📚 Daily Delphi Reads

Ai
Ai16z $475M into new AI chip company
↳ https://x.com/a16z/status/1998086651529122136

Gensyn launches polymarket for AI models for competition/funding
↳ https://x.com/gensynai/status/1998060662375985523

A leading TAO Subnet launches training at home
↳ https://x.com/MacrocosmosAI/status/1998089696203911568

⚙️ Infrastructure
Tempo’s testnet is live
↳ https://x.com/tempo/status/1998407701366505710

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📚 Daily Delphi Reads

Ai
Nous releases open source math AI model
↳ https://x.com/nousresearch/status/1998536543565127968

🏦 DeFi
Borrow against your Polymarket position
↳ https://x.com/gondorfi/status/1998800082070884751

This is a long post about the rise of "prop AMMs", the history behind them and their advantages/disa
↳ https://x.com/RealSpaceMonkey/status/1998343015065133292

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📚 Daily Delphi Reads

🏦 DeFi
Today, we’re introducing Phoenix Perpetuals, an on-chain perpetuals exchange built on Solana.
↳ https://x.com/ellipsis_labs/status/1999035250652115364

Tarun vs Dan Robinson ADL/Hyperliquid Debate Thread
↳ https://x.com/danrobinson/status/1999064138442854580

🌐 General
One day to go for our 2026 Markets Year Ahead Report
↳ https://x.com/Delphi_Digital/status/1998908118118637813

📈 Macro & Markets
Compound VC on Narratives and Technology Markets
↳ https://x.com/mhdempsey/status/1999119478936785108

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📚 Daily Delphi Reads

Ai
Trump EO on one set of AI rules vs 50 state rules
↳ https://x.com/davidsacks47/status/1999282258046263301

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📚 Daily Delphi Reads

🌐 General
17 things we're excited about for crypto in 2026 - a16z crypto
↳ https://a16zcrypto.com/posts/article/big-ideas-things-excited-about-crypto-2026/

⚙️ Infrastructure
Solana’s MCP Design - BP Talk
↳ https://x.com/solana/status/1999464115149111578

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📚 Daily Delphi Reads

🌐 General
Introducing the Colosseum STAMP - MetaDAO Investment Contracts
↳ https://x.com/colosseum/status/2001010232152219988

Crypto is Dead
↳ https://x.com/DougieDeLuca/status/2000957512862884100

⚙️ Infrastructure
PQ Signatures on Solana Testnet
↳ https://x.com/SolanaFndn/status/2000948477568934084

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📚 Daily Delphi Reads

🌐 General
Global Venmo
↳ https://x.com/privy_io/status/2001381671904621044

State of Crypto VC: $34B Raised, 50% Fewer Deals
↳ https://x.com/masonnystrom/status/2001049898880512429

⚙️ Infrastructure
The Year Ahead for Infra 2026 - Delphi Digital
↳ https://members.delphidigital.io/reports/the-year-ahead-for-infra-2026

Solana Breakpoint 2025 Conference Summary
↳ https://breakpoint25.northisland.ventures/

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📚 Daily Delphi Reads

🌐 General
Delphi Hivemind Pod 12/18/2025
↳ https://x.com/theempirepod/status/2001643650917269686

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📚 Daily Delphi Reads

Ai
Is It a Bubble?
↳ https://www.oaktreecapital.com/insights/memo/is-it-a-bubble

🌐 General
Repairing Crypto's Social Contract
↳ https://x.com/metaproph3t/status/2001870120411631909

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📚 Daily Delphi Reads

🌐 General
2025 TGEs
↳ https://x.com/ahboyash/status/2002363360327704834

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📚 Daily Delphi Reads

🏦 DeFi
Zeller on Aave DAO Situation
↳ https://x.com/Marczeller/status/2003359969798947056

⚙️ Infrastructure
Deep Dive: Alpenglow
↳ https://x.com/toghrulmaharram/status/2003139755136139671

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📚 Daily Delphi Reads

⚙️ Infrastructure
3% of Solana Blocks now Built by Harmonic
↳ https://x.com/harmonic_gg/status/2003837955102978247

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We are hiring at Delphi :
https://x.com/anildelphi/status/2005712118533034345?s=20

📚 Daily Delphi Reads

🏦 DeFi
Under the hood: BULK Risk Engine
↳ https://x.com/bulktrade/status/2005894578919072149

⚙️ Infrastructure
Getting to the Bottom of Quantum (Quantum is not a risk side)
↳ https://x.com/blockspace/status/2005294288431890621

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📚 Daily Delphi Reads

📈 Macro & Markets
Gold (+64%) was the best performing major asset in 2025 while Bitcoin (-6%) was the worst
↳ https://x.com/charliebilello/status/2006738768628433299

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📚 Daily Delphi Reads

Ai
Native: An x402 Blue-Chip In the Making?
↳ https://members.delphidigital.io/feed/native-an-x402-blue-chip-in-the-making?&utm_source=link&utm_medium=portal

🌐 General
Unchained - CA Skip navigation Search Sign in What It Takes To Win in 2026
↳ https://www.youtube.com/watch?v=r4fxsT7oTIE

Two Kites Dancing In A Hurricane
↳ https://0xsmac.substack.com/p/two-kites-dancing-in-a-hurricane

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📚 Daily Delphi Reads

🏦 DeFi
Lighter Starts Buybacks
↳ https://x.com/Dumpster_DAO/status/2008254977140240598

🌐 General
Virtuals
↳ https://x.com/virtuals_io/status/2008208273808433518

⚙️ Infrastructure
𝗜𝗻𝘁𝗿𝗼𝗱𝘂𝗰𝗶𝗻𝗴 𝘁𝗵𝗲 𝗜𝗕𝗥𝗟 𝗘𝘅𝗽𝗹𝗼𝗿𝗲𝗿! - Imagine a world where you can actually se
↳ https://x.com/jito_sol/status/2008239586900636142

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📚 Daily Delphi Reads

🏦 DeFi
HumidiFi Teasing MetaDAO Ownership Coin?
↳ https://x.com/humidifi/status/2008276001621409889

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📚 Daily Delphi Reads

⚙️ Infrastructure
Block packing is technical and philosophical (thread)
↳ https://x.com/segfaultdoctor/status/2008710080720728269

📈 Macro & Markets
Unusual Whales Congressional Trading Report 2025
↳ https://x.com/unusual_whales/status/2008944502300659838

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