to step back into the market.""
X Link 2026-02-11T22:12Z 219.2K followers, [----] engagements

"Watch the full Hivemind pod here. https://youtu.be/pDHMCmNwjAQsi=Z1d5oKVd-CxlkHL3 https://youtu.be/pDHMCmNwjAQsi=Z1d5oKVd-CxlkHL3"
X Link 2026-02-11T22:12Z 219.2K followers, [----] engagements

"RT @Delphi_Digital: http://x.com/i/article/2021332857839321088 http://x.com/i/article/2021332857839321088"
X Link 2026-02-11T22:28Z 219.1K followers, [--] engagements

"Scott explains the macro regime Bitcoin is trading in. "For the sake of this argument say Bitcoin does have the high growth beta tech aspects of Nasdaq but also can be the debasement trade store of value. I think we're in that kind of growth regime. So we have energy efficient good growth backdrop also some inflationary pressures." https://twitter.com/i/web/status/2021760030534775233 https://twitter.com/i/web/status/2021760030534775233"
X Link 2026-02-12T01:35Z 219.2K followers, [----] engagements

"Watch Market Matters here. https://members.delphidigital.io/feed/delphis-market-matters-january-2026 https://members.delphidigital.io/feed/delphis-market-matters-january-2026"
X Link 2026-02-12T01:35Z 219.2K followers, [----] engagements

"RT @Delphi_Digital: Jason lays out the case for Bitcoin at these levels. "At $60K you have things like [---] week moving averages and tons o"
X Link 2026-02-12T05:09Z 219.2K followers, [--] engagements

"Read the full Zcash report here. https://delphi.link/zcash1 https://delphi.link/zcash1"
X Link 2026-02-12T15:17Z 219.2K followers, [----] engagements

"Ceteris argues quantum risk could be bullish for Bitcoin in the long term. "Quantum can fix the long-term security if they actually just use Satoshi's coins for tail inflation. If you can use it to increase inflation for another 200+ years I think the market will take that as a good fundamental change to Bitcoin." https://twitter.com/i/web/status/2022035057964454131 https://twitter.com/i/web/status/2022035057964454131"
X Link 2026-02-12T19:48Z 219.3K followers, [----] engagements

"Watch the full Hivemind pod here. https://youtu.be/pDHMCmNwjAQsi=gK4LSAWRZV4YF-HR https://youtu.be/pDHMCmNwjAQsi=gK4LSAWRZV4YF-HR"
X Link 2026-02-12T19:48Z 219.2K followers, [----] engagements

"Yan explains why L1 valuations may need to come down. "If the market coalesces around the idea that only financial apps can actually thrive the surface area of apps that get built out comes down. The L1s themselves gain less adoption and you have the risk of the app becoming its own chain if it gets big enough.""
X Link 2026-02-12T23:12Z 219.3K followers, [----] engagements

"Watch the Hivemind pod here. https://youtu.be/pDHMCmNwjAQsi=a0vzWZi-kuT3uPaL https://youtu.be/pDHMCmNwjAQsi=a0vzWZi-kuT3uPaL"
X Link 2026-02-12T23:12Z 219.3K followers, [----] engagements

"Marcus explains what could cause Gold to find a top. "I think how gold could potentially top is something related to what the BOJ is going to do. These yields can't keep going up like this. Something's going to break.""
X Link 2026-02-13T05:18Z 219.3K followers, [----] engagements

"Watch Market Matters here. https://members.delphidigital.io/media/delphis-market-matters-january-2026 https://members.delphidigital.io/media/delphis-market-matters-january-2026"
X Link 2026-02-13T05:18Z 219.3K followers, [----] engagements

"RT @Delphi_Digital: Pair trading remains one of the more underutilized strategies in crypto. Your exposure becomes the spread between two"
X Link 2026-02-14T16:29Z 219.3K followers, [--] engagements

"RT @anildelphi: Delphi Decks are back"
X Link 2026-02-14T21:47Z 219.3K followers, [--] engagements

"DeFi yields have declined. Rather than recycling TradFi yields the real opportunity comes from generating crypto-native yield through DePIN & AI infrastructure. @USDai_Official unlocks this potential by bringing a multi-billion dollar compute financing market on-chain. Today stablecoin yield has largely come from lending revenue & T-Bills. However the AI revolution presents an untapped source of yield: the physical infrastructure powering it. The problem is hardware is illiquid but USDAI tackles the issue by transforming hardware into liquid productive capital with its synthetic dollar. DePIN"
X Link 2025-05-06T16:03Z 219.3K followers, 28.9K engagements

"Institutions are stuck using traditional settlement methods because current blockchains can't guarantee compliance at the protocol level. @KeetaNetwork changes this by embedding regulatory controls into the base layer. Cross border settlement today often requires banks to pre-fund nostro/vostro accounts locking up trillions in working capital. Keeta's Zero Liquidity Model eliminates this by enabling atomic FX swaps that settle in seconds with cryptographic finality turning idle capital into productive liquidity. SWIFT processes trillions daily. Every flow loses 4-8% to intermediaries FX"
X Link 2025-10-30T15:58Z 219.3K followers, 144K engagements

"Institutions need infrastructure that can settle trillions daily. @KeetaNetwork makes this possible through its architecture. Keeta uses DAG architecture where each account maintains its own chain of state transitions. Transactions process in parallel across the network rather than waiting in a single queue. This eliminates congestion and fee spikes that happen when transactions compete for limited block space. In a Google Cloud stress test Keeta achieved peak simulated throughput of 11.2M TPS. SWIFT processes roughly $7.5 trillion across 45M messages daily. Keetas architecture is capable of"
X Link 2025-11-04T15:58Z 219.3K followers, 69.5K engagements

"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.""
X Link 2026-02-09T18:56Z 219.3K followers, [----] engagements

"Watch the full Hivemind pod here. https://youtu.be/pDHMCmNwjAQsi=dWq7pQDqWlcxew5a https://youtu.be/pDHMCmNwjAQsi=dWq7pQDqWlcxew5a"
X Link 2026-02-14T17:21Z 219.3K followers, [----] engagements

"AI agents generate $1B annually but struggle to coordinate at scale. They lack standardized rails to discover trust and transact with each other. @virtuals_io solves this through ACP open infrastructure for agents to collaborate and exchange value permissionlessly. 🧵"
X Link 2025-10-16T15:00Z 219.3K followers, 61.6K engagements

"Most financial institutions don't touch crypto because they can't. Banks need private flows and verified accounts with full transaction attribution which is opposite to what public blockchains offer. @KeetaNetwork is building for this gap. Their approach uses onchain identity certificates via the X.509 standard the same cryptographic framework used across internet protocols). Wallets get tied to verifiable identity attestations without exposing the underlying personal data. With selective disclosure users can prove specific attributes (KYC status jurisdictional permissions business licenses)"
X Link 2025-12-22T20:44Z 219.3K followers, 52K engagements

"Perp DEXs become the new Wall Street. AI agents transact with each other autonomously. Exchanges become everything apps. Here are [--] key predictions from our [----] Year Ahead Reports. [--]. AI Agents http://x.com/i/article/2010857624690987008 http://x.com/i/article/2010857624690987008"
X Link 2026-01-13T18:37Z 219.3K followers, 191.3K engagements

"Starknet's BTCFi ecosystem is attracting serious players. @Re7Labs a $1 billion asset manager is running structured BTC yield strategies that combine offchain options trading with onchain opportunities like liquidity provision and native Bitcoin staking. @Anchorage has expanded its multi billion dollar custodial platform to support Bitcoin staking on Starknet letting institutional clients earn STRK rewards through regulated custody. Yield vaults across platforms like Troves and ForgeYields give retail users access to similar strategies. Earn Portal from @Starknet aggregates these"
X Link 2026-01-14T16:01Z 219.3K followers, 14.6K engagements

"Keeta is building the rails that connect Tradfi and Crypto. While crypto is permissionless and public tradfi needs compliance and regulatory guarantees. This is why it's been difficult for institutions to come onchain. @KeetaNetwork bakes optionality into the protocol itself. Users can attach identity credentials to their public key and selectively disclose only what's needed for a given transaction. A bank can verify that a wallet is KYC'd and in a compliant jurisdiction without ever seeing a name or address. The user proves what they need to prove and nothing more. This is what makes"
X Link 2026-01-16T17:04Z 219.3K followers, 38.5K engagements

"$350 billion a day settles on a blockchain many people have never heard of. Canton Network carries over $6 trillion in tokenized real-world assets with firms like JPMorgan and DTCC already building http://x.com/i/article/2019424450400092160 http://x.com/i/article/2019424450400092160"
X Link 2026-02-08T17:03Z 219.3K followers, 94.2K engagements

"Scott breaks down what drives risk asset demand. "The main area that drives risk assets is liquidity. If people perceive they'll get par value back on their money they'll flow out on the risk curve. In times of economic uncertainty what they're willing to own narrows.""
X Link 2026-02-11T19:42Z 219.3K followers, [----] engagements

"Introducing our weekly newsletter - The Delphi Pulse Instead of scrolling through ten different sources get the signals that matter to you. Your single source of crypto digest every week with research insights you won't find anywhere else"
X Link 2026-02-13T19:22Z 219.3K followers, [----] engagements

"Pair trading remains one of the more underutilized strategies in crypto. Your exposure becomes the spread between two assets rather than the direction of the market. In one case study our analyst examined adding the short leg took the Sharpe from [----] to [----]. Max drawdown dropped from 64% to 45%. Volatility declined by over 20%. The pair sat at all time highs while the long leg alone was down 40% from its peak. Pair trading allows you to express a relative view without taking on full directional exposure. You can profit while both assets decline as long as your outperformance thesis holds."
X Link 2026-02-14T00:44Z 219.3K followers, 33K engagements

"Yan believes there could be a relative value rotation into crypto. "Regardless of whether you think crypto is going to reach new highs I do think there's some relative value trade that will exist after one asset's very overextended to the upside and this one's very overextended to the downside. I think you see some degree of rotation.""
X Link 2026-02-14T14:02Z 219.3K followers, [----] engagements

"Yan explains the AI agent threat to software stocks. "AI agents are able to code their way into solutions that take away from the pricing power these software companies had. Jensen's counter was that agents won't rebuild tools from the ground up they'll just use them via API the same way a robot won't create a new screwdriver. But the truth is probably somewhere in the middle.""
X Link 2026-02-14T17:21Z 219.3K followers, [----] engagements

"The directional trader with the correct fundamental view could still lose money. Consider a trader who is long HYPE and believes it will outperform SOL. In a bull market HYPE could rise 50% while SOL gains 30%and the directional trader wins. But in a bear market HYPE might fall 40% while SOL drops 55%. The thesis was right but the position is underwater. The same pattern holds in capitulation events. The directional trader loses despite being correct about relative performance. The pair trader fares better in these scenarios because the exposure is to the spread rather than the absolute"
X Link 2026-02-14T23:22Z 219.3K followers, [----] engagements

"Watch the full Hivemind pod here. https://youtu.be/pDHMCmNwjAQsi=MeDrBoKU_AjaZspQ https://youtu.be/pDHMCmNwjAQsi=MeDrBoKU_AjaZspQ"
X Link 2026-02-15T01:40Z 219.3K followers, [----] engagements

"Read the full Zcash report here. https://members.delphidigital.io/reports/zcash-encrypted-money-for-a-surveilled-world https://members.delphidigital.io/reports/zcash-encrypted-money-for-a-surveilled-world"
X Link 2026-02-15T21:47Z 219.3K followers, [----] engagements

"Quantum is a growing risk to Bitcoin that gets harder to ignore every year. @BTQ_Tech is building a parallel network to rehearse a post-quantum upgrade before it becomes an emergency. BTQ mirrors Bitcoins core architecture but swaps in quantum safe security so exchanges wallets and developers can test what an upgrade looks like at scale without touching mainnet. Post-quantum signatures are much larger than what Bitcoin uses today. Larger signatures mean larger transactions more block space per spend higher fees and lower throughput. Until those tradeoffs are tested under real fee pressure"
X Link 2026-01-13T15:00Z 219.3K followers, [----] engagements

"Only 6% of altcoins in our sector dashboard are up over the past year. The average is down by 70%. It's been a difficult year for alts"
X Link 2026-01-31T18:32Z 219.3K followers, 81.6K engagements

"The AI agent landscape has moved from demos to a full infrastructure stack. With ERC-8004 on mainnet working standards are live for payments identity discovery and execution. x402 Matures x402 has http://x.com/i/article/2018690757792579584 http://x.com/i/article/2018690757792579584"
X Link 2026-02-03T15:25Z 219.3K followers, 45.1K engagements

"Privacy has a scaling problem. The cryptography that makes it possible is expensive with large proofs heavy verification and state that grows forever. Tachyon is designed to solve this. Zcash's shielded transactions sit at roughly [--] TPS today. Each one creates a nullifier that full nodes must store permanently. This state only grows over time for validators. Led by Sean Bowe Tachyon solves the state issue with oblivious synchronization where a service helps you prove you haven't double-spent while remaining blind to what you're really spending. It handles computation without learning which"
X Link 2026-02-09T15:13Z 219.3K followers, 35.4K engagements

"Your privacy is only as strong as the crowd you're hiding in. Most privacy tools encrypt your data and transactions but encryption alone doesn't create anonymity. That takes a crowd. This is the mechanic behind Zcash's Orchard pool. When you spend a shielded note you prove it exists somewhere among millions of other notes without revealing which one. The larger that set the more indistinguishable your transaction becomes. Millions of notes make probabilistic attacks meaningless. The anonymity set only grows because every shielded transaction adds to it permanently. The pool of notes you're"
X Link 2026-02-10T17:56Z 219.3K followers, 61.4K engagements

"MegaETH is building infrastructure for real-time computing onchain targeting 100k TPS with 10ms blocks. At that speed a market maker can post a quote and know almost instantly whether it filled an http://x.com/i/article/2021332857839321088 http://x.com/i/article/2021332857839321088"
X Link 2026-02-11T16:40Z 219.3K followers, 13.1K engagements

"Quantum computing doesn't just threaten future cryptography but also today's privacy. Most privacy tools rely on computational hardness assumptions. Transactions made today could be de-anonymized once quantum computers become practical. @Zcash works differently by using information-theoretic hiding. The sender receiver and amount are hidden in a way that no computational power can reveal. A quantum computer can't expose historical Zcash transactions because the information isn't there to extract. Transactions you make today on systems relying on computational hardness could be fully traceable"
X Link 2026-02-12T15:17Z 219.3K followers, 16.1K engagements

"Sign up for FREE here. First issue comes out next Monday. https://delphi.link/Newsletter1 https://delphi.link/Newsletter1"
X Link 2026-02-13T19:22Z 219.3K followers, [----] engagements

"Read the full report here. https://members.delphidigital.io/reports/pair-trading-in-crypto https://members.delphidigital.io/reports/pair-trading-in-crypto"
X Link 2026-02-14T00:44Z 219.3K followers, [----] engagements

"Watch the Hivemind pod here. https://youtu.be/pDHMCmNwjAQsi=-8qAuwRe1ob2qV3- https://youtu.be/pDHMCmNwjAQsi=-8qAuwRe1ob2qV3-"
X Link 2026-02-14T14:02Z 219.3K followers, [----] engagements

"Ceteris notes that tech alone doesn't cut it for L1s anymore. "If Monad went live three years ago it would be trading much higher based on the story and the tech. Now the reaction is cool you built a performant decentralized EVM chain but where are your apps""
X Link 2026-02-15T01:40Z 219.3K followers, [----] engagements

"The Privacy Flywheel Is Growing Zcash's shielded pool recently reached 30% of total supply compared to 11% a year ago. This trajectory shows that the privacy thesis is working. More capital in the shielded pool expands the anonymity set which helps pull in more users with better privacy. At the current pace crossing 50% shielded looks achievable within 12-18 months. Users who shield tend to correlate with longer holding periods and higher conviction. November 2024's halving brought annual inflation down to roughly 4% dropping to around 1% by [----]. Distribution has matured over nearly a decade"
X Link 2026-02-15T21:47Z 219.3K followers, 20.6K engagements

"Blockchain gaming isn't dead. It's missing a foundation to build quality games on. @Somnia_Network aims to build the rails for vastly more complex apps like games to come onchain. A core challenge holding back mainstream adoption is the lack of entertaining products and infrastructure. Issues like network congestion unpredictable gas fees poor user experience and security vulnerabilities have long plagued titles that exist today. Somnia is building an EVM-compatible network designed to handle the unique demands of onchain gaming and mass market consumer applications. Many blockchains use"
X Link 2025-08-28T14:04Z 219.3K followers, 145.3K engagements

"In [----] @Aptos proved itself as the infrastructure layer for the financial internet. Baby Raptr went live in June and cut validator finality latency by 20% by reducing consensus from six network hops to four. Velociraptr followed in Sept dropping block times from 100ms to 60ms through optimistic proposals. At 50ms block times Aptos now produces blocks faster than any other major Layer [--] blockchain on mainnet. That performance translated directly into real-world utility. Stablecoins became one of the clearest expressions of Aptos strengths: moving $200 still costs roughly $12 on traditional"
X Link 2025-12-19T15:57Z 219.3K followers, 10.8K engagements

"AI agents have been missing one thing: the ability to transact autonomously. x402 turns the internet into a unified payments layer for agents. Built by @coinbase x402 extends HTTP [---] to enable http://x.com/i/article/2011458852236017664 http://x.com/i/article/2011458852236017664"
X Link 2026-01-15T15:59Z 219.3K followers, 55.1K engagements

"Prediction markets graduated from niche to a $600M+ category. What does the next phase look like Major players are entering: CME Group plans to list sports markets Coinbase is launching prediction http://x.com/i/article/2012608619376775169 http://x.com/i/article/2012608619376775169"
X Link 2026-01-18T15:16Z 219.3K followers, 82.1K engagements

"Trillions of dollars sit locked in foreign bank accounts around the world idle capital that exists to make cross border settlement possible. Banks have operated this way for decades because there was http://x.com/i/article/2017245444384960512 http://x.com/i/article/2017245444384960512"
X Link 2026-01-30T15:10Z 219.3K followers, 98.1K engagements

"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 [--] days alone ZEC has done $285M in volume on Near Intents"
X Link 2026-02-05T23:03Z 219.3K followers, 43.8K engagements

"Bitcoin has three problems no one wants to talk about. First it has been co-opted. What started as a cypherpunk experiment in financial sovereignty has become a line item in BlackRock's portfolio a http://x.com/i/article/2019611460284887041 http://x.com/i/article/2019611460284887041"
X Link 2026-02-06T15:50Z 219.3K followers, 131.5K engagements

"LayerZero built the connective layer between blockchains. Now they want to build their own. Institutions want blockchain rails but won't use what exists. Fragmentation and public transactions keep http://x.com/i/article/2021984550231191557 http://x.com/i/article/2021984550231191557"
X Link 2026-02-13T16:55Z 219.3K followers, 20.2K engagements

"Read the full report from @trevor_flipper here. https://members.delphidigital.io/reports/pair-trading-in-crypto https://members.delphidigital.io/reports/pair-trading-in-crypto"
X Link 2026-02-14T23:22Z 219.3K followers, [----] engagements

"Altcoins see some relief this week on our sector dashboard Top Gainers AI & DePIN (20.57%) SOL DeFi (16.69%) Platforms/Frameworks (12.21%) Memecoins (9.92%) Layer 1s (4.37%)"
X Link 2026-02-16T15:23Z 219.3K followers, [----] engagements

"Jason explains how he got into Hyperliquid. "I heard Jeff's podcast with Corey Hoffstein in May '23 when Hyperliquid was still in testnet. I was trading on it then the airdrop. I've bought more and haven't sold any. It was a good run of compounding a couple big winners one after the other." https://twitter.com/i/web/status/2017357502200090945 https://twitter.com/i/web/status/2017357502200090945"
X Link 2026-01-30T22:01Z 218.4K followers, [----] engagements

"Our Year Ahead Reports are now unlocked thanks to Polymarket. Read our [----] Market Year Ahead report here. https://members.delphidigital.io/reports/the-year-ahead-for-markets-2026 https://members.delphidigital.io/reports/the-year-ahead-for-markets-2026"
X Link 2026-01-30T22:01Z 218.4K followers, [----] engagements

"Clay notes there is no clear narrative for builders right now. "In this hackathon you had to squint to find a consensus theme. Which means either there are no good ideas in crypto right now - which I don't think is the case - or there's just a nice stratification of experimentation happening in different corners." https://twitter.com/i/web/status/2018201410412912904 https://twitter.com/i/web/status/2018201410412912904"
X Link 2026-02-02T05:54Z 218.6K followers, [----] engagements

"Listen to the full podcast here. https://open.spotify.com/episode/2ag9jPwaWsNHN2Wy2m8Hfrsi=RvZlu6v6TzGQPHSY2J2uKw&t=0&pi=aM4u2CdaTe2Ak https://open.spotify.com/episode/2ag9jPwaWsNHN2Wy2m8Hfrsi=RvZlu6v6TzGQPHSY2J2uKw&t=0&pi=aM4u2CdaTe2Ak"
X Link 2026-02-02T05:54Z 218.5K followers, [----] engagements

"Hyperliquid remains resilient after 10/10. The major liquidation event wiped $12B of perp DEX OI. Three months later the market still hasn't recovered. But Hyperliquid continues to lead with 46% market share"
X Link 2026-02-02T16:06Z 218.3K followers, [---] engagements

"Our Year Ahead Reports are unlocked thanks to Polymarket. Read our [----] Apps Year Ahead Report here. https://delphi.link/Apps7 https://delphi.link/Apps7"
X Link 2026-02-02T16:06Z 218.5K followers, [----] engagements

"Logan argues Solana has the easier path to becoming the global exchange. "I think it's much harder to start as a centralized venue and then build a global exchange than to start as a global exchange and then build a Hyperliquid.""
X Link 2026-02-03T06:00Z 218.7K followers, [----] engagements

"Logan thinks people are sleeping on Grok in the AI race. "I think for the record Grok is underappreciated. Elon is the best in the world at moving the atoms around and building things in the real world the quickest. I think he built the first Memphis data center in like [--] days. it was 100k interconnected GPUs and now he's going to build a million." https://twitter.com/i/web/status/2018850404226965852 https://twitter.com/i/web/status/2018850404226965852"
X Link 2026-02-04T00:53Z 218.7K followers, [----] engagements

"Bitcoin is now down 40% from its all-time high. The question is whether this is the start of something structural or a correction within a broader macro regime that remains intact. Our market strategist @scotttfreeman volatility framework offers a useful lens. When implied volatility trades significantly below its fundamental fair value while Bitcoin sits at ATH history suggests a drawdown follows. But historically the severity has largely depended on the state of Leading Economic Indicators (LEIs). When LEIs were deteriorating (Apr-21 Nov-21) drawdowns were severe ranging from -52% to -77%"
X Link 2026-02-04T15:59Z 218.6K followers, [----] engagements

"Bitcoin continues to underperform both gold and Nasdaq on a YoY basis. This relative momentum relationship (in the context of liquidity LEIs) has been a useful positioning signal. Read more here. https://delphi.link/Vol https://delphi.link/Vol"
X Link 2026-02-04T15:59Z 218.7K followers, [----] engagements

"Logan breaks down why no one is paying for decentralization. "If people valued Ethereum's [-----] nodes over Solana's [----] they would pay 10x the cost. I don't think we've seen that. People care about decentralization only if it makes a better product.""
X Link 2026-02-04T18:47Z 218.7K followers, [----] engagements

"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." https://twitter.com/i/web/status/2019285662860791972 https://twitter.com/i/web/status/2019285662860791972"
X Link 2026-02-05T05:43Z 219K followers, [----] engagements

"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.""
X Link 2026-02-06T03:05Z 218.9K followers, [----] engagements

"Is speculation and hype the only way to succeed in web3 gaming @mythicalgames is quietly building a sustainable ecosystem with millions of users trading hundreds of millions in in-game assets"
X Link 2025-03-11T14:08Z 219.3K followers, 40.2K engagements

"6/ Tweets of the day EVM Deep Dive https://x.com/noxx3xxon/status/1508174923658784771 Part [--] in the EVM Deep Dive Series In this episode we explore contract storage and slot packing essential knowledge for an EVM / Solidity hacker Enjoy anon use the knowledge well https://t.co/2e9SbYyHVW cc @transmissions11 @Mudit__Gupta @PatrickAlphaC https://x.com/noxx3xxon/status/1508174923658784771 Part [--] in the EVM Deep Dive Series In this episode we explore contract storage and slot packing essential knowledge for an EVM / Solidity hacker Enjoy anon use the knowledge well https://t.co/2e9SbYyHVW cc"
X Link 2022-03-28T21:15Z 219.3K followers, [--] engagements

"7/ THORChain Yield Aggregator Soon https://x.com/THORSwap/status/1508358672027729926 .@THORYieldApp will evolve into cross-chain yield aggregator by utilizing @THORChain protocol and many other yield sources. Cross-chain trade + yield aggregator = 🔥 $THOR is just getting started with unlimited potential. https://t.co/rooN1dgPeB https://x.com/THORSwap/status/1508358672027729926 .@THORYieldApp will evolve into cross-chain yield aggregator by utilizing @THORChain protocol and many other yield sources. Cross-chain trade + yield aggregator = 🔥 $THOR is just getting started with unlimited"
X Link 2022-03-28T21:15Z 219.3K followers, [--] engagements

"Sonic ecosystem projects to watch out for Lending @eulerfinance: Custom lending markets @aave: Battle tested money market @SiloFinance: Isolated lending markets Liquid Staking @Lombard_Finance: BTC staking on Sonic @beets_fi: Liquid staking for S @OriginProtocol: Yield trading @SolvProtocol: BTC staking Yield @roycoprotocol: Liquidity incentive market @spectra_finance: Permissionless yield protocol @PeapodsFinance: Volatility farming @pendle_fi: Leading yield trading platform @StableJack_xyz: Volatility & points market for any asset @beefyfinance: Yield optimizer @summerfinance_: Automating"
X Link 2025-04-01T15:58Z 219.3K followers, 26.3K engagements

"How do you prove your identity when AI can fake anything @Humanityprot tackles this by building the identity infrastructure for verifying credentials. 🧵"
X Link 2025-07-01T16:07Z 219.3K followers, 99.3K engagements

"The internet went mainstream when complexity became invisible. @SuiNetwork is doing the same for blockchain. Crypto UX is cumbersome. You need to store seed phrases copy addresses perfectly manage gas fees and more. Every step is a potential failure point. Sui is tackling this UX problem through multiple angles. Sui Passkey Instead of memorizing seed phrases Sui Passkey lets you secure your wallet just like you would with a mobile device through Face ID or biometrics. It uses the same WebAuthn standard that secures your banking apps. Your biometric data never leaves your devices secure"
X Link 2025-08-08T14:58Z 219.3K followers, 88.2K engagements

"@KeetaNetwork Read the full report from @0x_Arcana here https://delphi.link/KTA https://delphi.link/KTA"
X Link 2025-10-30T15:58Z 219.3K followers, 18.2K engagements

"The quantum threat to BTC is getting harder to dismiss. IBM projects an error corrected quantum system by [----]. BlackRock flagged quantum computing as a risk in their Bitcoin ETF filing. @BTQ_Tech is building quantum resistant infrastructure to fix this. @btc_quantum (BTQ) is a parallel network on Bitcoin's core architecture where the ecosystem can stress test post quantum cryptography under real conditions before going to mainnet. A quantum computer running Shor's algorithm can break ECDSA the signature scheme that secures Bitcoin transactions. That would allow an attacker to derive a user's"
X Link 2025-12-03T15:00Z 219.3K followers, 21.6K engagements

"Institutions can run blockchains on their own terms with @zksync. After years of building the past few months delivered the technical milestones that eliminate the fundamental tradeoffs holding back institutional adoption. The Atlas upgrade delivers 15000+ TPS and one second ZK finality through the Airbender proof system. Transactions settle with cryptographic proof almost instantly unlike traditional payment rails. Institutions can settle complex transactions without waiting for confirmation or worrying about reversals. Airbender achieves this performance while collapsing cost. It can"
X Link 2025-12-10T20:09Z 219.3K followers, 23.9K engagements

"The fantasy sports industry is massive worth roughly $23bn to $37bn as of the 2024-2025 season. Dominated by DraftKings and FanDuel the duopoly pulled in a combined revenue of $10.5bn in [----]. Yet the design space is stagnant. For years fantasy sports have followed the same limited model: short-term predictions with no persistent asset ownership and limited skill expression. Now a new player is changing the game: (SDF). Since launching its Pro version in August [----] the platform has grossed almost $10mn in revenue. SDF is a prediction economy where your edge lies in your ability to accurately"
X Link 2025-12-16T12:47Z 219.3K followers, 15.1K engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing