📚 Daily Delphi Reads

Ai
DeepSeek-V3.2 Release | DeepSeek API Docs
↳ https://api-docs.deepseek.com/news/news251201

🌐 General
Tokenized predictions powered by Kalshi are live on ＠Solana
↳ https://x.com/Kalshi/status/1995585557930672473

Musings on Saylor
↳ https://x.com/spreekaway/status/1995570731909087329

The Selling Nobody Can Explain
↳ https://www.ar.ca/blog/the-selling-nobody-can-explain

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📚 Daily Delphi Reads

🌐 General
Ceteris on Deeply Intents Pod
↳ https://x.com/apriori0x/status/1995896263024230871

Kalshi raised $1B at an $11B valuation
↳ https://x.com/mansourtarek_/status/1995858897798582484

Delphi Year Ahead in Crypto 2026
↳ https://x.com/Delphi_Digital/status/1995870585508036999

⚙️ Infrastructure
Summary of Starknet's Quantum Chat
↳ https://x.com/nic_carter/status/1995882556659585478

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📚 Daily Delphi Reads

Ai
Nous Hermes 4.3 AI model was post trained entirely on its Psyche Network on ＠solana
↳ https://x.com/nousresearch/status/1996311677009121367

🏦 DeFi
HumidiFi Team Officially Doxxed
↳ https://x.com/HypoNyms/status/1996263913227522221

Harvard grads raise $20 million for Ostium, a derivatives trading platform| Fortune
↳ https://fortune.com/2025/12/03/ostium-series-a-fundraise-perpetuals-perps-crypto/

🌐 General
CNN PARTNERS WITH KALSHI TO INTEGRATE PREDICTION MARKETS INTO ITS GLOBAL NEWSROOM
↳ https://x.com/DeItaone/status/1996235447849091498

⚙️ Infrastructure
Fusaka Explained in under 2 minutes
↳ https://x.com/finematics/status/1996336890480345502

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📚 Daily Delphi Reads

🌐 General
New episode with ＠Delphi_Digital’s Hivemind out now!
↳ https://x.com/theempirepod/status/1996589980844536293

⚙️ Infrastructure
Introducing: Drift v3
↳ https://x.com/DriftProtocol/status/1996580435527348661

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📚 Daily Delphi Reads

🌐 General
The Third Pillar of Digital Gold
↳ https://x.com/gluk64/status/1996640271212146774

Pump Retention Numbers
↳ https://x.com/JustDeauIt/status/1996710523543412865

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📚 Daily Delphi Reads

Ai
Pushing compute to the limits of physics
↳ https://podcasts.apple.com/us/podcast/machine-learning-street-talk-mlst/id1510472996?i=1000718359786

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📚 Daily Delphi Reads

🌐 General
gambling supercycle
↳ https://x.com/AWice/status/1998110678880858333

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📚 Daily Delphi Reads

Ai
Ai16z $475M into new AI chip company
↳ https://x.com/a16z/status/1998086651529122136

Gensyn launches polymarket for AI models for competition/funding
↳ https://x.com/gensynai/status/1998060662375985523

A leading TAO Subnet launches training at home
↳ https://x.com/MacrocosmosAI/status/1998089696203911568

⚙️ Infrastructure
Tempo’s testnet is live
↳ https://x.com/tempo/status/1998407701366505710

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📚 Daily Delphi Reads

Ai
Nous releases open source math AI model
↳ https://x.com/nousresearch/status/1998536543565127968

🏦 DeFi
Borrow against your Polymarket position
↳ https://x.com/gondorfi/status/1998800082070884751

This is a long post about the rise of "prop AMMs", the history behind them and their advantages/disa
↳ https://x.com/RealSpaceMonkey/status/1998343015065133292

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📚 Daily Delphi Reads

🏦 DeFi
Today, we’re introducing Phoenix Perpetuals, an on-chain perpetuals exchange built on Solana.
↳ https://x.com/ellipsis_labs/status/1999035250652115364

Tarun vs Dan Robinson ADL/Hyperliquid Debate Thread
↳ https://x.com/danrobinson/status/1999064138442854580

🌐 General
One day to go for our 2026 Markets Year Ahead Report
↳ https://x.com/Delphi_Digital/status/1998908118118637813

📈 Macro & Markets
Compound VC on Narratives and Technology Markets
↳ https://x.com/mhdempsey/status/1999119478936785108

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📚 Daily Delphi Reads

Ai
Trump EO on one set of AI rules vs 50 state rules
↳ https://x.com/davidsacks47/status/1999282258046263301

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📚 Daily Delphi Reads

🌐 General
17 things we're excited about for crypto in 2026 - a16z crypto
↳ https://a16zcrypto.com/posts/article/big-ideas-things-excited-about-crypto-2026/

⚙️ Infrastructure
Solana’s MCP Design - BP Talk
↳ https://x.com/solana/status/1999464115149111578

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📚 Daily Delphi Reads

🌐 General
Introducing the Colosseum STAMP - MetaDAO Investment Contracts
↳ https://x.com/colosseum/status/2001010232152219988

Crypto is Dead
↳ https://x.com/DougieDeLuca/status/2000957512862884100

⚙️ Infrastructure
PQ Signatures on Solana Testnet
↳ https://x.com/SolanaFndn/status/2000948477568934084

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📚 Daily Delphi Reads

🌐 General
Global Venmo
↳ https://x.com/privy_io/status/2001381671904621044

State of Crypto VC: $34B Raised, 50% Fewer Deals
↳ https://x.com/masonnystrom/status/2001049898880512429

⚙️ Infrastructure
The Year Ahead for Infra 2026 - Delphi Digital
↳ https://members.delphidigital.io/reports/the-year-ahead-for-infra-2026

Solana Breakpoint 2025 Conference Summary
↳ https://breakpoint25.northisland.ventures/

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📚 Daily Delphi Reads

🌐 General
Delphi Hivemind Pod 12/18/2025
↳ https://x.com/theempirepod/status/2001643650917269686

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📚 Daily Delphi Reads

Ai
Is It a Bubble?
↳ https://www.oaktreecapital.com/insights/memo/is-it-a-bubble

🌐 General
Repairing Crypto's Social Contract
↳ https://x.com/metaproph3t/status/2001870120411631909

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📚 Daily Delphi Reads

🌐 General
2025 TGEs
↳ https://x.com/ahboyash/status/2002363360327704834

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📚 Daily Delphi Reads

🏦 DeFi
Zeller on Aave DAO Situation
↳ https://x.com/Marczeller/status/2003359969798947056

⚙️ Infrastructure
Deep Dive: Alpenglow
↳ https://x.com/toghrulmaharram/status/2003139755136139671

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📚 Daily Delphi Reads

⚙️ Infrastructure
3% of Solana Blocks now Built by Harmonic
↳ https://x.com/harmonic_gg/status/2003837955102978247

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