📚 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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📚 Daily Delphi Reads

🏦 DeFi
Onchain Options
↳ https://x.com/Delphi_Digital/status/1986101136852660726

⚙️ Infrastructure
Avici - Marching towards giga scale
↳ https://x.com/RamXBT/status/1986118163109675353

Harmonic, an open block building system optimized for validator revenue and throughput, built to mak
↳ https://x.com/harmonic_gg/status/1986087228150366367

MegaETH ICO Allocations Released
↳ https://x.com/megaeth/status/1986060027141271573

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📚 Daily Delphi Reads

🌐 General
Lodden on PMs
↳ https://x.com/theoddchain/status/1986420924627722423

⚙️ Infrastructure
Locked Investor MON not Stakeable
↳ https://x.com/keonehd/status/1986553042993357059

Countdown to Q-Day with Project 11 - ZK PODCAST
↳ https://zeroknowledge.fm/podcast/383/

📈 Macro & Markets
JPMorgan predicting bitcoin at $170k in next 6-12mo
↳ https://x.com/EricBalchunas/status/1986454673964909030

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📚 Daily Delphi Reads

🌐 General
Day 1 Monad Apps to Farm
↳ https://x.com/monad/status/1986795825066901633

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📚 Daily Delphi Reads

🌐 General
lowcarbcrusader MEV case deemed Mistrial
↳ https://x.com/0xdoug/status/1986962298506825918

⚙️ Infrastructure
Fusaka will activate on December 3, 2025
↳ https://x.com/TimBeiko/status/1986958474941796552

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📚 Daily Delphi Reads

🌐 General
Shutdown End Near
↳ https://x.com/DeItaone/status/1987592291855319550

Ore Tokenomics
↳ https://x.com/mattytay/status/1987509535385243948

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📚 Daily Delphi Reads

🏦 DeFi
Neutrl is officially live
↳ https://x.com/Neutrl/status/1987883028497228142

🌐 General
Delphi Year Ahead Teaser
↳ https://x.com/Delphi_Digital/status/1987913140655268100

Choppy Waters: On volatility, liquidity, and Bitcoin's position on the risk curve
↳ https://open.substack.com/pub/viewsfromlusitania/p/choppy-waters?utm_campaign=post&utm_medium=web

⚙️ Infrastructure
MON ICO Details
↳ https://x.com/monad/status/1987884528724017167

📈 Macro & Markets
ETFs Greenlit to Stake
↳ https://x.com/SecScottBessent/status/1987968331681317312

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📚 Daily Delphi Reads

🏦 DeFi
PERP DEX LIGHTER RAISES $68M AT A $1.5B VALUATION
↳ https://x.com/zoomerfied/status/1988230604974850347

🌐 General
Monad Market Maker Agreements
↳ https://x.com/0xkydo/status/1988111486418661546

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📚 Daily Delphi Reads

⚙️ Infrastructure
How BAM extends Solana’s Lead: Making Internet Capital Markets A Reality
↳ https://x.com/buffalu__/status/1988699160384795026

📈 Macro & Markets
Winklevoss Twins Launch ZEC DAT
↳ https://x.com/tyler/status/1988609730646778061

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📚 Daily Delphi Reads

⚙️ Infrastructure
RISE L2 to Launch Native Orderbook & Perp DEX
↳ https://x.com/risechain/status/1988970473024287176

📈 Macro & Markets
BTC and the Nasdaq: the correlation that only hurts | Wintermute
↳ https://www.wintermute.com/insights/views/opinions/btc-and-the-nasdaq-the-correlation-that-only-hurts?utm_source=twitter&utm_medium=social

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📚 Daily Delphi Reads

⚙️ Infrastructure
Zcash and Quantum Computers - sean bowe
↳ https://seanbowe.com/blog/zcash-and-quantum-computers/

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📚 Daily Delphi Reads

🌐 General
Delphi Pro Chat
↳ https://x.com/delphi_digital/status/1990467593740919264

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📚 Daily Delphi Reads

🏦 DeFi
Perp Aggregator Ranger to run MetaDAO ICO
↳ https://x.com/ranger_finance/status/1990807074796695666

🌐 General
BTC 401K
↳ https://x.com/Delphi_Digital/status/1990833274789544150

Excited to publish my Crypto Trends Report for 2025!
↳ https://x.com/AlanaDLevin/status/1990804860027965727

⚙️ Infrastructure
Introducing Frontier, the official release of Mainnet Beta
↳ https://x.com/megaeth/status/1990833692067901552

Anoma is live on ＠ethereum.
↳ https://x.com/anoma/status/1990798499563385222

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📚 Daily Delphi Reads

Ai
Gavin Baker - Some Thoughts on AI
↳ https://x.com/GavinSBaker/status/1991248768654803337

🏦 DeFi
ETH-backed loans are now on Coinbase.
↳ https://x.com/brian_armstrong/status/1991524917612015905

Ekubo new business model pilot with Sushi
↳ https://x.com/ekuboprotocol/status/1991260572365525419

🌐 General
Ray Dalio - The Big Dangers of Big Bubbles with Big Wealth Gaps
↳ https://x.com/RayDalio/status/1991500536856576200

Hivemind with Jason, LTR & Flip
↳ https://x.com/ceterispar1bus/status/1991497416668004500

⚙️ Infrastructure
MegaETH Pre-Deposit Bridge Nov 25
↳ https://x.com/megaeth/status/1991518377106342097

Solana apps opting against executing on SOL
↳ https://x.com/brian_smith_0/status/1991332625894756597

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