📚 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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📚 Daily Delphi Reads

🏦 DeFi
Haseeb vs Jordi Ethena Debate
↳ https://x.com/hosseeb/status/1978012706885058795

⚙️ Infrastructure
Monad Testnet Upgrade Today - Adds Staking Among Other Changes
↳ https://x.com/keoneHD/status/1978033228234502285

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📚 Daily Delphi Reads

🌐 General
$LAUNCHCOIN → $BELIEVE Migration 2 Week (!) Deadline
↳ https://x.com/believeapp/status/1978518886166245463

MetaDAO quietly put in its most active proposal last week, rejecting an OTC deal with DBA and Varian
↳ https://x.com/ZackPokorny_/status/1978432614328401972

📈 Macro & Markets
Inside the Flash Crash: Market Microstructure Breakdown of October 10th
↳ https://x.com/ltrd_/status/1978161988196004285

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📚 Daily Delphi Reads

Ai
Virtuals ACP
↳ https://x.com/Delphi_Digital/status/1978838526071656945

🏦 DeFi
Paradex Post Mortem of October 10th
↳ https://x.com/tradeparadex/status/1978666470751211836

🌐 General
Kalshi Goes On-Chain
↳ https://x.com/Baheet_/status/1978782921373704312

Hivemind: Oct 10th Crash Post-Mortem
↳ https://x.com/theempirepod/status/1978827300809421056

📈 Macro & Markets
Global Crossing Is Reborn...
↳ https://pracap.com/global-crossing-reborn

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📚 Daily Delphi Reads

Ai
Claude Skills: Customize AI for your workflows
↳ https://www.anthropic.com/news/skills

🏦 DeFi
Introducing Ultra V3 – the most advanced end to end trading engine ever created
↳ https://x.com/JupiterExchange/status/1979219028112740751

🌐 General
Market Oversight, not Community Governance
↳ https://x.com/metaproph3t/status/1979243370452258837

Must-Watch dApps After Monad Mainnet Launch
↳ https://x.com/FourPillarsFP/status/1979110293952434666

The Electric Slide
↳ https://www.notboring.co/p/the-electric-slide

⚙️ Infrastructure
SIMD-0337 introduces block markers, paving the way for Fast Leader Handover in Alpenglow
↳ https://x.com/anza_xyz/status/1979199002177642500

Dankrad Joins Tempo
↳ https://x.com/dankrad/status/1979133618254405775

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📚 Daily Delphi Reads

🏦 DeFi
Anatoly Building Perp Dex?
↳ https://github.com/aeyakovenko/percolator/blob/master/plan.md?plain=1

🌐 General
Internet's Centralized Dependencies
↳ https://x.com/onechancefreedm/status/1980293138116686275

One long memo - Péter Szilágyi
↳ https://gist.github.com/karalabe/a2bc53436f29e0711fe680d59e180f6c

⚙️ Infrastructure
Toly on His Vibe Coded Perp DEX
↳ https://x.com/aeyakovenko/status/1980288468094951799

Bitcoin and the Quantum Problem – Part I: Discrete Logs are Hard
↳ https://murmurationstwo.substack.com/p/bitcoin-and-the-quantum-problem-part

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📚 Daily Delphi Reads

Ai
Andrej Karpathy on Dwarkesh Podcast
↳ https://x.com/dwarkesh_sp/status/1979234976777539987

🏦 DeFi
Ethereal's Mainnet Alpha is now live (USDe Perps)
↳ https://x.com/etherealdex/status/1980687756633448814

Sizing The Bet: Next Gen Solana Perp DEXs - Delphi Digital
↳ https://members.delphidigital.io/reports/sizing-the-bet-next-gen-solana-perp-dexs

🌐 General
Coinbase, Echo, Internet Capital Markets, and Noice
↳ https://members.delphidigital.io/feed/coinbase-echo-internet-capital-markets-and-noice?&utm_source=link&utm_medium=portal

‘We Call Them Ownership Coins’: A DAO Governance Innovation
↳ https://www.galaxy.com/insights/research/ownership-coins-futarchy-metadao-dao-governance-proph3t

⚙️ Infrastructure
SIMD-0266: Efficient Token Program
↳ https://x.com/anza_xyz/status/1980301099694539045

Analytics on Near's Zcash→Solana bridge called the Zolana Bridge
↳ https://x.com/PineAnalytics/status/1980610860998377593

📈 Macro & Markets
$GLXY just delivered the best all-around quarter in our 8-year history
↳ https://x.com/jonathan_mg27/status/1980603091763257714

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📚 Daily Delphi Reads

🏦 DeFi
Bullet Livestream With Delphi's Flip
↳ https://x.com/bulletxyz_/status/1980362909223166327

🌐 General
Analyzing Hyperliquid's New RWA Perp Markets
↳ https://members.delphidigital.io/feed/analyzing-hyperliquids-new-rwa-perp-markets

Re-introducing: ORE
↳ https://x.com/OREsupply/status/1981012903643041972

⚙️ Infrastructure
Hyperliquid has listed MEGA-USD hyperps ($4.5B FDV Initial)
↳ https://x.com/HyperliquidX/status/1981020966198055305

Dankrad on What Makes a Project Good/Bad for Ethereum
↳ https://x.com/dankrad/status/1980811989178831029

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📚 Daily Delphi Reads

🏦 DeFi
Prediction Markets: A World Truth Engine in Beta - Delphi Pro
↳ https://members.delphidigital.io/reports/prediction-markets-a-world-truth-engine-in-beta#key-takeaways

🌐 General
TRUMP PARDONS CONVICTED BINANCE FOUNDER CHANGPENG ZHAO: WSJ
↳ https://x.com/tier10k/status/1981377393592791067

Prediction Market Terminals
↳ https://x.com/Delphi_Digital/status/1981374824082522267

Insilico Terminal Podcast Episode 7 - Extended Founder Ruslan
↳ https://open.spotify.com/episode/3Wbuv0o4t4Dkykb222GToq?si=ryBJstezRnSvxW4-Z_cSWg

⚙️ Infrastructure
Farcaster Buys Clanker
↳ https://x.com/farcaster_xyz/status/1981398124242620852

Introducing the $MEGA token
↳ https://x.com/megaeth_labs/status/1981348518662197708

a16z - top 10 blockchains that builders want to build on
↳ https://x.com/cryptunez/status/1981348188398190705

📈 Macro & Markets
Fidelity Adds SOL
↳ https://x.com/solana/status/1981354204359712856

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📚 Daily Delphi Reads

🌐 General
Death of a Token: Acquisitions and Collapses Amidst Industry Consolidation
↳ https://x.com/howdymerry/status/1981831146377031693

Farcaster Does First Clanker Buyback Day After Acquiring
↳ https://x.com/farcaster_xyz/status/1981827837087633663

Thread on New CFTC Chair
↳ https://x.com/xethalis/status/1981810317710528619

Futarchy debate summary + spaces link
↳ https://x.com/dadadadaffy/status/1981776117746085984

Kalshi and Polymarket comparison
↳ https://x.com/Delphi_Digital/status/1981737444879028490

Pump Acquires Trading Terminal Padre
↳ https://x.com/pumpdotfun/status/1981722548350894498

Polymarket CMO confirms POLY token and airdrop plans
↳ https://www.theblock.co/post/376048/polymarket-cmo-confirms-poly-token-airdrop-plans?utm_source=twitter&utm_medium=social

⚙️ Infrastructure
A Rollup that *Actually* Scales Ethereum
↳ https://x.com/apriori0x/status/1980630344144478270

📈 Macro & Markets
U.S. CPI: +3% YEAR-OVER-YEAR (EST. +3.1%)
↳ https://x.com/TreeNewsFeed/status/1981699701931229646

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📚 Daily Delphi Reads

Ai
x402 Explainer
↳ https://x.com/S4mmyEth/status/1981672515844878508

🏦 DeFi
Titan vs Jupiter War
↳ https://x.com/Titan_Exchange/status/1981915467536114088

🌐 General
MetaDAO Completes $10M Raise to 6MV, Variant and Paradigm
↳ https://x.com/TheiaResearch/status/1981908145090990385

⚙️ Infrastructure
Blockchain AWS Outage Analysis Tool Post-Mortem
↳ https://www.awsblockchaintracker.com/

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📚 Daily Delphi Reads

🌐 General
Padre revenue now goes to buying back $PUMP tokens starting 2 days ago
↳ https://x.com/MapleLeafCap/status/1982404455552385310

⚙️ Infrastructure
New Independent Core Team for ZCash
↳ https://x.com/0xMert_/status/1982426631340957767

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📚 Daily Delphi Reads

🏦 DeFi
Apps and Chains, Not Issuers: The Next Wave of Stablecoin Economics Belongs to DeFi - Delphi Digital
↳ https://members.delphidigital.io/reports/apps-and-chains-not-issuers-the-next-wave-of-stablecoin-economics-belongs-to-defi

BULK Trade Validator Live
↳ https://x.com/bulktrade/status/1982744883334123757

🌐 General
Opinion Markets
↳ https://x.com/Delphi_Digital/status/1982824279881167299

⚙️ Infrastructure
MegaETH Sale Dashboard
↳ https://dune.com/counterparty_research/megaeth-public-sale

MEGAETH ICO GETS OVERSUBSCRIBED IN 5 MINUTES, WITH OVER $50M OF COMMITMENTS AT A $1B VALUTAION
↳ https://x.com/zoomerfied/status/1982795748983943385

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📚 Daily Delphi Reads

🏦 DeFi
Non-Arbitrage Conditions for Perpetual Forwards
↳ https://oldcoinbad.com/p/non-arbitrage-conditions-for-perpetual

⚙️ Infrastructure
VISA TO ACCEPT PAYMENTS IN FOUR STABLECOINS ON FOUR SEPERATE BLOCKCHAINS, THAT CAN SETTLE INTO FIAT
↳ https://x.com/zoomerfied/status/1983282456670204294

Another TEE Compromise
↳ https://x.com/yrschrade/status/1983273836326834233

Western Union to Launch Stablecoin on Solana
↳ https://x.com/deitaone/status/1983214064848310738

Thread on Lowcarbcrusader's MEV "Exploit" Trial
↳ https://x.com/innercitypress/status/1982816429595406615

Circle's Arc Public Testnet is now live
↳ https://x.com/arc/status/1983136863994212390

📈 Macro & Markets
Strong Start for SOL ETF - $56M most of any Launch in 2025
↳ https://x.com/EricBalchunas/status/1983265686991581385

SOL ETF to Stake 100% -> How It'll Deal With Redemptions
↳ https://x.com/NateGeraci/status/1983192571217359343

Introducing $BSOL — the Bitwise Solana Staking ETF. Starts trading tomorrow
↳ https://x.com/bitwiseinvest/status/1982927182901993968

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We're gifting 100 people access to some of the latest Delphi alpha. Grab it while you can:
https://x.com/anildelphi/status/1983947914314707446

📚 Daily Delphi Reads

🏦 DeFi
Bulk Testnet November 19
↳ https://x.com/bulktrade/status/1983881615928689056

⚙️ Infrastructure
Solana’s Next Chapter: Laying the Foundation of Internet Capital Markets
↳ https://www.galaxy.com/insights/research/solana-firedancer-anza-alpenglow-internet-capital-markets

Keeta Network
↳ https://x.com/Delphi_Digital/status/1983926423048904929

Keeta Network
↳ https://x.com/Delphi_Digital/status/1983926423048904929

Keeta: Bridging The Institutional World On-Chain - Delphi Digital
↳ https://members.delphidigital.io/reports/keeta-bridging-the-institutional-world-on-chain

$MEGA Sale Closes - Oversubbed ＠ $1B by 27.8x
↳ https://x.com/megaeth/status/1983884014554640880

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📚 Daily Delphi Reads

🌐 General
Welcome to Spotlight, a New Era for Internet Capital Markets
↳ https://x.com/pumpspotlight/status/1984325632583491858

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📚 Daily Delphi Reads

🏦 DeFi
Berachain Blocks Balancer Exploiter's Addresses
↳ https://x.com/berachain/status/1985380167036829860

Berachain Halts in Response to Balancer Exploit
↳ https://x.com/SmokeyTheBera/status/1985290004176789888

Balancer Exploited Across Multiple Chains
↳ https://x.com/uttam_singhk/status/1985266901379952830

🌐 General
Code is not law, but the Peraire Bueno prosecution is still bad.
↳ https://x.com/valkenburgh/status/1985374963201626603

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📚 Daily Delphi Reads

🏦 DeFi
Prop AMMs vs. RFQs: The Importance of Composability
↳ https://x.com/0xOptimus/status/1985735558711185418

ERC-8004: Trustless Agents
↳ https://eips.ethereum.org/EIPS/eip-8004

🌐 General
Timefun is transitioning to a new product
↳ https://x.com/0xkawz/status/1985755524470850003

Bitcoin’s Silent IPO: Why This Consolidation Isn’t What You Think
↳ https://visserlabs.substack.com/p/bitcoins-silent-ipo-why-this-consolidation

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