📚 Daily Delphi Reads

🏦 DeFi
Live From Bullet City: Delphi Edition
↳ https://x.com/i/broadcasts/1ypKdqdwzlpGW

🌐 General
Announcing the Zypherpunks!
↳ https://x.com/bajpaiharsh244/status/2015846921324384555

SOAR and the DRP Standard
↳ https://x.com/PineAnalytics/status/2015547173283283141

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📚 Daily Delphi Reads

🌐 General
Where Does Crypto go from Here?
↳ https://x.com/Delphi_Digital/status/2016165189658308952

Tether Announces the Launch of USA₮, the Federally Regulated, Dollar-Backed Stablecoin, Made in Amer
↳ https://tether.io/news/tether-announces-the-launch-of-usat-the-federally-regulated-dollar-backed-stablecoin-made-in-america/

⚙️ Infrastructure
Bitcoin L2 Citrea Goes Live
↳ https://x.com/citrea_xyz/status/2016149582942495044

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📚 Daily Delphi Reads

🌐 General
Quantum computing and blockchains: Matching urgency to actual threats
↳ https://x.com/a16zcrypto/status/2015189782398394650

⚙️ Infrastructure
Next MetaDAO ICO to be Uncapped to Stop Prediction Market 'Gaming'
↳ https://x.com/HurupayApp/status/2016230296556077236

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📚 Daily Delphi Reads

🌐 General
Defillama Launches "Token Holders Rights" Page
↳ https://x.com/DefiLlama/status/2016549586614046873

⚙️ Infrastructure
MegaETH's KPI Rewards Design
↳ https://x.com/NamikMuduroglu/status/2016909695609364917

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📚 Daily Delphi Reads

🏦 DeFi
Lighter EVM
↳ https://x.com/Lighter_xyz/status/2017327020112252932

🌐 General
Lighter Data Dashboard
↳ https://members.delphidigital.io/feed/lighter-data-dashboard

Binance to Convert $1B SAFU Fund to BTC
↳ https://x.com/binance/status/2017098967570641362

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📚 Daily Delphi Reads

🏦 DeFi
HyperCore will support outcome trading (HIP-4)
↳ https://x.com/HyperliquidX/status/2018327360723202167

🌐 General
To Touch the Face of God - A MetaDAO film
↳ https://x.com/MetaDAOProject/status/2018186811542298648

⚙️ Infrastructure
Arcium Mainnet Alpha is Live
↳ https://x.com/Arcium/status/2018328455650398234

MegaETH and the Death of the Stage 1 Rollup
↳ https://x.com/dumbnamenumbers/status/2018258054207414426

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📚 Daily Delphi Reads

🌐 General
Introducing Kairos, the future of prediction markets trading
↳ https://x.com/thejay/status/2018702066986692929

The Agent Economy Has Arrived
↳ https://x.com/Delphi_Digital/status/2018707503123447896

📈 Macro & Markets
BTC Whale Sells $9B due to Quantum
↳ https://x.com/kellangrenier/status/2018698288430563496

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📚 Daily Delphi Reads

🌐 General
Kyle Samani Steps Back From Multicoin
↳ https://x.com/KyleSamani/status/2019154455082725861

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📚 Daily Delphi Reads

🌐 General
Hivemind - Feb 4, 2026
↳ https://x.com/ceterispar1bus/status/2019428834031067451

⚙️ Infrastructure
Zcash: Encrypted Money for a Surveilled World - Delphi Digital
↳ https://members.delphidigital.io/reports/zcash-encrypted-money-for-a-surveilled-world

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📚 Daily Delphi Reads

🌐 General
The long game for crypto
↳ https://x.com/cdixon/status/2019837259575607401

Multicoin Capital’s Investment Thesis
↳ https://multicoin.capital/2026/02/06/multicoin-capitals-investment-thesis/

Zcash: The Privacy Bitcoin Left Behind
↳ https://x.com/Delphi_Digital/status/2019800778005721286

⚙️ Infrastructure
MegaETH is a Token Business
↳ https://x.com/hotpot_dao/status/2019789203039809655

📈 Macro & Markets
🇪🇺 EU TO PUSH EURO WITH STABLECOINS AND JOINT DEBT
↳ https://x.com/DeItaone/status/2019755715674427418

Theory for the Sell Off (HK Hedge Fund)
↳ https://x.com/TheOtherParker_/status/2019587226871447687

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📚 Daily Delphi Reads

⚙️ Infrastructure
BREAD on the Network Effects of Tech for L1/L2s
↳ https://x.com/bread_/status/2020231146232254781

📈 Macro & Markets
Third Point Fourth Quarter 2025 Investor Letter
↳ https://assets-malibu-life.s3.us-west-2.amazonaws.com/system/uploads/fae/file/asset/1689/Third_Point_Q4_2025_Investor_Letter_TPIL.pdf

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📚 Daily Delphi Reads

🌐 General
Crypto's Future - Revealed Preference vs Sequencing
↳ https://x.com/Moshaikh/status/2020495429004079469

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📚 Daily Delphi Reads

🌐 General
Backpack's Token Structure - No Tokens for Team or Investors Until After IPO
↳ https://x.com/armaniferrante/status/2020863914918158535

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📚 Daily Delphi Reads

🌐 General
Monad Launches Nitro - 3 Month Accelerator
↳ https://x.com/nitrodotacc/status/2021238679696478418

The Hidden War Over Your Stablecoins
↳ https://x.com/jonah_b/status/2021235212307370223

⚙️ Infrastructure
Cycles Pay: Private payments, yield & clearing
↳ https://x.com/cyclesmoney/status/2021222684185473380

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📚 Daily Delphi Reads

🏦 DeFi
Blackrock Collabs With Uniswap, Buys UNI
↳ https://x.com/Uniswap/status/2021586380212613218

🌐 General
MegaETH: Real Time Comes Onchain
↳ https://x.com/Delphi_Digital/status/2021625385952198718

MetaDAO's Proph3t - On Buybacks
↳ https://x.com/metaproph3t/status/2021426384799993939

⚙️ Infrastructure
We Are Not Onboarding Institutions (for Now)
↳ https://x.com/PossibltyResult/status/2021642360124305811

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📚 Daily Delphi Reads

🏦 DeFi
Zeller on Aave Labs Proposal
↳ https://x.com/Marczeller/status/2022039535627251824

Bullet Mainnet Goes Live
↳ https://x.com/Bulletxyz/status/2021948056841990207

Lighter introduces Funding Rate Rebates
↳ https://x.com/lighter_xyz/status/2021718434367557653

🌐 General
LIGHTER STRIKES DEAL WITH CIRCLE TO SHARE REVENUE GENERATED ON THE $920M OF USDC DEPOSITED ON THE PL
↳ https://x.com/zoomerfied/status/2021955601299866091

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📚 Daily Delphi Reads

🏦 DeFi
Pair Trading in Crypto - Delphi Digital
↳ https://members.delphidigital.io/reports/pair-trading-in-crypto

🌐 General
Layerzero: The Interoperability Endgame
↳ https://x.com/Delphi_Digital/status/2022354013774356964

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📚 Daily Delphi Reads

⚙️ Infrastructure
decentralized building: wat do? | Flashbots Writings
↳ https://writings.flashbots.net/decentralized-building-wat-do

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📚 Daily Delphi Reads

🌐 General
Theia - The Investment Manager of the Future
↳ https://x.com/TheiaResearch/status/2023783248665416040

Zora - The world’s attention market is now live on Solana
↳ https://x.com/zora/status/2023797263651533053

MetaDAO - Learning, Fast
↳ https://x.com/metaproph3t/status/2023677149107159069

⚙️ Infrastructure
The Tokenization Era is Here
↳ https://x.com/Delphi_Digital/status/2023809617508110733

Supporting Sustainable Solana Market Structure
↳ https://x.com/harmonic_gg/status/2023441011540656511

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