📚 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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📚 Daily Delphi Reads

📈 Macro & Markets
BTC Drawdown Ranked
↳ https://x.com/charliebilello/status/1991861855321756137

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📚 Daily Delphi Reads

🌐 General
A SMALL PREDICTION MARKET DESIGN TAXONOMY
↳ https://x.com/aaronjmars/status/1991975420669915328

⚙️ Infrastructure
SIMD-0411: Double Disinflation Rate by lostintime101 · Pull Request #411 · solana-foundation/solana-
↳ https://github.com/solana-foundation/solana-improvement-documents/pull/411/files

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📚 Daily Delphi Reads

🌐 General
DAT Approach
↳ https://x.com/matt_hougan/status/1992645947994624242

Monad tools for onchain degens
↳ https://x.com/AmirOrmu/status/1992636523389309300

Solana Pushing for $MON Trading Volume Day 1
↳ https://x.com/solana/status/1992611674352927143

⚙️ Infrastructure
Understanding SIMD-0411
↳ https://x.com/PineAnalytics/status/1992378885288194309

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📚 Daily Delphi Reads

Ai
Nous Office Hours December 4th 1pm est
↳ https://x.com/NousResearch/status/1993367621446910237

🏦 DeFi
Solana & Hyperliquid in Top 10 Day 1 MON Volume
↳ https://x.com/ceterispar1bus/status/1993271103788138663

⚙️ Infrastructure
Berachain Founder on Series B Story
↳ https://x.com/smokeythebera/status/1993109710510178335

🎮 NFTs & Gaming
How One App Accounts for 20% of All Transactions on Abstract with No Speculation and No Token
↳ https://members.delphidigital.io/feed/how-one-app-accounts-for-20-of-all-transactions-on-abstract-with-no-incentives-and-no-token

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📚 Daily Delphi Reads

Ai
Grass Token Holder Call
↳ https://x.com/grass/status/1993103193237061932

🌐 General
Bitcoin and the Quantum Problem – Part II: The Quantum Supremacy
↳ https://murmurationstwo.substack.com/p/bitcoin-and-the-quantum-problem-part-47f

9 ideas we’re ready to back that could define crypto’s next big thing in 2026
↳ https://x.com/cbventures/status/1993368821651165345

📈 Macro & Markets
Grayscale Files to COnvert ZEC Fund to ETP
↳ https://x.com/Grayscale/status/1993685744414826550

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📚 Daily Delphi Reads

🏦 DeFi
NFINEX TO HOLD $15M SONAR ICO AT $300M VALUATION AHEAD OF JANUARY 2026 TGE
↳ https://x.com/zoomerfied/status/1994045266677170597

⚙️ Infrastructure
In Defense of Exponentials (Defending L1 Valuations)
↳ https://x.com/hosseeb/status/1994110900454949263

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📚 Daily Delphi Reads

🏦 DeFi
HumidiFi Litepaper
↳ https://x.com/humidifi/status/1995142806273475024

🌐 General
Banking & USDT
↳ https://x.com/MonetSupply/status/1995187007803285936

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