📚 Daily Delphi Reads

🏦 DeFi
Metaplex Genesis Launchpad - Uniform Price Auctions
↳ https://x.com/metaplex/status/1965097829049008601

MegaUSD - MegaETH x Ethena Collab
↳ https://x.com/ethena_labs/status/1965083167506960451

⚙️ Infrastructure
Anoma Tokenomics
↳ https://docs.anoma.foundation/tokenomics

Switchboard Announces Token $SWTCH
↳ https://x.com/switchboardxyz/status/1964997744147501431

📈 Macro & Markets
NFL Week 1 Kalshi Volume Matches US Election
↳ https://x.com/mansourtarek_/status/1965075928771649746

JUMP, MULTICOIN, AND GALAXY ANNOUNCE TREASURY COMPANY WITH $1.65B IN CASH FOR SOLANA
↳ https://x.com/zoomerfied/status/1964993875786846247

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📚 Daily Delphi Reads

🏦 DeFi
Soar: Taking Flight (New ICM Launchpad)
↳ https://x.com/launchonsoar/status/1965476405455864175

USDH Proposal by Ethena
↳ https://mirror.xyz/0xF99d0E4E3435cc9C9868D1C6274DfaB3e2721341/vG9tVz8p6Da6vX8CiZ30A0CYM3wIiWlIBX6Zlj0qhQ8

🌐 General
Monitoring the Situation EP 3 is live!
↳ https://x.com/Delphi_Digital/status/1965203504626057708

⚙️ Infrastructure
Umbra Privacy to Run MetaDAO ICO
↳ https://x.com/UmbraPrivacy/status/1965304123232014813

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📚 Daily Delphi Reads

Ai
Motion AI raises $60M at $550m
↳ https://x.com/aaron_epstein/status/1965455273247850559

Delphi Ventures AMA with Teknium, Co-founder of Nous Research
↳ https://www.delphiintelligence.io/research/ama-1-trannoscript-with-nous-research-co-founder-and-post-training-lead-teknium1

🌐 General
Intuition democratizing knowledge
↳ https://x.com/Delphi_Digital/status/1965777348034461716

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📚 Daily Delphi Reads

🏦 DeFi
Introducing Project 0, the first DeFi-Native Prime Broker
↳ https://x.com/0dotxyz/status/1966129131864608896

🌐 General
Delphi Content Growth Challenge
↳ https://x.com/Delphi_Digital/status/1966155082413826477

⚙️ Infrastructure
Hyperliquid Team Abstains from USDH Vote
↳ https://x.com/zoomerfied/status/1966166460197191801

📈 Macro & Markets
Multicoin Capital - Creating The World’s Leading Solana Treasury Company
↳ https://multicoin.capital/2025/09/11/creating-the-worlds-leading-solana-treasury-company/

Forward Industries Closes $1.65 Billion Private Placement in Cash and Stablecoin Commitments to Adva
↳ https://www.businesswire.com/news/home/20250910472556/en/Forward-Industries-Closes-%241.65-Billion-Private-Placement-in-Cash-and-Stablecoin-Commitments-to-Advance-Solana-Treasury-Strategy

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📚 Daily Delphi Reads

Ai
Delphi Ventures backs SophontAI - medical models
↳ https://x.com/shaughnessy119/status/1966364692990886064

🌐 General
Insilico Terminal Podcast Episode 2 - Flood ＠ThinkingUSD
↳ https://x.com/InsilicoTrading/status/1964994536125714455

POLYMARKET RECEIVING TERM SHEETS UP TO A $10B VALUATION FROM VC'S
↳ https://x.com/zoomerfied/status/1966554294112387320

MetaDAO Enabling Permissionless Launches
↳ https://x.com/MetaDAOProject/status/1966541067236659539

📈 Macro & Markets
Rising Hedging Costs as Equities Hit ATHs
↳ https://x.com/KobeissiLetter/status/1966548110290964871

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📚 Daily Delphi Reads

🏦 DeFi
ENA Fee Switch to go to Vote
↳ https://x.com/EthenaFndtn/status/1967592364744290455

🌐 General
Introducing Robinhood Ventures - Robinhood Newsroom
↳ https://newsroom.aboutrobinhood.com/introducing-robinhood-ventures/

⚙️ Infrastructure
Monad Open Sources Execution Client
↳ https://x.com/_jhunsaker/status/1967585383358877861

📈 Macro & Markets
Base Exploring Launching a Token
↳ https://x.com/tier10k/status/1967596832730792163

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📚 Daily Delphi Reads

🌐 General
A Quick Base Thesis
↳ https://members.delphidigital.io/feed/a-quick-base-thesis?&utm_source=link&utm_medium=portal

Zora Cuts Fees from 3% to 1%
↳ https://x.com/zora/status/1967673197542904069

⚙️ Infrastructure
Anoma Airdrop Registration
↳ https://x.com/anoma/status/1967967260309590420

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📚 Daily Delphi Reads

Ai
OpenAI beats Gemini in top programming competition
↳ https://x.com/kimmonismus/status/1968373505931755880

Pluralis launches decentralized AI model training run
↳ https://x.com/jbrukh/status/1968139307849277927

Open source ai model supposedly as good as OpenAI deep research
↳ https://x.com/ali_tongyilab/status/1967988004179546451

📈 Macro & Markets
September FOMC
↳ https://x.com/NickTimiraos/status/1968374460878311825

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📚 Daily Delphi Reads

🌐 General
Streaming Enters the Speculation Era
↳ https://x.com/VelvetMilkman/status/1968771326426116149

⚙️ Infrastructure
Leveling the Stakes on Solana — Placeholder
↳ https://www.placeholder.vc/blog/2025/9/15/leveling-the-stakes-on-solana

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📚 Daily Delphi Reads

🌐 General
Delphi Chartbook
↳ https://x.com/Delphi_Digital/status/1969161874605555738

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📚 Daily Delphi Reads

⚙️ Infrastructure
Introducing Asynchronous Market Queues (AMQs)
↳ https://x.com/temporal_xyz/status/1970132741824958568

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📚 Daily Delphi Reads

⚙️ Infrastructure
Plasma: Taking Aim at a Trillion Dollar Opportunity
↳ https://x.com/Delphi_Digital/status/1970503522090414541

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📚 Daily Delphi Reads

Ai
New era for commodity and compute markets
↳ https://x.com/melt_dem/status/1969831569117331869

🌐 General
YC x Coinbase RFS: Build Onchain | Y Combinator
↳ https://www.ycombinator.com/blog/build-onchain

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📚 Daily Delphi Reads

🌐 General
Zora Thesis Update
↳ https://members.delphidigital.io/feed/zora-thesis-update?&utm_source=link&utm_medium=portal

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📚 Daily Delphi Reads

🏦 DeFi
Altitude is open for business.
↳ https://x.com/tryaltitude/status/1971618098039214318

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📚 Daily Delphi Reads

Ai
Nous Psyche will train 6 new models in parallel in pursuit of creating world class open source AI.
↳ https://x.com/nousresearch/status/1972717652692131970

🏦 DeFi
Introducing, Keel: Solana's Capital Engine
↳ https://x.com/keel_fi/status/1972876394343670153

🌐 General
Phantom Launches Stablecoin "CASH"
↳ https://x.com/phantom/status/1973035201950617617

Pro Members Chat
↳ https://x.com/Delphi_Digital/status/1973025142898065511

⚙️ Infrastructure
Overview of Flying Tulip’s Fundraising Model
↳ https://x.com/delitzer/status/1972783074493804844

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📚 Daily Delphi Reads

Ai
Created of Diloco (distributed AI training) and DeepMind researcher's webinar
↳ https://www.youtube.com/watch?v=frVC3RiVnw8

🌐 General
Delphi Research Challenge
↳ https://x.com/Delphi_Digital/status/1973387298927751657

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📚 Daily Delphi Reads

⚙️ Infrastructure
Raiku's Ackermann Sidecar
↳ https://x.com/raikucom/status/1973843113941631139

Economics of Partial Adoption
↳ https://crypticjay.substack.com/p/economics-of-partial-adoption?utm_source=share&utm_medium=android&r=ai7bg&triedRedirect=true

📈 Macro & Markets
IBIT Tops Deribit for BTC Options OI
↳ https://x.com/EricBalchunas/status/1973831223316217921

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📚 Daily Delphi Reads

🏦 DeFi
Introducing KYROS
↳ https://x.com/KyrosFi/status/1974042988398444755

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📚 Daily Delphi Reads

🏦 DeFi
Defillama Aster Investigation
↳ https://x.com/0xngmi/status/1974801402456051868

⚙️ Infrastructure
Umbra: Building the Future of Privacy on Solana (Upcoming MetaDAO ICO)
↳ https://x.com/UmbraPrivacy/status/1973785682872062014

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