📚 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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📚 Daily Delphi Reads

Ai
Virtual new launch model
↳ https://x.com/virtuals_io/status/1975235990970335405

🌐 General
EigenCloud
↳ https://x.com/Delphi_Digital/status/1975214550153924859

📈 Macro & Markets
The final deadline for spot $SOL ETF approval is just 4 days away
↳ https://x.com/TheCryptoLark/status/1975147566351237315

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📚 Daily Delphi Reads

🌐 General
the liquidity problem in prediction markets, part 2
↳ https://x.com/semajeth/status/1975211193418563697

⚙️ Infrastructure
Avalanche is connecting RWA issuers to millions of users.
↳ https://x.com/Delphi_Digital/status/1975576745504841958

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📚 Daily Delphi Reads

🏦 DeFi
Join our second Space of the CLOB Season on October 8 at 1pm UTC!
↳ https://x.com/a1research__/status/1975190686178951466

🌐 General
MetaDAO Monthly Update #4
↳ https://x.com/metaproph3t/status/1975983944165097559

⚙️ Infrastructure
Hyperliquid Launches MON Pre-Market, Opens >$10B
↳ https://x.com/HyperliquidX/status/1975781595513819524

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📚 Daily Delphi Reads

🏦 DeFi
Thread on execution slippage and how Titan minimizes it 🧵
↳ https://x.com/defythepancake/status/1976660457378480547

🌐 General
Unpacking ZORA's Recent Pump
↳ https://members.delphidigital.io/feed/unpacking-zoras-recent-pump?&utm_source=link&utm_medium=portal

⚙️ Infrastructure
Redesigning a Base Fee for MonadMonad Base Fee Simulator
↳ https://www.category.xyz/blogs/redesigning-a-base-fee-for-monad

Umbra ICO Summary (MetaDAO ICO)
↳ https://x.com/MetaDAOProject/status/1976649233408413895

Anza Dev on Raiku
↳ https://x.com/alessandrod/status/1976485478691135947

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📚 Daily Delphi Reads

⚙️ Infrastructure
Fee Spike Comparison During the Crash
↳ https://x.com/MaxResnick1/status/1976844297094799514

📈 Macro & Markets
Backpack Founder on Flash Crash
↳ https://x.com/armaniferrante/status/1977127095148200247

Black Friday: What Happened?
↳ https://x.com/diogenes/status/1976947177520808270

What is “Auto-Deleveraging”?
↳ https://x.com/0xdoug/status/1976850615621107743

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📚 Daily Delphi Reads

🏦 DeFi
Did Ethena Really Depeg?
↳ https://x.com/hosseeb/status/1977370087800889469

Lighter Post-Mortem
↳ https://x.com/Lighter_xyz/status/1977252708533911614

MetaDAO’s AMM Early Metrics
↳ https://x.com/pineanalytics/status/1977138356778942678

🌐 General
The Oct 11 Crypto Crash — What Really Happened
↳ https://x.com/ElonTrades/status/1977340254047649966

How a Tariff Announcement Turned Into Crypto's $19 Billion Liquidation Cascade
↳ https://x.com/yq_acc/status/1977057301673787716

Crypto Black Friday - What Broke, What Worked, What Next
↳ https://x.com/markoggwp/status/1977177427408224376

What were market makers doing on Black Friday
↳ https://x.com/coinwatchdotco/status/1977300622933377291

📈 Macro & Markets
Oct 10 Crypto Massacre: Binance Edition
↳ https://members.delphidigital.io/feed/oct-10-crypto-massacre-binance-edition?&utm_source=link&utm_medium=portal

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📚 Daily Delphi Reads

🏦 DeFi
Project 0 Launches Kamino Integration
↳ https://x.com/0dotxyz/status/1977769083316879372

🌐 General
MetaDAO: From Futarchy to "Ownership Coins"
↳ https://members.delphidigital.io/feed/metadao-from-futarchy-to-ownership-coins

Avici: Future of Internet Banking on Solana (MetaDAO ICO)
↳ https://x.com/avicimoney/status/1977834732160418013

6 takeaways from the crypto crash
↳ https://x.com/jdorman81/status/1977791017509367976

⚙️ Infrastructure
Monad Airdrop Portal Opens Tomorrow 13:00 UTC/09:00 ET
↳ https://x.com/monad/status/1977744541382787334

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